Workplace investigation report templates, worked examples, and the reasoning behind each section.
25 templates for workplace investigators, HR and employee relations teams, and employment counsel — each with a section-by-section guide, a free Word download, and, for the documents that need it, a complete filled-in example.
Why these are different from the templates you have already found
Most free investigation templates are a list of headings. Headings are the easy part.
Filled-in worked examples
25 of these templates include a complete example written against a fictional scenario — including the hard parts, like a credibility determination that does not resolve.
The whole document set
An investigation is not one document. The plan, the allegation matrix, the interview records, the credibility analysis and the outcome letters all have to hold together — so they are all here.
The reasoning, not just the form
Every section says what it is for and how it typically goes wrong. The mistakes lists are drawn from the defects that surface when reports are reviewed later.
Start here
Workplace investigation report
The full report, with a complete worked example covering scope, standard of proof, credibility and findings.
Most used
Credibility assessment
Objective factors applied conflict by conflict, with the reasoning written out — including one that stays unresolved.
Hardest to get right
Allegation matrix
Tracks every allegation to its evidence and its finding, so nothing is quietly left unaddressed.
Highest leverage
All templates
Investigation report templates
4 templatesPlanning and scoping templates
4 templatesInterview and statement templates
5 templatesFindings and credibility templates
3 templatesNotices, letters and closure templates
4 templatesTemplates by allegation type
5 templatesProfessional Drafter
This library is published by the team building Professional Drafter — a drafting tool that turns reviewed source material into a structured report draft while the professional keeps control of every assumption and conclusion.
Every template here can be opened directly in the app.
These templates are general documentation aids, not legal advice. Workplace investigation requirements vary by jurisdiction, sector and organizational policy. Worked examples describe fictional scenarios.