Performance Management Training Course

Performance Management Training

Designing Fair, Effective Performance Processes That Drive Real Results

Please inquire for pricing | Available Online and In-class

Date Venue Duration
Available on Request Sandton Available on Request

Course Introduction

A well-run performance management system drives productivity and development; a poorly run one breeds resentment and disengagement. This Performance Management Training Course equips managers and HR professionals to design, implement, and conduct fair, effective performance processes throughout the employee lifecycle — from goal-setting through to managing underperformance.

 

Through practical role-play of performance conversations and case studies on rating calibration, you’ll work through goal alignment, KPI design, difficult conversations, and structured improvement plans. You’ll leave with a working performance review template you can take directly back to your organisation.

Course Objectives

This Performance Management Training Course equips you to design, run, and continuously improve performance management processes that are fair, consistent, and aligned to organisational goals.

By the end of this Performance Management Training Course, you’ll be able to:

  • Design a performance management cycle that aligns individual and organisational goals

  • Set clear, measurable performance objectives and KPIs

  • Conduct fair, constructive performance conversations, including difficult ones

  • Differentiate between performance and potential when planning development

  • Apply rating and calibration techniques that keep ratings consistent and defensible across teams

  • Address underperformance through structured, legally sound improvement plans

  • Link performance management processes to the disciplinary process where required

  • Build a working performance review template ready for your own organisation

Course Benefits

  • A Cycle That Actually Works: Design a performance cycle that connects individual goals to organisational strategy, not a once-a-year formality.

  • Confident, Fair Conversations: Handle even difficult performance conversations with structure and composure.

  • Consistent, Defensible Ratings: Apply calibration techniques that keep ratings fair and consistent across managers and teams.

  • Underperformance Handled Correctly: Structure legally sound improvement plans that protect both the employee and the organisation.

  • A Template, Not Just Theory: Leave with a working performance review template built for your own organisation.

Who Should Attend

This Performance Management Training Course is designed for:

  • HR Managers and Officers Responsible for Performance Systems

  • Line Managers and Supervisors Conducting Performance Reviews

  • Team Leaders New to Managing Performance Formally

  • Anyone Involved in Setting KPIs or Conducting Appraisals

Human Resource (HR) Courses

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

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.

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