Fill out our simple online contact form and one of the team will get straight back to you.


1 day

What is this course about?
All too often, appraisals can turn into a confrontational meeting where the manager can have difficulty getting their point across successfully and the appraisee can become defensive and resistant to change. As a result managers learn to loathe them and employees fear them. This course will highlight a number of approaches and a wealth of techniques and tactics to ensure that the appraisal process becomes more structured, productive and positive.

This one-day course is designed to examine the principles of the performance appraisal system and how to get the best out of it from everyone’s perspective.

It is vitally important for organisations to achieve continuous improvement. Conducting productive appraisals is a key skill requirement if managers are to improve their team’s performance. Whether to review progress, assess performance, identify training needs or set objectives, when conducted effectively the appraisal process will have considerable benefits to both the organisation and the individual.

This course will demonstrate how to better prepare for, and run, successful review meetings. Through work-related workshops and exercises, delegates will improve their skills in appraising and developing staff. Also, the course is very useful for HR managers who want to improve the outcomes and effectiveness of their appraisal process.

Key topics covered

  1. The purpose and outcomes of appraisals
  2. The appraisal system
  3. Planning the performance appraisal interview
  4. Target / objective setting
  5. The interview
  6. Confident Communication Techniques
  7. Self-audit
  8. Follow-up to the appraisal

Who would benefit?

  • HR managers
  • Line managers
  • Senior managers
  • Team leaders


Specific course objectives will be for delegates to:

  • Understand the benefits and purpose of appraisals for both appraiser and appraisee
  • Understand how to set clear objectives
  • Be able to prepare, structure and confidently run an appraisal interview
  • Assess performance based on the behaviour observed and give feedback effectively
  • Improve listening skills and tackle performance problems effectively
  • Improve communication skills and remain fair and consistent with all staff
  • Show empathy and encourage and motivate staff to perform more effectively
  • Practise questioning and interviewing techniques
  • Understand what a competency framework is and define the rating system

Key topics covered

1. The purpose and outcomes of appraisals

  • What is performance appraisal?
  • The uses to which the results are put
  • Benefits of performance appraisal
  • Your role and responsibilities
  • The direction of appraisals

2. The system

  • An overview of the system
  • The stages and timetable
  • Completing the paperwork

3. Planning the performance appraisal interview

  • The plan – why / who / what / when / where = how?
  • The environment, timing
  • Setting an agenda – looking back, reviewing now, looking forward
  • Planning questions, preparing answers

4. Target / objective setting

  • How to draft objectives / targets
  • Negotiating agreement
  • The moving goal posts
  • Making it a motivating and not a daunting operation

5. The interview

  • How the appraisee feels / how you feel
  • Developing your own style
  • Being ‘fair’
  • Setting the scene
  • Outlining the agenda
  • Balance of communication
  • The questions
  • Praise / criticism – or helpful realistic reflection of performance
  • The positive / negative balance

6. Confident Communication Techniques

  • Setting the tone
  • Showing understanding
  • Demonstrating confidence
  • Confidentiality
  • Dealing with a variety of challenging responses and unresponsiveness

7. Self-audit

  • Reviewing the process
  • Making changes

8. Follow-up

  • Keeping the process continuous
  • Following up coaching, training needs
  • Keeping your word
  • Reviewing targets

In-company training

Are you interested in running this course for your team or organisation?

This programme can be delivered on a date of your choice and at a location of your choice, in other words exactly where and when you need it!

From the outset we will provide you with expert advice and you will be assigned your own personal training adviser who will stay with you throughout the process. Every team is different so we will provide you with a tailored training programme, designed around your team’s needs and focused on your desired outcomes.

All courses are followed up by a full training evaluation report and certificates of learning for each delegate. For groups of up to 12 delegates per course, our in-company training is a very cost-effective way to develop your people and improve team performance.

Get in touch today for a full quotation to suit your budget. To discuss your requirements in more detail with one of our friendly advisers please call on 0845 130 5714 or email one of the team at Alternatively you can complete the short contact form below.

Getting in Touch

If you would like to discuss your appraisal skills training requirements with someone on the phone, please call us on 0845 130 5714 and you will be put straight through to one of our friendly advisers who will be pleased to assist you further.

Alternatively if you would prefer you can email us at or fill out our simple online contact form below and one of the team will get straight back to you.

If the exact solution does not already exist in our portfolio we will design something specifically for you.