Practical Steps for Effectively Conducting Performance Appraisal, Coaching & Counseling Interactions

This course equips participants with practical techniques for conducting performance appraisals, coaching, and counseling sessions.
Duration: 1 Day
Hours: 1 Hour
Training Level: All Level
Batch Two
Thursday, April 17, 2025
02:00 PM - 03:00 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the Course:

The American Compensation Association found that companies that have implemented effective Performance Management programs:

  • Have higher profit, better cash flow & higher stock value
  • Benefit from significant gains in productivity
  • Realize higher sales and sales growth per employee
  • Effective Performance Management programs can be viewed as a ‘win-win-win’ with:
  • Leaders finding that the approach:
  • Focuses organizational energy on strategic business objectives
  • Managers & supervisors finding that it makes it easier to:
  • Talk to employees about their performance & development opportunities
  • Identify & communicate what their employees should be doing
  • Explain their promotion & raise decisions
  • Employees, to a greater extent, understand:
  • How to improve their performance
  • Where to concentrate their personal development efforts
  • The career paths that may be available

A primary reason employee sometimes don’t do what they are supposed to is a lack of clear communication, which can be greatly improved through well-designed and executed performance appraisals, coaching, and counselling programs.

Course Objective:

In a perfect work environment, managers would provide their direct reports with continual feedback. Employee feedback is key today because of the rapid changes occurring in organizations, necessitating that employees continually upgrade their skills. Annual conversations do not meet this need.

However, many managers struggle with this need for ongoing coaching because of the demands on their time, and some lack the required techniques. Employees used to expect to work for a boss. Today, they want and need a coach. They want personal and professional development to help them meet their goals.

Regardless of the strain on their time, better managers know that performance management - including performance appraisals supported by ongoing coaching and counselling is the essence of their jobs as managers.

These better managers know that performance management:

Establishes and clarifies expectations - Research has shown that only half of employees clearly understand what is expected of them. Effective managers align employees' expectations with their responsibilities as managers and the organization's goals.

Provides employees with feedback on the spot-when they most need it-to help them perform better and exceed their capabilities. Employees who agree that their manager provides them with timely and meaningful feedback are about three times more likely to be engaged.

Creates individualized accountability - less than half of employees feel their manager holds them accountable for their performance responsibilities. The essence of performance management leading to performance development is built on accountability.

Performance appraisals supported by daily coaching and counselling inspire employees to perform to their capabilities, resulting in a win-win-win - for the organization, the employee, and, not least, the least of which is the manager who is building a high-performing team.

Who is the Target Audience?

  • Leaders, Managers, Human Resource professionals or Supervisors who want to improve their existing Performance Appraisal process and/or enhance their Coaching, Counseling or Appraisal skills, SHRM Associations, and HR Groups on LinkedIn.

Basic Knowledge:

  • Basic Knowledge: functioning of a team and the management.

Curriculum
Total Duration: 1 Hour
Rationale for and the Anticipated Payback from Performance Management

  • Why Performance Management is Necessary in Today’s Business Environment  
  • The Financial Impact of Performance Management  
  • The ‘Win - Win - Win’ of Performance Management  

Implementing a Performance Management Program

  • Three Tools Needed to Facilitate Your Appraisal Program  
  • How to Utilize Organizational Success Factors & Core Competencies in Performance Management  

Ongoing Coaching and Counseling - that Supports Your Appraisal Message

  • Why Employees Don’t Do What They Are Supposed to Do  
  • Why do Managers Often Want to Avoid/Put Off Giving Feedback?  
  • The Fallacy of Putting Off Giving Feedback on Performance  
  • Five Techniques for Giving Feedback  
  • The Differences between Coaching & Counseling  
  • When to Coach & When to Counsel?  
  • Work Situations That May Require Coaching  
  • Work Situations That May Require Counseling  

Preparing for a Performance Appraisal Interview

  • Mutually Establishing and Clarifying Expectations: Objectives and Competencies  
  • Using S.M.A.R.T. Performance Objectives  
  • Resources for Establishing and Defining Objectives and Desired Outcomes  
  • Reasons for Documenting Employee Performance  
  • Creating Achievement/Incident Files  
  • Utilizing the F.O.S.A. Performance Documentation Format  
  • Questions to Ask Yourself When Preparing for a Performance Appraisal  
  • Useful Information to Gather Before Starting an Appraisal  
  • 11 Steps to Prepare for an Appraisal Interview  

Conducting Effective Performance Appraisal Interviews

  • Seven Objectives for the Appraisal Interview  
  • Performance Appraisal Discussion Starters  
  • Six Techniques for Conducting Performance Appraisals  
  • A Performance Appraisal Checklist for Managers:   
    • Personal Preparation
    • Conducting an Appraisal Interview
    • Closing the Discussion
    • Post Appraisal Follow-Up