Foundation of the role.
Understanding who the confidential advisor is, what they do and the framework they operate in.
What the role actually requires
The confidential advisor role is often described in a few lines in a policy document. In practice, it is more layered than that.
Central to this webinar are the five forms of unwanted conduct that fall within the CA's remit, what distinguishes them from each other, and how to navigate the situations that don't fit neatly into any category. From there, the focus shifts to the day-to-day work: the three main tasks of supporting and guiding reporters, informing the organisation, and signalling patterns, and the competencies that make this effective in practice.
Just as much attention goes to what falls outside the role. Not investigating, not judging, not stepping in as HR or mediator. For anyone new to the role or looking to sharpen their understanding, this is where to start.
After completing this webinar
Participants can describe the role of the confidential advisor, including its core tasks and key competencies
Participants can identify and distinguish the five forms of unwanted conduct that fall within the CA's remit
Participants are equipped to navigate grey areas where behaviour is ambiguous or context-dependent
Participants understand what the confidential advisor does not do, and why those boundaries are essential
Participants can position the role clearly in relation to HR, management and formal complaint procedures
Participants are familiar with the five principles that underpin an effective and credible confidential advisor role
Four parts, one foundation
A structured walkthrough of the role, from definition and legal framework to forms of unwanted conduct and positioning within the organisation.
Introduction & role definition
- What is a confidential advisor?
- Core functions of the role
- Why organisations need a confidential advisor
- Low-threshold access: what it means in practice
Legal & organisational context
- The layered legislative framework
- Employer duty of care obligations
- Psychosocial risk factors (PSR) at work
- What a PSR-policy must include
Forms of unwanted conduct
- Definitions and examples of each form
- Navigating the grey areas
- What falls within and outside the CA remit
- Workload vs. inappropriate conduct: the distinction
Positioning in the organisation
- Relationship with HR and management
- Independence and neutrality in practice
- Legislative trend: formalising the CA role
- Internal vs. external advisors: key differences
Precious Chocolaad
Precious guides you through the foundation of the confidential advisor role, drawing on practical experience and the day-to-day reality of the work. Her focus is on what the role actually requires, not just how it looks on paper, so you walk away with a grounded understanding you can use from your very next conversation.
For anyone grounding the role
This webinar is intended for internal and external confidential advisors who want to ground their role, as well as for individuals considering taking on the role. No prior knowledge is required.
Three webinars, one practice
This webinar is part of a three-part series for confidential advisors. Together, the three sessions cover the foundations of the role, the ethical frame around it, and the registration practice that makes the work defensible.
Confidentiality, boundaries and ethical frame
Professional standards, ethical decision-making, and how to maintain your independence under pressure.
View webinarRegistration & the annual report
Recording the work in a way that is practical, compliant and useful, from daily case file to anonymised annual report.
View webinarFrom sign-up to certificate
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Ground your role with confidence
Watch the webinar at your own pace and build the foundation every confidential advisor needs. For anyone new to the role or looking to sharpen their understanding, this is where to start.