A good investigation at the early stages of a grievance can lay the foundation for your case.
Investigate at the first step as if the grievance will go to arbitration. A good investigation will expedite settlement. A good investigation will help build your confidence. This checklist will assist you in completing a good grievance investigation.
____Interview the grievant. Listen carefully to his/her account of the situation
____Interview grievant’s co-workers
____Interview the witnesses and management asking the Six W’s. Get a written signed and dated statement from witnesses.
____Keep written records of all interviews.
____Request a copy of members’ related consultations (if it is 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 on a regular basis from your Business Agent, Chief Steward or other Union Official.
____Review the case with the grievant.
____Anticipate and prepare for management’s arguments.
____Outline your presentation in writing.
____BE AWARE OF TIME LIMITS IN THE GRIEVANCE PROCEEDURE