Documenting Performance Issues and Progress with the Help of Employee Handbooks

90 Minutes
6 months
Webinar Id:
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Price List
Recorded Version
$199. One Participant
$399 Group Attendees

Group Attendees: Any number of participants

Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)


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1-hour educational program = 1 PDC.
1-hour and 15 minute concurrent conference session = 1.25 PDCs.
3-hour e-learning course = 3 PDCs.

The topic of "Documenting Performance Issues and Progress with the Help of Employee Handbooks" is concerned with the process of effectively documenting employee performance-related information in accordance with company policies and procedures using the employee handbook as a guide.

This topic is essential for managers and supervisors who are responsible for managing employee performance, identifying performance gaps, and tracking employee progress. Effective documentation of performance issues and progress enables managers to make informed decisions about promotions, bonuses, and disciplinary actions while protecting the organization from potential legal issues. Employee handbooks are an essential tool in the documentation process, providing a clear framework for performance management policies and procedures.

This topic covers the importance of documentation, the role of employee handbooks in the documentation process, and best practices for documenting performance-related information. By understanding and implementing these best practices, managers and supervisors can ensure that they effectively manage employee performance, promote a positive workplace culture, and reduce legal risks.

Why should you Attend: Attendees should attend this training on documenting performance issues and progress with the help of employee handbooks to gain the skills and knowledge necessary to effectively document employee performance-related information. This training will provide attendees with a clear understanding of the importance of documentation and the role of employee handbooks in the documentation process. By attending this training, managers and supervisors will be able to:
  • Understand how the employee handbook provides a framework for documenting performance issues and progress
  • Identify the best practices for documenting performance issues and progress in accordance with handbook policies
  • Learn how to use specific language and avoid assumptions when documenting performance-related information
  • Gain the skills necessary to provide constructive feedback to employees and address their concerns related to performance documentation
  • Be able to implement consistent and effective documentation practices to promote a positive workplace culture and reduce legal risks
Attending this training will enable managers and supervisors to document performance issues and progress effectively, which is critical for effective performance management and legal protection. It will also provide them with the tools necessary to promote employee engagement and improve overall organizational performance.

Areas Covered in the Session:
  • The importance of documentation in performance management
  • The role of employee handbooks in documentation
  • Best practices for documenting performance issues
  • Best practices for documenting performance progress
  • Managing employee responses to performance documentation

Who Will Benefit:
  • Employee Management
  • Performance Management
  • Small Business Owners
  • Leaders
  • Managers
  • Team Leaders
  • Department Heads
  • Supervisors and anyone in Leadership Role

Carolyn D. Riggins Carolyn D. Riggins founded CDR Consulting Services, LLC, a consultancy firm focusing on helping businesses and organizations enhance their performance and leadership teams for success. With Ms. Riggins' 35 years of experience in the financial industry working with businesses and 24 years of experience in management roles, her consultancy service provides invaluable insights and expertise to clients looking to improve their business and leadership capabilities.

CDR Consulting Services offers a range of services, including training, coaching, team development, and critical gap detection. Ms. Riggins works with CEOs, business leaders, and managers to identify areas of improvement within their organizations and provides customized solutions to address these areas. Her training and coaching programs are designed to help individuals and teams develop the necessary skills and knowledge to succeed in their roles.

Ms. Riggins' team development services focus on creating a culture of collaboration and communication within organizations. Through her team-building programs, she helps teams develop a shared vision, enhance their problem-solving abilities, and increase their productivity. Her critical gap detection services enable clients to identify and address gaps in their business performance and leadership teams, ensuring that their organizations are well-positioned for growth and success.

With CDR Consulting Services, clients can benefit from Ms. Riggins' extensive knowledge, experience, and expertise in the financial industry and leadership development. Her consultancy service provides customized solutions that help organizations build strong, successful leadership teams, and achieve their goals.

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