Confidently Navigate Disciplinary Investigations An Immersive Workshop
A comprehensive, full-day immersive workshop designed to equip managers and HR professionals with the practical skills to conduct fair, robust, and legally compliant disciplinary investigations. Through realistic role-play scenarios, deep-dive legal analysis, and evidence-based frameworks, participants will master the Burchell Test, navigate complex misconduct, and move from anxiety to confidence.
Are you dreading the next disciplinary investigation? Stop the anxiety and start leading with absolute confidence. This immersive one-day workshop transforms managers and HR professionals into skilled investigators who handle misconduct with clarity and legal certainty. You will gain the practical ability to conduct fair, robust enquiries that stand up to scrutiny, ensuring your decisions are defensible and your team remains secure. This training delivers real-world results for closed groups of up to 12 delegates. Plus, attendees will earn six CPD hours to support your professional development. Don't let fear dictate your next step. Master the process and protect your organisation today. To find out more, contact us at lets talk at e q v dot co dot uk.
Counts towards 6 CPD Hours1 Day9:00 - 5:00 for GroupsOpen Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Apply the ACAS Code of Practice and Section 98 ERA 1996 to real-world investigation scenarios
Master the Burchell Test to establish genuine belief and reasonable grounds for dismissal
Distinguish between admissible evidence and prejudicial bias during complex fact-finding
Conduct structured investigative interviews using the 5-step questioning model
Navigate sensitive challenges including sickness absence, disability, and discriminatory language
Develop a strategic investigation plan that mitigates legal risk and ensures proportionality
Collaborate to synthesise best practices aligned with company protocols and legal standards
Create a personal toolkit for managing emotional dynamics and procedural timeliness
Your Post-Course Challenge
Within 30 days, apply the 5-step interview structure to at least one formal meeting.
Create a personal 'Evidence Matrix' template to use for your next investigation.
Reflect on a past investigation and identify where the process could have been improved using today's learnings.
Counts Towards 6 CPD Hours
This course contributes 6 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This immersive workshop is specifically designed for managers, team leaders, and HR professionals who are responsible for handling workplace misconduct or performance issues. It is ideal for those seeking to transform their approach from feeling apprehensive about formal procedures to executing investigations with clarity, fairness, and legal confidence.
This course is ideal for:
Line managers who need to lead initial investigations without overstepping their authority or creating legal risks
HR business partners looking to standardise their investigative processes and ensure strict adherence to the ACAS Code
Senior leaders who must make final decisions on complex cases and require a robust evidential foundation
Small business owners seeking to handle disciplinary matters internally without relying on expensive external consultants
Employee relations specialists aiming to refine their interviewing techniques and evidence-gathering strategies
Operational supervisors who want to navigate sensitive situations involving sickness absence or potential discrimination
No prior experience needed
Whether you are new to conducting formal investigations or have years of experience dealing with difficult workplace issues, this course is accessible to all levels. We build upon your existing knowledge while providing a fresh, structured perspective that ensures even seasoned professionals can refresh their understanding of current legal standards and best practices.
What you will take away
Delegates will leave with a renewed sense of assurance and a practical personal toolkit for managing the entire investigative lifecycle. You will gain the strategic clarity to plan robust inquiries, the communication skills to conduct fair interviews, and the legal insight to make decisions that stand up to scrutiny while maintaining trust within your organisation.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is 1 Day
Engaging tutor led event
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per group of up to 12 delegates
£1,245.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
