HR TOOLKIT
Workplace Investigation Field Kit — what you get
Two books
The Investigator’s Manual, 53 pages: the law in four countries, every investigation type with the statutes, full interview question banks, credibility assessment, report writing, and a document map
The Playbook, 30 pages: the ten-stage field SOP, closeout scripts for every outcome, jurisdiction notes, and the 16 mistakes that sink investigations
13 synchronized templates (Word · fillable PDF · browser form)
Intake & triage worksheet, and an investigation plan with a neutrality check
Three interview scripts (complainant, respondent, witness) plus an interview-notes template
Evidence log with chain of custody, and a credibility matrix with a bias self-check
Findings & closeout report, quick reference checklist, and an executive briefing
A signed witness statement, and seven ready-to-send notification letters
A look inside
Real pages from the templates and the manual. Previews are cropped samples, not the full files.
Template 08 · Credibility Assessment Matrix
One assessment block per person, ten factors each, every observation tied back to an evidence log number and marked supports, neutral or weakens.
Template 08 · the bias self‑check
Four questions you answer before findings are final, including whether delayed reporting or emotionality were treated as automatic strikes.
Manual · the document map
Every lifecycle stage points to the document you open and the chapter that explains it. Stage 6, credibility, is Document 08 and Chapter 9.
Manual · Chapter 7, the interviews
Jurisdiction notes sit inline, so the right to be accompanied in the U.K., the support person in Australia and Weingarten in the U.S. are settled before you schedule.
Built by Antony Pagan, who at points ran up to four investigations a week across a 12,000-employee organization — harassment, discrimination, ethics, retaliation, and executive misconduct — and trained through Littler Mendelson programs.
$199
instant download
Instant digital download · editable files · one-organization license · not legal advice