Effective Workplace Investigations: A Governance and Management Guide
From harassment and discrimination complaints to misconduct and policy violations, workplace investigations require a careful balance of legal compliance, objectivity, and practical judgment. For charter schools, there can also be unique issues when a board is involved, and a poorly-conducted investigation can create significant legal and organizational risk. This session explores the essential elements of a legally sound workplace investigation, including how to determine when an investigation is required, when and how the board needs to be involved, how to select the right investigator (internal or external), how to define the scope of the investigation, confidentiality, how to document the investigation and the findings, and how to communicate outcomes while minimizing legal risk.
Presented by
Wendy Tucker Partner Procopio
Wendy Tucker, a Partner in Procopio's Labor & Employment Practice, focuses her practice on advising charter schools on all aspects of the employment relationship, serving as a trusted legal and strategic advisor to school leaders and governing boards. Wendy provides comprehensive counsel on employment agreements, handbooks and workplace policies, performance management, discipline and termination, leaves of absence and disability accommodations, wage and hour compliance, workplace investigations, and labor relations matters. Drawing on extensive experience in the education sector, she delivers practical, proactive guidance that helps charter schools navigate complex employment issues, minimize risk, and support their educational missions.
