What Should a Manager Document? - Free Checklist

A free practical checklist for managers who want to keep clearer, more objective employee records without over-documenting.

Managers are often told to “document everything”, but that advice can create poor records just as easily as useful ones.

This free checklist shows you what is worth recording, what to avoid, and how to keep notes factual, proportionate and useful.

Inside you’ll find:

• What managers should record
• What managers should avoid recording
• The difference between fact and opinion
• Examples of stronger management notes
• A quick post-conversation checklist
• Guidance on keeping records relevant and proportionate

It is designed for first-line managers, team leaders, supervisors, operational managers and small-business owners.

Use it before a difficult conversation, after a performance discussion, or whenever you need to make a clear management note.

Better records. Fairer decisions. Clearer management.