Sessions

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.