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Manager Documentation Do's and Don'ts

Gain a clearer understanding of the importance of documentation for managers and supervisors.

Documentation isn't just for staying out of trouble. Creating a system for tracking what happens makes budgeting, reporting, discipline, procedures, and many other areas easier to execute. Recording and retaining information can also give you a strategic edge in the workplace. This fast-paced program will provide hands-on practice in the art of documentation. With a uniform format and methodology for covering all the major areas of managerial documentation, you can be safe, compliant, and on a path to constant improvement. Tap into politically correct, defensible language to overcome blocks, so you can organize information quickly and get on with your job -- without any worries. Capture, organize, and present ideas in a way that gets others' attention.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Leaders Need to Know About Documentation: Roles, Definitions, and Benefits

  • Who Needs to Document
  • Reasons to Document
  • Best Practices

Classification of Documentation

  • Work Area: Human Resources, Safety, Finance, Technology
  • Legal: Equal Employment, Public Information, Privacy, Secrecy, Dissemination
  • Rationale: Ethical, Practical

Techniques for Writing and Implementing Documentation

  • Overcome Writer's Block and Write With Impact: The Hamburger Method
  • Essential Elements
  • Documentation Process
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on June 16, 2023.

Call 1-866-352-9540 for further credit information.

  • HR Certification Institute 1.0
     
  • This E-Learning program has been approved for 1.0 (General) recertification credit hours toward aPHR(TM), aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM) and SPHRi(TM)recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.0
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Sheryl Prindle

Sheryl Prindle

Professional Coach Academy

Sherry Prindle

  • Virtual Training Specialist – Successful Training Solutions
  • Lead Trainer and Content Developer – PTR Performance Training Resources
  • Founder of the Professional Coach Academy – Certifying life and executive coaches since 2008
  • Author of multiple articles and book chapters dealing with communication
  • Founder and host of the Star Marketing Summit biannual event for speakers and coaches
  • Certified as a professional trainer and master coach
  • Interdisciplinary Master of Arts degree in Business, Communications, and Linguistics from the University of Texas at Arlington
  • Contact at 817 657-5301 or [email protected] @SherryPrindle on social media
  • www.ProfessionalCoachAcademy.com
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Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 410713
Published 2023
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Available in Multiple Formats

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