The Benefit of Structured Notes for Conflict Intake

By Kim Faithcloth, PhD and Dawn Bedlivy, Esq.

When employees approach HR or leaders about workplace conflicts, they arrive already stressed and emotionally charged. Their stories often emerge as a rapid, disorganized “information download” that can be challenging to parse.

A skilled HR professional can transform this chaotic narrative by:

  • Capturing the pure employee perspective
  • Taking concise, bulleted notes
  • Avoiding the appearance of a formal investigation
  • Ensuring comprehensive information gathering

The real power of a structured intake format like SORTED is its ability to:

  • Quickly identify information gaps
  • Prompt targeted follow-up questions
  • Create a clear, actionable record of the conflict

As an example, upon wrapping up an initial conversation, you might see that your Reactions section is empty.  In the “Reactions” section, critical questions include:

  • What were the employee’s immediate actions after being triggered?
  • Who else has the employee discussed this with?
  • What additional steps have they already taken?

By implementing a systematic approach, HR professionals can turn complex conflict narratives into clear, manageable insights.

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State of Workplace Conflict in 2024: Insights and Solutions (Workplace Peace Institute, April 2024).
State of Workplace Conflict in 2024: Insights and Solutions (Workplace Peace Institute, April 2024).