Organizational Events: How do leaders finalize the investigation?

Organizational Events

The investigation and recommendations is closed.  Opportunities for Improvement are in progress.  It is time to make final edits and put the investigation documents in the final format.   

  1. Create an acknowledgement document.  Attach evidence that each participant reviewed the investigation report.  Include a place to add additional comments or corrections.
  2. Organize the investigation documents.  Put all of the documents and work product in a binder with a table of contents and tabbed dividers.
  3. Meet with each individual that was interviewed. Thank them for participating.  Ask them to review the document and sign off.  Inform them that this will be used as education throughout the organization.  Encourage them to share the story with others.
  4. Communicate the investigation results.  Prepare a PowerPointÔ presentation summarizing the investigation.  Be sensitive to those involved.  Do not use the names of those involved.  Identify all of the places it will be presented and get on the agenda.
  5. Report the event to the appropriate organizational and regulatory bodies.    Identify the regulatory bodies that require reporting and who will make the report.  Be prepared for any potential fallout.
2 Comments

2 Comments

  1. Kendall L. Stewart  •  Jul 12, 2010 @10:53 pm

    The completion of an arduous investigation brings closure to painful learning opportunities.
    Such transparent studies focus everyone on what needs to change.
    A permanent record holds everyone accountable.
    A completed and documented process also reminds leaders to follow the same process when the need arises in the future–and it will.

  2. stonej  •  Jul 13, 2010 @7:24 am

    The number of true investigations I have to do is limited. The processes I work on are ongoing. These are excellent steps to finalizing a process and have the infomation for future reference. To have this in place avoids those conversations of “when did we do that?” and “why did we make this decision?” Depending on our memories is inaccurate and sets us up for less than excellent results. Thanks.

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