Workplace Documentation - Who, Why, and What Are We Documenting…The Real Problem? How It May Be Used… 2014

Key Topics

• 12 criteria for good documentation
• What to think about before you write it all down and how to review before signatures are in place
• Emails = e for evidence
• What you don`t write down can be as important as what you do - considering timing and purpose
• Signatures - When and how to get them and just as importantly - how to not
• Documentation on the fly or remotely - what to jot and what to not
• "Building a File" - Rarely a good idea, yet often the only documentation skill at which bad managers excel
• How to make documentation "real" for managers
• Checking documentation for accuracy before making a negative employment decision
• Keeping it private - Determining Need To Know vs Want to Know
• Using even less than positive documentation effectively in difficult conversations

Who should Attend

• Branch Managers
• Managers
• HR Generalists
• Store Managers
• Plant Managers
• HR Managers
• Business Owners
• Management