DOCUMENTATION CAN BE YOUR BEST FRIEND

• If you are asked five years from now to defend yourself, will you have documentation to protect yourself and your part of the story?

• What level of documentation will be necessary to underwrite your risk?

• Did you notify all parties with whom you shared information?

Simple Documentation Can Include Formal or Informal Notes

• When and where did this meeting happen?

• Why was the employee in your office?

• What happened ?

• What was the emotional environment?

• Describe the dilemma or concern.

• What was said?

• What plans or recommendations were made?

• What are potential risks to these plans or recommendations?

• Did you discuss any potential risks?

• How did you intend to follow through with recommendations?

• Did you follow through?

• Did the employee follow through?

• When?

• Who else was involved in this action?

• What phone calls or meetings occurred in association with this action?

• Were there any other emotional responses that should be noted?