Seven Steps to Creating Bulletproof Documentation
Document, document, document. Sounds familiar? This standard mantra from your employment counsel is meant to encourage managers to memorialize performance/disciplinary conversations that shows efforts to help the employee be successful and supports employment decisions. And, importantly, documentation can provide a solid defense if prepared correctly. But, in reality, managers (and HR) are typically not taught how to effectively transcribe verbal coaching, counseling or disciplinary conversations into clear, unambiguous, defensible documentation. Learn the seven steps to creating 'bulletproof' documentation along with ways to tighten your documentation, words and phrases to avoid, and potential red flags for discrimination. 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 employee's explanation and action plan.
- Understand which words and phrases to avoid when documenting.
- Learn about documentation disasters that create liability.
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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.