Courses

For many teams, performance appraisal is a form filled in hastily in December, with ratings that come as a surprise and conversations nobody wants to have. It does not have to be like that. In this Level 2 course you will learn to manage performance throughout the year: explain what it is for and who does what; set SMART objectives aligned with the team and the organisation, with the logic of management by objectives and an introduction to OKRs, weighting and behavioural competencies; monitor progress with regular conversations, adjust objectives when the context changes and record evidence; appraise with clear scales and descriptors, self-appraisal and an introduction to 360° appraisal, reducing biases such as recency, leniency, central tendency and the halo effect, with calibration sessions and without discrimination; and link the results to development, training, pay and progression, including improvement plans and appeals against the appraisal. You follow Sofia, an HR officer, and Carlos, the head of a project team, at a fictitious engineering company, through a complete annual cycle. Includes a short video with a quiz, a drag-and-drop activity, a decision scenario, an appraisal case study and a checklist with downloadable templates. Aligned with the ILO fundamental conventions on non-discrimination and equal remuneration; the specific rules in each country must be checked in the applicable labour and data protection legislation. The course is delivered in Portuguese.

What you will learn

• Explain the objectives and the annual cycle of performance management and the roles of the employee, the manager and HR.
• Set SMART objectives, quantitative and qualitative, weighted and aligned with the objectives of the team and the organisation.
• Monitor progress on objectives throughout the year, adjust them when the context changes and record evidence of performance.
• Appraise performance with clear scales and descriptors, reducing bias and taking part in calibration sessions.
• Link appraisal results to development and HR decisions, including improvement plans, appeals and confidentiality.

Modules

1. What performance management is for55 min
2. Setting objectives57 min
3. Monitoring throughout the year56 min
4. Appraising fairly59 min
5. From performance to development58 min

Who it is for

HR and managers