Workplace investigation plan and report toolkit
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A blank editable toolkit for planning a workplace investigation and recording its authority, evidence, interviews, findings, recommendation and supporting documents.
Adapted edition
- Document type
- Template
- Format
- DOCX
- Pages
- 5
- Language
- English
- Version
- 1.0
- Updated
- 2026-09-16
- Category
- Safety & operations
- Licence
- Open Government Licence v3.0
Description
Use the plan to define the investigation before work begins and the report to record what was done and found. Tailor the fields to the matter and the organisation's procedures. The toolkit does not replace current employment advice, organisational policy or legal review.
Contents
- Investigation plan
- Introduction
- Process of investigation
- The investigation findings
- Conclusion (if required)
- Supporting documents
- Source, licence and changes
Source and licence
Advisory, Conciliation and Arbitration Service (Acas)
AttributionAdapted from Acas, “Investigation plan and report templates” (5 August 2026). Contains public sector information licensed under the Open Government Licence v3.0.
ChangesAdapted 16 September 2026: combined the investigation plan and report as one neutral blank toolkit; retained all 12 planning rows and all 21 report rows; corrected the missing closing square bracket after the evidence-not-collected prompt; normalized minor punctuation and spacing; removed Acas visual identity, hyperlinks, source introduction, source styling, source custom XML, and source author and editor metadata; and left every response, signature and date area blank.
Version history
- v1.016/09/2026