Confidently Approach Your Performance Review Responsibilities

Conducting the Performance Appraisal Module

Overview
Supervisors want to be able to accurately reflect the performance achieved during the period and present it in a way that helps the employee build on identified success, and/or improve their performance. This module focuses on how to share observations and conclusions regarding observed performance, identify strengths and performance successes, discuss performance problems and set new performance expectations for the upcoming period.

Objectives

Participants in this training will learn to:

• Identify specific goals and expectations for individual performance
• Use appropriate documentation to measure individual performance
• Provide necessary resources to help individuals perform to the best of their ability
• Practice interpersonal communications skills necessary for individual and team success
• Provide effective and timely performance feedback throughout the course of the appraisal period
• Provide effective feedback during a formal performance appraisal session
• Prepare for the performance feedback session. In particular:
   -Review documentation
   -Identify successes and failures during the period
   -Complete the appraisal form in accordance with established procedures
   -Recognize and account for potential “rater errors”
• During the performance feedback session:
   -Review the expected performance and its standards and how they serve team and organizational goals
   -Clarify any ambiguities regarding the performance or its standards
   -Share observations and conclusions regarding the observed performance
   -Identify individual strengths and performance successes
   -Define any performance problems
   -Using documentation and observable data, determine the causes of the problem
   -Gain alignment concerning the approach to performance issues
   -Use procedures, principles, and values to resolve conflicts regarding the performance appraisal
   -Make a plan with the associate/employee to resolve any performance issue
   -Create the performance plan for the next appraisal period

Scope: 12-24 participants per workshop

Duration: One half day