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Conducting Effective Performance Reviews
Session 1: Course Overview
Session 1: Course Overview
Learning Objectives
Pre-Assignment
Pre-Course Assessment
Session 2: Performance Appraisals Done Well
Session 2: Performance Appraisals Done Well
What are Performance Appraisals?
Making Connections
Building Trust
Making Connections
Session 3: Errors We Make
Session 3: Errors We Make
Three Slippery Areas
Making Connections
Session 4: Types of Performance Reviews
Session 4: Types of Performance Reviews
Choosing What Works
Formal, Annual, or Semi-Annual Review
Probationary Review
Informal Review
360 Degree Performance Review
The 360 Degree Process
Winning Performance Appraisals
Session 5: The Performance Management Process
Session 5: The Performance Management Process
The Four Steps
Least Structured: Goal Setting
Most Structured: Performance Reviews
Sample 1: Job Performance Review Guide
Sample 2: Job Performance Review Guide
Sample 3: Employee Performance Review
Sample 4: Sales Team Member Evaluation
Sample 5: Sales Team Member Evaluation
Sample Performance Appraisal Forms
Session 6: Goals with SPIRIT
Session 6: Goals with SPIRIT
Identifying Dreams and Setting Goals
Identifying Your Dreams
Dreaming at Work
Setting Goals with SPIRIT
My Dreams and Goals
Putting it All Together
Session 7: The Performance Management Cycle
Session 7: The Performance Management Cycle
The Four Phases
The Basis for Review
Performance Standards
Key Results Areas (KRA’s)
Behaviorally Anchored Rating Scales (BARS)
A Note About Orientation Programs
Session 8: Setting Standards
Session 8: Setting Standards
Setting Standards
Tips for Setting Standards
Building Engagement
Session 9: Creating a Performance Development Plan
Session 9: Creating a Performance Development Plan
Performance Development Plans
Coaching
Session 10: Feedback and Communication
Session 10: Feedback and Communication
Feedback
Communication
Assumptions and Communication
Session 11: Listening Skills
Session 11: Listening Skills
Active Listening
Defining Active Listening
Responding to Feelings
Reading Cues
Demonstration Cues
The Mission: To Listen
Session 12: Communication Strategies
Session 12: Communication Strategies
Basic Skills
Questioning Skills
Preparing Your Questions
Open Ended Questions
Hypothetical Open Questions
Direct or Specific Questions
Closed Questions
Third-Person Questions
Poor Questions
Probing
Probing Techniques
Probing Techniques
Probing Techniques
Probing Techniques
Non-Verbal Messages
Things to Watch For
Summary
Making Connections
Voice
Interpretation Exercise
Summary
Session 13: Giving Feedback
Session 13: Giving Feedback
The Importance of Feedback
The Importance of Feedback
Six Characteristics
In Private
Balanced
Relevant
Specific
Documented
Personal (In the Right Way)
Case Studies
Case Study 1
Case Study 2
Case Study 3
Session 14: Accepting Criticism
Session 14: Accepting Criticism
About Criticism
Tips and Tricks
Session 15: Planning the Interview
Session 15: Planning the Interview
The Performance Appraisal Interview
Session 16: The Interview
Session 16: The Interview
A Basic Format
The Opening
The Discussion
The Closing
Preparation
Session 17: Goal Setting Case Study
Session 17: Goal Setting Case Study
Getting Prepared
Making Connections
Session 18: Providing Feedback
Session 18: Providing Feedback
Making Connections
Session 19: Coaching
Session 19: Coaching
The Importance of Coaching
Task Preparation
Session 20: Appraisal Preparation
Session 20: Appraisal Preparation
Employer
Employee
Session 21: The Interview
Session 21: The Interview
Making Connections
Session 22: Maintaining Performance
Session 22: Maintaining Performance
Maintaining Performance
How to Modify Work Behavior?
Session 23: Handling Performance Problems
Session 23: Handling Performance Problems
Make the Commitment
Key Action Steps
Behavior Contracts
Recognizing Mrs. Stanford
Session 24: The Part Where Someone Gets Fired
Session 24: The Part Where Someone Gets Fired
If You Have To Let Them Go…
Preparation Checklist
Things to Remember
Case Study
Session 25: Pre-Assignment Review
Session 25: Pre-Assignment Review
Pre-Assignment Review
Session 26: Performance Management Checklists
Session 26: Performance Management Checklists
Introduction
The Fundamentals of the Process
Objectives and Results Checklist
Support Plan Checklist
Meeting with Your Employees Checklist
Ongoing Support and Feedback Checklist
Performance Interview Checklist
Performance Review Checklist
Session 27: A Personal Action Plan
Session 27: A Personal Action Plan
Starting Point
Where I Want to Go
How I Will Get There
Summary
Summary
Recommended Reading List
Recommended Reading List
Post-Course Assessment
Post-Course Assessment
Course Completion
Course Completion
Sample 5: Sales Team Member Evaluation
STATUS REPORT
Date:
Name:
E-mail Address:
Project:
Manager Name:
Billing Code:
Department:
Summary
Last Period
This Period
Issues
Notes
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