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.
- Last updated 09/02/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
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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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.
Flowchart
Flowchart
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.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Investigation plan template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas 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.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
