Name: How Best Practices in Triage Protocol Can Boost Compliance and Reduce Risk
Start: 2023-05-30T15:00:00Z
End: 2023-05-30T15:00:51.000Z
Location: BrightTALK
Rating: 0

Investigative case management software to resolve virtually any workplace incident and prevent future vulnerabilities.

New Title IX requirements could be approved in October 2023, meaning that institutions will need to update their policies and procedures.  Some of these changes include expanded definitions for sex and gender-based misconduct, coverage of off-campus conduct, and changes to response protocols.  Schools will have to change the way they address sexual harassment on and off campus, making Title IX compliance a major focus for 2024.  If the changes are not announced until 2024, then current policies and procedures will need to be reviewed and, when necessary, tightened up to ensure they both compliant with regulatory standards and also in keeping with best and emerging practices.  As we consider potential changes to the regulatory environment, schools also need to review the ways they gather, store, review, and share data.  

This webinar will provide attendees with an understanding of current best practices, expected changes to the Title IX regulatory framework, and the role of data management in developing and maintaining a best-in-class response process.

How to Gather, Store, Review & Share Title IX Data Effectively

Workplace investigations are complex processes, with a lot of moving parts. In many cases, the steps involved can be time-consuming and inconsistent, leading to negative outcomes for investigators and their organizations. Fortunately, many of these steps can now be automated. 

Join us for a session on how automation can reduce risk and drive efficiency in case management.

In this session, you'll learn: What types of investigation and case management processes you can automate in your organization, and how that automation can be put in place. Sample processes include:
- Case intake, triage and assignment to staff
- Investigation planning, with structured workflow steps
- Task generation and assignment
- Document generation, including case summaries

We will also discuss how automation leads to better business outcomes, including:
- Increased efficiency
- Error reduction
- Faster response times and time-to-resolution
- Improved data accuracy
- Enhanced collaboration among team members
- Freeing up valuable human resources for more complex tasks, including analysis and policy work
- Improved customer satisfaction and overall business performance

How Automation Can Reduce Risk and Drive Efficiency in Workplace Investigations

Fostering a workplace culture where employees feel safe to speak up if they witness misconduct or abuse is essential to attracting and retaining top talent, as well as staying compliant with industry-relevant laws. But even more than fostering compliance and a positive work environment for your organization, a speak-up culture can actually improve your bottom line. 

Attendees will learn:
- How speak up culture drives organizational compliance
- The importance of non-retaliation in protecting informants
- Efficient triage and investigation of reports
- Using speak up to improve your compliance program
- The ROI of a robust speak up culture

From Speak Up to ROI: How Culture Improves Compliance - and Bottom Lines

In order to avoid risk while running a successful organization, today’s business leaders need to do more than react to cases of harassment, misconduct and employee fraud. They need to prevent these issues. 

Purpose-built case management software provides data-driven reports that help companies manage risk, spot trends, and protect employees and the organization by preventing incidents, as well as fines, and reputation damage.

But home-grown or dated solutions come with many challenges. For instance, managing incidents and investigations using manual methods leads to duplication of effort and information silos, resulting in inefficiency. Using these solutions also comes with security risks and inconsistent documentation, opening the company up to fines and lawsuits.

Case IQ's powerful case management platform streamlines your investigative process and provides the data you need to analyze results, prevent incidents and protect your employees. You’ll save time and money, ensure compliance, and reduce risk, all with one tool.

Join the Case IQ team to learn how you can improve your investigations and reduce risk with one tool.

How to Drive Efficiency &  Reduce Risk with Workplace Case Management Software

Every organization has some level of ethical culture, but according to an Ethics & Compliance Initiative’s State of Ethics in the Workplace Report, only 1 in 5 U.S. employees believed their workplace had a strong ethical culture . 

To improve their culture, organizations should be prepared to hear and investigate ethical concerns—from inside and outside the organization. Doing so efficiently and consistently will help protect your organizational reputation, your employees and your bottom line.

For many HR pros who are involved with workplace ethics programs, one-stop HR platforms that can also be used for recruitment, employee data storage and investigations sound convenient. But while it might be initially cheaper or quicker to buy one solution, ethics will suffer, putting your organization at risk of repeat or missed incidents, non-compliance penalties and employee lawsuits.

Attendees will learn how a dedicated case management platform is the right tool to handle employee misconduct and ethics breaches.

We will explore how it can help your team to:
• Evaluate whether a formal investigation is required
• Plan the investigation, including who will be the investigator, objectives and a timeline
• Conduct interviews, collect data and documentation
• Analyze findings and develop recommendations
• Determine corrective actions
• Close the investigation, including mitigating future risk

How to Manage Organizational Ethics & Drive Value Through HR Investigations

Fireside Chat - Episode #3 | Workplace Investigations: How to improve your investigation maturity over time 

The more mature the process and tools of your investigation are for gathering and analyzing investigation data, the better you can respond to areas of unacceptable business risks. This is the key to showing your value to your stakeholders, especially your business leaders.  
 
To do this, you need the right technology for case management and analytics. 

During the fireside chat, Meric Bloch, an organizational investigations expert, will explore: 
- How key performance indicators and other metrics are tracked.  
- Ways investigation data is used to make important decisions.  
- How improved data quality improves cross-department partnerships and breaks down data silos.

Workplace Investigations: How to improve your investigation maturity over time

Fireside Chat - Episode #2 | Workplace Investigations: Factors to consider in your investigation process

A workplace investigation should do more than determine if employee misconduct occurred and close the issue. It should support the overall corporate compliance program and bolster a speak-up culture. An investigation should identify unacceptable business risks and illuminate financial control weaknesses.

This is where a workplace Investigations Maturity Model can help. Join Meric Bloch, organizational investigations expert, for this fireside chat on how to measure your workplace case management program, elements you might not have thought to consider, and how to improve your process over time.

Attendees will look at how several key factors contribute to investigations maturity, including each of these qualities: 
- Are procedural steps clearly specified, with consistency in results? 
- Is the process cumbersome or requires reasonable efforts? Are process delays common or an exception? 
- How well-documented and detailed are the decision points regarding report intake, the preliminary assessment, and fact-gathering.  
- Do your investigators, program managers and stakeholders know where to find the information? 
- Is the process automated for any or all suitable case-management steps?

Workplace Investigations: Factors to consider in your investigation process

Fireside Chat - Episode #1 | Workplace Investigations: Introducing the Investigations Maturity Model

A workplace investigation should do more than determine if employee misconduct occurred and close the issue. It should support the overall corporate compliance program and bolster a speak-up culture. An investigation should identify unacceptable business risks, and it should illuminate financial control weaknesses. 
 
This is where a workplace Investigations Maturity Model can help. Join Meric Bloch, organizational investigations expert, for this fireside chat on how to measure your workplace case management program, elements you might not have thought to consider, and how to improve your process over time. 
 
Attendees also will learn how to assess maturity and how to use the model to evaluate your program to: 
- Benchmark performance: This helps you determine where your Program is in its current state. You can then set clear objectives and allocate resources to improve performance. 
- Energize performance improvement: This helps you create action plans to resolve performance deficiencies and improve maturity. 
- Create a common nomenclature: Defining goals, key objectives, and values with a common language can translate into consistent, repeatable, and predictable performance.

Workplace Investigations: Introducing the Investigations Maturity Model

You get it. Being an ethical organization matters. A lot.

But ethics isn’t just a quarterly HR campaign or a glossy conduct guide; in order to really have a bottom-line business impact, organizational ethics must function as an integral pillar of company culture over time.

So, what are the best practices to make sure your organization is regularly thinking about ethics and including it in everyday decision making? What are some creative ways to bring focus to this vital but often overlooked function? And how can you most effectively deal with and investigate an incident or a breach when it occurs?

Join the Case IQ team and Sharlyn Lauby, author of the popular blog HR Bartender, for a lively discussion about ethics and culture.

Takeaways from this webinar include:

-Why ethics should be promoted and not assumed at work
-The business benefits of leading an ethical organization
-5 activities to create an awesome ethical culture
-Tips for ongoing monitoring of ethics within the organization
-How to respond to—and quickly resolve—an ethics breach

5 Steps to Creating an Ethical Work Culture–And Expertly Responding to Incidents

As an investigator, you don’t define your value to the organization; leadership does. What are you doing to be a better business advisor and contribute to the organization’s goals? In other words, why should the bosses listen to you? 

Because misconduct doesn’t happen in a vacuum! It results from a perfect storm of factors like employee ignorance, a failure to see the larger implications, a lack of training and procedures, or a failure of internal controls. And you have a view to all of this in your cases. 

This webinar outlines how you can become a better strategic advisor, how to think like a business leader, and what keeps executives awake at night. You’ll learn how case management can drive a culture of prevention, and how you can prove the bottom-line ROI of investigations. 

Join Meric Bloch, Strategic Advisor at Winter Investigations, as he discusses how investigators can become business advisors to the C-suite using their knowledge of case management and risk assessment.

In this webinar, you will learn:
-Goals of a strategic business advisor. 
-What advice does a strategic advisor give? 
-What should a strategic advisor not do? 
-How an investigator can become a strategic advisor. 
-How stellar case management positions investigators as strategic advisors.

Why Should Management Listen- Leadership Strategies for Investigators

With recent announcements of increasingly stringent federal policies around record-keeping and due diligence, compliance and investigation professionals are feeling the pressure to demonstrate consistency and rigor in their case management processes.

Planning your investigation, having the right team members involved and reporting on outcomes of an investigation can all be difficult phases of the process.

However, being able to demonstrate that you are quickly, consistently and accurately triaging incidents is even more important now.

The key is to establish decision-making approaches and plan out your entire protocol before the matter comes to your attention through hotline reporting or other mechanism. This ensures structure and success as you triage, investigate, staff the investigation properly and meet the inevitable challenges of reporting and addressing the root causes of incidents.

How Best Practices in Triage Protocol Can Boost Compliance and Reduce Risk

Compliance

Investigations

Case Management

Ethics

Business Case

Risk Management

Risk Mitigation

Protocols

HR Technology

Human Resources

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How Best Practices in Triage Protocol Can Boost Compliance and Reduce Risk

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