Seven Steps to Creating Bulletproof Documentation

2020 Annual Conference & Exposition
We’re not born knowing how to document conversations and experiences, but we can learn.

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, 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.

Learning Objectives:

  • 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 30, 2020 - 2:00pm to 3:30pm

Allison West, Esq., SHRM-SCP, AWI-CH

West, Esq., SHRM-SCP, AWI-CH

Allison West is an employment attorney who has conducted investigations for over 20 years. She has served on the board of the Association of Workplace Investigators, is an expert witness regarding standard investigation practices, and has trained thousands of HR and other professionals on how to conduct investigations.

Allison also specializes in delivering customized, interactive training on employment law and management topics, and in coaching executives and managers concerning performance or disciplinary issues.

She is also a top-rated speaker at HR and diversity conferences around the country; is a nationally recognized expert on harassment prevention; and has appeared on “CBS This Morning” and “PBS” and in O magazine discussing harassment issues in the workplace.

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

Session Type: 
Mega Session
Critical Evaluation
HR Expertise
Hide from On Demand: