7 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 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.
Allison West, Esq., SHRM-SCP, AWI-CH
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.