Investigation Readiness Intensive

Training for Teams Handling Protected-Class Investigations

Defensible under scrutiny, actionable inside your organization.

When investigation quality matters, consistency becomes essential.

Protected-class investigations require structure, judgment, and disciplined practice, especially when teams have mixed experience levels and leadership expects reliable outcomes.

The Investigation Readiness Intensive is live, onsite training for teams who are already doing the work and want to strengthen their investigative practice through a proven framework.

This is training delivered as an intensive, because the work demands it.

Why Teams Engage Us

Organizations bring us in when:

  • Investigators have varying experience levels and need a consistent approach

  • Prior training focused on theory rather than practical application

  • Documentation and analysis need greater consistency across cases

  • Leaders are spending too much time revising reports and re-working findings

  • Credibility and defensibility matter, internally and externally

This isn’t about learning more rules.
It’s about strengthening investigative practice.

What Makes This Intensive Different

Most investigator training focuses on information.
This intensive focuses on how investigators think and work.

We teach a consistent investigative framework grounded in protected-class standards, the same CLEAR Investigation Framework™ we use in our third-party investigations, and AI models.

The structure stays consistent.
The application reflects your organization.

That balance allows teams to investigate confidently without improvising on fundamentals.

The CLEAR Investigation Framework™

All training is built around the CLEAR Investigation Framework™:

Capture the Complaint

Establish a structured starting point

Launch the Strategy

Address safety, retaliation, and planning considerations early

Evaluate the Evidence

Organize testimonial, documentary, digital, and physical evidence

Analyze Impartially

Apply standards and assess credibility with discipline

Report with Clarity

Deliver findings stakeholders can understand and evaluate

Style can vary.
Standards cannot.

How the Intensive Is Structured

This is a practicum, not a lecture.

The Intensive is modular and adaptable.

Teams may engage in a multi-day experience covering the full investigative lifecycle, or focus on specific areas based on immediate needs.

Participants work through:

  • Realistic case scenarios

  • Mock interviews with feedback

  • Guided analysis exercises

  • Facilitated discussion

  • Live coaching from an experienced investigator

Core focus areas include:

Every engagement is customized, without changing the investigative framework.

Intake and scope development

Evidence collection and credibility assessment

Analysis aligned with policy standards

Findings development and communication

What This Intensive Supports

Teams typically develop:

  • A shared investigative language across the team

  • Clearer documentation habits that support analysis and review

  • Stronger interview confidence and technique consistency

  • More defensible findings that are easier to explain and evaluate

  • Reduced review cycles through improved initial report quality

“We don’t promise shortcuts. We build disciplined investigative practice.”

Why Organizations Are Investing in Investigative Capacity

The operational environment continues to evolve:

  • Expectations for transparency and consistency are rising

  • Teams are managing more complex cases with the same resources

  • Leadership needs reliable processes that produce defensible outcomes

  • Specialized professional development builds long-term capacity

Organizations that invest in investigative training create sustainable advantages:

  • More consistent outcomes across investigators and cases

  • Reduced oversight burden on leadership

  • Stronger team confidence and competence

  • Increased trust in the investigative process

How to Get Started

Before scheduling an intensive, we conduct a brief Training Readiness Assessment to understand:

  • Your team’s experience levels and current challenges

  • Priority skill gaps or focus areas

  • Scheduling constraints and operational realities

  • Organizational context and expectations

From there, we design the engagement.

Ready to Strengthen Your Team’s Investigative Practice?

If you’re responsible for the credibility and consistency of protected-class investigations, this intensive is designed for your team.

In 30 minutes, we’ll assess your team’s current capabilities and outline a training approach tailored to your needs.