7 Steps to Creating Bulletproof Documentation | Sessions

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Mega Session
7 Steps to Creating Bulletproof Documentation
In-Person and Virtual Saturday 09/11/2021 02:30 PM - 03:30 PM   Add to calendar

Competencies: Business (Behavioral), Interpersonal (Behavioral), Workplace (Technical)
Workplace Application:
Attendees will learn how to properly document conversations and experiences. 

You hear it from your legal counsel all the time: document, document, document. But in reality, they never teach you or your managers how to effectively transcribe verbal coaching, counseling or disciplinary conversations into solid documentation. Learn the seven steps to creating “bulletproof” documentation, along with words to avoid, red flags for discrimination, and the benefits and hazards of electronic documentation. Walk away with a usable framework and tips for perfecting your documentation practices.

Learning Objectives:

  • Learn how to document expectations, policy violations, performance issues and consequences.
  • Learn how to properly document an employee's incident 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