How to Conduct a Workplace Harassment, Bullying & Violence Investigations Training: One and a Half-day In-Person Seminar

By: Teri Morning, Founder and President, Hindsight Human Resources
Location :- Houston, TX | Thursday, September 26, 2019 | Friday, September 27, 2019

We need the below information to serve you better

Course Description:

The EEOC requires that employers receiving a complaint, or otherwise learning of alleged harassment in the workplace, “investigate promptly and thoroughly…take immediate and appropriate corrective action by doing whatever is necessary to end the harassment, make the victim whole by restoring lost employment benefits or opportunities, and prevent the misconduct from recurring”. That’s a tall order to ensure a just and fair handling of a harassment complaint – an essential order that all organizations are required to follow. The investigation process is, perhaps, the most critical element in dealing with harassment. In cases that have gone to court it is often due to inadequate or absent investigations of complaints.

While there is no such legal requirement for instances of bullying (in which the definition varies widely), it is at the organization’s peril to not investigate bullying complaints. Employees and their attorneys are using various tort laws to bring action against their employer. Additionally, it is possible that an incident of “bullying” may be motivated by the target’s protected class and constitutes illegal discrimination or harassment.

The courts have opined that organizations must prevent and intervene on harassment complaints. The employer is required to demonstrate what it has done to prevent harassment. Not only is conducting an investigation a prevention and intervention tactic, but the HR professional tasked with conducting an investigation should be trained in how to do so—this also demonstrates prevention.

Even if you have been doing investigations for years – if you have never been trained, how do you know if you are conducting them correctly to prevent liability, determine the accuracy of the complaint, corroborate evidence, determine credibility, and form an opinion? This program will cover the intricacies of conducting a harassment investigation.

Learning Objectives:

  • To determine if an investigation is necessary
  • To discuss the steps of an investigation
  • To explore the intricacies of interviewing the accuser, accused and witnesses
  • To differentiate between a formal and informal investigative procedures
  • To determine credibility and reach a conclusion following an investigation
  • To write a formal report outlining the investigation

Course Outline:

  • Discussion about if and when an investigation is required
  • Comparison of a formal and informal investigation process
  • Planning for the investigation
  • Sample interview questions provided for the target, the accused and witnesses
  • Review of what constitutes a witness
  • Legal issues surrounding an investigation such as confidentiality, defamation of character, and false imprisonment
  • The importance of documentation of each interviewee
  • Examples of appropriate and inappropriate documentation and why it is critical
  • Specific details regarding how to corroborate evidence
  • List of criteria to determine credibility of those interviewed
  • He said/she said
  • The role of the investigator in forming an opinion following the investigation
  • How to follow-up with the target, accused, and the organization
  • The critical importance of an investigative report
  • The elements of an investigative report to minimize liability

Course Outline

Day One (8:30 AM – 4:30 PM)
  • Registration Process - (8:30 am till 8:45 am)
  • How to Conduct Harassment and Bullying Investigations:
  • 08:45 am - 10:00 am
    • Introductions
    • Overview of the 1 ½ days
    • Introduction to Investigations
    • Legal Issues of Investigations
    • Characteristics of an investigator
    • Case Study – “The Phone Call”
  • 10:00 am - 11:30 am
    • Interviewing – who, when, how, what, where
    • Case Study – “Taking the Complaint”
    • Cast Study – “Interviewing the Accused”
  • 11:30 am - 12:00 noon
    • The Cast of Characters, Identifying Witnesses
    • Determining formal or informal complaint resolution
  • 12:00 - 01:00 pm Lunch
  • 01:00 pm - 02:30 pm
    • More on Witnesses – who, what, where, when, how
    • Case Study – “Interviewing Witnesses
  • 02:30 pm - 04:00 pm
    • Decisions, Lots of Decisions
    • Documentation – protecting yourself and your employer
    • Case Study – “Witness Interviewing, continued)
  • 04:00 - 04:30 pm
    • Summary of day
    • Questions
    • Wrap-up
Day Two (8:30 AM – 12:30 PM)
  • 08:30 am - 09:00 am Meet & Greet
    • Overview of Day 1
    • Questions regarding Day 1
  • 09:00 am - 10:30 am
    • More on Legal Issues
    • Determining Credibility
    • Drawing Conclusions
    • Case Study – “The Decision”
  • 10:30 am - Noon
    • Writing the Final Report
    • Appeals
    • Making the Victim “Whole”
    • Consequences to Accused
    • Next Steps After Investigation

Meet Your Instructor

Teri Morning
Teri Morning,
Founder and President, Hindsight Human Resources

Teri Morning, MBA, MS, specializes in solving company “people problems.” She is the founder and president of Hindsight Human Resources. www.Hindsightcloud.com. Teri also sources HR software solutions for incident tracking, employee relations, safety (Incident Tracker), compensation (Compease) and performance management (Performance Pro). Twenty+ years human resource and training experience in a variety of fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector and both profit and non-profit companies. She has enjoyed consulting with employers on their problems and trained managers and employees for over 20 years, meeting and working with employees from all types of businesses. In addition to a MBA, Teri has a Master’s degree in human resource development with a specialization in conflict management. She was certified by the state of Indiana in mediation skills, and is currently certified in project management and it management and qualified as a Myers Briggs practitioner. She has held the PHR, SPHR, SPHR-CA and SHRM-SCP certifications.

Location :
Houston, TX
(Venue to be announced shortly)
September 26-27, 2019
Register Online

Register Online

$1,099

Seminar One Registration

September 26-27, 2019, Houston, TX
(Registrations till July 5, 2019 - $1099)
(Registrations till July 20, 2019 - $1299)
(Registrations after July 20, 2019 - $1499)

The registration fee includes: the workshop; all related course materials; morning tea/coffee, lunch and afternoon tea/coffee on both the days.

The registration fee includes: the workshop; all related course materials; morning tea/coffee, lunch and afternoon tea/coffee on both the days.
For discounts on multiple registrations, contact customer care at +1-1-888-771-6965.

Register by Wire Transfer

If you wish to pay by wire transfer: Please call us at
Toll Free +1-1-888-771-6965

Download Registration Form

Yes, I want to attend "How to Conduct a Workplace Harassment, Bullying & Violence Investigations Training: One and a Half-day In-Person Seminar"
Click here to Download Registration Form
If you are paying by check:
Checks should be payable to MetricStream Inc. (our parent company). and mailed to:
2479 East Bayshore Road, Suite 260
Palo Alto, CA 94303
USA

Terms & Conditions to register for the Seminar/Conference/Event

Your Registration for the seminar is subject to following terms and conditions. If you need any clarification before registering for this seminar please call us @ +1-888-771-6965 or email us @ editor@grcseminars.com

Payment:

Payment is required before 2 days of the date of the conference. We accept American Express, Visa and MasterCard. Make checks payable to MetricStream Inc. ( our parent company)

Cancellations and Substitutions:

Written cancellations through fax or email (from the person who has registered for this conference) received at least 10 calendar days prior to the start date of the event will receive a refund — less a $300 administration fee. No cancellations will be accepted — nor refunds issued — within 10 calendar days from the start date of the event.

On request by email or fax (before the seminar) a credit for the amount paid minus administration fees ($300) will be transferred to any future GRC Seminars event and a credit note will be issued.

Substitutions may be made at any time. No-shows will be charged the full amount.

We discourage onsite registrations, however if you wish to register onsite payment to happen through credit card immediately or check to be submitted onsite. Conference material will be given on the spot if it is available after distributing to other attendees. In case it is not available we will send the material after the conference is over.

In the event GRC Seminars cancels the seminar, GRC Seminars is not responsible for any airfare, hotel, other costs or losses incurred by registrants. Some topics and speakers may be subject to change without notice.

Attendance confirmation and Documents to carry to the seminar venue:

After we receive the payment from the registered attendee an electronic event pass will be sent to the email address associated with the registrant before 5 working days from the seminar date. Please bring the pass to the venue of the event.

Conference photograph / video:

By registering and attending GRC Seminars conference you agree to have your photographs or videos taken at the conference venue and you do not have any objections to use these photos and videos by GRC Seminars for marketing, archiving or any other conference related activities. You agree to release GRC Seminars for any kind of claims arising out of copyright or privacy violations.

Media Partners

If you wish to partner with us for this event please contact us: partner@grcseminars.com or call us: +1-888-771-6965.
Media Partner Benefits
  • Logo and company data on the event website.
  • Logo on the conference material distributed during the conference.
  • Media Partner’s brochure distributed along with conference material.
  • Logo on all the mailings before and after the event.
  • 10% discount to media partner's subscribers.
Media Partner to do
  • Banner (min 728x90 or 468x60) on the Media Partner website.
  • Insertion of the event in the event calendar, both printed and/or online.
  • Announcement article of the conference on the Magazine and/or Website.
  • Dedicated email blast to all subscribers of Media Partner.
  • Article on the Magazine and/or Website after the conference.

Local Attractions of Houston, TX

Bayou Place
TLocated in the heart of Houston's Downtown Theater District, this 130,000 square foot entertainment megaplex is comprised of theaters, bars, lounges, and restaurants. Start the evening off with dinner at the legendary Hard Rock Café or the authentic Italian trattoria, Mingalone. Enjoy box office hits or catch the latest indie flick at the Angelika Film Center followed by drinks and dancing at ROCBAR, Houston's largest rock and roll nightclub.

Galleria Mall
The Galleria Houston, Texas's largest mall, is an upscale shopping mall centrally located just outside the 610 loop in Houston's Uptown District. The retail center is anchored by Macy's, Neiman Marcus, Nordstrom and Saks Fifth Avenue, and occupies such high-end tenants as Tiffany and Co., Dior, Louis Vuitton, and Yves Saint Laurent.

Johnson Space Center
The Lyndon B. Johnson Space Center, home of the NASA astronaut corps, is located in Southeast Houston. The center spans 1,620 acres and consists of 100 facilities. Tourists can experience a simulation of a zero-gravity environment in the Living in Space exhibit or encounter a virtual rocket launch complete with exhaust at the Blast Off Theater.

Houston Zoo
Sheltering over 4,500 animals and 900 species, The Houston Zoo is the 7th most visited zoo in the nation. Spend the day strolling through the facility's beautifully landscaped grounds or enjoy a more hands-on encounter by scheduling a guided tour. Tour experiences range from feeding a lion cub to shadowing a staff veterinarian for an entire day.

Museum Distric
The Houston Museum District refers to the collection of museums, galleries, and cultural centers located within a 1.5 mile radius of Herman Park. The Museum of Fine Arts which also houses the Bayou Bend Collection and Gardens, boasts a collection of over 56,000 pieces.