Time: 10:00 AM - 11:00 AM (PST)
Duration: 60 Minutes
Webinar Type: Live Webinar
Speaker: Suzanne Locus
Date : Wednesday, February 25, 2026
Course Description:
If you think you’ll remember that incident, you’re probably wrong.
If you manage people, you’ve probably been told: “You’d better document that.” But what does that actually mean? How detailed should you be? When do you start? And how do you make sure your notes actually help you instead of creating more problems?
Too often, managers don’t document at all—or do it in ways that backfire. That lack of clarity makes tough conversations harder, slows down decisions, and leaves you vulnerable when employees push back.
If you’ve ever:
Wondered what counts as “serious enough” to write down
Been unsure what should (or shouldn’t) go in an employee’s record
Hesitated to put things in writing for fear it could be used against you
Struggled to remember details during a tough conversation with HR or legal
…you’re not alone. And you can’t afford to keep guessing.
Here’s the truth: Documentation isn’t about paperwork. It’s about leadership. The right notes protect you when things go wrong, keep your team aligned, and show your employees you mean what you say.
This webinar will give you the confidence and tools to document employee behavior in ways that are clear, fair, and defensible. You’ll learn how to:
Understand what documentation really is—and why it protects you
Spot when to start documenting and what matters most
Capture both positive and negative behavior in useful ways
Write notes that help you have better coaching conversations
Use PIPs to set expectations and get performance back on track
Handle emails, texts, and other electronic records the smart way
Know how long to keep your notes and when to clean things out
Don’t wait until you’re in a dispute or under pressure to figure this out.
Document clearly. Lead with confidence. Protect yourself and your team.
Reserve your spot now to learn how documentation can make you a stronger, more effective manager.
Who Should Attend?
This webinar is designed for anyone directly managing people:
Managers and supervisors — If you’re handling day-to-day performance and behavior issues
Team leads — If you’re guiding newer employees and need to keep track of progress
Department heads — If you want consistent documentation across your team
Business owners — If you don’t have a dedicated HR partner and need to protect yourself
If you’re responsible for leading employees and want to avoid costly mistakes, this session is for you.
Our Speaker:
Suzanne Lucas, known worldwide as the Evil HR Lady, brings a refreshingly candid, no-nonsense perspective to the often-confusing world of HR and employment law.
A former corporate HR leader turned writer, speaker, and consultant, Suzanne has spent more than two decades helping organizations navigate the tricky intersection of compliance, common sense, and compassion. She’s written thousands of articles on workplace issues for publications like Inc., CBS News, The New York Times, and Comstock’s, earning a loyal following of HR professionals, managers, and employees who value her clear-eyed, practical advice.
With a gift for translating complex laws into plain English—and a sense of humor about the chaos that comes with managing people—Suzanne’s webinars and keynotes are equal parts enlightening and entertaining.
When it comes to FMLA, ADA, and employee leave, she’s seen it all: the good, the bad, and the very expensive. Join her as she cuts through the confusion and gives you the tools to protect your business, support your employees, and sleep a little easier.
