Conducting Effective Performance Reviews

Duration: 3 Days

This 2-Day course is suitable for any IT professionals who are interested in implementing Iterative Agile and Scrum methodologies to manage software development. This course is particularly suited to project managers, team leaders, developers and customers of software.

How can I attend my course?

After completing this course, students will be able to:

  • The importance of having a performance review process for employees.
  • How to work with employees to set performance standards and goals.
  • Skills in observing, giving feedback, listening, and asking questions.
  • An effective interview process and have the opportunity to practice the process in a supportive atmosphere.
  • How to make the performance review legally defensible.  

Course Outline

Performance Appraisals Done Well

What performance appraisals are and why they are important. The importance of building trust.

Errors We Make

The three most common errors made during performance appraisals.

Types of Performance Reviews

Common types of performance appraisals: formal reviews, informal reviews, probationary reviews, and 360 degree reviews.

The Performance Management Process

The four-stage performance management process

Goals with SPIRIT

SPIRIT acronym for goals. Setting short-term and long-term goals.

The Performance Management Cycle

The first two stages of the performance management cycle: the basis for review and performance standards. BAR’s and KRA’s.

Setting Standards

The importance of standards.

Creating a Performance Development Plan

A performance development plan. Participants will learn about the components of this type of plan.

Feedback and Communication

Feedback and communication tips.

Listening Skills

A closer look at listening skills.

Communication Strategies

Asking good questions, probing techniques, and body language.

Giving Feedback

Six characteristics of effective feedback.

Accepting Criticism

How to accept criticism graciously.

Planning the Interview

Planning the performance appraisal delivery.

The Interview

Basic interview format and practice.

Goal Setting

The first stage of the performance appraisal process: goal setting.

Providing Feedback

The second stage of the performance appraisal process: providing feedback.


The third stage of the performance appraisal process: coaching.

Appraisal Preparation

Preparing for an appraisal.

The Interview

Concluding the performance appraisal process with a  interview.

Maintaining Performance

Once an employee has achieved a particular level of performance, we usually want them to maintain that level. This session will explore some ways of doing that.

Handling Performance Problems

What to do if an employee is not achieving a particular level of performance.

The Part Where Someone Gets Fired

What steps to take when someone needs to be let go.

Pre-Assignment Review

Identify areas of improvement, and develop an action plan.

Performance Management Checklists

Review some checklists that they can use during the performance management process.

Workshop Wrap-Up

At the end of the course, students will have an opportunity to discuss and complete an action plan.

My Course Notes

You will receive a full set of course notes and all supporting materials for your course. Hard Copy Delivered to your premises or Downloaded to a chosen device.


To book this course please call +44 (0) 1444 410296 or email at

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