Conducting Performance Reviews Training

Conducting Performance Reviews Training Outline

Module 1: Performance Review Fundamentals

Purpose and Preparation

• Performance reviews vs. ongoing feedback (and why both matter)
• Legal compliance and documentation requirements
• Gathering comprehensive performance data throughout the year
• Setting realistic expectations for review conversations

Review Planning

• Creating balanced assessments that highlight strengths and growth areas
• Using specific examples and measurable outcomes
• Preparing for difficult conversations about poor performance
• Coordinating with HR and understanding company policies

Module 2: The Review Conversation

Conducting Professional Reviews

• Creating a comfortable environment for honest discussion
• Starting with strengths and positive contributions
• Addressing performance gaps constructively
• Encouraging employee self-assessment and input

Goal Setting and Development Planning

• Setting SMART goals for the coming period
• Identifying development opportunities and career growth
• Creating action plans with specific timelines
• Aligning individual goals with team and company objectives

Module 3: Difficult Conversations and Documentation

Handling Challenging Reviews

• Delivering negative feedback without destroying motivation
• Managing emotional reactions during reviews
• Performance improvement plans and corrective action
• When reviews involve potential termination discussions

Documentation and Follow-up

• Writing reviews that are fair, accurate, and legally defensible
• Following company procedures for review completion
• Regular check-ins between formal review periods
• Tracking progress on goals and development plans

Module 4: Building Performance Culture

Beyond Annual Reviews

• Providing ongoing feedback throughout the year
• Recognizing achievements and addressing issues promptly
• Creating development opportunities based on review insights
• Using reviews to improve team performance overall

Hands-On Components:

• Practice review conversations with role-playing
• Sample review writing and feedback exercises
• Difficult conversation scenario practice
• Goal-setting and development planning workshops

What You'll Walk Away With:

• Confidence to conduct fair and effective performance reviews
• Skills for difficult conversations about performance issues
• Understanding of legal requirements and documentation standards
• Ability to set meaningful goals and development plans
• Techniques for building ongoing performance management

Note: For managers and supervisors responsible for employee performance reviews. Focus on fair, constructive feedback that develops employees while protecting the organization.