Module 1: Foundations of Performance Management
The purpose and value of a well-run performance management system
How poor performance management drives disengagement and resentment
Core components of an effective performance management cycle
Common performance management pitfalls and how to avoid them
Practical Exercise: Assess your organisation’s current performance cycle against best-practice components.
Module 2: Linking Performance to Organisational Strategy
Cascading organisational goals down to individual objectives
Aligning team-level KPIs with broader strategic priorities
Keeping goal alignment realistic during the year as priorities shift
Communicating the link between individual performance and business outcomes
Practical Exercise: Cascade a sample organisational goal down to three individual-level objectives.
Module 3: Setting Objectives and KPIs
Writing objectives that are clear, measurable, and fair
Balancing quantitative KPIs with qualitative performance indicators
Setting objectives for roles where output is difficult to measure
Avoiding common goal-setting mistakes that undermine fairness
Practical Exercise: Draft three SMART objectives for a sample role.
Module 4: Conducting Performance Conversations
Structuring effective feedback and coaching conversations
Preparing for and running difficult performance discussions
Balancing recognition and constructive feedback in one conversation
Documenting performance conversations correctly
Practical Exercise: Role-play a difficult performance conversation and receive structured feedback.
Module 5: Rating and Calibration
Common rating biases and how to reduce their impact
Running a fair and consistent calibration session
Keeping ratings defensible across different managers and teams
Communicating calibration outcomes to employees
Practical Exercise: Participate in a mock calibration session using sample performance ratings.
Module 6: Managing Underperformance and Improvement Plans
Identifying underperformance early and accurately
Structuring a legally sound performance improvement plan (PIP)
Setting realistic timelines and support for improvement
Differentiating a skill gap from a will or conduct issue
Practical Exercise: Draft a performance improvement plan for a sample underperformance scenario.
Module 7: Linking Performance Management to the Disciplinary Process
Knowing when underperformance shifts from a PIP to a disciplinary matter
Documentation standards that support a defensible disciplinary process
Coordinating with HR and legal on complex underperformance cases
Closing the loop: exit, improvement, or renewed commitment
Practical Exercise: Map the decision points for escalating a PIP into a formal disciplinary process.