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Management documents

Investigation document templates

Undertaking an investigation will often be required as part of a disciplinary or grievance process.

In order to ensure that the investigation was fair and appropriate it is good practice to plan, record and invite correctly.

Here are some templates that can be used for a disciplinary or grievance investigation process. 

Click on a title for more information and a preview, or to make a quick purchase you can click the button.

Investigation meeting invitation letter template

A model investigation meeting invitation letter template to assist you in managing this event with a best practice method.

Reviewed 16 Nov 2020

Investigation plan form template

Use this form to determine the arragements for the investigation, including the issues to be explored, who is involved and the target date.

Reviewed 1 Jun 2021

Investigation report form template

This is a template investigation report that an investigator may adapt to suit the particular circumstances of their investigation.

Reviewed 1 Jun 2021
Management template pack

Management template pack

Get unlimited downloads of all 3 Investigation document templates in this pack, plus everything else in the Management template pack for 12 months.

Disciplinary documents

Disciplinary procedures enable you to ensure that employees keep to the rules.

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Communicating with your employees is central to managing your workforce.

Investigation documents

Undertaking an investigation will often be required as part of a disciplinary or grievance process.

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