Five Questions Every Organization Should Ask Before Conducting A Workplace Investigation

Every organization encounters workplace issues. To manage the resulting risk and resolve concerns effectively, organizations need to know when a workplace investigation is necessary and how it should be executed in a way that is measured, defensible, and proportionate.

In a recent fireside discussion, Kate McNeill-Keller, Trevor Lawson, Shane D'Souza, Patrick Pengelly, and Kevin Lo, explored how organizations can approach workplace investigations strategically, efficiently, and defensibly by asking five key questions:

Is an investigation required?

Not every issue calls for the same response. Routine workplace complaints may be better addressed through coaching, mentoring, or other management tools. More serious allegations, or issues that trigger legal obligations, may require a formal investigation. The key is to decide whether a formal process is needed or whether the matter can be handled appropriately through informal channels.