Conducting Great Performance Appraisals

Workshop Name: “Help! I have to do performance appraisals!”

Conducting performance appraisals is a key part of performance management, and yet it is often viewed as a necessary evil by both management and staff. This workshop take the mystery and misery out of performance appraisals and helps managers learn the necessary skills, process and attitude needed to conduct effective and positive appraisals.

  About Performance Appraisals
Participants explore performance appraisals based on history, past experience and value to performance in the workplace today. Participants also identify the barriers and benefits of performance appraisals, how they fit into the performance management cycle, and the role of both manager and staff in preparing for performance appraisals.

Measuring for Performance
Participants look at the process of setting goals, objectives and standards as they relate to performance measurement. These are then translated into observable behaviors in correlation with the goals and standards. Participants then identify what is currently being used in their organization to measure performance – and strategies to implement these if not in place

The Performance Appraisal Process
Participants learn the four steps to preparing and conducting effective performance appraisals, using a positive and objective coach approach. This includes also how to give positive and corrective feedback, how to identify and document performance indicators, dealing with legal issues and how to coach staff in preparing a their personal learning plan for the next period.

The Performance Appraisal
Using a cross section of effective performance appraisal formats, participants look at the key components of the performance appraisal, and compare their own appraisal forms (used in their organization). Participants then practice completing a performance appraisal using standard ratings and comments to measure performance standards.

Performance Appraisal Gremlins
Participants learn the many biases that negatively impact performance ratings, and gain awareness around their own rater biases. They also explore and learn strategies for behavioral gremlins that often show up when staff are feeling uncomfortable/stressed during an appraisal.

Conducting a Performance Appraisal
In small groups, participants edit sample performance appraisals and then takes turns role-playing the key parts in the performance appraisal process. Feedback and discussion is encouraged and participants create their own action plan for developing their skills further.



I really enjoyed this session, lots of good ideas to help with performance appraisals…this session was a good motivator to get with it…the material was excellent.
Pearl, Manger in Healthcare Facility

Excellent material and presentation, great participation… I feel more comfortable with each session.
Pat M., Manager of Building Maintenance

The facilitator was very flexible and realized where our needs were … I learned how to analyze performance problems, coach my staff, develop my own learning goals and track my accomplishments.
Debi F., Manager in Veteran’s Centre   

 Posted by at 11:54 pm