Seven Steps (plus tips) for Perfecting Your Documentation | Sessions

Search Schedule

Concurrent Session
Seven Steps (plus tips) for Perfecting Your Documentation
Monday 06/24/2024 03:30 PM - 04:30 PM   Add to calendar

Competencies: Business (Behavioral), Interpersonal (Behavioral) | Intended Audience: Mid-Level
Workplace Application:
Attendees will learn the seven steps to create documentation that is fair and will withstand the scrutiny of a judge or jury. 

Document, document, document. Sounds familiar? This standard mantra from your employment counsel is meant to encourage managers to memorialize performance/disciplinary conversations that shows efforts to help the employee be successful and supports employment decisions. And, importantly, documentation can provide a solid defense if prepared correctly. But, in reality, managers (and HR) are typically not taught how to effectively transcribe verbal coaching, counseling or disciplinary conversations into clear, unambiguous, defensible documentation. Learn the seven steps to creating 'bulletproof' documentation along with ways to tighten your documentation, words and phrases to avoid, and potential red flags for discrimination. Walk away with a usable framework and tips for perfecting your documentation.

Learning Objectives:

  • Learn to document expectations, policy violations, performance issues and consequences.
  • Properly document employee's explanation and action plan.
  • Understand which words and phrases to avoid when documenting.
  • Learn about documentation disasters that create liability.
Allison West, Esq., SHRM-SCP, AWI-CH Photo
Allison West, Esq., SHRM-SCP, AWI-CH, Principal,
Employment Practices Specialists