Conducting Performance Appraisals

Level Beginner LeaderMid Level Leader
Duration 4 hours
Delivery in-personvirtualIn-person and Virtual
Tags Career Development

Participants in this interactive workshop will revisit the communication skills learned in the Giving Feedback workshop and learn to apply them throughout the steps of conducting an appraisal meeting. They will also learn documentation guidelines to help facilitate the appraisal process.

Course Overview

Course Outcomes

  • Learn the importance of data to the appraisal process and learn how to keep performance folders
  • Implement weekly emails to track accomplishments
  • Improve the accuracy of the appraisal process by becoming aware of common rater errors
  • Learn to skillfully handle tough questions and objections from the employee
  • Revisit and practice tools for giving effective feedback in the context of an appraisal meeting

Business Need

Performance management is the process of evaluating how well employees do their jobs compared with a set of standards, and then communicating that information to the employees. Supervisors must have tools for the job.


Course Topics

Performance Management icon

Performance Management

  • What is performance management?
  • Steps in the process: planning, monitoring, developing, rating, rewarding
Conducting Performance Reviews icon

Conducting Performance Reviews

  • Common rater errors
  • Guidelines for preparation
  • Steps for conducting the review meeting
  • Handling tough questions and objections from the employee
  • Practice activity: feedback triads
Documentation icon

Documentation

  • Guidelines for keeping performance folders
  • Weekly accomplishment report emails

Course Schedule

Typical Course Duration

Virtual: 2 hours

In-person: 4 hours

Delivery Methods

Number of participants

  • in-person: 30
  • virtual: 30

Course Details

Field of Study:

Performance Management

Course Level:

  • Beginner Leader
  • Mid Level Leader

Learning Methods:

  • Classroom Exercises
  • Interactive Discussion

Equipment:

  • easel/markers
  • LCD projector and screen

Suggested Prerequisites

Giving Feedback, Setting Goals

This Course

Conducting Performance Appraisals

Recommended Follow-up

Conducting Performance Appraisals, Writing Self-Assessments, Addressing Underperformance
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