Seven Steps to Creating Bulletproof Documentation

A SHRM Symposium: Spotlight on California
Learn the seven steps to creating 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 they never teach you or your managers how. Learn the seven steps to creating solid, bulletproof documentation. Effectively transcribe your verbal coaching, counseling or disciplinary conversations. Recognize words to avoid and red flags for discrimination, Know the benefits and hazards of electronic documentation. Leave the session 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.
Date(s) & Time(s): 
Tuesday, December 4, 2018 - 11:15am to 12:15pm
Presenter: 

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

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.

 

 

Location: 
Metropolitan Ballroom
Amount of Credit: 
1.00
Credit Type: 
SHRM PDCs
Session Type: 
Concurrent Session
Competency: 
HR Expertise
Consultation
Critical Evaluation
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