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Conducting Efficient and Effective HR Investigations

With business and legal risk looming, is more always better? Join us for the daylong, interactive workshops designed to help every HR professional – from the new to the most experienced – gain a fresh perspective on how to best conduct an efficient and effective HR investigation.


Jill Sopha

Jill Sopha

Jill Hamill Sopha is the owner and managing director of Sopha Mediation LLC. As a full-time employment attorney mediator, Jill combines her unique and unparalleled experience with her passion to help employers and employees find resolutions to workplace disputes and ... read more

Who Should Attend

  • New and experienced HR professionals who conduct investigations
  • Supervisors, compliance employees and other individuals who regularly conduct HR investigations
  • Trainers who teach investigation techniques to HR professionals and other employees

Benefits and Learning Outcomes

After attending this course, you are able to:

  • Identify when and how to conduct an HR investigation
  • Efficiently plan the investigation including identifying the investigation objectives
  • Effectively conduct the investigation
  • Properly close out and document the investigation

Course Outline/Topics


Morning Session

  • To investigate or not?
  • Strategically planning the investigation
  • Identifying “the right” investigation objectives
  • Identifying key documents and witnesses

Afternoon Session

  • Conducting the investigation
  • Preparing efficient and effective witness interviews
  • Creating effective documentation
  • Communicating the results

Closing the investigation


Students will be asked to come prepared to share one particularly complex or difficult investigation scenario (made generic for discussion; approximately 5 minutes)


"Jill did a great job!"  —  Dr. Dean R. Hess, Superintendent, Oconto Falls Public Schools, 2019

"The best part of this program was learning new techniques to investigate in effective ways. Asking questions to find deeper answers to the who, what, where, when and whys will be very helpful for me in the future. I got a lot out of class participation and hearing real-life scenarios from my classmates."  —  Participant, 2019

Date: Oct 23

Delivery Method: Face-to-Face

Time: 8:30am-4pm

Location: UWM School of Continuing Education

Instructor: Jill Sopha


$345 by Oct 9
$395 after Oct 9

CEUs: 0.7, PDCs: 7

Enrollment Limit: 25

Program Number: 5040-12942

Registration Deadline: Oct 23

Register Now