Even in today’s digital age, documentation is still an essential part of any workplace. From asking for a raise to reporting to your boss to preparing your bid for a promotion, documenting everything can be a game-changer. It will allow you to keep a record of every action you take and use it as a reference when you need it, especially for activities like project updates, client interactions, or performance reviews.

But, how can it really be done? Here are great tips on how you can document everything the smart way:

Save Positive Feedback And Praise

If your clients send you feedback and praise, save it appropriately by screenshotting the email you received, putting it in a dedicated folder, or taking note when it happens. Please make sure all details are included in the screenshot or email, such as the client’s name, when it was sent or when it happened, and the praise or feedback given. Consider using secure storage options or password-protected folders to protect sensitive information.

Track Your Progress

Whenever you exceed your targets, save time or money on a project, or improve a process, document your progress with the appropriate data to support it. This will help you feel confident and proud of your accomplishments, reinforcing your growth.

Have A Running Document Updated

It is also recommended to keep a running document that is always up to date with your progress. Having an organized record can make you feel more in control and ready for opportunities or challenges that may arise.

Be Subjective When Recording Negative Situations

It can be hard to record negative situations you find yourself in at work, but it is also important to document them. When recording these situations, it is best to remove any hint of emotion, because what your HR team needs are key details: what happened, when, and what you did during the situation.

Write A Summary

When the challenge or comment was made in person, make a note for yourself by email or in a notepad. Try to summarise what happened, when it happened, who said what and how you responded. While writing your summary, make sure not to embellish the details, and include potential witnesses who can corroborate your story.

Get Feedback

If you want to ensure your documentation is consistent and accurate, don’t be afraid to ask your colleagues for feedback. They can point out areas where you can improve your record or clarify details in your summaries, helping you create more reliable and professional documentation.

Having documentation in your arsenal can ensure that you are ready for any situation or opportunity that comes your way. Whether you are hoping to get a raise, applying for a new position or defending your side, you can confidently support your side and highlight your growth. It will also help the HR department and your managers resolve any misunderstandings or challenges affecting the team. So, take some time to build your documentation because it will definitely help you in the future.

If you’re serious about freelancing success, this is the guide you need. Get it before the next client lands in your inbox.