Workplace Investigation Toolkit 2026

Put a clear structure around your investigation

Five editable Word documents to help HR teams plan a matter, organise evidence and record their findings. Adapt the wording to your workplace policies and the circumstances of each investigation.

What you receive

• Investigation checklist
• Investigation plan
• Investigation report template
• Evidence register and chain of custody log
• Respondent notification letter

Delivered as five individual .docx downloads. Use Microsoft Word or compatible software. The handbook is sold separately.

Need guidance as well as templates?

The handbook + toolkit bundle includes these five tools plus Investigate Like a Pro. Compare the bundle before buying both separately.

Delivery, licence and overseas buyers

Digital download access is supplied after payment confirmation. No physical item is shipped. Save a copy to your device; the current download settings have no expiry or re-download limit.

For internal use within one purchasing organisation. Consultants working across multiple client organisations should contact us about licensing. Do not resell or publicly distribute the source files.

Australian edition. Overseas customers can purchase these resources, but the content is written for Australian workplaces. It is not tailored to US or other overseas employment law. Check local requirements and obtain advice appropriate to your matter.

Prices are in Australian dollars (AUD). Australian prices include GST; the final total is calculated at checkout using your billing details. Your bank may apply currency conversion or international transaction fees.

These resources provide general guidance, not advice on a particular matter or a guarantee of a compliant outcome. For order or download help, email admin@synergywi.com.au.