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We are excited to share the next installment of our video series, Conducting Workplace Investigations | Step #3: Plan the Process. This series, 10 Steps Every Company Should Take When Conducting Workplace Investigations, is intended to guide HR leaders faced with investigating a complaint between coworkers, such as harassment or inappropriate conduct, through the investigation process.

Each video in this series offers practical tips on everything from creating the investigation plan; interviewing relevant parties; and dealing with the aftermath of the investigation, including potential disciplinary actions taken against an employee.

In this video, Bass, Berry & Sims labor and employment attorney Bob Horton explains why a plan is so critical to the process and details the elements that make up a successful strategy. When conducting an investigation, it is always wise to proceed as though it will be scrutinized in the future, perhaps during litigation. For this reason, Bob explains, it is essential that a plan is in place and there is ample documentation for each step.