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Investigation Plan / Chronology Prep

Organize facts and a timeline for an investigation file. Never a finding or conclusion.

The prompt
For investigation [reference], help organize the file: [provide the factual material — minimise identifying detail].
- A factual, sourced chronology of events
- An evidence index (what exists, where)
- An investigation plan outline (lines of enquiry, who to interview) for the lead to set
- Open questions

Strictly factual and confidential. Do NOT assess credibility, attribute fault, substantiate, or conclude — findings are the investigator's under the process, often privileged.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Investigations Lead, Compliance Counsel, Ethics Officer