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  • Documentation of things the staff member has done very well – specific examples
  • Copies of corrective actions or “Standards of Performance”  documents that have been issued
  • Time off requests
  • Notes of one-on-one coaching times that are specific and refrain from assumptions
  • Copies of annual performance evaluations
  • Copy of the staff member’s job description

To restate, information Information kept in a working file should not include assumptions or subjective conclusions unless preceded by objective, observable examples. 

Tip

See Documentation Best Practices for more tips and instructions. 

Shared Documents (via Google, Microsoft 365, etc.)

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