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We have enjoyed a successful working relationship with TreeLine over the past several years. We have purchased a large amount of their content and have worked with them on numerous programs. They created a series of Grab n’ Go modules for our HR operations group to educate supervisors and managers which have been very successful.

Teresa Fugitt, Training and Development, Devon Energy


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Course Library > HR & Training > Performance Management
Performance Management 
This performance management program teaches you the basic concepts of a performance management system and the means needed for building and implementing a performance strategy within your organization. This understanding empowers you to translate your strategy into actions that can be measured and monitored throughout your organization.
Create ownership and accountability in your employees by giving them meaningful goals, develop credible measurements that impact results and have meaning for the employee and the organization, and when needed, follow a fair and objective plan for progressive discipline when performance problems haven’t been solved through other means
Course Length : One Day
Course Format : CRPL
Course Objectives : Successful completion of this course will increase your knowledge of and ability to:
  • Understand the elements of an effective performance management system
  • Help employees create individualized performance goals
  • Provide clear direction so that employees know what is expected of them
  • Offer ongoing feedback for positive guidance and improvement
  • Develop credible measurements that impact results and have meaning for employees and the organization
  • Establish an accountability system for non-performance
Course Outline :

I.     Overview

  • What is a performance management system?
  • What are the elements of a performance management system?
  • Why use a performance management system?

II.    Establishing performance goals

  • The benefits of setting expectations:
    • Let employees know what you expect
    • Integrate new members into your department/organization
    • Give employees written goals to measure their performance by – create a culture of ownership and accountability
  •  Translating organization goals into individual performance goals
  • Turning general goals into measurable performance plans (action plan)
  • Common goal-setting mistakes
  • Activity: Process of translating a corporate goal into an individual performance goal
  • Manager’s checklist

III.    Proactive coaching

  • The benefits of proactive coaching:
    • Head off problems before they develop
    • Keep staff/department productive and happy/motivated/satisfied
    • Improve communication between managers and their employees
    • Create a culture of continuous learning
  • The process of making observations and giving feedback (SMART)
    • Set people up for success
    • Make an observation
    • Assume positive intent
    • Recreate the specific behavior
    • Talk about the future
  • How to conduct a quick coaching session
  • Activity: Translating general comments or opinions into observable, measurable behaviors. 
  • Manager’s checklist

IV.  Measuring and evaluating performance

  • The benefits of measurement and evaluation:
    • Align organization and individual goals to increase corporate performance
    • Help employees to continue to develop their skills
    • Clearly track and communicate individual and department performance to upper management
    • Determining what to measure, how to measure and how often to measure
  •  How to reward performance goals that are met or exceeded
  • Activity: Choosing the right measurements.
  • Manager’s checklist

V.    Recognizing performance gaps

  • The benefits of recognizing performance gaps
    • Recognize problems and address them appropriately (so more drastic measures don’t have to be taken)
    • Determine why standards aren’t being met
    • Generate buy-in from employees to meet performance standards
  • Eliminate obstacles to meeting performance goals
  • Establishing accountability for non-performance
  • Developing performance improvement plans
  • Activity: Confronting non-performance
  • Manager’s checklist

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