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Successful Manager
Informative Interview

Managing Performance and Appraisal

Guidance & Inspiration

The annual appraisal is often seen as the lynch pin of organisational performance management and can influence pay, bonus and progression. However, in successful organisations, performance discussions and management are daily, weekly and monthly conversations. 


The key is effective and honest communication between the team member and manager. Managed well, appraisal conversations can be motivational and develop performance. Managed poorly and they can quickly create disillusionment and resentment.


This programme will look at appraisal best practice and provide tips on getting the best from performance conversations.  

Who's it for?

Any manager who needs to conduct formal appraisal meetings or hold performance conversations with team members on a regular basis.





Indicative Duration - 1 day

Learning Objectives

By the end of this programme, participants will be able to: 

  • Prepare for the appraisal meeting and gather examples of achievement and areas for development 

  • Build rapport with the appraisee and create a comfortable environment which encourages openness 

  • Facilitate conversations that encourage self-assessment by the appraisee 

  • Feedback to individuals in a constructive and forward looking way 

  • Agree objectives for the next performance cycle 

Learning Content

  • The performance cycle and manager’s role 

  • The 10-point appraisal plan 

  • Gathering examples of competency for feedback 

  • Structuring the meeting 

  • Reviewing objectives and self-assessment 

  • Questioning techniques to encourage conversation 

  • Setting objectives the SMARTER way 

  • Delivering motivational and developmental feedback 

  • Remaining emotionally neutral 

  • Dealing with poor performance informally 

  • The role of discipline and grievance 

  • Following up on performance and appraisal meetings 

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