Perfecting Performance Reviews

The pressure of performance review season tends to be draining and nerve-wracking time of the year for the entire organization. As a manager, the task tends to be rather cumbersome, with the added responsibility of delivering annual evaluations for all your employees, which consumes the weeks before these reviews with research & analysis on every individual within your organization. While this process is essential for determining how well an employee performed throughout the year, and an opportunity to provide feedback and determine future goals, this annual expectation is also one of the most dreaded & daunting administrative processes that HR manages. This is an opportunity to prove your worth to your boss and get a leg up in your career, but with these reviews come the added stress of acknowledging weaknesses and setting productive goals for the upcoming year. Elevate’s Perfecting Performance Reviews seminar is designed to guide leaders through the process of “performance planning” to make annual expectation less daunting & more rewarding for everyone!

Module 1: Proactive Performance Management

  • The Shared Management Model
    • The Leader’s Role
      • Teach
      • Train
      • Coach
      • Counsel
      • Support
    • The Employees Role
  • How to set EXACT goals
    • Exciting
    • Assessable
    • Challenging
    • Time frame
  • Writing Tips

Module 2: Preparation

  • Preparation is KEY
  • Setting standards
  • Be a coach
    • What Coaching is/is NOT
    • Coaching Toolkit
      • Interpersonal communication skills
      • Helping skills
      • Mentoring skills
      • Teaching skills
      • Challenging skills
  • Aptitude + Motivation + Resources = SUCCESS
  • Checklist for Success

Module 3: Activation

  • Getting the Work done
  • Motivation
    • The Carrot
    • The Whip
    • The Plant
  • The Employee’s Responsibility: Take Ownership of Your Annual Performance Review
    • Be an effective Team Member
    • Be flexible
    • Be tolerant of Change
    • Be a problem solver
      • Identify issue
      • Understand all interests
      • List solutions
      • Evaluate options
      • Choose option
      • Document agreements
      • Agree to contingencies/monitoring/evaluation
    • Be Emotionally Intelligent
  • The 6 Seconds Model

Module 4: On-Going Evaluation

  • Performance Feedback
    • Characteristics of Effective Feedback

Module 5: The Big Day

  • Decide on some questions to ask
  • Plan to ask for (at least) one thing you want
  • Be ready to receive feedback
  • Understand and apply the Shared Management Model to proactively approach managing performance.
  • Develop techniques to adjust performance for successful outcomes
  • Incorporate emotional intelligence into day-to-day job performance
  • Prepare for a successful performance review
  • Benefits of focusing on performance planning rather than the annual performance review
  • Clearly define employee job duties and your expectations
  • How to set daily, monthly, and yearly goals
  • Communicate with employees frequently and constructively
  • How you can get the results you need from your employees
  • How to manage a coaching meeting
  • How to conduct a disciplinary meeting
  • Stress management techniques



  • Participant workbook 
  • Presenter slides and outlines 
  • Case Studies and Media as appropriate 
  • Role-play scenarios 
  • Post-training assessment 

Room Requirements 

  • Internet access for the presenter 
  • Screen 
  • Projector (if not ceiling mounted then a table or cart will need to be provided)
  • Training room must be able to comfortably accommodate the number of participants plus room to move around for various activities) 
  • Rounds or pods, a small table for presenter’s materials, chairs for all participants
  • One Flip chart and easel for each round table (for small group work) and markers

Additional Requirements 

  • Elevate will choose training facilitators whose background and expertise will support the subject matter and goals of the client 
  • Instructors will use a variety of instructional methods including lecture, group projects, discussion, and role play 
  • Participants are expected to be actively engaged in the learning process 

To customize your seminar please call 646-416-6441 or email