MEGA SESSION 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 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.
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.
Find Sessions by Day
Find Sessions by Speaker
Find Sessions by Topic
- Select Track
- Business & HR Strategy
- Communication Strategies
- Employment Law & Regulations
- Global HR
- Professional Development
- Total Rewards
Find Sessions by Credit Type
- Select Credit Type
Business Credit
California Credit
Global Credit
HR Credit
Not Available for Credit
SHRM PDCs
TBD
This has been submitted and is pending approval from HRCI
Find Sessions by Competency
- Select Competency
- Business Acumen
- Communication
- Consultation
- Critical Evaluation
- Ethical Practice
- Global & Cultural Effectiveness
- HR Expertise
- Leadership & Navigation
- Relationship Management
Find Sessions by Intended Audience
- Select Intended Audience
- All Levels
- Early Career
- Executive-level
- Mid-Level
- Senior-Level