Documentation and Observation Tools

Proper documentation ensures fairness, transparency, and consistency in performance management.

1. Observation Tools

• Checklists (task completion, behaviors, standards)

• Rating scales (frequency, quality, timeliness)

• Direct observation forms

• Work samples and outputs

• Attendance/ punctuality trackers

• Customer feedback logs

2. Documentation Techniques

• Record facts, not interpretations

• Use dates, times, and specific examples

• Keep records consistent and organized

• Document both strengths and areas for improvement

• Use standardized templates

Good Documentation Example

“On 10 Dec, Sam delivered the report 3 hours past deadline without prior notice.”