Effective Documentation Strategies for Employee Performance and Conduct

Effective Documentation Strategies for Employee Performance and Conduct

Presenter- Diane L. Dee

When managing performance or addressing workplace behavior, documentation is more than just paperwork—it’s your strongest ally. Without solid documentation, employers risk losing control of disciplinary actions, performance reviews, and potential legal disputes. This webinar is designed to empower HR professionals, managers, and supervisors with practical strategies and best practices to create effective documentation that stands up to scrutiny.

You’ll discover how to turn documentation into a strategic management tool—from performance evaluations to corrective actions—while minimizing risk and promoting fairness. Learn the do’s and don’ts, recognize common pitfalls, and understand how proper documentation supports accountability and legal compliance.

Key Takeaways:

✅ What, When, and How to document employee behavior and performance
✅ Mistakes to avoid when documenting performance and discipline
✅ Using progressive discipline effectively and legally
✅ How documentation supports investigations and protects against legal claims

This session is ideal for business owners, HR professionals, team leads, compliance officers, and anyone responsible for managing employee performance and behavior.