Documentation That Protects You
A practical, template-driven documentation workshop for clear handoffs, defensibility, and risk reduction.
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Sessions are available on Wednesdays, at noon Central Time
beginning February 4, 2026
Who It's For:
Professionals in operations, administrative, HR, compliance, and customer-facing roles who need clear written handoffs, defensible decisions, and fewer follow-up questions.
The Promise:
What You'll Walk Away With:
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A 5-part documentation structure you can use in emails, chats, tickets, and case notes
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A what-to-include and what-to-avoid checklist that reduces ambiguity and rework
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Reusable templates for handoffs, escalations, decision logs, and status updates.
You’ll learn a simple documentation framework that makes your work easier to defend, easier to hand off, and easier to audit without writing a novel.
What We'll Cover (60 minutes)
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0-10 minutes: Why documentation fails and how that creates risk, rework, and stress
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10-35 minutes: The practical documentation framework (with real-world examples).
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35-50 minutes: Walkthrough of templates (handoff, escalation, decision log, status update)
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50-60 minutes: Q&A + “apply it tomorrow” action steps
Details & Price:
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Format: Live virtual session (scheduled open seating via Zoom, private sessions can be on Teams)
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Length: 60 minutes
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Price: $50 per seat
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Private sessions and organizational pricing available.​
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Includes: Downloadable documentation template pack (PDF)
Proof/Credibility:
After leading adjudication and operational decision work for over 20 years, I now teach documentation as a decision tool: clear, defensible, and efficient.