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Steward's Role During an
  Investigation Meeting



        Bob Kraves
     Former IAM Educator
       sevark@aol.com
Steward's Role During an
         Investigation Meeting

Some of the most frequently asked questions
regarding shop stewards are one’s concerning
roles and rights during an investigation
hearing or meeting. Most of the discussion
centers on what a steward can and cannot do
at such a time.
A steward should follow these guidelines at
an investigation meeting:
Steward Guidelines

Speak to the member
prior to the meeting.
Take a recess to get
some understanding
as to what happened
if the meeting has
started before you
arrived.
Steward Guidelines
          Get as much
          information as you
          can beforehand. Do
          not let the employer
          withhold information.
          If they do, document
          any denials in your
          notes and get it on
          the written record.
Steward Guidelines
If there are witnesses at the meeting, you
should question them as you see fit in order
to clarify what they say. You have a right to
ask these witnesses questions to determine
the accuracy of their testimony and their
biases. Your rights to questioning should not
be interfered with by management. If you are
denied that right, make sure the denial is
entered on the record.
Steward Guidelines
It is perfectly proper
for members to answer
questions with, “Yes,"
“No," or "I don't
know." Once the
member has answered
a question, there is no
need to elaborate
further, though it is
human nature to do so.
Steward Guidelines

          At most meetings
          the steward should
          take as active a role
          as considered
          necessary, but
          always keep in mind
          that you are an
          advocate for our
          member.
Steward Guidelines


In the meeting, a
steward should be
allowed to ask for a
short recess so they
can speak privately
with the member.
Steward Guidelines
       Take notes or bring in a
       second person to take
       notes. The written record
       is important. Notes can
       tell what actually was
       said, not what was
       allegedly said. Cases have
       been won and lost on the
       accuracy of the written
       record.
Steward Guidelines

Do not rely on the
supervisor's notes.

And no, you do not
have to give a copy
of your notes to
management.
Steward Guidelines

         The bottom line is to
         make sure that the
         member is treated as
         fairly as possible
         under circumstances
         that can be heavily
         weighted against
         him or her.
Steward Guidelines

Even if the investigation
does not go the way you
had hoped, you can
challenge the discipline,
or how management
conducted itself through
the process by appealing
through your grievance
procedure.

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Steward

  • 1. Steward's Role During an Investigation Meeting Bob Kraves Former IAM Educator sevark@aol.com
  • 2. Steward's Role During an Investigation Meeting Some of the most frequently asked questions regarding shop stewards are one’s concerning roles and rights during an investigation hearing or meeting. Most of the discussion centers on what a steward can and cannot do at such a time. A steward should follow these guidelines at an investigation meeting:
  • 3. Steward Guidelines Speak to the member prior to the meeting. Take a recess to get some understanding as to what happened if the meeting has started before you arrived.
  • 4. Steward Guidelines Get as much information as you can beforehand. Do not let the employer withhold information. If they do, document any denials in your notes and get it on the written record.
  • 5. Steward Guidelines If there are witnesses at the meeting, you should question them as you see fit in order to clarify what they say. You have a right to ask these witnesses questions to determine the accuracy of their testimony and their biases. Your rights to questioning should not be interfered with by management. If you are denied that right, make sure the denial is entered on the record.
  • 6. Steward Guidelines It is perfectly proper for members to answer questions with, “Yes," “No," or "I don't know." Once the member has answered a question, there is no need to elaborate further, though it is human nature to do so.
  • 7. Steward Guidelines At most meetings the steward should take as active a role as considered necessary, but always keep in mind that you are an advocate for our member.
  • 8. Steward Guidelines In the meeting, a steward should be allowed to ask for a short recess so they can speak privately with the member.
  • 9. Steward Guidelines Take notes or bring in a second person to take notes. The written record is important. Notes can tell what actually was said, not what was allegedly said. Cases have been won and lost on the accuracy of the written record.
  • 10. Steward Guidelines Do not rely on the supervisor's notes. And no, you do not have to give a copy of your notes to management.
  • 11. Steward Guidelines The bottom line is to make sure that the member is treated as fairly as possible under circumstances that can be heavily weighted against him or her.
  • 12. Steward Guidelines Even if the investigation does not go the way you had hoped, you can challenge the discipline, or how management conducted itself through the process by appealing through your grievance procedure.