Core 2:
Documentation Excellence
Improve accuracy, efficiency, and defensibility within written documentation to support stronger decision-making and workflow integrity.
​
Format & Duration:
-
Virtual
-
​On-site training available for multi-session engagements, if aligned with project scope.
-
-
2 hours
-
Includes a copy of the presentation, post session resources, and a session report.
​
Who this training is for:
-
Supervisors and team leads
-
Analysts and specialists
-
Customer service, casework, and administrative staff
-
Anyone responsible for creating, reviewing, or relying on documentation to support decisions.
​
Especially suited for environments where documentation quality directly affects accuracy, timelines, accountability, or audit readiness.
Overview:
Strong documentation is the backbone of reliable decision-making. Clear, accurate, and defensible writing reduces rework, prevents misunderstandings, and supports consistent outcomes across teams and workflows.
This training focuses on practical documentation strategies designed for accuracy-dependent environments. Participants strengthen their skills in writing concise, well-structured documentation that communicates essential information, supports decisions, withstands review, and aligns with industry standards.
Learning Objectives:
By the end of this training, participants will strengthen their skills in:
​
-
Writing clear, complete, and well-organized documentation.
-
Identifying essential versus non-essential information.
-
Presenting facts, findings, and rationales with accuracy and consistency.
-
Using structured formats to support clarity and defensibility.
-
Reducing ambiguity, assumptions, and subjective phrasing.
-
Avoiding documentation patterns that contribute to errors or rework.
Key Topics Covered:
-
Core principles of accurate, defensible documentation
-
Identifying what information is needed and why
-
Organizing facts logically to support decisions
-
Writing clear findings, explanations, and rationales
-
Eliminating ambiguous, subjective, or unclear language
-
Documentation strategies for audit, compliance, and review
-
Real-world examples and short practice exercises