Performance Management Specialist.

Description:
This immersive training is designed for HR professionals, managers, and organizational leaders committed to transforming performance management from a bureaucratic annual event into a dynamic, strategic driver of growth. You will master the complete lifecycle of a modern performance system, from designing a business-aligned framework and cascading goals to facilitating fair calibrations and leveraging technology. Through real-world case studies and practical tools, you will gain the expertise to build a culture of continuous feedback, develop manager coaching skills, and use talent analytics to make strategic decisions that boost productivity, retention, and business outcomes.

Contents: 

Module 1: Performance Framework Design & Strategy

🎯 Objective: Architect a modern, business-aligned performance management system to replace outdated processes.
📘 Topics:

  • Conducting a Current State Analysis & Building the Business Case

  • Selecting the Right Model: OKRs, Continuous Feedback, or Hybrid

  • Integrating Performance Management with Talent & Business Strategy

  • Gaining Executive Buy-In & Communicating the Change
    📂 Materials:

  • Performance Framework Assessment Tool (Excel)

  • Stakeholder Buy-In Presentation Deck (PPT)

  • Implementation Roadmap Template (Word)
    🛠️ Activity:
    Analyze a case study organization and develop a proposal for a new performance framework to present to its executive team.

Module 2: Goal Setting & Strategic Alignment

🎯 Objective: Cascade organizational objectives into measurable individual and team goals.
📘 Topics:

  • Cascading Enterprise OKRs to Department and Team Levels

  • Crafting SMART Goals and Key Results for Impact

  • Developing Individual Performance & Development Plans (PDPs)

  • Aligning Cross-Functional and Remote Team Goals
    📂 Materials:

  • OKR Cascading Workbook (Excel)

  • SMART Goal Library with 100+ Examples (PDF)

  • Performance Development Plan (PDP) Template (Word)
    🛠️ Activity:
    Take a company’s strategic objective and cascade it into specific, measurable goals for two different departments.

Module 3: Coaching & Feedback Excellence

🎯 Objective: Equip managers to drive performance through effective coaching and constructive feedback.
📘 Topics:

  • Applying Coaching Models (GROW, FUEL) in Manager Conversations

  • Delivering Real-Time, Impactful Feedback

  • Structuring and Conducting Difficult Performance Conversations

  • Building a Manager Coaching Certification Program
    📂 Materials:

  • Manager Coaching Playbook (PDF)

  • Feedback & Difficult Conversation Script Library (Word)

  • Coaching Skills Self-Assessment Tool (PDF)
    🛠️ Activity:
    Role-play a coaching conversation with an underperforming employee and a separate discussion to recognize a high-potential star.

Module 4: Performance Calibration & Talent Analytics

🎯 Objective: Ensure rating consistency and translate performance data into strategic talent insights.
📘 Topics:

  • Facilitating Effective Performance Calibration Sessions

  • Identifying and Mitigating Rating Bias (Leniency, Halo, Recency)

  • Using the 9-Box Grid for Talent Segmentation

  • Measuring the ROI and Business Impact of Performance Initiatives
    📂 Materials:

  • Calibration Facilitator’s Guide & Toolkit (PDF)

  • Dynamic 9-Box Talent Grid Template (Excel)

  • Performance Analytics Dashboard (Power BI/Excel)
    🛠️ Activity:
    Analyze a set of manager ratings, identify inconsistencies and bias, and lead a mock calibration session.

Module 5: Technology Implementation & Change Management

🎯 Objective: Successfully select, launch, and embed performance technology for maximum adoption.
📘 Topics:

  • Evaluating and Selecting Performance Management Technology

  • Integrating Performance Tools with HRIS and L&D Platforms

  • Leading Change Management: Communication and Resistance Strategies

  • Tracking User Adoption and System Effectiveness
    📂 Materials:

  • Performance Technology Vendor Scorecard (Excel)

  • 90-Day Change Management & Communication Playbook (Word)

  • User Adoption & Satisfaction Survey Toolkit (Word)
    🛠️ Activity:
    Develop a comprehensive launch plan for a new performance platform in a change-resistant organization.

Registration Options:

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