How to Do a Superior
Performance Appraisal Workshop
Program Formats
Two Day Program
Our most popular format is the full two-day workshop. It is designed to
provide the greatest opportunity for skill mastery. It follows an orderly, logical
and building-block process of incremental practice followed by integrative practice.
On the first day, the specific skills and techniques for each component of the Performance
Appraisal are covered and practiced separately. During the second day, each
participant conducts a full performance appraisal, integrating all the individual skills
and techniques covered earlier.
Our program begins with a discussion of the role of the annual Performance Appraisal in
the ongoing process of performance management at your organization. Following this,
we address the issues of setting objectives and standards of performance, and explain in
detail how to create an Employee Development Plan. Getting data on performance
through traditional methods or some version of 360-degree feedback is covered, in keeping
with your organization's procedures. The face-to-face Performance Appraisal
discussion is the part of the appraisal process the invokes the most feelings and
awkwardness for both employee and manager. We show how to take the tension
out of
the discussion by preparing ahead of time, creating the proper athmosphere, and using an
organized but flexible approach. We also show how to structure the discussion, how to
probe and listen, and how to handle conflict and defensiveness.
Also covered in depth is writing the appraisal, from gathering the necessary data to
rating performance and writing the narrative section. Techniques for note taking and
conducting fair and legal appraisals are also covered.
One Day Program
Of course, there may be times when your managers are available only for one day, or
your budget is especially limited, so we have developed an intense skill-building one-day
version of our program. No topics are omitted, but are covered more briefly, and
most individual skills practice exercises are preserved. The integrative practice is
omitted of necessity, yet participants get the essential tools and skills they need.
The Briefing Session
For clients that want to give a Management Team or Task Force a quick summary
and overview of the issues in Performance Appraisal training, the Briefing Session is an
option. The minimum length is two hours, and we can include a model Performance
Appraisal Form and Rating Scale. This is not offered as a skill-building session but
rather as an opportunity for executives or a Task Force to plan strategically for
Performance Appraisal training or get a jump-start in revising Performance Appraisal Forms
and Rating Scales.
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