Overview:
By the end of the webinar, participants will be able to:
- Understand the importance and legal implications of performance documentation.
- Identify what should-and should not-be documented.
- Write clear, specific, and objective performance records.
- Use documentation to support coaching, counseling, and disciplinary actions.
- Communicate performance expectations in writing effectively.
- Maintain accurate, secure, and professional personnel records.
Why you should Attend:
- Avoid costly legal mistakes due to inadequate or biased documentation.
- Strengthen your ability to support promotions, pay decisions, and terminations.
- Learn how to write performance notes that are factual, not emotional.
- Support employee development with clear expectations and written feedback.
- Foster accountability, consistency, and trust in your management practices.
Areas Covered in the Session:
- Purpose and value of performance documentation
- Legal risks of poor or missing documentation
- Guidelines for writing factual, unbiased performance notes
- Documentation do’s and don’ts: what to include and avoid
- Using documentation to support coaching, evaluations, and terminations
- Progressive discipline and documentation at each stage
- Digital vs. paper records: best practices and policies
- Aligning documentation with HR policies and company culture
Who Will Benefit:
- Supervisors and Front-Line Managers
- HR Professionals and Generalists
- Department Heads and Team Leaders
- Business Owners and Office Administrators
- Project Managers Overseeing Team Performance
- Anyone responsible for Coaching, Evaluating, or Managing Staff