Documentation

How to Document

• Be timely – don’t try to “build a case” after the fact;
• Stick to the facts;
• What you see or hear - what would be on a video tape;
• Include the full story; be accurate and specific;
• If handwritten, write legibly in ink;
• Sign and date all documents;
• Document consistently.

Documentation Outline

• State the job performance problem – be specific.
•     What is the problem? When did it first occur?
•     How and when has this been previously addressed?
• What effect has the problem had? 
• On you, the company, co-workers?
• What changes need to take place? Be Specific!
• What are the deadlines? Be Specific!
•     When (and how) will the outcomes be accomplished?
• What are the consequences? Be Specific!
•     State clearly, especially if termination is a possibility.