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Conducting Performance Reviews: Level 2 - Building
$349.00
Turn Evidence into a Clear Results Story, Eliminate Surprises, and Transform Agreements into Lasting Workplace Performance.
Are your managers walking into performance reviews with scattered notes, avoiding the hard gaps with cushioned praise, or watching agreed goals evaporate the moment the meeting ends?
Moving beyond basic review mechanics isn’t about delivering vague verdicts or softening messages with the "feedback sandwich", it’s about turning facts into a clear narrative, diagnosing the root cause of missed targets, and locking in real commitment. Across 6 practical 40–45 minute workshops, experienced team leaders and supervisors transition from basic review compliance to running routine, high-accountability review cycles that drive continuous execution.
Learners master the 4-part Results Story, uphold the principle of No Surprises, separate praise and constructive feedback using Clear Praise, Clear Gap, diagnose systemic roadblocks with Cause Before Cure, co-design practical growth using the 70-20-10 Development Plan, turn nodding into follow-through with Lock It In and When-Then Plans, and document conversations with Said and Written.
The True Measure of a Review: Balance is about accuracy, not arithmetic. A great review does not soften gaps with false praise or leave the hard things to memory. When leaders separate what they saw from what they concluded, explore root causes before proposing cures, and tie next steps to specific workplace triggers, performance reviews become dependable engines of organisational momentum.
What Makes This Course Different
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Leader-Led & Ready-to-Run: Designed for internal department heads, HR partners, and senior leaders to facilitate seamlessly. Every workshop guide includes complete step-by-step facilitator scripts, granular timing breakdowns, realistic multi-industry scenario banks, peer role-play drills, and real-time coaching prompts.
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Zero-Print Participant Experience: Eliminate binder clutter. Participants work actively using their personal notebooks, structured whiteboard layouts, and on-screen scenario cards.
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Complete 18-Document Performance Review Toolkit Included: 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).
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One-Time Investment, Unlimited Scale: Purchase the kit once and deliver it across your entire organisation. Upskill unlimited current supervisors, team leads, and newly promoted managers without per-seat licensing fees, recurring subscriptions, or expensive external consultants.
Best For
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Experienced managers and supervisors running routine, annual, or bi-annual review rounds.
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Leaders struggling to deliver candid feedback without sugarcoating or triggering defensiveness.
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Organisations that want to ensure agreements reached in review meetings translate directly into measurable daily habits.
Key Takeaway
You’ll gain an advanced, battle-tested management toolkit to translate log data into structured Results Stories, eliminate review-day shock, diagnose whether a missed goal is a matter of setup, skill, or motivation, co-create practical 70-20-10 development paths, and secure bulletproof When-Then commitments that survive workload surges.
The 6-Workshop Journey
Workshop 2.1: Preparing the Narrative (45 min)
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Beyond the Numbers: Turn raw metrics and log entries into an objective Results Story using four parts: Headline, Evidence, Context, and Next.
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Saw vs. Concluded: Strip subjective conclusions ("lazy", "outstanding") out of review evidence to focus solely on verifiable, checkable facts.
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Checked Context: Differentiate between genuine situational barriers and unverified excuses, applying the Three Bias Questions to every goal before stepping into the room.
Workshop 2.2: The "Balanced" Conversation (45 min)
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The No Surprises Rule: Audit review plans a week in advance to ensure no critical gap or praise lands on the employee as unexpected news.
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Dismantle the Feedback Sandwich: Eliminate the trust-eroding habit of cushioning criticism between praise, which only buries the message.
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Clear Praise, Clear Gap: Deliver praise (The Example · The Effect) and constructive gaps (The Example · The Standard · What Happens Next) as independent, unambiguous statements without the word "but".
Workshop 2.3: Diagnosing "The Why" of Performance (45 min)
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The Four Root Causes: Diagnose whether a performance breakdown stems from Unclear Expectations, Missing Skill/Knowledge, Motivation/Confidence, or Time, Tools & Resources.
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Cause Before Cure: Follow a structured 4-step diagnostic inquiry (Check the Setup · Check the Skill · Ask About Motivation · Choose the Response) before jumping to fixes.
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Curiosity Over Accusation: Separate system hurdles from individual effort, owning organizational breakdowns while maintaining high performance standards.
Workshop 2.4: Co-Creating the Development Plan (45 min)
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Beyond the Course Catalog: Move past the trap of relying solely on training courses by applying the practical 70-20-10 rule of thumb (From Doing · From Others · From Courses).
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Their Ideas First: Foster genuine ownership by asking employees what they want to master and who they want to learn from before adding manager recommendations.
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The One-Page Plan: Build focused, one-page Development Plans tied to real stretch tasks and check-in dates, establishing clear boundaries without promising unapproved promotions or pay rises.
Workshop 2.5: Handling Agreement (45 min)
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A Nod Isn't a Commitment: Spot passive agreement, compliance nods, and peace-keeping "yeses" that result in zero follow-through.
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Lock It In: Execute a reliable 3-step closing sequence: Ask What They'll Do in their own words, construct a When-Then Plan, and Book the First Check-in.
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Implementation Intentions: Pair goals with predictable daily triggers ("When [this happens], I will [do this]") alongside an explicit barrier plan for inevitable obstacles.
Workshop 2.6: Documentation & Follow-Up (40 min)
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Said and Written: Construct clear, factual summaries matching the review conversation across four sections: What We Discussed, What We Agreed, Follow-Up Dates, and Your Comments.
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Nothing New on the Page: Protect procedural fairness by ensuring private notes, unmentioned concerns, and sudden formal warnings never appear on the written record.
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Active Post-Review Follow-Through: Implement the three non-negotiable review close-out habits: Share It promptly for employee comments, Diary It immediately in both calendars, and Keep It Right in secure company records.
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).
The toolkit provides immediate operational scaffolding across the entire review lifecycle: setting up organisational review procedures and annual conversation cadences; recording regular check-ins and performance logs through the period; structuring employee self-reviews, manager preparation packs, conversation prompt cards, and 70-20-10 development plans during review meetings; navigating formal improvement plans and retention stay interviews; and managing system-wide calibration sessions, 9-box talent reviews, and annual system health audits.
What's Included in Your Download
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6 Complete Workshop Facilitator Guides: Word-for-word delivery scripts, micro-timing breakdowns, discussion prompts, coaching guides, and role-play scenario banks.
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Participant Materials & Role-Play Drill Cards: Integrated participant handouts, structured whiteboard layouts, and printable scenario role-play cards.
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Complete 18-Document Performance Review Toolkit: All 18 operational templates supplied in interactive Fillable PDF and fully editable Microsoft Word formats.
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Instant Digital Delivery: Immediate, unhindered download access directly after purchase.
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Single-Organisation Licence: Permanent, lifetime internal access across your business with zero recurring seat fees or annual subscriptions.