Investigation plan template
Our Investigation Plan Template provides a clear structure for conducting fair, thorough, and compliant workplace investigations, ensuring consistency and efficiency.
- 2 pages / 360 words
- Instantly download as Word / PDF / plain text
- Suitable globally (check local legislation)
Save 30 mins drafting time, and reduce your risk.
Investigation plan
This document sets out the framework for conducting a fair, thorough, and impartial investigation.
The investigation will be carried out in line with relevant policies and procedures, ensuring that all parties involved are treated with respect and confidentiality.
The investigator will gather facts, review evidence, and conduct interviews to establish findings that will inform any next steps.
| Investigator: | [Name of Investigator] [Job Title/Role] |
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The Investigation Plan Template provides a structured framework for conducting workplace investigations in line with the ACAS guide to workplace investigations.
It outlines key steps, including defining the scope, identifying witnesses, gathering evidence, and setting timelines.
This template ensures a fair, thorough, and legally compliant investigation process, supporting informed decision-making and procedural transparency.
Workflow window
Check which resources should be implemeted before and/or after the Investigation plan template, to understand the workflow.
Grievance investigation confirmation letter
Our Grievance Investigation Confirmation Letter ensures a transparent process, confirming receipt and initiation of grievance investigation promptly.
Investigation meeting invitation (to subject of allegation) letter
If an employee is suspected of misconduct, the employer must carry out a fair and proper investigation into the allegations and determine the facts of the case through gathering evidence.
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