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  • Investigation Checklist
    Updated On: Mar 69, 2007
    Nothing substitutes for a thorough and proper investigation of the facts.  This checklist will assist you in completing a good grievance investigation.


    • Interview grievant. Listen Carefully to his/her story.
    • Have grievant  write his/her rebuttal to discipline (if appropriate).
    • Interview grievant's co-workers.
    • Interview witnesses and management.  Get the 6 W's.  Get a written, signed statement from witnesses.
    • Keep written records of all interviews.
    • Request copy of personnel file (if a disciplinary grievance).
    • Request any other management records needed (personnel policies, payroll records, seniority list, attendance records, etc).
    • Determine if the problem affects others in the workplace.
    • Determine if filing a grievance is the best strategy for solving the problem.
    • Check previous grievance settlements for precedents.
    • Check the experience of other stewards in similar cases.
    • Seek advice, if needed, from Chief Steward or Business Agent.
    • Review the case with the grievant.
    • Anticipate and prepare for management's arguments.
    • Outline your presentation in writing.
    • Inform other workers about the issue and organize support activities for the grievance, if appropriate or if it's a group grievance.

  • Teamsters Local 391

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