Performance reviews and appraisal training

How to tactfully, persuasively and effectively improve staff performance through performance reviews and appraisals.

Effective performance reviews and appraisal meetings are key to engagement, motivation and talent retention. They present an opportunity to provide employees with constructive feedback, supporting both personal and professional growth while aligning individual objectives with organisational goals. 

This one-day course brings to life the benefits of effective performance reviews and appraisal meetings. It is designed to provide you with the knowledge and skills needed to identify, manage and improve employee performance. Utilising case studies and exercises, this workshop brings to life the benefits of proactive and consistent performance management from setting clear expectations to addressing poor performance cases.

Who should attend?

This workshop is suitable for all managers, particularly those who carry out one to one supervision meetings and staff reviews, whether they are new to people management or experienced managers who require a refresher. It is also be useful to those who have HR responsibilities.

Learning outcomes

  • Knowledge of key employment legislation in this area
  • An understanding of how to identify poor performance
  • Knowledge of the tools needed and benefits of reviews and appraisal meetings
  • Ability to confidently plan and prepare for a successful meeting
  • Improved communication skills and tips on being fair and consistent with all staff
  • Improved listening skills and knowledge of how to tackle performance issues effectively
  • Setting objectives
  • Knowledge of how to use formal process when employees fail to satisfactorily improve their performance

Benefits of attending

Managers will increase their knowledge of best practice and develop their skills in all aspects of the performance management process from identifying performance gaps to setting improvement plans.

They will also increase their confidence when it comes to giving constructive feedback, making them less likely to need having difficult conversations or utilising the formal performance management process.

The organisation will increase its ability to maximise its workforce talent ensuring that individual performance is aligned with organisational needs and that issues are identified and addressed consistently. They will be better equipped to deal with any disputes and increase its chance of success at the Employment Tribunal in the event of a claim.

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Performance review and appraisal training course content

The Importance of Staff Appraisal and Review

  • The purpose and benefits of appraisals and reviews
  • Aligning appraisal reviews with organisational success
  • Understanding your role and responsibilities as an effective appraiser
  • Understanding the role and responsibilities of appraisees

Effective Planning & Preparation for the Appraisal or Review

  • Gathering the information you need to draft an appraisal plan
  • Understanding the importance of the organisation’s aims and objectives
  • The importance of fairness and equality in the application of the system
  • Gathering supporting evidence and data

The Appraisal / Review Meeting

  • Establishing open and honest communications
  • Questioning and listening skills
  • Planning and conducting a structured, balanced and participative discussion
  • Reviewing current and previous performance
  • Providing clear and specific feedback

Recognising Poor Performance

  • Understanding poor performance
  • How to identify poor performance
  • Indicators of poor performance

Managing Performance

  • Dealing with challenging conversations
  • Addressing issues of poor performance confidently
  • Setting objectives
  • Scheduling regular review meetings
  • Using formal performance management processes

Course duration/timings

Half-day workshop

Please call us on 0345 226 8393 if you would like to arrange an in-house course.

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