Every organization has performance issues, but is yours equipped to deal with them in a consistent, impactful way? 


You know that proper documentation is necessary to enhance performance management and avoid legal problems, but do your managers have the systems and the confidence to do so?


This course gives you a done-for-you system to help establish or improve documentation in your organization. With reporting forms, a manager training guide, feedback guides, and personalized support, this course gives you everything you need!




This self-led course is for you if:

  • Your managers aren't documenting performance problems and corrective actions regularly.
  • You've been faced with terminating someone's employment without any record of the problems the manager says they have.
  • You want to have a way to document performance improvements and ways to celebrate achievements.

This self-led course is NOT for you if:

  • Your workforce is unionized and covered by a collective bargaining agreement.
  • You have a small enough business that you never write up employees.
Marcia Dickerson, Ph.D., SHRM-SCP, SPHR



I'm Marcia Dickerson, human resources consultant, and I developed this course to help managers and HR professionals like you!

Over the years, many of my clients have struggled to get their managers to consistently document performance problems and improvements. They're faced with the manager wanting to terminate employment without a suitable paper trail. This is where my course can help!

I've used my years of experience working with managers from all sorts of organizations to develop a system that you easily implement to encourage managers to document important incidents at work.

And you don't have to do it alone! Purchase of this course gives you two hours of coaching and consulting from me to help you set up the system in a way that works for you.

I'm excited to share this course with you and help you accelerate your HR processes!


 


Lessons and Resources

Lesson One: Training for HR Staff
This lesson reviews everything the HR Staff needs to set up a documentation system that really works. A 20 minute video walks you through the process.

Lesson Two: Understanding Employment At Will
Navigate the legal concept of employment-at-will and how it relates to documentation in this deep dive.

Lesson Three: Customizable Documentation Forms
This lesson gives you three customizable documentation forms, a video that shows you how to customize and use them, and a printable guide.
Watch part of this lesson here.

Lesson Four: Reinforcing and Redirecting
Learn how to use documentation to reinforce positive performance and to effectively redirect unwanted behavior. We give you a Red Flag Checklist and Green Flag Checklist that show managers the specific behaviors that should be documented. 
Lesson Five: Tips for Giving Feedback
This lesson helps managers know why, when, and how to give constructive performance feedback. We make it easy for them by giving you a set of useful phrases for giving feedback. 

Lesson Six: Training Guide
This lesson gives you everything you need to set up your own manager training to get them on board and ready to document with your specific system. You get a detailed agenda, slide deck, and script to offer your own documentation training to managers. You even get a set of training evaluation questions to use. 

BONUS! Personalized Set-Up Support
This documentation course gives you all the tools you need, but you're not on your own! This course comes with two hours of one-on-one assistance from Marcia Dickerson for anything related to adapting your system to your organization's policies, processes, and culture. 


SPECIAL SUBSCRIBER ONLY PRICE!!!

Build a Paper Trail

Price: $750 $600


  • From now until December 31, 2025, get this special subscriber price
  • 6 lessons in a done-for-you system that helps you create the documentation program that works for your organization
  • 3 customizable documentation forms
  • Training guide and slide deck to help you get your managers up to speed on proper documentation
  • Two hours of personalized one-on-one setup support and coaching from Marcia Dickerson to help you get your documentation system set up and working
  • Lifetime access to this course

Buy Now (Instant Access)


Want more information? Watch a sample from one of the lesson videos. 


Satisfaction is guaranteed. If you are not satisfied with your purchase, we'll make it right.