Conducting Effective Performance Reviews

This three-day workshop will help teach participants:

    • The importance of having a performance review process
    • How to work with employees to set performance standards and goals
    • Skills in giving feedback, listening, and asking questions
    • A proven interview process
    • How to make the performance review legally defensible

Introduction and Course Overview
The instructor will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.

Basics of Performance Appraisals
This session will begin with a lecture on the history performance appraisals. Then, participants will move into small groups to discuss of the value of appraisals.

Employees’ Concerns about PAs
We will explore some concerns about appraisals and possible responses in a lecture.

What Makes PAs a Defensible Process?
This session will discuss some things that participants can do to ensure that their performance appraisal process is defensible.

Stereotypes
There are four ways that a person can stereotype without necessarily being aware of it. Participants will also explore their own stereotypes in an individual exercise.

The Performance Management Process
To begin, participants will look at the four-stage performance management process through a lecture. Then, participants will work in small groups to review some sample appraisal forms.

SMART Goals
During this session, we will learn about the SMART acronym for goals and re-write some goals to meet these criteria.

Goal Setting
We will continue our work with goal setting by looking at some other considerations and completing a short individual exercise.

The Performance Management Cycle
This session will explore the first two stages of the performance management cycle: the basis for review and the performance standard. BARs and KRAs will also be discussed briefly.

Setting Standards
We will demonstrate the importance of standards through a short exercise, and then we will discuss the exercise and some general points.

Performance Development Plan
The fourth element in the performance management cycle is a performance development plan. We will briefly discuss the components of this type of plan during this session.

Feedback and Communication
The need for basic communication skills and proper feedback will be demonstrated through an individual exercise. Then, we will discuss some communication tips.

Listening and Asking Questions
We will explore these two key communication skills through a combination of lectures, individual exercises, and small group work.

Feedback
Feedback is another critical element of the performance management process. After a brief discussion on feedback, participants will work through several case studies to further explore feedback principles.

Characteristics of Effective Feedback
There are six characteristics of effective feedback. During this session, we will examine each characteristic through a lecture and case studies.

Accepting Criticism
Accepting criticism from others can be very difficult. We will offer participants some ways to make accepting criticism a little easier.

Planning the Interview
This session will look closely at some things you should do before delivering the performance appraisal.

The Interview
During this session, we will examine a basic interview format. We will then practice the format through a role play.

Day Three Overview
The morning of Day Three will be spent role-playing each stage of the performance appraisal process. Each role play will be followed by discussion and feedback from the trainer and from other participants.

Maintaining Performance
Once an employee has achieved a particular level of performance, we usually want them to maintain that level. This session will explore some ways of doing that.

Behaviour Contracts
This session will examine behaviour contracts, a tool that can be used to help an employee achieve a goal or a level of performance. We will also look at rewards that can be used.

Handling Performance Problems
During this session, we will discuss what to do if an employee is not achieving a particular level of performance.

The Worst Case Scenario
The worst case scenario for many employers is having to fire an employee. We will look at how to handle this situation in a lecture. Then, participants will practice their skills in a role-play.

Pre-Assignment Review
To sum up the past three days, participants will look at their pre-assignment, identify areas of improvement, and develop an action plan.

Performance Management Checklists
To conclude the workshop, we will review some checklists that you can use during the performance management process.

Workshop Wrap-Up
At the end of the day, students will have an opportunity to ask questions and talk with the trainer.

Shalane BowleyConducting Effective Performance Reviews