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Greater Merrimack Valley Human Resource Association

Seven Steps to Creating Bulletproof Documentation

  • 03 Feb 2022
  • 8:15 AM - 10:30 AM
  • Webinar


  • Speaker/Presenter
  • If registering as the sponsor please send Logo and Company Description to

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Thursday, February 3, 2022

"Seven Steps to Creating Bulletproof Documentation"

Remote Meeting

      8:15 AM - 8:30 AM Welcome from Amy Sabato
             8:30 AM - 8:55 Legal Update and Q&A with Deb Najjar

             9:00 - 10:30 Program

      Approved for 1.50 SHRM credits, HRCI credits pending

You hear it from your legal counsel all the time: document, document, document. But, in reality, they never teach your managers how to effectively transcribe your verbal coaching, counseling, or disciplinary conversations in bulletproof documentation.

Learn the seven steps to creating "bulletproof" documentation along with words and red flags for discrimination and the benefits and hazards of electronic documentation.

Walk away with a usable framework and tips for perfecting your documentation.

Recertification /Learning Objectives:

1. Learn to document expectations, policy violations, performance issues, and consequences

2. Properly document an employee's explanation and action plan

3. Understand which words and phrases to avoid when documenting

4. Learn about documentation disasters that create liability

Our Speaker: Allison West, Esq., SHRM-SCP, AWI-CH
Employment Practices Specialists, 
Pacifica, CA 

Allision West is an employment attorney by background and, for over 20 years, she has assisted employers in creating and maintaining safe and respectful work environments.

She focuses her practice on delivering customized workplace training; conducting workplace investigations; coaching executives/managers concerning performance or disciplinary issues as well as leadership topics; and serves as an expert witness.  Allison also specializes in using mediation skills to help individuals and groups to work though conflicts and create more collaborative work environments.

Allison is a top rated speaker at SHRM Annual Conference as well as other HR/diversity conferences, and is a national expert on harassment, discrimination and investigations.  she has app[eared on PVS, CBS This Morning and in O Magazine discussing workplace harassment issues.

She is a member of the State Bar of California and holds her SHRM-SCP certification and AWI-CH (investigation) certificate.

Our Sponsor:


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Access Perks - Overview BH.pdf

Location: Webinar

For more information:

Contact: Lisa Lemieux, PHR, SHRM-CP

Phone: 978-204-3207

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Windham, NH 03087



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