Sessions
Mega Session
MEGA SESSION Seven Steps to Creating Bulletproof Documentation
Convention Center Ballroom AB
1.25 SHRM PDCs, 1.25 HR Credit
| Competencies: Consultation, Critical Evaluation
| Intended Audience: Mid-Level
Workplace Application:
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.