Investigation plan template

5 minute read • 1 January 2025
£ 9

Supporting information

Documentation sequence

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

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Investigation plan

Amend as required

Investigator:  
Terms of reference:  
Provisional time-frame:  
Policies and procedures to review and follow:  
Issues that need to be explored/clarified:  
Sources of evidence to be collected:  

Persons to be interviewed:

(including planned order of interviews)

 

Investigation meetings further arrangements:

(When/where/notes to be taken by)

 
Persons to supply own statement:  
Investigation meetings to be completed by:  
Collection of evidence to have been completed by:  
Further considerations:  

Restricted before purchase.

Restricted before purchase.

What is this for?

This Investigation plan template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.

Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.

Extended guidance

investigation plan template

Documentation sequence

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