Performance Appraisal Training

Learn best practice for reviewing performance & giving feedback

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Appraisal checklist

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Learn how to conduct effective performance appraisals.

A comprehensive one-day performance appraisal course for managers, to improve appraisers’ performance management techniques. Also available as ‘bite-size’ virtual training via Zoom or Microsoft Teams.

Provides practical performance appraisal training to help participants:

  • Acquire the critical knowledge, skills and confidence to undertake effective performance appraisal discussions with their direct reports.
  • Improve the performance of their direct reports through the effective use of the performance management process.

See course overview

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

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Appraisal training - UK pricing

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CONTACT US TODAY

Complete our contact form and we’ll be in touch shortly, or phone between 9:00 and 17:00 Monday to Friday.

If you prefer, you can email us your enquiry.

    Minimum No. of Course Participants is 3, read why

    Course Type*

    Unsure Virtual Face to Face

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