Course curriculum

  • 1

    Course Admin

    • How to use this course

    • Course Slides (PDF)

    • Workplace Investigator Self-Assessment Workbook (PDF)

    • Understanding Certification
  • 2

    Introduction

  • 3

    The First R: Receiving Complaints

  • 4

    The Second R: Reviewing Complaints

    • Creating a Culture of Curiosity

      FREE PREVIEW

    • Planning and Scope (PDF)

    • Interviews (audio only)

    • Interviews: Digging Deeper

    • Documenting the Interviews (PDF)

    • Other Evidence (PDF)

    • Analyzing the Evidence

    • Findings and Conclusions

    • Reporting (PDF)

    • Quiz #3
  • 5

    The Third R: Resolving Complaints

    • Creating a Culture of Radical Fairness

    • Backward-Looking and Forward-Looking Accountability (audio only)

    • Rate The Behavior

      FREE PREVIEW

    • Additional Factors for Remedial Measures (audio only)

    • Additional Factors for Remedial Measures (PDF)

    • Salvageability Rating (PDF)

    • Final Rating and Remedial Measures (PDF)

    • Quiz #4

Early Bird Pricing

I'm Patti Perez, veteran workplace investigator...

...and I've seen it all!

I’ve conducted over 1200 workplace investigations, written employment regulations for the State of California, and testified in state and federal court as an expert witness on workplace investigations.

My workplace investigator training is based off my best-selling, award-winning book The Drama-Free Workplace, which has been recognized as a 2019 Best Business Book and selected as a best HR book of all time by BambooHR.

The unique, human-centered methodologies I teach in The Drama-Free Workplace have been loved and shared by leaders around the world as a step-by-step manual for eliminating workplace drama through cultural transformation.

I can help you refine your skills as a workplace sleuth, so that your employees know that their safety and wellbeing is your top priority. With my proven Three R Methodology, together we can change the status quo.

The Three R Methodology

for mastering human-centered workplace investigations

  • Receive: Create a Culture of Truth-Telling

    Instill psychological safety at work by teaching your workforce how to resolve early-stage conflict effectively, and by empowering employees to go from passive bystanders to active upstanders. I can help you build trust, so that your team knows you truly care about their wellbeing.

  • Review: Develop a Culture of Curiosity

    Conduct workplace investigations that get to the truth rather than a legally-mandated, check-the-box performance. Employees know if you genuinely want to help them solve issues or you’re just covering your butt. I can teach you how to create that sense of authenticity.

  • Resolve: Establish a Culture of Radical Fairness

    Even if you conduct a top-notch investigation, it will all be for nothing if you don’t actually fix the problem and get to the root of the issue. If building employee trust is your goal, then resolving complaints of misconduct effectively is the key to achieving it.

Early Bird Pricing

What you'll learn

This course is designed for anyone in an organization who plays any role in the process of receiving, reviewing or resolving claims of workplace misconduct.

  • Recording allegations of misconduct

  • Planning an investigation strategy

  • Gathering and analyzing evidence

  • Making credibility determinations

  • Drawing evidence-based conclusions

  • Reporting your findings

  • Most importantly, fixing the problem!

Testimonials

What clients are saying...

Julie Carlo, SHRM-CP

Human Resources Professional

The major takeaway for me with this course has been shifting my mindset away from policies being made to protect the company vs. creating an environment that helps you avoid having to constantly refer to these policies in the first place. I've really embraced the idea that policies and behaviors that are fear-based and only there to avoid potential lawsuits are not really what will help your employees.

I love the reminder that the law should be the bare minimum and the best workplace cultures come from organizations committed to going well beyond the bare minimum of employee protections.

I also really appreciated that you point out how HR/leaders shouldn't be scared of saying the truth or being transparent and especially empathetic when it comes to workplace investigations.

Jennifer S.

Employment Attorney

A major takeaway I have from this course is the built-in structure for conducting investigations… Walking through the stages step-by-step, and seeing how they played out in real-life cases has given me such a better understanding of how a good investigation should proceed.

I literally feel like I have, at my fingertips in the form of the book, solid and reliable guidance that I can turn to anytime I need it. And the fact that everything is presented in relatable words and not legalese is such a bonus

Thank you so much, Patti! This was an excellent course!

Charles O.

Human Resources Professional

Had an opportunity to sit in one of Patti Perez’s sessions and it was an absolute amazing presentation. She is thorough, witty and articulate regarding her subject matter. The book is an excellent resource for anyone looking to reduce drama in organizational setting.

FAQ

  • Life-Time Access

    Students have life-time access to all course content.

  • Certification and Partnerships

    Course certificate is provided upon completion of course materials. Partnerships with HR institutions will be available in future versions of the course.

  • Refunds

    Because of the digital nature of this content, I can not offer refunds.

  • Format and Accessibility

    Course materials include a mix of video, PDF downloads, and audio. All video course lessons include subtitles, audio, and transcript downloads. Audio-only lessons include audio and transcript downloads. All course materials are downloadable, excluding videos.

  • Group Pricing

    Group pricing is coming soon! Email [email protected] for more information.