Friday, December 6, 2013

When should you conduct an investigation?

When a conflict occurs in the workplace, the quality of the resolution is often determined by the first step, which is the decision to conduct a workplace investigation.
Many people are intimidated by an investigator and that fear is mostly based on the unknown.  Ironically, that is exactly where RichwoodConsulting Group starts any investigation interview, by pointing out that the investigator does not have any information or bias and there is a clean slate.  With training, a good investigator doesn’t make judgments but can listen impartially and calmly.
That’s the whole purpose of an investigation – to provide a fair and impartial atmosphere where both sides are heard.
So, what are the important points to consider when making the decision to investigate?
Are the facts disputed?
Did the act violate a policy or the law?
How does the complaint affect the complainant (e.g., a violation of his or her status in a protected category or a violation of the employer’s rules or practices?)
Is the problem a matter of workplace conflict that is more appropriately handled with organizational assessment?
These questions are not simple and for good reason.  An investigation is a serious step and should never be used as a scare tactic to force either side to give up rights.  Everyone should know, at all times, that a professional investigator is there to protect everyone’s rights while defending neither side.
It’s worth mentioning the idea of perspective.  A trained professional investigator can offer a viewpoint that is not clouded by personal agendas.  He or she has no stake in the outcome and will not steer anyone into an unnecessary investigation.  Not only would such an act be unethical, a good investigator will explain the process so that everyone understands why an investigation would be necessary and develop a level of expectation for the process and outcome.

RichwoodConsulting Group can help you through this first step and set you on the right road to a healthy and mutually beneficial resolution.