3. DOCUMENTATION

Documentation is the practice of formally recording, in writing, your actions and discussions throughout the coaching and disciplinary process. The resulting documents are important not only because they are a reference source for you during those processes, but also because they are your defense should a question arise about the legality of your actions.

Whenever you document—put to paper any conversations related to coaching, counseling, or discipline—you need to ensure your notes are an accurate reflection of the events, actions, and discussions that took place. Of course, this effort takes time and energy, but it is absolutely necessary if you are to discipline constructively or to ensure the integrity and safety of your ...

Get The Manager's Pocket Guide to Documenting Employee Performance now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.