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How can you help your team to set performance goals and review these with them?

Performance reviews are a necessary, and essential, part of any workplace. Although they do sometimes have a bad reputation, it’s these reviews that give everyone the opportunity to better understand their role, to set key goals and to monitor progress. Whether you’re new to management, or looking to improve your team management skills, a strong approach to performance reviews is essential.

Take the process seriously

A quick, unstructured chat over a coffee might feel more enjoyable than something more formal but it could also fail to deliver the right results. So, make sure you have a structured process in place, a set timeline for everyone to adhere to and one that makes sense in terms of when your business conducts performance reviews or hands out bonuses.

Key steps involved in goal setting and review

On the basis of a 12-month cycle, there are five key stages to consider when it comes to performance goals and review.

Month 1 – setting goals

Start the yearly cycle by sharing goals and objectives with the entire team. Meet with each employee to ensure they’ve absorbed the company’s goals and to define their own personal goals for the year. Use a clear framework for individual goal setting – Specific, Measurable, Achievable, Results-oriented, Time-bound (SMART) will ensure that the objectives you set are within reach.

Month 3 (and every quarter after that)

Rather than attempting to summarise an entire year in a single performance review at the end of 12 months, it’s often preferable to check in throughout the year. The idea of each check in will be to sit down with the SMART goals defined at the start of the year, look at expectations and see what the employee has achieved in terms of results. Take notes from each one so that you have more to work from at the end of the year too.

Month 10 – Employee preparation

Now is a good time to give employees notice that they should begin preparing for the review and to agree a date for the end of year review. Ask employees to begin compiling their own results, as well as completing any forms that company requires.

Month 10 – 11 – Manager preparation

It’s not just employees who need to prepare for performance reviews. As a manager you’ll also need to compile notes, results and data, as well as gathering feedback. Identify the structure that you want to use for your performance reviews and then stick to this so that you’re using the same approach for every employee. It’s important to ensure that every review identifies areas for improvement but also provides encouragement.

Month 12 – Carry out the performance reviews

Remember that different people respond differently to reviews so it’s worth tailoring your approach to personality types while retaining that key consistent structure. It will also be important to encourage employees to feedback on the review process itself to make sure that it works.

Our Performance Review Skills course is ideal for managers looking to get more from employees via effective reviews.

In-House Training with PTP

PTP stands for Practical Training for Professionals and our aim is to make our training as practical as possible so delegates can return to the workplace with skills they can implement immediately. PTP now delivers training to over 40% of the FTSE 100.

What you get for your money

What is 1-to-1 training?

1-to-1 training can be based on any of the 100 plus courses that PTP provides, it includes an initial telephone conference of up to 1 hour, a 1/2 day (3.5 hours) on-site one to one training session at your premises with one of PTP's expert trainers and then a further telephone conference call of up to an hour within 2 weeks of the on-site visit.

You have the option of a line manager being involved in both telephone conferences, the second telephone conference which can be for feedback and action planning is generally scheduled during the on-site visit.

Who does 1-to-1 training suit?

Individuals taking on a new challenge or responsibilities. Professionals who want a trusted "sounding board" and thinking partner. Executives or managers who want to enhance their leadership effectiveness to achieve organizational and career success. Executives and professionals wanting to compete successfully but still retain balance in their life. Individuals who want to understand their blind spots so that they don't stand in their own way on their path to success. Executives and Professionals who want to improve their interpersonal skills so as to be more effective with bosses, peers, subordinates, or people in general. How much does 1-to-1 training cost?

A 1-to-1 training session costs from as little as £400 + VAT and will include an initial telephone conference of up to 1 hour, a 1/2 day (3.5 hours) on-site training at your premises and then a further telephone conference call of up to an hour within 2 weeks of the on-site visit.

What is U-Choose?

Choose from any of the 150 plus courses that PTP provides, and choose from 1 of our 50 plus UK wide training venues. You must book for 2 or more delegates and at least 4 weeks in advance, but that’s it, the course you want where you want it. The reason we ask for a minimum of 4 weeks notice is to enable us to market the course you have scheduled to other companies and organisations. However, if we fail to sell any additional places we guarantee to run the course just for you.

How much does U-Choose Training cost?

U-choose costs the same as our normal open courses i.e. the normal delegate rate. This includes lunch and refreshments throughout the day, framed certification and comprehensive training notes. A U-Choose booking can only be confirmed once we receive payment which can be made via credit/debit card, BACS or cheque. Payment is due at least 4 weeks before the date you request. Please note to be eligible for U-Choose you must book a minimum of 2 delegates on the same course & date.