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Introduction to employee performance management

Minimize training costs, retain employees, and become a more effective manager

Susan Schoenfeld

Do you wish you didn't have to give performance reviews? Do you think that part of your job as manager is giving your employees an annual performance review? If you answered "yes," you need to sign up for this program.

Performance management is not simply going through the motions of an annual performance review for each of your employees. It's an ongoing process that begins with collaboratively setting goals and objectives and continues with feedback, coaching, training, and monitoring employees' performance with regard to the objectives of both the company and the individual employees themselves. Only then do you get to the performance review—and then the cycle begins again.

Unhappy employees lead to disruptive turnover and the high cost of new hires. Performance management keeps employees and managers on the same page and helps employees gain the skills they need to be successful. Done correctly, the process supports employee retention, helps develop the best people for succession planning, and aids in process improvement. Join Susan Schoenfeld to learn techniques to ensure performance management is an ongoing process on your team.

In this 90-minute hands-on training, Susan teaches you how to develop performance objectives and SMART goals, provide constructive feedback, coach employees using a variety of methods, conduct a performance appraisal, and write a professional development plan.

What you'll learn-and how you can apply it

By the end of this live, online course, you’ll understand:

  • How to set SMART (specific, measurable, agreed upon, realistic, and trackable) goals with the employees you manage and clarify expectations
  • How to monitor and evaluate employee performance

And you’ll be able to:

  • Lead a coaching session for an employee who needs to improve a particular skill or behavior
  • Prepare and conduct a performance appraisal
  • Create a professional development plan to help employees gain the skills they need to be successful

This training course is for you because...

  • You're a manager who wants to understand the performance management cycle so you can ensure performance management is an ongoing process on your team.
  • You're a manager who wants to improve the performance review process in your organization.
  • You're a manager who wants to develop and enhance the skills of goal setting, providing feedback, coaching, and designing performance improvement and professional development plans.


  • Experience managing a team of any size

Recommended preparation

About your instructor

  • Susan Schoenfeld works with the Leaders Institute providing team-building programs for corporations. Susan has over 20 years of corporate experience. Previously, she was a professional development and performance management consultant at Baker & McKenzie, spent more than 11 years as professional development director at Foley & Lardner LLP, and was the training manager at Extendicare Health Services. Susan has taught courses at several universities, including Marquette University and UWM, and has provided customized coaching, seminars, strategic planning, and motivational speaking services to individuals, businesses, and community groups statewide. She has also taught several workshops to law firms and legal associations and has coached executives on management skills and presentation techniques. Some of her clients include Hyatt Corporation, Time Warner, and the National Association of Realtors. Susan is a certified DISC instructor and has authored articles for several professional journals.


The timeframes are only estimates and may vary according to how the class is progressing

Introduction to performance management and SMART goals (30 minutes)

  • Lecture: Understanding the performance management cycle—setting goals and expectations, doing ongoing coaching and feedback, providing training and development, and documenting and monitoring performance; understanding objectives and SMART goals
  • Hands-on exercises: Explore the team that you manage; choose an employee you manage who is a low to average performer, and write one SMART goal that you can use in the future to help that individual improve their performance
  • Q&A

Feedback and coaching (30 minutes)

  • Lecture: How to provide effective feedback and constructive criticism; how to lead an effective coaching session to further an employee’s development
  • Hands-on exercises: Write an example of feedback that you might give to someone you manage; discuss how you would conduct a coaching session
  • Q&A

Performance appraisals (30 minutes)

  • Lecture: How to prepare for a performance appraisal; what to include in a performance appraisal; how to conduct a performance appraisal; how to write a professional development plan
  • Hands-on exercises: Think of an employee you manage who needs to develop a particular skill, and list a goal and an action step that the employee can do for self-improvement; analyze a performance appraisal scenario
  • Q&A