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2018 Annual Conference & Exposition
You will learn the seven steps to create documentation that will withstand the scrutiny of a judge or jury.
PowerPoints/Handouts Available

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 your verbal coaching, counseling or disciplinary conversations into solid, bulletproof 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. This session will help you:

  • Learn to document expectations, policy violations, performance issues and consequences. 
  • Properly document an employee's explanation and action plan.
  • Understand which words and phrases to avoid when documenting.
  • Learn about documentation disasters that create liability.
 
Date(s) & Time(s): 
Tuesday, June 19, 2018 - 4:00pm to 5:15pm
Presenter: 
Allison West, Esq., SHRM-SCP, AWI-CH
Personal Pronouns
She/Her/Hers
Principal
Employment Practices Specialists
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For over 20 years, Allison West has used her employment law background in delivering customized workplace training, conducting investigations, coaching executives/managers, serving as an expert witness, and specializing in conflict resolution and facilitated discussions to create more collaborative work environments. 

Allison is a top-rated speaker at the SHRM Annual Conference as well as other HR/diversity conferences, and is a national expert on harassment, discrimination and investigations. She has appeared on PBS, CBS This Morning and in O Magazine discussing workplace harassment issues. 

She is a member of the State Bar of California and holds her SHRM-SCP certification and AWI-CH (investigation) certificate.

 

 

SESSIONS:
Location: 
E451
Amount of Credit: 
1.25
Credit Type: 
•SHRM PDCs
Session Type: 
Mega Session
Competency: 
HR Expertise
Consultation
Critical Evaluation
Intended Audience: 
Mid-Level
View other sessions related to this topic: 
HR Compliance

Source URL: https://sessions-cron.shrm.org/conference/2018-annual-conference-exposition/session/seven-steps-creating-bulletproof-documentation