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Effective Employee Performance Documentation: Elements and Techniques

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Product Id : 700007
Instructor: Christopher D. Lee

  Duration: 60 Minutes  



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Recertification Credit

Viewing this webinar, its entirety qualifies for a recertification credit hour that may be counted toward SHRM-CP and SHRM-SCP recertification from SHRM.
Credit is awarded based on the actual educational time spent in the program. ?

Communicate better, improve performance, and defend yourself from legal challenges by producing more effective performance documentation.

Employees are more productive when they know what is expected of them. Employee discipline is easier when documents are in order, and high standards are met when directions are clear. Learn simple, stress-free methods for collecting the right information, keeping the right records, and tracking performance outcomes. Good documentation has many advantages including eliminating subjectivity in performance appraisal ratings, serving as a basis for training and development, as well as a source for rewards and recognition.

Many managers find it difficult to make time to document the performance of employees who are performing poorly. Additionally, they often forget to have records that show why excellent employees are performing well. Better documentation can be produced when employees and supervisors are engaged in the process of agreeing upon performance targets and agreeing upon what information to gather to prove that these goals were met. Employees who are trained to track their performance gain a greater appreciation for performance standards and expectations. This increases the employee's sense of ownership in their work and pride in the outcomes they produce. Documenting performance is not only good for the bottom line, it is good for employee morale, because every employee wants to know that they are doing a good job.

Creating documentation can be effortless if the right approach and good tools are used. Discover how the best managers collect information that gives them a 360 degree view of performance. Empower employees and get them engaged in their work like never before by using tried and true management techniques.  The secret to effective performance documentation involve both the supervisor and employee tracking performance elements and using a system that accounts for all performance variables.

Why you should attend: Most managers fall short in their goal of documenting performance. This neglect often results in sloppy disciplinary procedures, performance shortcomings, bad morale, and possible legal challenges. Learn to effectively track, manage, and document performance by using simple and effective techniques that are not a chore to do. Don't let the excuses such as "I do not have time" stop you from being an effective manager. If you have ever failed to nominate great employees for awards because you did not have records to prove their success, or if you have ever wished that you could help poor performers move on to another career, this training session is designed to help you enjoy the benefits of good performance documentation.

Areas Covered In the Seminar: This seminar answers the many daunting questions about documentation:
  • What is the difference between documentation and evidence?
  • What type of documents should be collected?
  • Are there advantages and disadvantages to electronic documentation?
  • What are some best practice data gathering techniques?
  • What are the potential uses of effective documentation?
  • Where documentation should be kept?
  • What is the best documentation method?
  • What is the difference in an activity log and a performance log?
  • How and when documentation should be used for employee discipline.
  • Diffuse performance confrontations by having the right information in front of you.
  • Help employees succeed through setting clear expectations.
Who will benefit:
  • Supervisors
  • Managers
  • HR Managers
  • Training Managers
  • New Supervisors
  • General Managers
Chris Lee is a human resources practitioner, lecturer, researcher, and author. His background includes having served as the chief human resources officer for three different colleges or universities and a state college system.

He is a former question writer for the PHR and SPHR examinations administered by the Human Resources Certification Institute (HRCI). His areas of expertise are employment, training, and performance management - or, in his words, "finding, developing, and managing talent in organizations." He is the author of numerous human resources related articles and two books, including Performance Conversations: An Alternative to Appraisals. He is currently completing his next book tentatively entitled Managing Behavior: The Other Half of Performance.

He has presented at conferences and has consulted with clients in the US, Canada, Australia, and South Africa on HR related topics. He holds a master's degree in HR Management, a doctor of philosophy degree in HR Development, and he is also certified as a Senior Professional in Human Resources.

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