Tel: 0844 394 8877

Boulden Management Consultants

Management Skills  >  Half-Day Courses

Performance Management

Training course in Performance Management

Conducting Successful Appraisal Interviews

Half Day Course

Course Brochure Download
Performance Management brochure
  • Set compelling objectives that motivate employees
  • Agree ratings and evaluations effectively and with self-confidence
  • Create tailored development plans


This fast paced, interactive half-day programme gives participants the knowledge and skills needed to conduct high quality appraisal interviews. Managing Performance is a key leadership responsibility and at the heart of that responsibility is (i) goal setting and (ii) feedback, including running formal appraisal interviews. This training covers the key elements of the appraisal process, namely, the ability to: set clear goals; give feedback; deal with ‘aggressive’ people and handle ‘difficult’ conversations. By the end of the workshop participants will be confident in their ability to run an appraisal interview that benefits the employee, the manager and the business.

Learning objectives

By attending this highly interactive and practical course you will:

  • Appreciate the core values and beliefs associated with delivering good quality appraisals
  • Master a range of development options for improving employees' skill levels
  • Understand how to set SMART goals
  • Discover a toolkit of powerful communication skills for facilitating the face to face meeting and dealing with resistance or disagreement
  • Learn an elegant method for running appraisal interviews with confidence and poise

Who should attend?

Anyone who wishes to be able to manage performance and conduct formal appraisals in an elegant and effective manner so that they, their employees and the Company benefit from the process.


The Key Principles of Performance Management

Understanding the underpinning concepts or key values that expert appraisal interviewers have as part of their mind-set.

  • What is Performance Management?
  • Understanding how Goals and Competencies link to appraisal
  • The golden rules for good performance management

Group exercise: brainstorming the golden rules

Understanding Performance Management Concepts

Good Performance Managers appreciate the three types of Appraisal that need to take place in order to motivate people, and have an understanding of the key components of designing a formal Appraisal Scheme. This involves reviewing:

  • The three types of appraisal
  • Scheme Design
  • Scoring and rating process
  • Preparation for the appraisal meeting
  • Planning to assess performa
  • Writing ‘good quality’ goals

Pairs exercise: writing a development plan

Running an Annual Appraisal Meeting

How to conduct a successful appraisal session.

  • Setting the scene
  • Running the meeting
  • Closing the interview

Pairs exercise: starting an appraisal meeting - getting the introduction ‘right’

Pairs exercise: using the ‘Pull Approach’ – getting the main body of the meeting ‘right’

Handling Disagreements

It is not uncommon to have a certain level of disagreement in an appraisal meeting (and sometimes there is actual hostility.) In these cases the skilled Performance Manager uses ‘assertive communication techniques’ to cope with difficult situations. Techniques at their disposal include:

  • The Three Step Assertive technique
  • The Broken Record technique
  • The Fogging technique

Pairs exercises: practising the Three Step Assertive techniques

Putting it all together

Planning and running a formal appraisal meeting.

Case study: participants discuss their real life scenarios, role play them with a colleague and receive feedback on their performance


Feedback is based upon peer review using Boulden assessment checklists. Completing the assessment checklists is not only valuable to the people involved in a given role play or case study, it also helps those completing them to gain an in-depth understanding of the building blocks that make up an outstanding appraiser.

Remote Training

All of our workshops can be delivered as Remote Training via e-learning modules plus Zoom based virtual workshops. Please see our Virtual Training page for more information.


Further information on this course is available by contacting
Boulden Management Consultants:
via our Contact form
Tel: 0844 394 8877