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Documentation could be your best defense against a lawsuit. If you do it wrong, or if you destroy documentation too early, it could mean trouble. This training program will guide you on how to document clearly to avoid expensive litigation.


  • Why policies and procedures are an important part of documentation.
  • Policies/procedures that are legally required before misconduct occurs.
  • Policies/procedures that are recommended before misconduct occurs.
  • Can you take disciplinary action if you don’t have a policy/procedure with regard to a particular problem?
  • Why not understanding the difference between misconduct/performance can hurt you in documentation.
  • How to fill out a performance appraisal accurately.
  • Real life lessons from actual court cases – what went right in documentation?
  • Real life lesions from actual court cases -- what went wrong in documentation?
  • How and when to dispose of documents.
  • What a document retention program should contain.


Labor and employment law attorneys constantly review documentation that support the client’s version of what happened. A human resource professional, on the other hand, looks at documentation to approve a termination recommended by the supervisor. But a supervisor’s focus is usually more on getting production done, and you may miss out on documenting instances such as asking a subordinate three times to do a task. You put off doing those performance appraisals. And, as a supervisor, you are often documenting misconduct or performance issues of someone you once worked side by side with.

Is documentation easy? No. Is it critical? Yes. But how do you do it right? This webinar will discuss best practices for legal HR documentation. Attendees will learn how to use documentation to get the best performance out of your employees and to defend your decision making process.

  • Human Resource Managers
  • Human Resource Professionals
  • Supervisors
  • Experienced Managers
  • Upwardly Mobile Professionals
  • Leaders
  • Legal Department/Professionals
  • Consultants
  • Shift Leaders
  • CEOs
  • Policy Makers
  • Business Strategists

Susan Fahey Desmond is a partner with McGlinchey Stafford, PLLC which has offices in 33 states across the country. She has been representing management in all areas of labor and employment law for over 35 years. A noted author and speaker, Susan is listed in Best Lawyers in America and has been named by Chambers USA as one of America’s leading business lawyers

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