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Our Investigation Plan Template provides a clear structure for conducting fair, thorough, and compliant workplace investigations, ensuring consistency and efficiency.
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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Terms of reference:
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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.
Related HR resources and workflow
Explore the HR resources that may be relevant before and / or after using the Investigation plan, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.
Our Grievance Investigation Confirmation Letter ensures a transparent process, confirming receipt and initiation of grievance investigation promptly.
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.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.
Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Investigation plan template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.
How this content is developed and reviewed
The Investigation plan template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing investigation processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
HRDocBox has been creating practical UK HR documents since 2009.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
Investigation toolkit
9 templates
£34.90
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