We have to investigate!!!

Posted on Sep 2, 2025 in Communication,Conflict Resolution . 0 Comments.

A familiar scenario: a bullying complaint lands on your desk about a team leader. The immediate response from management is often, “we have to investigate!”

Sometimes that is exactly what’s required, particularly where there are allegations of serious misconduct or breaches of law. But in other situations, an investigation may be heavy-handed, disruptive, or it’s simply less likely to achieve an effective outcome.

A Case in Point
 
I was recently contacted by an organisation where a formal bullying complaint had been made against a Team Leader. The allegations centred on their “aggressive tone” in meetings, lack of listening to ideas and a tendency to “micromanage.” Sam, a team member, felt targeted and reported the matter as bullying. Management’s first instinct was to commission a workplace full investigation. 
 
However, as I explored the situation with HR and senior leaders, it became clear this was not about a single incident nor a single person’s response. Multiple team members were upset by the Team Leader’s style, and the real issue was a broader breakdown of trust, morale and communication. 
 
Proceeding with a formal investigation would have answered only narrow questions: Did the Team Leader breach policy? Was there bullying by definition? But it would not have addressed the deeper problems that were undermining the team’s effectiveness.
 
The Purpose of Investigations
 
Investigations have a critical role. They are essential when facts need to be established, accountability determined, and formal corrective action taken. They are the right tool if you are asking: 
  • Did this conduct occur? 
  • Was it a breach of our standards? 
  • What formal steps are needed to remediate it? 
 But if the real questions are: 
  • Why is morale so low? 
  • Why is communication breaking down? 
  • How can these people work together more effectively? 
Well, a formal workplace investigation is not designed to provide the answers to these questions and it may only enflame the situation.
 
Making the Right Call
 
 
Before defaulting to an investigation, decision makers should pause and reflect: 
  • What problem are we really trying to solve? 
  • Do we need findings of fact, or do we need to repair relationships and rebuild culture? 
  • Will a formal process help, or will it deepen the divisions in the team? 
In some cases, the better approach might be a Workplace Health Check or Culture Review to uncover themes and patterns. In others, mediation or a facilitated conversation may be the circuit breaker that restores trust. These tools can deliver more constructive, forward oriented outcomes.
 

Asking the right questions at the outset it critical!!! Workplace investigations remain vital in serious cases, but they are not a “solutions based” approach. Sometimes the more effective path is to choose a tool that goes beyond blame. A tool that focuses on repairing relationships, strengthening culture, and building resilience for the future.

 
Training on Workplace Investigations 
 
This is just the beginning of learning how to conduct effective investigations. On 23 October 2025, join me in the Melbourne CBD for a full-day training workshop on workplace investigations. We will cover not just higher level thinking needed to choose the right approach but also the technical skills to conduct a compliant and effective workplace investigation. 
Why we should celebrate difficult conversations at work?