Performance Management

People and organizations are under constant pressure to perform at increasingly high levels. The probability of achieving targeted results is significantly increased when both managers and employees work within a practical and focused performance management framework.

This one-day course equips supervisors and managers with concepts, tools and skills to enhance the value of their organization’s Performance Management process. In this one-day course, you will learn the basics of performance management.

Effective performance management includes three steps – Planning, Coaching, and Reviewing. Planning ensures that performance goals are clear and mutually understood, that there is appropriate alignment between individual goals and the organization’s direction, and that both managers and employees understand how the results are to be achieved. Coaching needs must be assessed and then addressed with appropriate detail and frequency throughout the performance period. The Reviewing step includes evaluating actual results achieved, providing feedback about the results, and determining performance ratings.

Each step in the performance management process provides the foundation for the subsequent step, and ensures that managers and employees are able to have meaningful and fact-based dialogue which will leverage successes and create useful insights from challenges.


  • Plan individual and team goals in alignment with the organization’s goals and help others see how their work connects to higher-level goals
  • Formalize and communicate clear and achievable annual performance goals for each individual
  • Provide appropriate context and required information when assigning work
  • Give individuals the freedom they need to complete assigned work
  • Be available to individuals as they complete assigned work
  • Provide specific feedback and explicit agreements about future actions
  • Provide work assignments that are challenging and developmental
  • Create a positive experience when reviewing progress
  • Provide feedback in the context of previously defined performance standards

Target Audience

Supervisors and managers who want to learn the concepts, tools, and skills to enhance the value of their organization’s Performance Management process


Expected Duration

1 day

Course Objectives

1. Performance Management at the organization

  • What does the organization expect of managers?
  • What does the organization expect of employees?

2. The Basic Process for Managing Performance

  • Step 1: Planning Performance
  • Step 2: Coaching Performance
  • Step 3: Reviewing Performance

3. Principles of Performance Management

  • Step 1: Planning Performance
    • Establish performance focus
    • How to establish and write clear performance goals (using outcome, measurement, and timeframe)
    • Align goals with the organization’s goals (alignment matrix)
    • Assess support requirements (information, training, and development)
    • Build and confirm the plan (link goals to actions and milestone dates)
    • Ensure that the employee(s) have the capacity to execute the plan
  • Step 2: Coaching Performance
    • Determine coaching requirements
    • Plan your coaching activities and align with employee performance plan
    • Provide ongoing coaching against performance plan
    • Use the four-step Feedback Loop to provide informal verbal or written interim feedback
      • Catch someone doing something right
      • Use constructive feedback to promote development
  • Step 3: Reviewing Performance
    • Review actual results (on a specified frequency, to a previously agreed standard)
    • Provide formal, written feedback about results (using the Four Step Feedback loop)

4. Provide Challenging Assignments for Employees

  • Looking at the work to be done and identifying the employee
  • Working with an employee and finding work which represents a development opportunity
  • Clearing the path to facilitate success
  • Factors to consider when deciding whether to provide a developmental opportunity