Seven Steps to Creating Bulletproof Documentation
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.
Allison West, Esq., SHRM-SCP, AWI-CH
Allison West is an employment attorney by background and for over 20 years has assisted employers in creating and maintaining safe and respectful work environments.
She focuses her practice on delivering customized workplace training, conducting workplace investigations, coaching executives/managers concerning performance or disciplinary issues as well as leadership topics, and serves as an expert witness. Allison also specializes in using her mediation skills to help individuals and groups to work through conflicts and 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.