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Crafting Effective Records and File Notes

Event details

Date: 17.03.2022
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 a talented, enthusiastic, and motivational facilitator and coach who prides herself on delivering memorable training that translates to the workplace.  She utilises accelerated learning techniques to deliver lively, interactive, and engaging on-line and in person workshops.  Jo holds an Honours degree in Housing Studies from De Montfort University along with a Level 4 Certificate in Learning and Development and an ILM Certificate in Coaching.

Jo has forged a career in social housing over the last 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.   She is an accomplished senior manager with extensive experience of working remotely and leading a remote and diverse workforce.