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Leadership and Management - Appraise the Workforce, Improve Performance

Course overview

Learn how to prepare for and conduct appraisals and understand the interpersonal skills required of the appraiser.

Course duration

1 day

Delivery method

Flexible (Online/Classroom)


Open participant course: £195 per person - maximum 10 people

Closed company course: £1,000 per course - maximum 10 people

Suitable for

Those who need to prepare, deliver or manage well-structured, documented appraisal programmes.

Learning outcomes

This course explores the tools that can be used in preparing for and structuring appraisals, including how to agree, set and monitor clear, measurable objectives.

You will learn how to recognise and address performance problems and offer positive and negative feedback with supporting evidence. By exploring the use of competencies you will be able to plan and support ongoing staff development.

Course content

Module One - Introduction:

  • What is assessing performance?
  • The importance of performance appraisals
  • Benefits for the manager, the individual and the organisation
  • What is an appraisal and what is not

Module Two - Preparation and Process:

  • Planning, logistics and pre-meeting preparation
  • Appraisal documentation
  • 360 degree feedback
  • Competency frameworks and models
  • Structuring appraisals
  • Content of appraisals
  • Appraisal meeting preparation checklist

Module Three - Delivering Appraisals:

  • Conducting a performance appraisal
  • Competencies and their importance
  • Skills, knowledge, social role, traits, motive
  • When performance requires improvement
  • Addressing performance problems
  • Four step plan
  • Performance issue strategies
  • Performance improvement plans
  • Developing goals and actions
  • SMARTER goals and objectives
  • PDPs, PIPs and training and development
  • Recording and closing the meeting

Module Four - Interpersonal Skills:

  • The Johari window and the BOOST process
  • Key interviewing skills
  • Effective questioning techniques
  • Providing positive and negative feedback
  • Evidential feedback
  • Summarising and follow up

Course requirements

This course can be delivered remotely or in a classroom environment, to suit your requirements.

Delegates must have the following equipment to attend this training remotely:

  • PC or laptop with a microphone and speakers (webcam is preferred but not essential)
  • Access to the internet and web browser application (e.g. Google Chrome)
  • An email account for file sharing

For more information about this course please contact us.

Queens Court Regent Street Barnsley South Yorkshire S70 2EG
Tel: 01226 216760 | Email: |

These course details were downloaded on 20/04/2024

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