Documentation Habits Toolkit

Not legal advice — a simple, consistent habit for documenting significant conversations factually and within 24 hours.

Good documentation isn't about building a case — it's about having an accurate, factual record close enough to when something happened that memory hasn't already reshaped it. This toolkit gives you a simple habit (document significant conversations within 24 hours, describe behavior and impact rather than editorializing) and a consistent format so every entry is useful later, whether that's for a performance conversation, a PIP, or just your own memory. Not legal advice — coordinate with HR on your organization's specific documentation requirements. Instant digital download.

Includes: Guide (.docx) + Documentation Log Template (.xlsx)

Instant digital download — delivered immediately after purchase.