Overview

Although the formal performance review may seem like an administrative challenge, in practice, it can be an extremely powerful tool for the performance leader. When people work more independently, fewer opportunities arise when the manager and employee can step back, assess what has happened, and decide where to go in the future. 

This module provides a collaborative approach to the formal performance review. Participants will learn how to prepare employees — and themselves — for a productive, focused review. Using the skills enable them to create an atmosphere that encourages openness about concerns and plans for the future

Skills Covered

At the completion of this module, participants will be able to:

  •  Explain how a performance review can be used to increase individual productivity, motivation, and learning.
  • Describe how to prepare both themselves and employees for collaborative performance reviews.
  • Explain the importance of identifying two to three core points that they want the person being reviewed to remember after the discussion.
  • Set up a focused discussion by opening the review with the purpose, desired outcomes, and agenda.
  • Focus the review on the future, rather than on the past.
  • Use the Key Actions to conduct a collaborative performance review.

Prerequisites

There are no formal prerequisites for this workshop; it is designed to benefit any leader responsible for conducting employee evaluations, from those new to the process to experienced managers seeking a more collaborative and effective approach. 

Target Audience

  • Leaders (Managers, Supervisors, and Team Leaders) who currently review, or who will do so in the near future

Course Curriculum

Module 1: Key Action Introduction

  • Negative Video: Government, Katherine 
  • Key Action Presentation 
  • Video Discussion 
  • Positive Video: Government, Katherine 

Module 2: Planning Questions

  • Preparation Tips 
  • Completing the Planning Questions 
  • Activities: ratings, ranking, and raises 
  • Consulting with Partners 
  • Trio Skills Practice 

Module 3: Action Planning

  • Insight & Action 

Workshop Wrap Up

  • Key Insights  
  • Next Steps and OTJ Application  
  • Participant Feedback Questionnaire 
  • Certificates 

Dates & Locations

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Exam & Certification

This course is not associated with any Certification.

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