“This training was perfect!” Effective Factual Recording with Expert Citizens Insight Academy, July 2025

“This training was perfect!”

Why – thank you!  What training are they referring to, well, it was my ever-popular Effective Factual Recording 2025 version of course.  Whoever thought THAT would be so popular!  Thanks to Expert Citizens Insight Academy I have been delivering this training to an array of professionals from across North Staffordshire.  That includes the local authority, NHS, local charities, housing associations and support organisations. 

So, what’s the course all about?  Well, let me explain:

Aim: To ensure that all staff can record information correctly, legibly and legally.  Establishing effective communication with all customers and colleagues.

Objectives: by the end of today’s session, you will be able to:

1.      Explain the importance of legal and legible case notes.

2.      Explore barriers to communication, especially in relation to what has previously been stated about the client.

3.      Describe some of the common pitfalls when completing notes.

4.      Illustrate how to overcome any assumptions.

5.      Determine how to ensure that the client’s voice is heard.

6.      Express how to create excellent notes that quote what the person has stated.

7.      Describe the need to summarise in a succinct and factual fashion that tells the full story.

The course is hands on, super interactive and you get to see and hear real case studies and interviews with people who may have not had the best experience with professionals, especially with regard to what had been written down about them…

My characters Thomasina, Monica and of course the ever so glorious Joan also make cameos throughout.  A huge thank you to my actors, Michelle, Heather and the legendary Gwyn. 

And here is a smattering of the feedback comments for you to peruse:

“Loved the activities and videos.”

“Very Informative and interactive.”

“Steven is a fantastic trainer who brings the session to life!”

“The course gave me clearer clarity and guidance on factual parts of recording.”

“It will help me when interviewing clients and recording the results.”

“This will be helpful in our case study notes.”

“Adding the correct information onto my recordings. Making sure it is not my opinion, the information to be factual. Making sure it is the timing, date, the type of contact is included. All the skills and knowledge learnt today will be used in my day-to-day work.”

“The training was extremely informative, fun and full of practical advice and examples that can be applied to my working practice.”

“I found this really interesting and has given me an awareness of the importance of documenting interactions with clients.”

“As my agency is required to make notes and update risk assessments following every contact, I feel that by sharing this information with my team will empower them to document factual information with confidence.”

“This training has given me knowledge to write up my notes in a more accurate way.”

“I have enjoyed this course and look forward to sharing with my team. I find Steven’s teaching style to be very effective and enjoy his courses.”

“Steven Talbot is just Fabulous.  His training explains clearly and his knowledge and experience is so great 👍🏼.”