Conducting Performance Reviews

Help your managers run fair, useful performance reviews.

Practical workshops to help managers prepare with evidence, lead a clear conversation and agree what happens next. Each course includes six guided workshops and a complete toolkit to use in your business.

$349.00 AUD per course · Toolkit included

Pay once. Reuse within one organisation. No per-person fees.

Compare the four courses Preview the toolkit guide
Choose and download

Pick the course that fits your managers. Receive the workshop materials and toolkit.

Learn and practise together

You or a colleague leads the sessions. The guide gives you the structure and prompts.

Use the tools in your business

Adapt your review process and put the skills to work between workshops.

Where do your managers need support?

Select a level to see its six-workshop journey. Start with the situations your managers face now.

Choose a course to see its audience, workshops and purchase details

For new managers, supervisors and team leaders

Build a clear process: agree goals, gather evidence, check for bias and hear the team member's view.

6 workshops · 40–45 minutes each · Complete toolkit included

$349.00 AUD

View Emerging course

Emerging: your six-workshop journey

Run a session, practise at work, then bring that experience to the next workshop.

  1. Workshop 1.1 · 45 minutes

    The Purpose of Performance Management

    Understand what a good review needs to do, then connect individual goals to the work of the business.

  2. Workshop 1.2 · 45 minutes

    Anatomy of a KPI (SMART Goals)

    Turn vague expectations into goals you can check, with early signs that show progress or problems.

  3. Workshop 1.3 · 40 minutes

    Evidence Gathering vs. Memory

    Keep a simple performance log throughout the period, so the review draws on facts rather than memory.

  4. Workshop 1.4 · 45 minutes

    The Review Structure

    Prepare a four-part meeting that makes room for results, behaviours and the goals ahead.

  5. Workshop 1.5 · 40 minutes

    Bias Awareness 101

    Check whether recent events or one strong impression are distorting your assessment.

  6. Workshop 1.6 · 40 minutes

    Listening to the Self-Review

    Invite the team member's view first, listen carefully and add your evidence to the conversation.

Put the learning to work with:
Performance Log · Self-Review Form · Performance Review Form.
Explore the complete included toolkit →

For managers who already run reviews and want better follow-through

Turn notes into clear feedback, find the reasons behind a gap and agree development actions people can carry out.

6 workshops · 40–45 minutes each · Complete toolkit included

$349.00 AUD

View Building course

Building: your six-workshop journey

Run a session, practise at work, then bring that experience to the next workshop.

  1. Workshop 2.1 · 45 minutes

    Preparing the Narrative

    Turn notes and results into a clear account of what happened, the context and what comes next.

  2. Workshop 2.2 · 45 minutes

    The "Balanced" Conversation

    Give specific praise and address gaps clearly, with no surprises saved for review day.

  3. Workshop 2.3 · 45 minutes

    Diagnosing "The Why" of Performance

    Check expectations, skills, motivation and resources before choosing a response to a missed goal.

  4. Workshop 2.4 · 45 minutes

    Co-Creating the Development Plan

    Agree useful ways to learn through real work, other people and courses, with clear support and dates.

  5. Workshop 2.5 · 45 minutes

    Handling Agreement

    Turn a nod into a practical commitment: what will happen, when it will happen and when you will check in.

  6. Workshop 2.6 · 40 minutes

    Documentation & Follow-Up

    Write a factual record that matches the conversation, invite comments and book the follow-up.

Put the learning to work with:
Manager's Review Preparation Pack · Development Plan · Reviewer's Conversation Guide.
Explore the complete included toolkit →

For experienced managers facing performance gaps, pushback or retention risks

Practise more demanding conversations: underperformance, defensive reactions, retaining strong performers and addressing behaviour alongside results.

6 workshops · 40–45 minutes each · Complete toolkit included

$349.00 AUD

View Advancing course

Advancing: your six-workshop journey

Run a session, practise at work, then bring that experience to the next workshop.

  1. Workshop 3.1 · 45 minutes

    The Underperformer (The PIP Conversation)

    Set out the gap, support and time to improve within your organisation's formal process, with HR or the owner involved.

  2. Workshop 3.2 · 45 minutes

    Managing Defensive Reactions

    Give reactions space, stay calm and return to the examples without turning the review into an argument.

  3. Workshop 3.3 · 45 minutes

    The High Performer (Retention Strategy)

    Ask what keeps strong performers, what might pull them away and whether new challenges have enough support.

  4. Workshop 3.4 · 45 minutes

    Bias 201: Affinity & Attribution

    Check whether personal familiarity or assumptions about character are changing how you judge the same evidence.

  5. Workshop 3.5 · 45 minutes

    Connecting Results to Strategy

    Explain who the work helps and why results matter, using clear business connections rather than blame.

  6. Workshop 3.6 · 45 minutes

    Navigating "Results vs. Behaviour"

    Assess results and behaviour together, so strong numbers do not excuse harmful conduct.

Put the learning to work with:
Improvement Plan · Stay Interview and Stretch Check · Manager's Review Preparation Pack.
Explore the complete included toolkit →

For business owners, senior leaders and people who support other managers

Create shared standards, connect goals across teams and coach managers to run a more consistent review process.

6 workshops · 40–45 minutes each · Complete toolkit included

$349.00 AUD

View Mastering course

Mastering: your six-workshop journey

Run a session, practise at work, then bring that experience to the next workshop.

  1. Workshop 4.1 · 45 minutes

    Calibration & Standardisation

    Agree what ratings mean and compare the evidence across teams, using shared standards rather than quotas.

  2. Workshop 4.2 · 45 minutes

    Succession Planning Integration

    Discuss future readiness using evidence, with space for people who want to grow without becoming managers.

  3. Workshop 4.3 · 45 minutes

    Designing the Metric Ecosystem

    Connect business goals to team goals and check that the measures encourage the work you actually want.

  4. Workshop 4.4 · 45 minutes

    Continuous Performance Management

    Build a year of check-ins and goal conversations, so the annual review summarises what has already been discussed.

  5. Workshop 4.5 · 45 minutes

    Coaching the Reviewer

    Observe reviews with agreement, then help the manager reflect and choose one useful improvement.

  6. Workshop 4.6 · 45 minutes

    Culture of Accountability

    Check whether people can speak up and whether standards are clear, then act on what needs attention.

Put the learning to work with:
Ratings Calibration Meeting Pack · Coaching the Reviewer · Review System Health Check.
Explore the complete included toolkit →

The complete Performance Review Toolkit

Take the learning into your next review.

From setting goals to recording the conversation and following through, the toolkit gives your business a practical starting point. Use the tools you need and adapt the process to fit.

18 PDFs
Fill in and useYzly-branded, fillable documents for digital completion or printing.
18 Word docs
Make them yoursEditable versions with space for your logo and your business's wording.
Preview the toolkit guide

18 tools, each supplied in two formats: 36 toolkit files. The same complete toolkit is included with every course and the bundle.

Explore all 18 tools

Set up the system (5 tools)
  1. 01

    Toolkit Guide

    Find the right tools, see how they connect to the workshops and plan where to start.

  2. 02

    Performance Review Procedure

    Adapt a draft procedure covering purpose, roles, the review cycle and records.

  3. 03

    Year of Conversations Planner

    Plan regular check-ins, goal conversations and the annual summary.

  4. 04

    Performance Standards Guide

    Agree clear standards for results, behaviour and any ratings you use.

  5. 05

    Goal and KPI Setting Guide

    Write goals people can check and connect them to business and team priorities.

Keep track through the year (2 tools)
  1. 06

    Performance Log

    Record what happened, which goal it relates to and its effect.

  2. 07

    Regular Check-in Record

    Capture a short conversation, agreed actions and the next check-in.

Prepare and run the review (5 tools)
  1. 08

    Self-Review Form

    Give the team member a way to share their view before the meeting.

  2. 09

    Manager's Review Preparation Pack

    Organise evidence, check for bias and prepare the conversation.

  3. 10

    Performance Review Form

    Record the discussion, agreements and next steps in one place.

  4. 11

    Development Plan

    Agree a growth goal, workplace practice, support and follow-up dates.

  5. 12

    Reviewer's Conversation Guide

    Keep practical prompts and model wording beside you in the meeting.

Handle the harder cases (2 tools)
  1. 13

    Improvement Plan

    Set out the gap, support, review dates and expectations within your formal process.

  2. 14

    Stay Interview and Stretch Check

    Explore what keeps strong performers and balance challenge with support and workload.

Improve the review system (4 tools)
  1. 15

    Ratings Calibration Meeting Pack

    Compare proposed ratings against shared standards before ratings are communicated.

  2. 16

    Talent and Succession Discussion

    Structure an evidence-based conversation about performance and future readiness.

  3. 17

    Coaching the Reviewer

    Observe and debrief a manager's review practice with their agreement.

  4. 18

    Review System Health Check

    Review how well the whole process supports accurate, useful and fair conversations.

The complete learning journey

Build a consistent approach across your business.

Get all four courses, from a first review to improving the review system across teams.

24 workshops · Complete 18-tool toolkit in PDF and Word · One organisation

Save $349.00 AUD compared with buying all four courses separately.

Before you buy

A few practical answers.

Need help choosing a level or planning your first sessions?

Talk it through with Yzly →
What exactly am I buying?

A digital course kit for your business to run internally: six workshop guides with scripts, timings, activities and scenario prompts, plus the complete toolkit in fillable PDF and editable Word formats. The bundle includes all four courses and 24 workshops. The materials are available to download after purchase.

Who runs the workshops?

You or a colleague brings a group of managers together and leads the sessions using the guides. Allow time to read and prepare, then 40–45 minutes for each workshop and time to practise between sessions. This is a leader-led group learning experience.

Can we adapt the tools to our business?

Yes. Use the Word documents to add your logo and change the wording for your roles and review process. Use the Yzly-branded fillable PDFs when you want to complete a form digitally or print it. Each of the 18 tools comes in both formats.

Do we need to start at Level 1?

Choose the level that fits your managers' current experience and situations. Emerging builds the foundations, Building strengthens routine reviews, Advancing addresses harder cases, and Mastering supports the review system across teams. The four-course bundle gives you the full progression and is your best choice, as each level explores different aspects of the Toolkit.

What does the licence cover?

A one-time purchase gives your organisation permanent internal use, including running the workshops with different groups. There are no per-person fees or subscriptions. The course licence is for the purchasing organisation and does not permit external resale or delivery.

Does the toolkit replace our policies or HR advice?

The templates are starting points to adapt to your business. Formal improvement plans, warnings and conduct issues must follow your organisation's process, with HR or the responsible owner involved. The toolkit does not provide legal advice or replace that process.

Compare the four courses

Each course contains six guided workshops and the same complete Performance Review Toolkit. Choose based on what your managers need to practise.

Level 1 · Emerging

Prepare for a first review

For new managers, supervisors and team leaders

  • Clear goals and useful evidence
  • A fair, structured review meeting
  • Listening to the self-review

$349.00 AUD

6 workshops · Complete toolkit included

Level 2 · Building

Make routine reviews count

For managers who already run reviews and want better follow-through

  • Clear feedback without mixed messages
  • Practical development plans
  • Commitments, records and follow-up

$349.00 AUD

6 workshops · Complete toolkit included

Level 3 · Advancing

Handle the harder reviews

For experienced managers facing performance gaps, pushback or retention risks

  • Underperformance and defensive reactions
  • Retention and manageable stretch
  • Fair assessment of results and behaviour

$349.00 AUD

6 workshops · Complete toolkit included

Level 4 · Mastering

Improve reviews across teams

For business owners, senior leaders and people who support other managers

  • Shared standards and ratings calibration
  • Goals and talent across teams
  • Year-round conversations and reviewer coaching

$349.00 AUD

6 workshops · Complete toolkit included

What you get with each course

A guided way for managers to learn together, plus tools to apply the learning in your own review process.

6 complete workshop guides

Preparation, timings, suggested wording, questions and coaching notes for the person leading each session.

Scenarios and practical activities

Realistic situations and role-play prompts. Participants work with their notebooks, shared discussion and on-screen or whiteboard prompts.

18 fillable PDF tools

The complete Yzly-branded toolkit, from planning and performance logs to review forms, development plans and system checks.

18 editable Word documents

The same tools in an editable format. Add your business logo and customise the wording to fit your roles and process.

Delivery
Digital download, available after purchase.
Workshop time
40–45 minutes each, plus preparation and practice between sessions.
Who leads it?
You or a colleague in your business, using the workshop guides.
Use within your business
One-time purchase for repeated internal use within one organisation.
Open the toolkit guide (PDF) ↗

Preview the Performance Review Toolkit

Read the actual Toolkit Guide: see all 18 documents, how they connect to the workshops and how to make them yours.

Open the toolkit guide in a new tab (PDF) ↗

On a phone, use the link above to view the PDF in your device's reader. You can also browse all 18 tools on this page.

If the preview does not appear, open the PDF using the link above. This guide introduces the toolkit; it is not a preview of every template file.