Training Course
Syllabus:
For most managers, conducting performance appraisals are among the least favorite supervisory task. Employees can sometimes meet this event with a good deal of trepidation. Organizations spend a great deal of time and effort on the performance appraisal process and yet are still not satisfied with the results.
In this seminar, we'll explore why this frustration exists and take a new look at how performance appraisals can become an effective and helpful method of supporting and reinforcing great contributions to the organization, as well as a user - friendly tool to help people grow in their jobs.
Bring your questions and challenging cases. We'll talk about how you can develop performance appraisals that will make a positive contribution to your organization and your team members.
This seminar will provide:
- Information on pre-employment documentation issues
- How to conduct performance evaluations: organizational goals and strategies
- A discussion of current approaches to performance appraisals - are they effective?
- How to draft performance appraisals
- The performance discussion
- Information on the personnel file
- How to document discipline and termination
9:00 a.m. - 10:15 a.m.
I. Pre-Employment Documentation Issues
A. Overview Of State And Federal Law Governing Information Gathering About Applicants
B. Job Application
C. The Interview
D. References And Background Checks
E. Drug Testing
10:15 a.m. - 10:45 a.m.
II. Conducting Performance Evaluations: Organizational Goals And Strategies
A. Setting Goals: For Managers, For Employees, For The Organization
B. Expected Outcomes
C. Creating A Strategy That Fits Your Organization
10:45 a.m. - 11:00 a.m.
Break
11:00 a.m. - 11:30 a.m.
III. Current Approaches To Performance Appraisals – Are They Effective?
A. Annual Reviews: Anniversary vs. Focal Point Reviews
B. Report Card Approach
C. Team Reviews
D. Goal Setting
E. Measurement And Follow-Up
11:30 a.m. - 12:00 p.m.
IV. Drafting Performance Appraisals
A. Reasons For Drafting Performance Appraisals
B. Identifying Common Mistakes In Appraisals
C. Guidelines For Drafting Appraisals
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 1:45 p.m.
V. The Performance Discussion
A. Preparing For The Evaluation Meeting
B. When, Where, Who, What, How
C. Covering All The Bases
D. Next Steps – Follow-Up
1:45 p.m. - 3:00 p.m.
VI. The Personnel File
A. What Goes In The File?
B. Confidentiality And Privileged Information
C. Who Maintains The File?
D. What Can Be Released To Third Parties?
E. How Long Do You Keep Records?
F. Does The Employee Have A Say?
G. Saying Too Little/Too Much
3:00 p.m. - 3:15 p.m.
Break
3:15 p.m. - 4:15 p.m.
VII. Documenting Discipline And Termination
A. Potential For Liability
B. Creating A Record A Jury Will Love
C. Discipline And Discharge Checklist
D. Post-Termination Issues
4:15 p.m. - 4:30 p.m.
VIII. Question And Answerddd | 
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