Seven Steps for Creating Bulletproof Documentation
You hear it from your legal counsel all the time: document, document, document. But, in reality, they never tea your managers how to effectively transcribe your verbal coaching, counseling or disciplinary conversations int bulletproof documentation. Learn the seven steps to creating "bulletproof" documentation along with words t red flags for discrimination and the benefits and hazards of electronic documentation. 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.
In-person session offerings are on a first-come, first-served basis.
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.
