Course Contents

Discover All 108 Lessons

Module 1: Foundation

  1. Introduction
  2. Overview
  3. Creating Context
  4. Spectrum of Conduct
  5. Harassment Prevention Method
  6. Issues of Power
  7. Impact of Harassment
  8. Managing Performance & Harassment Complaints
  9. Role of the Union


Module 2: Complaint Management

  1. What is Our Ultimate Goal?
  2. Your Workplace Harassment Policy
  3. Nature of the Complaint
  4. Qualities and Roles of a Complaint Manager
  5. Creating Safety
  6. Creating Safety – Environment
  7. Listen and Validate
  8. Shame
  9. Inform
  10. Options for Resolution
  11. To Investigate or Not to Investigate
  12. Act
  13. Document
  14. Follow-through


Module 3: Investigation

  1. Introduction to Investigation
  2. Fundamentals:  Hallmarks of a First-Rate Investigation
  3. Fundamentals:  Fairness
  4. Fundamentals:  Neutrality
  5. Fundamentals:  Confidentiality
  6. Fundamentals:  Internal or External Investigator?
  7. Step 1 – Getting Started: Overview 
  8. Step 1 – Getting Started: Identifying Complainant & Respondent
  9. Step 1 – Getting Started: Assessing the Allegations
  10. Step 1 – Getting Started: Human Rights Protected Grounds 
  11. Step 1 – Getting Started: Investigator's Mandate
  12. Step 1 – Getting Started: Timelines
  13. Step 1 – Getting Started: Interim Measures: The Physical & Psychological Safety of Participants
  14. Step 2 – Formalizing: Overview
  15. Step 2 – Formalizing: Setting the Tone 
  16. Step 2 – Formalizing: Contacting the Complainant 
  17. Step 2 – Formalizing: Meeting with the Complainant 
  18. Step 2 – Formalizing: Getting the Complaint in Writing
  19. Step 2 – Formalizing: Reviewing the Written Complaint
  20. Step 2 – Formalizing: Giving the Written Complaint to the Respondent
  21. Step 2 – Formalizing: Reviewing the Written Response
  22. Step 2 – Formalizing: Giving the Response to the Complainant 
  23. Step 3 – Planning: Overview
  24. Step 3 – Planning: Defining the Scope of the Investigation
  25. Step 3 – Planning: Scope Pitfalls 
  26. Step 3 – Planning: Scope Time Limitations
  27. Step 3 – Planning: Planning for Confidentiality 
  28. Step 3 – Planning: Identifying Potential Witnesses 
  29. Step 3 – Planning: Identifying and Gathering Evidence 
  30. Step 3 – Planning: Interview Support People 
  31. Step 3 – Planning: Order of Interviews 
  32. Step 3 – Planning: Interview Location
  33. Step 3 – Planning: Scheduling and Timing 
  34. Step 3 – Planning: Why Interview Notes Matter
  35. Step 3 – Planning: Interview Notes Options 
  36. Step 3 – Planning: Interview Notes Frequently Asked Questions 
  37. Step 4 – Interviewing: Overview
  38. Step 4 – Interviewing: Isolating the Allegations 
  39. Step 4 – Interviewing: Isolating the Responses 
  40. Step 4 – Interviewing: Preparing Interview Questions
  41. Step 4 – Interviewing: Observation Challenge Part 1
  42. Step 4 – Interviewing: Observation Challenge Part 2
  43. Step 4 – Interviewing: Establishing Rapport
  44. Step 4 – Interviewing: Opening the Interview
  45. Step 4 – Interviewing: Interviewing the Complainant
  46. Step 4 – Interviewing: Interviewing the Respondent
  47. Step 4 – Interviewing: Best Practices for Interviewing Witnesses
  48. Step 4 – Interviewing: Interviewing Witnesses
  49. Step 4 – Interviewing: Ending the Interviews
  50. Step 4 – Interviewing: Follow-up Interviews
  51. Step 4 – Interviewing: Skills Development
  52. Step 4 – Interviewing: Making Interview Notes 
  53. Step 4 – Interviewing: Interviewing Do’s and Don’ts
  54. Step 5 – Fact Finding: Overview
  55. Step 5 – Fact Finding: Understanding and Assessing Credibility & Reliability  
  56. Step 5 – Fact Finding: Reviewing & Summarizing the Evidence
  57. Step 5 - Fact Finding: Making Findings of Fact
  58. Step 5 - Fact Finding: Nina-Said-Anthony-Said
  59. Step 5 - Fact Finding: Describing Findings and Assessments
  60. Step 6 - Reaching Conclusions: Overview
  61. Step 6 - Reaching Conclusions: Workplace Harassment Decision Map
  62. Step 6 - Reaching Conclusions:  Quid Pro Quo Sexual Harassment Decision Map
  63. Step 6 - Reaching Conclusions: Applying the Decision Maps
  64. Step 7 - Report Writing: Informal Investigation Reports
  65. Step 7 - Report Writing: Formal Investigation Reports
  66. Disclosing Investigation Results
  67. Post Investigation Meeting: Complainant
  68. Post Investigation Meeting: Respondent
  69. Simplified Investigation
  70. Bonus 1 Choosing an External Investigator
  71. Bonus 2 Contracting with an External Investigator 
  72. Bonus 3 Working with the External Investigator 
  73. Bonus 4 Dealing with Inflammatory Written Complaints and Responses


Module 4: Resolution

  1. Overview
  2. Why a ‘Systems Approach’ is so Valuable 
  3. Complaint Management Intervention
  4. Mediation/Relationship Coaching
  5. Team Facilitation & Training
  6. Post Investigation Approaches
  7. Applying Approaches Post Investigation
  8. Follow-up
  9. Self-Care
  10. Conclusion


Additional Resources

The Complete List of Supplementary Material

Module 1: Foundation

  1. Harassment Prevention Method

    See video lesson M1 L5 – Harassment Prevention Method

  2. Articles on Power Issues in the Workplace

    See video lesson M1 L6 – Issues of Power

  3. Performance Management and Harassment Complaints Suggested Scripts

    See video lesson M1 L8 – Performance Management & Harassment

Module 2: Complaint Management

  1. Assessing the Nature of Complaint Checklist

    See video lesson M2 L3 – Nature of the Complaint

  2. TED Talk: Listening to Shame by Brené Brown

    See video lesson M2 L8 Shame

  3. “SLIA” Inform Checklist

    See video lesson M2 L9 – Inform

  4. Approaches Available to Resolve Complaints Checklist

    See video lesson M2 L9 – Inform

  5. Informing the Complainant Sample Script

    See video lesson M2 L9 – Inform

  6. Complaint Manager Intervention with Respondent Checklist

    See video lesson M2 L9 – Inform

  7. Management Conflict Tool

    See video lesson M2 L9

  8. Personal Approach Technique: Complainant Intervention Tip Sheet

    See video lesson M2 L10 – Options for Resolution

Module 3: Investigation

  1. Investigation Planner

  2. Investigation Mindmaps

    Using the Mindmaps

    Investigation Principles Mindmap

    Step 1: Getting Started Mindmap

    Step 2: Formalizing Mindmap

    Step 3: Planning Mindmap

    Step 5: Fact Finding Mindmap

    Step 6: Conclusions Mindmap

    Step 7: Report Writing Mind Map

  3. Conflicts Checklist

    See video lesson M3 L3 – Fundamentals: Fairness

  4. Internal v. External Investigator Checklist

    See video lesson M3 L6 – Fundamentals: Internal or External Investigator?

  5. C.A.R.E. Neutrality Check Exercise

    See video lesson M3 L4 Neutrality

  6. Assessing the Allegations

    See video lessons M3 L9 Step 1 – Getting Started: Assessing the Allegations and M2 L3 Nature of the Complaint

  7. Human Rights Protected Grounds by Jurisdiction

    See video lesson M3 L10 Step 1 – Getting Started: Human Rights Protected Grounds

  8. Formalizing Written Complaints/Responses/Counter Complaints Checklist

    See video lessons M3 L14 – L22 Step 2 – Formalizing, and Bonus 4 Dealing with Inflammatory Written Complaints and Responses

  9. Email Confirmation Following Introductory Phone Call with Complainant

    See video lesson M3 L16 Step 2 – Formalizing: Contacting the Complainant

  10. Sample First Contact Email to Complainant (Nina) to Schedule Meeting

    See video lesson M3 L16 Step 2 – Formalizing: Contacting the Complainant

  11. Sample Script for Introductory Phone Call with Complainant (Nina)

    See video lesson M3 L16 Step 2 – Formalizing: Contacting the Complainant

  12. Correspondence to Complainant After Initial Meeting

    See video lesson M3 L17 Step 2 – Formalizing: Meeting with the Complainant

  13. Introductory Meeting with Complainant Checklist

    See video lesson M3 L17 Step 2 – Formalizing: Meeting with the Complainant

  14. Sample Complaint Form

    See video lesson M3 L17 Step 2 – Formalizing: Meeting with the Complainant

  15. Sample Script for First Meeting with Complainant

    See video lesson M3 L17 Step 2 – Formalizing Meeting with the Complainant

  16. Written Complaint Checklist

    See video lesson M3 L18 Step 2 – Formalizing: Getting the Complaint in Writing

  17. Written Complaint (Nina Lee) and Written Response (Anthony Sanderson)

    See video lessons M3 L19 & 21 Step 2 – Formalizing: Reviewing the Written Complaint & Step 2 – Formalizing: Reviewing the Written Response

  18. Correspondence to Respondent After Initial Meeting

    See video lesson M3 L20 Step 2 – Formalizing: Giving the Written Complaint to the Respondent

  19. Introductory Meeting with Respondent Checklist

    See video lesson M3 L20 Step 2 – Formalizing: Giving the Written Complaint to the Respondent

  20. Introductory Meeting with Respondent Script

    See video lesson M3 L20 Step 2 – Formalizing: Giving the Written Complaint to the Respondent

  21. Confidentiality Statement Template

    See video lesson M3 L27 Step 3 – Planning: Planning for Confidentiality

  22. Identifying Potential Witnesses Exercise – Nina & Anthony Investigation

    See video lesson M3 L28 Step 3 – Planning Identifying Potential Witnesses

  23. Planning for Support People at the Interviews

    See video lesson M3 L30 Step 3 – Planning: Interview Support People

  24. Support Person Considerations Checklist

  25. The Role of Rapport in Investigative Interviewing: A Review Citation

    See video lesson M3 L43 Step 4 – Interviewing: Establishing Rapport

  26. Complainant Interview Transcript Excerpt

    See video lesson M3 L45 Step 4 – Interviewing: Interviewing the Complainant

  27. Preparing Interview Questions Exercise Instructions

    See video lesson M3 L45 Step 4 – Interviewing: Interviewing the Complainant

  28. Answers: Preparing Interview Questions Exercise

    See video lesson M3 L45 Step 4 – Interviewing: Interviewing the Complainant

  29. Respondent Interview Transcript Excerpt

    See video lesson M3 L46 Step 4 – Interviewing: Interviewing the Respondent

  30. Witnesses Interview Transcript Excerpt

    See video lesson M3 L48 Step 4 – Interviewing: Interviewing

  31. Interviewing Skills Development Exercise Instructions

    See video lesson M3 L51 Step 4 – Interviewing: Skills Development

  32. Fact Finding Tip Sheet

    See video lesson M3 L54, L55 and L56 Step 5 – Fact Finding: Overview, Understanding and Assessing Credibility & Reliability, and Reviewing & Summarizing the Evidence

  33. Credibility & Reliability Assessment Tool

    See video lesson M3 L55 Step 5 – Fact Finding: Understanding and Assessing Credibility & Reliability

  34. Fact Finding Worksheet

    See video lesson M3 L59 Step 5 – Fact Finding: Describing Findings & Assessments

  35. Reaching Conclusions Tip Sheet

    See video lesson M3 L61 Step 6 – Reaching Conclusions: Workplace Harassment Decision Map

  36. Decision Maps

    Alberta

    British Columbia

    Federal

    Manitoba

    New Brunswick

    Newfoundland and Labrador

    Northwest Territories

    Nova Scotia

    Nunavut

    Ontario

    Prince Edward Island

    Quebec

    Saskatchewan

    Yukon

  37. Legislation by Jurisdiction – Links

  38. Informal Investigations Reports Checklist

    See video lesson M3 L64 Step 7 – Report Writing: Informal Investigation Reports

  39. Summary Investigation Report Sample - Nina & Anthony

    See video lesson M3 L64 Step 7 – Report Writing: Informal Investigation Reports

  40. First-Rate Formal Investigation Report Checklist

    See video lesson M3 L65 Step 7 – Report Writing: Formal Investigation Reports

  41. Formal Investigation Report Sample - Nina & Anthony

    See video lesson M3 L65 Step 7 – Report Writing: Formal Investigation Reports

  42. Investigation Report Template

    See video lesson M3 L65 Step 7 – Report Writing: Formal Investigation Reports

  43. Sample Script for Post Investigation Meeting with Complainant (Nina)

    See video lesson M3 L67 – Post Investigation Meeting: Complainant

  44. Sample Script for Post Investigation Meeting with Respondent (Anthony)

    See video lesson M3 L68 – Post Investigation Meeting: Respondent

  45. Sample External Investigator Retaining Letter

    See video lesson M3 LB2 – Contracting with an External Investigator

Module 4: Resolution

  1. Complaint Manager Intervention with Respondent Checklist

    See video lesson M4 L3 – Complaint Management Intervention

  2. The Four Team Toxins: Article Citation

    See video lesson M4 L5 – Team Facilitation and Training

  3. Post Investigation Approaches

    See video lesson M4 L6 – Post Investigation

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