16 Corporate Woods Boulevard | Albany, New York 12211 | Tel: 518.437.1600

Managing Performance

Available Dates: Request Dates
Class Length: 1 day
Cost: Call for Pricing

Class Outline:


This course teaches students the basics of creating a performance plan and the appraisal process. Students will learn how to conduct a performance-planning meeting, document the performance plan, provide positive and constructive feedback, coach employees during the appraisal period, appraise employee's performance, conduct an appraisal discussion, and document an appraisal. Course activities also cover communicating to performance problems to employees, making performance improvements, conducting a status meeting, and documenting ongoing communication. Students will also learn how to respond to a defensive employee, resolve conflict in an appraisal discussion, and understand the laws governing the appraisal process to reduce the risk of legal challenge.

Course Outline:

Unit 1: Understand performance management
Topic A: Performance management
Topic B: Performance management plan
Topic C: Job description

Unit 2: Performance-planning meeting
Topic A: Understand performance-planning meeting
Topic B: Process for providing feedback
Topic C: Coaching employees

Unit 3: Appraising employeeâ⿬⿢s performance
Topic A: Performance appraisal process
Topic B: Gather appraisal materials
Topic C: Prepare for an appraisal discussion
Topic D: Leading an appraisal discussion
Topic E: Respond to and resolve conflict

Unit 4: Legal appraisal
Topic A: EEO laws
Topic B: Risks of legal challenge

Unit 5: Performance improvements
Topic A: Plan performance improvements
Topic B: Conducting status meetings
Topic C: Maintaining documentation