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