Virtual Training: Discipline and Documentation


Audience: Supervisors/Managers 
Component II - DOP-Policy 18  
Instructor: Mary S. Bolton, M.S., CPTD 
Contact Hours: 6 Hours

Please note that this is a blended class that includes three online modules, a live virtual training session, and out-of-class assignments to process, practice, and reflect.  As such, you will need to adhere to the timelines provided so that you are prepared, and receive credit, for participation in the class.

Please enroll in and complete the short online module, How to Be Successful in a DOP-OHRD Virtual Class,​ prior to taking your first Virtual Training.

Course Description:

Do you have employees who are failing to meet expectations?  Have you coached them but their performance has failed to improve?  Are you providing performance counseling yet conduct-and task-related performance continues to be substandard?  If you answered ‘yes’ to any of these questions, then this program is for you.  Discipline and Documentation is specifically designed for supervisors and managers who must deal with situations involving poor performance.

You will learn how to:

  • Recognize when appropriate progressive discipline should be implemented;
  • Properly document significant events and critical incidents;
  • Integrate guidelines for creating Administrative Files; and
  • Create a Performance Improvement Plan for employees who are not meeting expectations.

Applying the strategies learned in Discipline and Documentation will help protect your interests as well as the interests of your employees, your agency, and the state’s taxpayers.  Sign up today and learn the principles you need to more effectively manage employee performance.

Discipline and Documentation - CLICK HERE TO REGISTER

​2021 1st Semester Sessions:
March 1 - 26: Live Virtual Session:​
March 17, 10:30 AM-12:00 PM
May 3 - 28: ​Live Virtual Session: May 19, 10:30 AM-12:00 PM

Course Schedule and Requirements at a Glance*




Weeks 1-2

  • Complete three online modules

3 hours

Week 3

  • Finalize completion of online modules
  • Attend Live Virtual Session

1.5 hours

Week 4

  • Submit Performance Conversation and Documentation assignment
  • Submit Self-Evaluation

1.5 hours

*More specific information including instructions, links, and detailed course assignments will be provided at the beginning of the course.