Course Schedule

Performance Management: Setting Objectives and KPI's

A properly designed and effective performance management process will require a range of techniques including agreeing objectives, reviewing and monitoring performance, giving feedback, coaching, training and development and reward and of course, appraisal itself. The course will demonstrate how these techniques link to the role of HR and the role of the line-manager.

This course is focused on both the theoretical and the practical. There will be a practical skills workshop conducted each day where what has been learned will be put into practice.

  • How to design and introduce an effective performance management scheme
  • The skills that managers, supervisors and team leaders need to be effective in performance management
  • Making performance appraisal work in a multi-cultural environment
  • Managing and improving poor performance
  • Maintaining good performance – the psychology of positive reinforcement
  • Advanced performance management

By the end of this course participants will be able to:

  • Understand performance management in a multi-cultural environment
  • Describe the purposes of performance management, from an organisational point of view
  • Describe the purposes of performance management from an individual's point of view
  • Demonstrate the skills involved in each of the four steps of performance management
  • Describe best practice in assisting with employee work-performance problems
  • Make the links between performance management and corporate strategy

Introduction to Performance Management

  • Introduction – the context for performance management
  • The case for performance Management
  • Strategic and integrated performance management
  • The principles and building blocks of effective performance management: setting objectives, identifying the key performance indicators and managing employee performance
  • The role of HR, managers, supervisors and team leaders within performance management
  • Motivational theories and models and their role in performance management
  • The psychological contract an exercise

Performance management: Setting Objectives

  • What are objectives?
  • Setting objectives
  • The importance of agreeing objectives
  • Quantitative and Qualitative objectives
  • SMARTMaC objectives
  • Setting objectives – exercise
  • Achieving vertical, functional and horizontal integration

Performance management: Key Performance Indicators (KPIs)

  • What are KPIs – different things to different organisations?
  • The objective and the KPI – what’s the difference?
  • What are the KPIs for your organisation
  • KPI exercise
  • The balanced scorecard (Kaplan and Norton)
  • The purpose of employee appraisal
  • Some practical problems with employee appraisal

Performance management – Managing Performance

  • Monitoring employee performance: monthly, quarterly and annual reviews
  • Addressing the performance gap: informal and formal approaches to addressing performance problems
  • Managing a performance problem – exercise
  • Improving attendance at work: resolving absence and sick absence problems
  • Agreeing the performance appraisal rating
  • Performance appraisal and the link to pay
  • Forced Ranking and the Expected Distribution

Giving and Receiving Feedback and Coaching

  • Feedback models and providing constructive and developmental feedback
  • Giving and receiving feedback exercise
  • Coaching: the ask/tell continuum and the 8 steps to effective coaching
  • Coaching case studies
  • Course: review and summary
  • Continuing Professional Development: personal development planning (PDP)
  • Close of programme and final evaluation