Performance Appraisal Course

For team leaders and line managers who have a responsibility for managing the performance and conduct of others at work.

Course objectives

By the end of this one-day appraisal training course, participants will be able to:

• State the core principles and benefits of effective performance appraisals
• Set and write SMART performance objectives
• Review the appraisee’s performance and clearly summarise the agreed level of performance
• Give constructive and motivational feedback
• Hold structured conversational performance appraisal meetings

See course overview

Principles of effective appraisals

• Performance management, the tools and their benefits
• Principles of effective performance appraisal discussions
• Organisations performance appraisal process
• ‘Who Wants to be a Millionaire’ style quiz or speed chatting/ revolving flipchart exercise, presentation and group discussion

Setting SMART Objectives

• Objective setting process
• Communicating performance objectives
• Writing SMART performance objectives
• Presentation, the ‘shoot out’ exercise with facilitated group review, paired written practice and group discussion

The appraisal meeting

• Structuring and introducing the appraisal meeting
• Identifying the key skills needed
• Evidencing performance
• Demonstration/presentation, paired exercise and facilitated group review discussion

Appraisal skills

• Questioning, listening and giving feedback
• Presentation, paired and small group exercises, and facilitated group discussion

Practicing the key skills in conducting an appraisal

• Each participant takes the role of appraisee, appraiser and observer using a checklist
• Practice sessions in trios with group learning review and discussion

Performance appraisal documentation and follow up

• Reviewing internal performance appraisal documentation
• Providing follow up to the appraisal and frequency
• Preparing for the performance appraisal meeting
• Review of documentation, group discussion and preparation checklist

Review and next steps

• Review of learning and action planning
• Course feedback

The training will be supported with:

• An optional participant pre-course questionnaire and/or pre-course reading
• A colour printed workbook with techniques and tips for conducting appraisals as well as space for personal notes
• An optional performance guide summarising the key points

Check pricing

• Competency Based Interviewing
• Performance Management

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• Performance Appraisal Methods

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