Event box

HR Series: Documentation Skills

HR Series: Documentation Skills Online

Having a consistent and well-developed disciplinary process is a key component in improving employee performance, managing performance deficiencies and protecting your organization’s legal liability.

In this interactive, half-day program, participants will learn the importance of consistent disciplinary and documentation processes in mitigating legal risk, the pros and cons of progressive discipline, how the disciplinary process can assist in holding employees accountable and reinforcing good behaviors. They will learn the “who, what, when, and how" of effective performance documentation, including a simple formula to get documentation right.

Through exercises and role play, participant will get to engage with the material and practice these new documentation skills on real-world scenarios.

Learning Outcomes:

  • Understand the necessity of appropriate documentation in supporting the organization’s policies and protecting the organization from legal claims
  • Learn how to develop and execute effective disciplinary processes
  • Understand the pros and cons of progressive discipline
  • Learn the information to include in all documentation
  • Engage in the practical application of learned documentation skills through course exercises and role play
  • Understand how documentation can be used to reinforce good behaviors
  • Understand how appropriate disciplinary and documentation procedures can assist in protecting the organization from interference and retaliation claims under the Massachusetts Paid Family and Medical Leave law

Intended Audience: 

This workshop is intended for current managers and supervisors.

Please note, these workshops are intended to be informational only and are for staff currently in management or supervisory roles.  If you have specific HR questions, please talk with your organization or municipality’s human resources department.

Facilitator Bio:


Kevin Joly joined EANE in January of 2023 and has experience in both operations and Human Resources from a variety of industries including Retail, Manufacturing, and Staffing. He has experience working as a one-person HR department as well as a member of a corporate HR team. These experiences have given him experience in a variety of areas in the HR field including recruiting, training, employee relations, safety, payroll and benefits administration.  

Kevin joined EANE as an HR Business Partner and has expanded his expertise and recently transitioned into the Member Services HR Coordinator Role. He works with the HR team, Learning and Development staff, and the Member Services team to help assess and deliver the information, services, and training programs our members are asking for as we continue to meet their evolving needs. Additionally, Kevin assists members with HR projects, hotline, conducts training programs and creates new content and resources for EANE members.

Kevin has a Bachelor’s Degree in Human Resources Management from the University of Massachusetts Dartmouth and his Senior Professional HR Certification.

How will I be participating?

During this live virtual workshop, expect frequent, active participation for maximum impact!

Collaborate with peers through the use of breakout rooms and other digital tools. Microphones and cameras are essential for full participation. Please note, sessions will not be recorded.


This workshop will be held virtually via Zoom. 

A reminder email with the login link will be sent to all registrants 24 hours before the start of the program.

  • If you did not receive the reminder email, please check your spam folder as it may be filtered there.
  • If you do not find the email, please contact info@masslibsystem.org.
Wednesday, June 5, 2024
1:00pm - 4:30pm
Time Zone:
Eastern Time - US & Canada (change)
Virtual Workshop
This is an online event. Event URL will be sent via registration email.
   Leadership & Management  

Registration is required. There are no seats available but a waiting list is available.

NOTE: only one attendee per registration, please. 

Event Organizer

Profile photo of Oscar Lanza-Galindo
Oscar Lanza-Galindo

Upcoming Events