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Crafting Effective Records and File Notes

Event details

Date: 23.03.2023
Time: 09.30 – 12.30


via Zoom
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Recording case notes can feel like an unnecessary layer of bureaucracy that takes time away from seeing other service users. Keeping accurate, up-to-date records is a key task.  Quite simply, it matters to the people who use our services that we make good records.

This workshop will explore

  • The reasons we need to keep file notes and records
  • The different types of records we keep
  • Common mistakes when keeping file notes and records and how to avoid them
  • How to write notes effectively
  • Writing in a way that is easy to defend and hard to attack
  • Writing letters of support and referral

The workshop takes a blended learning approach which provides fantastic added value:

  • A 2.5 hour on-line workshop
  • Join the workshop from any device, laptop, desktop, tablet or mobile phone
  • A dedicated course portal containing self-study and e-learning exercises
  • Downloadable materials

The workshop would be suitable for:

Anyone who needs to record and keep case notes as part of their day to day role.

Jo Leckie Image

Jo is an enthusiastic and motivational facilitator who utilises accelerated learning techniques to deliver lively, interactive and engaging workshops.  She holds an Honours degree in Housing Studies from De Montfort University along with a Level 4 Certificate in Learning and Development.

Jo has forged a career in social housing over the 25 years, holding senior management roles for some of the largest landlords in the UK and latterly Australia.   She is known for being passionate about customer service excellence, putting the customer at the heart of the service and delivering a commercial business model with a social purpose.

Jo’s experience includes the management of large scale stock transfer, developing strategies for maximising income and managing neighbour nuisance complaints and having worked for some of the largest social housing developers in the UK, she has a wealth of experience of creating strategies for the handover and management of new developments.