Leveraging AI for Employee Performance & Behavior Documentation

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16 Mar

Leveraging AI for Employee Performance & Behavior Documentation

Leveraging AI for Employee Performance & Behavior Documentation

Monday, March 16, 2026 (12:00 AM) to Tuesday, March 16, 2027 (11:59 PM)
3 PDCs
Provider: Strategic Synergy Consulting Group LLC
Course Name: Leveraging AI for Employee Performance & Behavior Documentation

Speaker: Dr. Anthony Da Silva, Ph.D., DBA, SHRM-SCP, SPHR, GPHR
Program Type: Seminar/Workshop
Registration URL: https://www.strategicsynergycg.com
Leveraging AI for Employee Performance & Behavior Documentation, Tampa, Florida
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By the end of this program, participants will be able to: 1. Explain the legal, regulatory, and organizational foundations of employee performance and behavior documentation. 2. Apply objective documentation principles using the Situation-Behavior-Impact (SBI) model. 3. Differentiate between coachable performance issues and matters requiring immediate HR escalation. 4. Evaluate documentation for bias, speculative language, and potential EEOC or legal risk. 5. Develop clear and measurable corrective action and performance improvement plans. 6. Integrate generative AI tools into documentation workflows while maintaining governance and confidentiality safeguards. 7. Assess the legal discoverability and compliance implications of AI-assisted documentation.

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Leveraging AI for Employee Performance & Behavior Documentation provides HR professionals and people leaders with practical tools to strengthen documentation practices and reduce organizational risk. Employee documentation plays a critical role in performance management, employee development, progressive discipline, and legal compliance. However, poorly written documentation can undermine disciplinary decisions, create legal exposure, and weaken organizational accountability. This program introduces a structured documentation framework that helps leaders capture workplace events clearly, objectively, and in alignment with organizational policies and employment law principles. Participants learn how to document incidents, performance concerns, and corrective actions using fact-based language and structured documentation techniques. Participants examine common documentation pitfalls such as emotional language, speculation, biased wording, and unsupported claims. The program demonstrates how these issues can create legal vulnerability in areas such as discrimination claims, retaliation allegations, and EEOC investigations. The course also introduces the Situation-Behavior-Impact (SBI) model as a structured framework for documenting employee performance issues and coaching conversations. Participants practice applying this framework to real-world scenarios to improve documentation clarity and defensibility. A key component of the program focuses on the responsible use of generative AI tools to support documentation quality. Participants learn how AI can assist with grammar correction, structural refinement, bias identification, and documentation clarity while maintaining human judgment and organizational governance. Participants also explore the risks associated with AI-assisted documentation, including confidentiality concerns, discoverability issues, and the importance of ensuring that AI tools do not replace leadership decision-making or HR compliance processes. Through practical exercises and documentation review scenarios, participants practice evaluating documentation for legal risk, rewriting documentation using structured frameworks, and developing measurable corrective action plans. By the conclusion of the program, participants will have a clear documentation workflow that integrates HR policy, leadership accountability, and responsible AI use to strengthen performance management practices and reduce organizational risk. Total instructional time: 180 minutes (3 PDCs)

Leveraging AI for Employee Performance & Behavior Documentation
Leveraging AI for Employee Performance & Behavior Documentation
Strategic Synergy Consulting Group
Tampa, FL 33607

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