Investigation Plan and Report (UK) (Acas)

OLOpen Legal LibraryUpdated 8 Oct 2025

This template suite from Acas provides a structured framework for conducting disciplinary or grievance investigations, guiding you through defining the scope and issues, planning evidence gathering, scheduling interviews, drafting a report (with findings, witness statements, and recommendations), and managing the overall process transparently and consistently.

Investigation Plan

Investigator

Terms of reference

Provisional time-frame

Policies and procedures to review and follow

Issues that need to be explored/clarified

Sources of evidence to be collected

Persons to be interviewed
(including planned order of interviews)

Investigation meetings further arrangements
(When/where/notes to be taken by)

Persons to supply own statement

Investigation meetings to be completed by

Collection of evidence to have been completed by

Further considerations

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England & Wales note

This version is drafted for England & Wales. Scotland and Northern Ireland differ on some points — for example notice periods and tribunal procedure. Tell GitLaw where you hire and it adjusts the draft.

Jurisdiction
England & Wales
Source
A
Investigation Plan and Report by Acas
from Acas
Document info
HTML document. Document created on Fri Sep 26th, 2025. Last updated on Wed Oct 8th, 2025.
This document is public
Licensed under CC BY 4.0 (Attribution).
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