Record-keeping

Use this training resource to enable participants to consider how and what to record in order to achieve high performance.
To enable staff to achieve high performance, you need to record agreements. These may be agreements on action plans, performance standards, targets or development plans. How much you record may be determined by a range of factors: your personal style, the organisational norms, the particular agreement, the individual staff member's stage of development, the issue in question and, importantly, whether the records may inform later decision-making. Getting the recording right is complex. This training activity is an opportunity to consider these issues and to identify questions that need to be asked, before you decide what and how much to record and who has access to the records.

The training activity starts with a short introduction to the purpose; and continues with the participants considering what factors they might take into account in deciding whether to record the outcomes of their discussions with staff. They then design a recording form and consider issues around recording. They display their work and then reflect on their past practice and their future practice in recording. The training activity concludes with a summary of the main principles - record and keep it simple.


Who is it for: This training resource is intended for use by trainers to help participants understand the what, when and how of record-keeping.

• Themes:
• Planning ,
• Managing poor performance ,
• Promoting excellence ,
• Motivating staff ,
• Performance management ,

Resource Type: Activity

Min Group Size: 4

Max Group Size: 20

Typical Duration: 01:35:00

No of Pages: 13





Purpose: This training resource is intended for use by trainers as either a stand-alone training activity or to combine with other activities to form a one-, two-, or three-day programme. This training activity can be used on a programme on achieving high performance. It can also be used on programmes on staff support and supervision, management development, quality assurance and customer care. Use this training activity first if you plan to use, 'Capability and disciplinary issues'.