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OnDemand Course

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 pre-approved for 1.0 (General) recertification credit hours toward aPHR®, 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.

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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

Sherry Prindle

Sherry Prindle

Professional Coach Academy

  • Founder of the Professional Coach Academy – Certifying life and executive coaches since 2008
  • Lead Trainer and Content Developer – PTR Performance Training Resources
  • 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, master coach, and gamification master craftsman
  • Interdisciplinary Master of Arts degree in Business, Communications, and Linguistics from University of Texas at Arlington
  • Can be contacted at 817 657-5301, [email protected], @SherryPrindle on social media, or www.ProfessionalCoachAcademy.com
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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.

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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