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One careless write-up can turn into a claim, a settlement, or a lost job. This free checklist shows you where your documentation is strong, where it's exposed, and what to fix before an attorney ever sees it.
Built for HR professionals, school and district leaders, and managers who make high-stakes decisions in real time, it covers the five areas where files most often fall apart:
Content: facts, dates, and clear language
Process: expectations, follow-up, and acknowledgments
Consistency: fair, comparable discipline
Investigations: intake through outcome
Storage and risk: where files live and who touches them
Check your last three files, score yourself in under 10 minutes, and know exactly where you stand.
One careless write-up can turn into a claim, a settlement, or a lost job. This free checklist shows you where your documentation is strong, where it's exposed, and what to fix before an attorney ever sees it.
Built for HR professionals, school and district leaders, and managers who make high-stakes decisions in real time, it covers the five areas where files most often fall apart:
Content: facts, dates, and clear language
Process: expectations, follow-up, and acknowledgments
Consistency: fair, comparable discipline
Investigations: intake through outcome
Storage and risk: where files live and who touches them
Check your last three files, score yourself in under 10 minutes, and know exactly where you stand.