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You hear it from your legal counsel all the time: document, document, document. But they never teach you or your managers how. Learn the seven steps to creating solid, bulletproof documentation. Effectively transcribe your verbal coaching, counseling or disciplinary conversations. Recognize words to avoid and red flags for discrimination. Know the benefits and hazards of electronic documentation. Leave the session with a usable framework and tips for perfecting your documentation.
- 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.