The Manager Record – 5-Minute Employee Documentation & Evidence System

A practical management system for recording employee conversations, performance evidence, agreed actions and follow-up clearly and consistently.

The Manager Record is designed for managers who are told to “document everything” but are rarely shown what good documentation actually looks like.

It helps you record the facts while they are still fresh, separate observation from opinion, capture the employee’s account, track support offered, and keep follow-up actions visible.

Included:

• Excel Evidence Log
• Management Dashboard
• Employee Summary view
• Automated Follow-Up Register
• Worked management examples
• The FACTS recording method
• “Facts, Not Feelings” guidance
• Printable 5-Minute Manager Record
• Objective recording guidance
• Follow-up wording examples
• Editable Word guide
• Professional PDF guide

This is not a disciplinary scoring tool and it does not make management decisions for you. It is designed to support better, fairer and more consistent management records.

Ideal for:

First-line managers, team leaders, operational managers, supervisors, small-business owners and anyone responsible for managing people.

FACTS means:

Focus on observable facts

Anchor to the expectation

Capture context and the employee’s account

Track support and action

Set the review

Better records. Fairer decisions. Clearer management.