Recommendation
We recommend organisations send all line managers, not just those dealing with an active issue. Building consistent knowledge across your management team reduces risk and builds confidence before problems arise.
leadership & management training
Workplace investigations and disciplinaries: practical training for managers
Investigations and disciplinary processes are among the most challenging situations a manager faces. This two-hour practical online session gives managers the confidence and clarity to approach them fairly, consistently and in line with the ACAS Code of Practice, working effectively alongside HR throughout.
Why this matters
Training that gives managers the confidence to get it right
Most managers will face a conduct or performance concern at some point in their careers. The challenge isn't usually understanding the policy. It's knowing how to apply it fairly and consistently in situations that rarely follow a neat script.
When investigations and disciplinaries are handled well, they protect everyone involved. The employee gets a fair hearing. The organisation is protected from legal challenge. And the manager can navigate a difficult situation with their integrity and working relationships intact.
When they go wrong, the consequences can be significant. Procedural errors, unfair outcomes and costly employment tribunal claims are a real risk when managers don't have a clear picture of what a fair process looks like. Employment judges consider the ACAS Code of Practice on Disciplinary and Grievance Procedures as the benchmark, and they take a dim view of processes that fall short of it.
Good training doesn't turn managers into HR specialists. It gives them the grounding to recognise what fair looks like, understand when to involve HR and how to approach difficult conversations with the right combination of confidence, clarity and care.
Open session
Managing investigations & disciplinaries
Open session price: £595+VAT per organisation
Client hours usage: 6 hours (business) / 8 hours (charity/church)
Overview
This practical two-hour session is designed for managers who deal with people issues in their teams. Rather than focusing on legal definitions or policy terminology, it takes a real-world approach to managing concerns appropriately, understanding when formal action may be needed and how to work effectively alongside HR throughout.
The session includes realistic workplace scenarios, discussion activities and practical examples to help bring the learning to life in a way that feels relevant and immediately applicable.
It's open to participants from a range of organisations and sectors, which creates a valuable environment for managers to hear different approaches, share real experiences and recognise that these situations are challenging for everyone, not just them.
Who this is for
This session is suitable for you if you're:
- A line manager, team leader or supervisor dealing with day-to-day people issues
- An operational manager responsible for managing conduct or performance in your team
- Someone stepping into a people management role who wants to understand formal processes
- A manager who has handled an investigation or disciplinary before but wants to feel more confident and consistent when doing so
No specialist HR knowledge is required.
Focus areas
- Early intervention and good people management
- When to manage informally and when a formal process is needed
- The roles of managers and HR in investigations and disciplinaries
- What a fair investigation looks like in practice
- Gathering evidence, fact-finding and speaking to people appropriately
- Common investigation pitfalls and how to avoid them
- When issues move into a disciplinary process
- Disciplinary hearing fundamentals and how to run a fair hearing
- Fair outcomes, mitigating factors and the right to appeal
- Practical workplace scenarios and group discussion throughout
Outcomes
After this session, you'll be better equipped to:
- Recognise when to intervene early and when formal action is genuinely needed
- Approach workplace investigations fairly, proportionately and with confidence
- Understand the fundamentals of a fair disciplinary hearing
- Work more effectively alongside HR when managing formal concerns
- Handle difficult conversations during the process with greater calm and clarity
Delivery
Two hours live on Zoom with discussion, practical scenarios and group activities throughout.
Open session booking
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Open session
Managing investigations & disciplinaries: open session
Thursday, 9 July 2026
10:00 - 12:00 via Zoom
Complete your booking
By registering, you agree to our booking and delivery terms for this training.
Managing investigations & disciplinaries: open session
Thursday, 9 July 2026 | 10:00 - 12:00 | Zoom
Open session price: £595 + VAT per organisation
Zoom link will be provided in your booking confirmation email.
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Feedback from participants
What managers say about this session
“This was a really helpful session for clarifying the process and providing space for discussion.”
“I now understand the processes and what warrants different levels of investigation/how to respond to issues.”
“This training has given me a clearer understanding of my role in the process.”
Need private delivery?
Bespoke training for your organisation
If you have a larger team to train, want the session delivered privately or need content aligned to your internal policies and culture, we can scope a bespoke version of this session for your organisation.
Get in touch to tell us about your team, your timeline and what you need.
Can more than one person from our organisation attend?
Yes. Your booking covers your organisation, so you can send as many managers as you need to. If you're planning to send a large group, get in touch so we can make sure the experience works well for everyone.
Can retained clients use monthly hours instead of paying by card?
Yes. Select the retained-hours option when completing your booking and fill in the booking form.
Do I need HR experience to attend?
No. The session is designed for people managers, not HR specialists. No prior HR knowledge is required. If you manage people, this session is relevant to you.
Is this session suitable for first-time managers?
Yes. The content is designed to be accessible whether you're new to managing people or you've been doing it for years. Managers at all experience levels tend to find it useful.
What if we can't make this date?
Contact us and we'll let you know when the next session is scheduled. If you need flexibility on timing or want a private session for your organisation, get in touch to discuss bespoke options.
Will Zoom details be provided after booking?
Yes. Your Zoom link will be included in the booking confirmation email.
Is this session related to any specific legislation?
The session is aligned to the ACAS Code of Practice on Disciplinary and Grievance Procedures, which is the standard UK employers are expected to follow. It doesn't focus heavily on legal terminology, but it does help managers understand what a legally defensible process looks like in practice.
Terms & conditions
Booking terms
These terms summarise how we manage bookings, delivery and participation for this training.
1. Booking & payment
Bookings are confirmed once the booking form has been completed and, where applicable, payment has been received.
Bookings are made per organisation.
2. Session delivery
The session is delivered live online via Zoom.
We may make reasonable changes to the session schedule or facilitator where necessary, provided the learning outcomes remain materially the same.
3. Cancellations & substitutions
If someone in your team can no longer attend, please contact us as early as possible so we can advise on your options.
If we need to cancel or postpone a session due to unforeseen circumstances, we'll offer an alternative date where possible.
4. Confidentiality & participation
We ask participants to treat discussion examples and experiences shared during the session with care and confidentiality.
Participants are responsible for ensuring they can access Zoom and attend with suitable technology.