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A performance review meeting is an important aspect of career planning. Learners/Trainers who work with HR consultants, managers, and supervisors can provide a rich training experience with this three-day course, Conducting Effective Performance Reviews.

This course will help you learn/teach participants: to recognize the importance of having a performance review process for employees; how to work with employees to set performance standards and goals; skills in observing, giving feedback, listening, and asking questions; an effective interview process and the opportunity to practice the process in a supportive atmosphere; how to make the performance review legally defensible; and much more.

Our course includes a comprehensive suite of training materials that learners/trainers love. The learner/instructor guide, student workbook, pre-formatted slides, assessments, and quick reference guide are all customizable to meet your needs. Your single course purchase includes permission to customize the program, add your logo and branding, and print on-demand as many times as you like.

Course outline-

How to Use This Guide

Session One: Course Overview

Session Two: Performance Appraisals Done Well

What are Performance Appraisals?

Making Connections

Building Trust

Session Three: Errors We Make

Three Slippery Areas

Making Connections

Session Four: Types of Performance Reviews

Choosing What Works

Winning Performance Appraisals

Session Five: The Performance Management Process

The Four Steps

Sample Performance Appraisal Forms

Session Six: Goals with SPIRIT

Identifying Dreams and Setting Goals

My Dreams and Goals

Putting it All Together

Session Seven: The Performance Management Cycle

The Four Phases

The Basis for Review

Session Eight: Setting Standards

Session Nine: Creating a Performance Development Plan

Session Ten: Feedback and Communication

Session Eleven: Listening Skills

Active Listening

The Mission: To Listen

Session Twelve: Communication Strategies

Basic Skills


Non-Verbal Messages

Interpretation Exercise

Session Thirteen: Giving Feedback

The Importance of Feedback

Six Characteristics

Case Studies

Session Fourteen: Accepting Criticism

Session Fifteen: Planning the Interview

Session Sixteen: The Interview

A Basic Format


Session Seventeen: Goal Setting Role Play

Session Eighteen: Providing Feedback

Session Nineteen: Coaching

The Importance of Coaching

Task Preparation

Session Twenty: Appraisal Preparation

Session Twenty-One: The Interview

Session Twenty-Two: Maintaining Performance

Session Twenty-Three: Handling Performance Problems

Make the Commitment

Behavior Contracts

Recognizing Mrs. Stanford

Session Twenty-Four: The Part Where Someone Gets Fired

If You Have To Let Them Go…

Role Play

Session Twenty-Five: Pre-Assignment Review

Session Twenty-Six: Performance Management Checklists

Recommended Reading List

Post-Course Assessment

Pre- and Post-Assessment Answer Keys

Personal Action Plan

Learner/Instructor Guide

Our Learner/Instructor Guides are the core of each training course. They lay out the training in simple, easy-to-follow instructions. You can also customize the Learner/Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide – for each course – is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be learning/teaching.

Exercise Workbook

Whether or not you choose to introduce exercises into your learning/training is up to you as the learner/facilitator. In case you want to do this we offer you an Exercise Workbook (also customizable) that is specific to the course you are offering.

Sample Files

Each course title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners’ understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the learner/trainer, do not have to prepare activity working files.

Powerpoint Deck

The course is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.


Quick Reference Guide

Quick Reference Guides are a favourite tool for learners/trainers to provide to their learners. Each Quest Reference Guide summarizes the most important elements in each course title down to two pages.