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LASHRM April Meeting | Seven Steps for Creating Bulletproof Documentation

  • 19 Apr 2023
  • 11:30 AM - 1:00 PM
  • Hybrid Meeting

Registration is closed

This meeting will NOT be recorded.

This is a hybrid event. In-person attendees will meet at Belle Square (232 3rd Street North, La Crosse, WI). Enter the doors at the corner of 3rd Street and Vine Street.

You hear it from your legal counsel all the time: document, document, document. But, in reality, they never teach you or your managers how to effectively transcribe verbal coaching, counseling or disciplinary conversations into proper documentation. Learn the seven steps to creating "bulletproof" documentation along with words and phrases that create risk and can be red flags for discrimination. Walk away with a usable framework and tips for perfecting your documentation.

During this meeting, the speaker will help us:

  • Learn to document expectations, policy violations, performance issues and consequences
  • Properly document employee's explanation and action plan
  • Understand which words and phrases to avoid when documenting 

More about the Speaker: 

An employment attorney by background, Allison specializes in delivering customized workplace training, conducting workplace investigations, coaching executives/managers concerning performance, disciplinary or skill-building, and serves as an expert witness. Allison also works with individuals and teams on conflict resolution and creating more collaborative work environments.

She is a former Board Member of the Association of Workplace Investigators and has been faculty at the AWI Investigation Training Institute. She is a top-rated speaker at SHRM and other HR/diversity conferences, and is a national expert on harassment, discrimination and investigations. Allison appeared on PBS, CBS This Morning and in O Magazine discussing workplace harassment issues. She is a member of the State Bar of California, holds a SHRM-SCP certification, and AWI-CH (investigation) certificate.

A Special Thank You to Our
2023 Chapter Sponsors!


Chapter #0288

PO Box 513
La Crosse, WI 54602

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