HRMorning

HR investigator carrying a tall stack of case binders, illustrating the legal risk of a botched harassment investigation.

FREE CHECKLIST

One Botched Harassment Investigation Away From a Lawsuit

A Step-by-Step Checklist for Defensible Investigations

A harassment complaint can land on your desk with no warning, and how you handle the first interview often determines whether the investigation holds up later.

One leading question, one skipped notice, or one undocumented step can turn a defensible investigation into a liability.

This checklist walks you through every stage of a harassment investigation, from the first interview to the final remedial action.

With this checklist:

  • Sequence investigation interviews in the right order, from complainant to witnesses to alleged harasser
  • Structure every interview to avoid leading questions, bias, and the appearance of impropriety
  • Document credibility factors the right way, without recording premature conclusions
  • Protect confidentiality and reinforce non-retaliation at every stage
  • Choose defensible remedial action based on consistent, documented criteria

A harassment investigation is judged as much on process as on outcome. Use this checklist to run one you, and your legal team, can stand behind.

GET YOUR FREE CHECKLIST

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