Natalie Ivey is an HR consultant, workplace investigator, and founder of RPCHR. With decades of experience navigating employee relations and compliance challenges, she brings clarity and confidence to HR professionals through practical training and real-world expertise.
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Natalie Ivey is an HR consultant, workplace investigator, and founder of RPCHR. With decades of experience navigating employee relations and compliance challenges, she brings clarity and confidence to HR professionals through practical training and real-world expertise.
Documenting the Details: 3 Key Tips for Investigative Note taking and Documentation
The HR Investigations Podcast
14 minutes 32 seconds
12 months ago
Documenting the Details: 3 Key Tips for Investigative Note taking and Documentation
In this episode, podcast host Natalie Ivey shares 3 Key Tips from her best-in-class internal investigations training programs on how to improve note taking and documentation when conducting investigative interviews. Natalie shares the importance of proper planning, the use of templates, how to navigate difficult conversations with interviewees, and especially Subjects.
Key topics:
If you Fail to Plan Your Investigation You are Planning for Your Investigation to Fail
Identifying preparation strategies to improve interview documentation
Examining the negative impacts when investigative documentation isn’t effective and is done very poorly
Reviewing a strategy to get interviewees back on track after going off on tangents
Identifying critical details that need to be in every single document of conversation with interviewees to avoid creating holes that an investigator later needs to fill
Visit RPC HR for show notes and more information.
Check out Natalie's book How to Conduct Internal Investigations: A Practical Guide for Human Resource Professionals here:https://tinyurl.com/y39s7n77
The HR Investigations Podcast
Natalie Ivey is an HR consultant, workplace investigator, and founder of RPCHR. With decades of experience navigating employee relations and compliance challenges, she brings clarity and confidence to HR professionals through practical training and real-world expertise.
