MEGA SESSION Seven Steps to Creating Bulletproof Documentation

SHRM 2016 Annual Conference & Exposition
You will learn the seven steps to create documentation that will withstand the scrutiny of a judge or jury.

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 your verbal coaching, counseling or disciplinary conversations into solid, bulletproof documentation. This session will help you:

  • 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): 
Wednesday, June 22, 2016 - 10:00am to 11:15am
Presenter: 

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

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.

 

 

Location: 
Convention Center Ballroom AB
Amount of Credit: 
1.25
Credit Type: 
SHRM PDCs
HR Credit
Session Type: 
Mega Session
Competency: 
Consultation
Critical Evaluation
Intended Audience: 
Mid-Level
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