Legally Defensible Writing and Documentation Strategies: Manager documentation, retention policies, and email use

Sherry Prindle
Sherry Prindle |

Sherry Prindle brings 25 years of expertise as an International Speaker, Technical and Soft Skills Trainer, Certified Master Coach, and Multi-Modality Developer.

On-Demand: June 5, 2024

This class is included in the Federal Bar Association CLE Pass

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MCLE Credit Information:

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2 hour CLE
Tuition: $195.00
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Program Summary

In today’s hybrid workplace, more reliance on written communication has created a need for better diligence on the legalities of writing and documentation. This program will provide an overview of the various legal standards organizations are required to meet in multiple arenas with strategies on how to keep up with requirements. Particular attention will be given to manager documentation, retention policies, and considerations with the use of email. While no program can guarantee compliance, we will be as comprehensive as possible in helping participants.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Explore the many aspects of written communication that are regulated, and gain strategies on how to stay compliant
  • Sharpen composition technique to ensure writing is both legally defensible and effective
  • Create policies and approaches for consistently writing compliant documents and maintaining records

Closed-captioning available

Speakers

Sherry Prindle_FedBarSherry Prindle

Sherry Prindle brings 25 years of expertise as an International Speaker, Technical and Soft Skills Trainer, Certified Master Coach, and Multi-Modality Developer. She has delivered over 5,000 presentations on hundreds of topics across six countries in three languages. She has a natural ability to translate concepts and desired outcomes into effective training programs that make dry, technical material fun and engaging.

She has an MA in Business and Linguistics and a BA in Communications and International Relations along with many Certifications: Certified Professional Trainer, Certified Master Coach Trainer, and Sententia Certified Level 3 Gamification Master Craftsman.

Agenda

I. Explore the many aspects of written communication that are regulated, and gain strategies on how to stay compliant | 2:00pm – 2:30pm

II. Sharpen composition technique to ensure writing is both legally defensible and effective | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Create policies and approaches for consistently writing compliant documents and maintaining records | 3:10pm – 4:10pm

Preview
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