Don't Get Spooked: Clear, Compliant Performance Documentation

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29 Oct

Don't Get Spooked: Clear, Compliant Performance Documentation

Don't Get Spooked: Clear, Compliant Performance Documentation

Thursday, October 29, 2026 (12:00 AM to 11:59 PM)
1.25 PDCs
Provider: Hilb Group New England, LLC
Course Name: Don't Get Spooked: Clear, Compliant Performance Documentation

Speaker: Jaclyn Wheeler and Dani Ferrelli
Program Type: Seminar/Workshop
Registration URL: https://attendee.gotowebinar.com/register/4729195679944269919?source=Hilb+Website
Don't Get Spooked: Clear, Compliant Performance Documentation, Cranston, Rhode Island
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• Identify what should (and should not) be documented and when • Distinguish between formal and informal documentation methods • Apply best practices for writing clear, factual, and professional documentation while avoiding common pitfalls • Understand the importance of consistency, confidentiality, and compliance in documentation

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Documenting employee issues doesn’t have to be scary. In this session, we’ll break down how to document performance concerns in a way that is clear, consistent, and compliant — no tricks, just practical tools you can use right away. We’ll review why accurate, specific, and timely documentation is a key component of effective performance management and help you avoid documentation nightmares by clarifying what should (and should not) be documented, and when.

Don't Get Spooked: Clear, Compliant Performance Documentation
Don't Get Spooked: Clear, Compliant Performance Documentation
2000 Chapel View Blvd
Cranston, RI 02920-3078

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