When challenges arise from performance concerns to team conflicts, clear, consistent documentation can make all the difference.
Below are 5 key habits that effective managers should use to stay protected and professional:
- Be timely: Write notes right after meetings, coaching sessions, or incidents.
- Stick to facts: Focus on what was said or done, not personal opinions.
- Be consistent: Document both positive and corrective actions.
- Preserve confidential notes: Keep records and notes secure and share only with those who need to know.
- Follow up: Use your notes to guide future conversations and accountability.