Made for Human Resources Specialists
Plan Interviews and Gather Reliable Facts
90 min
Advanced
Human Resources Specialist
Build Professional Skills
Career outcome:
Avoid Professional Risk
Build a fact-finding plan that sets interview order, prepares focused questions, checks credibility, and tracks evidence gaps from intake through final review.
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Use this when
You need to investigate an employee complaint, policy concern, workplace conflict, or manager report that requires interviews and document review.
You'll need
- Matter summary
- Reported concerns
- People involved
- Known timeline
- Available records
- Relevant policies
- Constraints and deadlines
- Risk level
You'll get
- Fact-finding scope documented
- Immediate risks and preservation needs flagged
- Interview order tied to evidence needs
- Neutral interview guides prepared
- Records matched to disputed facts
- Credibility checks based on fair factors
By the end of this playbook
You will have:
- Fact-finding scope documented
- Immediate risks and preservation needs flagged
- Interview order tied to evidence needs
- Neutral interview guides prepared
- Records matched to disputed facts
- Credibility checks based on fair factors
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Matter summary: An employee says a manager removed key accounts after a pay complaint. The manager says the change was part of a wider territory reset. Reported concerns: Account removal, exclusion from client meetings, and a comment about being "difficult." People involved: Reporting employee, manager, regional director, and two coworkers. Known timeline: Pay email on March 4; account changes on March 11; disputed planning date in February. Available records: Complaint email, account reports, calendars, and chat messages. Relevant policies: Retaliation policy and more-likely-than-not evidence standard. Constraints: Employee starts leave next Friday. Risk level: High
Sample assembled prompt
Scope: Determine when and why the... First actions: Preserve account-change logs, territory... Check whether temporary reporting or contact... Escalate any request for privileged material. Interview order: Start with the regional... Interview the coworkers separately about the... Interview the reporting employee for a... Interview the manager after the documentary... Return to any source only for... Key gap: No dated record currently...