Leading Disciplinary Meetings and Investigations (Udemy.com)
A guide to informal resolution, investigations and formal disciplinary hearings
Created by: Skill Boosters
Last updated October 2017
What you will learn
- use informal resolution to address a disciplinary problem in the workplace
- take a constructive approach to tackling minor disciplinary issues
- identify when it might be necessary to go down the formal disciplinary route and what this will entail
- conduct a disciplinary investigation and write up a report
- chair a disciplinary hearing and decide on appropriate sanctions
How it compares
Against the other 1,210 rated Udemy courses in Business on CourseDuck:
- Rating4.5 out of 5higher than 46% of them
- Reviews222#909 of 1,211 by number of reviews
- Length0.7 hoursshorter than 95% of them
- Last updatedOctober 2017earlier than 95% of them
Course Description
Disciplining employees can be a daunting prospect for managers, but doing so fairly and objectively is crucial for making sure that your employees meet the standards you require.
Organisations can face a wide range of disciplinary issues, from relatively minor problems like poor timekeeping and excessive chatting to more serious problems such as bullying and harassment, theft, fraud or the misuse of company equipment. If left unaddressed, even minor issues can have a profound impact on productivity, morale and working relationships - so it’s essential to address them as quickly and effectively as possible.
Informal disciplinary conversations aren’t part of an organisation’s formal disciplinary procedure - but they can be a very effective way of tackling issues at an early stage before they become more serious, with a focus on helping the employee to improve rather than imposing sanctions. This course looks at:
- Common situations where informal resolution can be effective
- How to prepare for the conversation
- Exploring your concerns in a constructive way
- How to avoid common pitfalls
- Agreeing steps for improvement and monitoring progress
Some more serious disciplinary matters may require investigation, and this will require the appointment of an investigator whose role it is to gather evidence, interview witnesses to the alleged misconduct and determine whether or not there is a case to answer. If the investigator decides that this is the case, there will need to be a formal disciplinary meeting at which the employee is present and the investigator's report into the misconduct will be presented. As chair of a formal meeting, you’ll need to ensure that you follow the correct procedure and deal with the allegations fairly and consistently. This course looks at:
- When an investigation might be necessary
- How to gather evidence and collect witness statements
- What to include in an investigation report
- How to prepare for a formal disciplinary meeting
- Who should attend and what their roles are
- How to deal with the allegations
- What to consider when deciding an appropriate sanction
Instructor Details
- 4.5 Rating
222 Reviews
Skill Boosters
At Skill Boosters we work with leading subject matter experts to design, develop and deliver effective video based training for the workplace. We are passionate about delivering impactful training which helps to build productive, tolerant and inclusive individuals, teams and workplaces and which improves lives and life chances.
Our courses combine video drama, expert analysis, documentary sequences and interactive study to provide flexible, cost-effective training that engages, informs and inspires our learners.
Skill Boosters courses and resources are trusted by many of the world's leading organisations to develop and improve the skills and behaviours of their people.
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Reviews
By Sunakshi Rana on 6/11/2025
It was a good course with few case studies. It helped me to understand the importance of the disciplinary and investigation process.
By Lorenza Siracusa on 2/2/2024
I enjoyed the course as it clearly defined the steps. My only comment would be that in course description it states the Country of reference. In the course it references a legislation that is not applicable to in my case province in Canada.
By Mas Zatun Amiratul 'Adilah binti Haji Os on 7/6/2023
So far, yes, there are things that I already know and practice so having that validation feels good. There were new information too so looking forward to applying that.
By Valonda Pitts-Theus on 6/10/2020
Great course. It to the basics the core of what you need to know, I hope there is a part two
By Rowla L. Lewis on 3/18/2020
Yes, the short videos are excellent. shows body language and eye contact. Im not too sure about the disciplinary committee (manager + Investigator). what about cases outside UK where there is no unions?
By Erika Jorgensen on 11/4/2018
I enjoyed the course, and felt like most of it could be applied to a real-life scenario. I say most of it, just because it seems like the course was tailored to an audience who might be based in the UK, and I am operating in the US, so there are a few differences in what I’m used to. Overall, however, pretty well done.
By Miriam Amod on 9/26/2018
Easy to understand and the examples make it simple . Very interesting and knowledgable lecture. Course is well structured and is easy for anyone to understand . Wish there was summary notes at the end .
By Chantel Bawden on 5/16/2018
I really enjoyed this course. It reminded me on many points which needs to be considered during and leading up to a disciplinary case. I would definitely recommend this course.
By Ros Kazi on 10/13/2017
The course provides a comprehensive step-by-step look at the disciplinary process, from informal chats to deal with minor issues through to conducting investigations and chairing formal disciplinary meetings. There are useful learner notes that summarise all the key learning points and handy checklists to accompany each section, together with quiz questions to check your understanding. Perfect for just-in-time training for managers and anyone who finds themselves having to deal with disciplinary issues in the workplace.
By Nick Holden on 10/12/2017
Well made, easy to follow and jam packed with useful info that i can use. I'd pay that money just for the videos, let alone the extra materials you get with it!
Quality Score
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Overall Score : 90 / 100












