Bulletproof Documentation: A Step-by-Step Process for Getting it Right Every Time

Duration: 60 minutes

Improper documentation—especially during an internal investigation—can be disastrous. Your documentation is a record of your own conduct and evidence of the steps you took in response to a complaint or incident. In fact, plaintiff’s lawyers consider documentation as one of the key elements in determining your liability in a lawsuit. If it’s not bulletproof, you and the whole organization are at risk. (more details below)

* Approved for 1.0 recertification credit hour through HRCI & SHRM.


WHY ATTEND

Proper documentation wins lawsuits—and prevents them from happening in the first place.

In this webinar from compliance expert Susan Strauss, you’ll learn a step-by-step process for ensuring every piece of your investigation is conducted properly, documented appropriately, and ready to stand up in court should that day ever come. You’ll discover precisely how to document interviews with the accuser, the accused, witnesses, as well as which documents you accessed (and how to cite them) in making your final decision. You’ll leave the session knowing exactly how to construct the all-important final report, which will be a key exhibit if an employee files a formal charge with the EEOC or your state’s human rights department, or if you are sued in court.

LEARNING OBJECTIVES

In this fast-paced and informative event, Susan will guide you through everything you need to:

  • Plan the investigation documentation process
  • Identify documentation requirements for an investigation to reduce liability
  • Document the rationale behind your investigative opinions such as how you determined credibility and reached conclusions
  • Determine appropriate documentation technique related to resources accessed online and hardcopy resources
  • Understand the Do’s and Don’ts of documenting the investigation
  • Know documentation elements of the final report

          ABOUT THE SPEAKER

          Susan Strauss is a national and international speaker, trainer and consultant. Her specialty areas include management/leadership development, communication, harassment and bullying. Her clients are from business, education, healthcare, law, and government organizations from both the public and private sector. Susan has held positions in training, organization development, and management which enable her to use her multitude of real life experiences to draw on in her training sessions and organization development consulting.

          Susan has presented to thousands of people during her career and to a variety of audiences and receives outstanding evaluations. She also has her doctorate in organizational leadership, is a registered nurse with a bachelor’s degree in psychology and counseling, a master’s degree in community health, and professional certificate in training and development.

          Certification

          This program has been approved for 1.0 recertification credit hour(s) through the HR Certification Institute (HRCI) & Society for Human Resource Management (SHRM).

          What You Get With Each Option

          Live Recording

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          Participation in the live upcoming webinar

          Recording

          Recording Only

          Full MP4 recording of webinar, including Q&A. Choose digital download or CD-ROM by mail.

          Live and Recording

          Live + Recording

          Participation in the live webinar + Full MP4 Recording. For recording, choose digital download or CD-ROM by mail.

          Event Package

          Event Value Pack

          Participation in the live webinar + Full MP4 Recording + Audio-only MP3 recording. For recordings, choose digital download or CD-ROM by mail.

          What You Get With Each Option close

          Live Recording

          Live Only

          Participation in the live upcoming webinar

          Recording

          Recording Only

          Full MP4 recording of webinar, including Q&A. Choose digital download or CD-ROM by mail.

          Live and Recording

          Live + Recording

          Participation in the live webinar + Full MP4 Recording. For recording, choose digital download or CD-ROM by mail.

          Event Package

          Event Value Pack

          Participation in the live webinar + Full MP4 Recording + Audio-only MP3 recording. For recordings, choose digital download or CD-ROM by mail.

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