Free Workplace Documentation Starter Template
A simple starter template to help you begin documenting workplace incidents when something at work starts to feel off.
This free starter template helps you begin documenting workplace issues in a clear, factual way when something at work starts to feel off. It provides structure during early moments of uncertainty without adding unnecessary complexity.
What This Template Helps You Do
- •Capture dates, facts, and participants consistently
- •Create a basic, factual timeline of workplace events
- •Reduce emotional or vague note-taking
What This Template Does Not Do
- •Explain how HR evaluates documentation
- •Provide scripts for HR or disciplinary meetings
- •Advise on escalation or legal decisions
That guidance is covered in the full Before the Boot guide.
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Ready for the Full Strategy?
This free template helps you start documenting — but it doesn't explain how to use that documentation effectively or professionally.
The full Before the Boot guide walks you through:
- •Recognizing early warning signs at work
- •Responding professionally to write-ups and meetings
- •Avoiding documentation mistakes that can backfire
- •Understanding when outside guidance may be appropriate
Disclaimer: This template is for educational purposes only and does not provide legal advice.