Conducting Performance Reviews: Level 1 - Emerging

Conducting Performance Reviews: Level 1 - Emerging

$349.00
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Conducting Performance Reviews: Level 1 - Emerging

Conducting Performance Reviews: Level 1 - Emerging

$349.00

Shift from Fault-Hunting to Future Performance, Replace Memory with Evidence, and Run Fair Reviews That Drive Real Growth.


Are your managers dreading performance review season, putting off awkward conversations, or scrambling the night before to evaluate six months of work from memory?

Performance management isn’t about sitting someone down to list everything they’ve done wrong—it’s about having a fair look back that leads to an actionable, motivating look forward. Across 6 practical 40–45 minute workshops, team leaders and supervisors transition from reactive box-ticking to running reviews people accept, respect, and act on.

Learners master the Good Review Test, connect goals to business purpose using Business, Team, You, build checkable SMART KPIs paired with early-warning indicators, keep a 5-minute weekly Performance Log, structure meetings with the 4-part Review Agenda, eliminate bias with the Three Bias Questions, and hear their team member out using Their View First.

The Good Review Rule: A review has two jobs: Look Back and Look Forward. Feedback that isn't accepted isn't acted on. When a review is built on verifiable evidence, a consistent structure, and genuine two-way dialogue, it stops feeling like a verdict and starts driving performance.

What Makes This Course Different

  • Leader-Led & Ready-to-Run: Designed for internal leaders and HR partners to deliver seamlessly. Each workshop comes with word-for-word facilitator scripts, minute-by-minute run sheets, realistic workplace case studies, peer drills, and troubleshooting moves.

  • Zero-Print Participant Experience: No bulky binders or complex workbooks to print. Participants engage using their everyday notebooks and on-screen scenario prompts.

  • Complete 18-Document Performance Review Toolkit Included: Includes both Fillable PDFs and Fully Customisable Word Documents (with space for your business logo) to immediately operationalise your performance cycle.

  • One-Time Investment, Unlimited Scale: Buy once and run it across your entire organisation. Upskill every current and newly promoted supervisor without ongoing per-seat subscriptions or external consultant fees.

Best For

  • First-time managers, supervisors, and team leaders conducting their first review rounds.

  • Experienced managers looking to replace subjective impressions with structured, defensible evidence.

  • Organisations wanting a unified, consistent review language and process across every department.

Key Takeaway

You’ll gain a repeatable, end-to-end framework to plan, write, and facilitate reviews that pass the Good Review Test (Accurate, Useful, Fair). Managers walk in with clear evidence and walk out with mutual commitment—eliminating surprise ratings, defensive arguments, and wasted paperwork.

The 6-Workshop Journey

Workshop 1.1: The Purpose of Performance Management (45 min)

  • Demystify the Purpose: Shift from "policing" to empowerment by balancing Look Back (evaluation) with Look Forward (development).

  • The Good Review Test: Audit review moments against three non-negotiable standards: Accurate, Useful, and Fair.

  • Line of Sight: Use the Business, Team, You chain to give every employee’s goal a clear reason that connects directly to who their work helps.

Workshop 1.2: Anatomy of a KPI (SMART Goals) (45 min)

  • Checkable Goals: Transform vague directions like "do a good job" or "be organised" into clear SMART goals that both parties can objectively verify.

  • Leading & Lagging Indicators: Pair end-of-period result metrics with early-warning leading indicators to catch drift while there is still time to act.

  • The Side-Effect Question: Ask "What could this make someone neglect, or game?" to protect quality, reporting, and safety standards.

Workshop 1.3: Evidence Gathering vs. Memory (40 min)

  • The Memory Trap: Understand why relying on memory defaults to dramatic moments, recent events (Recency Bias), and subjective impressions.

  • The Performance Log: Establish a simple 4-column record (Date, What Happened, Which Goal, Effect) to capture performance across the full period.

  • The Three Log Rules: Apply Facts You Could Check, Good and Not-So-Good, and Little and Often in just 5 minutes a week.

Workshop 1.4: The Review Structure (45 min)

  • The 4-Part Review Agenda: Keep the meeting on track using a proven, fair structure: Warm-up (5 min), Review Results (15 min), Discuss Behaviours (10 min), and Set Future Goals (15 min).

  • One-Page Review Plan: Prepare evidence, draft open opening questions, and allocate strict timings so the past doesn't swallow the future.

  • No-Surprise Preparation: Send agendas and goals in advance so team members have a voice and come prepared with their own examples.

Workshop 1.5: Bias Awareness 101 (40 min)

  • Spot the Core Three: Identify and neutralise Recency Bias, the Halo Effect (good at one thing = good at everything), and the Horns Effect (one flaw = bad across the board).

  • The Three Bias Questions: Audit draft comments and ratings before the meeting: Whole Period? Each Area? Same for Everyone?

  • Evidence-Based Rewriting: Rewrite biased impressions into objective, area-by-area statements supported by facts.

Workshop 1.6: Listening to the Self-Review (40 min)

  • Reading Self-Reviews: Review employee self-assessments objectively by marking points of Agree, Differ, and Missing.

  • Their View First: Master the 3-step conversational routine (Ask · Listen · Add Yours) to uncover hidden operational obstacles before sharing your view.

  • Level 1 Integration: Consolidate the entire toolkit under the Good Review Test to ensure every future review is accurate, useful, and fair.

Included: Complete 18-Document Performance Review Toolkit

Delivered alongside the 6 workshop guides, this comprehensive suite of editable templates gives you everything required to operationalise a consistent review process. Every document is provided in Fillable PDF format (for quick digital completion) and Customisable Word format (ready for your branding and logo).
 

What's Included in Your Download

  • 6 Complete Workshop Facilitator Guides: Step-by-step scripts, micro-timings, discussion questions, role-play cards, and coaching notes.

  • Participant Materials: Clear whiteboard layouts, case study briefs, and exercise prompts integrated into each guide.

  • Complete 18-Document Performance Review Toolkit: All 18 templates provided as both interactive Fillable PDFs and fully editable, unbranded Microsoft Word files.

  • Instant Digital Delivery: Immediate access to all files post-purchase.

  • Organisation Licence: Permanent, unlimited internal use across your business with no ongoing fees or subscriptions.

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