ESCALATION DOCUMENTATION FORM

Capture facts, evidence, and decisions so your escalation stays calm, credible, and hard to dismiss

This form is your “case file” for workplace escalations: workload collapse, repeated boundary breaches, unsafe conduct, policy issues, or formal process risks. It helps you separate facts from feelings, lock dates and outcomes, and produce a clean escalation pack you can use with your manager, HR, or Occupational Health.

Fill in what you know. Generate your pack when you’ve captured enough to be taken seriously without over-explaining.

When to Use This Form

When informal chats have not changed behaviour, expectations, or workload.
When you need a written record of incidents, decisions, or boundary breaches.
When the risk is credibility, health, or formal process (performance, conduct, grievance).
When you want to escalate without sounding dramatic — just accurate.
When you need a clean timeline that holds up under scrutiny.

Bias-resistant documentation beats “passionate” arguments.

How to Use It (fast)

Write like you’re preparing for a neutral reviewer: date, quote, outcome, evidence.
Keep it specific: “On Tue 12:40, X said… then Y happened.”
Always capture your attempted fixes (what you tried, who you told, what changed).
Separate: incident → impact → risk → ask.
Your pack includes scripts that keep tone calm and UK-friendly.

Draft your escalation documentation

Four focused sections: (1) what happened, (2) evidence and timeline, (3) impact and risk, (4) your ask and escalation route. Generate your Escalation Pack when the narrative is clear and evidence-led.

Your Escalation Pack

A structured output you can use immediately: one-page case summary, timeline entries you can paste into email/HR systems, risk framing (why this is not “just a bad week”), and scripts that keep your tone calm and credible.

Draft completeness

Escalation strength

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Capture facts, evidence, and decisions so your escalation stays calm, credible, and hard to dismiss

When to Use This Form

How to Use It (fast)

Draft your escalation documentation

Your Escalation Pack

One-page case summary

Risk framing (what this puts at risk)

Scripts (clear, calm, UK-friendly)

My Playbook