Managing Performance

Course Overview
This HR course teaches how to manage employee performance more effectively, including identifying performance management and its common pitfalls.

Learn the basics of creating a performance plan and the appraisal process. Participants will learn how to conduct a performance-planning meeting, document the performance plan, provide positive and constructive feedback, coach employees during the appraisal period, appraise employee's performance, conduct an appraisal discussion, and document an appraisal. Course activities also cover communicating to performance problems to employees, making performance improvements, conducting a status meeting, and documenting ongoing communication. Students will also learn how to respond to a defensive employee, resolve conflict in an appraisal discussion, and understand the laws governing the appraisal process to reduce the risk of legal challenge.  

Objectives

- Understand the importance of creating a performance management plan and the steps to establish the plan.
- Identify the steps to conduct an effective performance-planning meeting, the process of providing feedback, and types of coaching and document coaching and feedback efforts.
- Understand the performance appraisal process. Identify and gather appraisal material. Prepare yourself for an appraisal discussion.
- Identify legal appraisals and responsibilities in relation to laws enforced by the EEOC, risks of legal challenges, and the importance of maintaining positive communication.

International Curriculum

Course ILT Series: For 10 years, Axzo Press has enhanced training and education for professionals, trainers, and students alike, through tested, high-quality Instructor-Led Training courseware, business skills texts, quick-reference tools, and custom job aids.

Course Outline

Unit 1 : Understand Performance Management

Topic A: Performance management
A-1: Understanding performance management

Topic B: Performance management plan
B-1: Understanding performance management plan
B-2: Identifying performance expectations

Topic C: Job description
C-1: Discussing the job description

Unit 2 : Performance-Planning Meeting

Topic A: Understand performance-planning meeting

A-1: Opening a meeting
A-2: Creating performance goals
A-3: Understanding performance planning

Topic B: Process for providing feedback
B-1: Providing feedback

Topic C: Coaching employees
C-1: Documenting feedback and coaching effort
 

Unit 3 : Appraising Employee’s Performance

Topic A: Performance appraisal process
A-1: Understanding the performance appraisal process
 

Topic B: Gather appraisal materials
B-1: Gathering appraisal materials
B-2: Understanding self-evaluation
B-3: Gathering feedback and writing the performance appraisal

Topic C: Prepare for an appraisal discussion
C-1: Preparing for appraisal discussion
C-2: Preparing employees for appraisal discussion

Topic D: Leading an appraisal discussion
D-1: Identifying steps to lead an appraisal discussion

Topic E: Respond to and resolve conflict
E-1: Identifying guidelines to improve listening skills
E-2: Understanding types of communication to avoid
E-3: Resolving conflict in an appraisal discussion

Unit 5 : Performance Improvements

Topic A: Plan performance improvements
A-1: Handling performance problems
A-2: Determining the cause
A-3: Identifying how communication helps solve performance problems
A-4: Encouraging communication

Topic B: Conducting status meetings
B-1: Conducting a meeting

Topic C: Maintaining documentation