Lattice Performance Review Cycle Management Training Course

Course overview

Performance review cycles often fail for operational rather than policy reasons: unclear review templates, inconsistent goal visibility, late manager actions, incomplete calibration evidence, and no reliable way to track completion. HR and people teams using Lattice need to configure a cycle that is easy for employees to complete, gives managers decision-ready evidence, and produces reporting leaders can trust. This course focuses on running that process from cycle design through close-out in Lattice.

Participants learn to translate a performance-management policy into a configured Lattice review cycle. They create review questions and competency rating scales, set review populations and timelines, assign peer and upward-feedback relationships, connect goals to review conversations, manage nominations, monitor task completion, and prepare calibration-ready data. The course also covers manager communications, reminder workflows, reporting dashboards, cycle troubleshooting, permissions, and practical controls for protecting sensitive performance information.

Through guided Lattice demonstrations, configuration labs, and a realistic annual-review case, participants build a complete review-cycle operating pack. The final deliverable includes a configured cycle blueprint, question set, participant and reviewer map, communications schedule, progress-report design, calibration checklist, and post-cycle improvement plan. This gives participants material they can adapt directly for a quarterly, biannual, or annual cycle in their own organisation.

The course suits HR professionals, people operations teams, HRIS administrators, and HR business partners who own or support performance reviews. It is equally valuable for internal Lattice administrators who need to move beyond basic platform navigation and establish a repeatable, auditable review-cycle process.

Course objectives

By the end of this course, participants will be able to:

• Configure a Lattice performance review cycle with review periods, participant populations, deadlines, and task ownership
• Build review templates using competency questions, rating scales, written prompts, and role-relevant guidance
• Map self, manager, peer, upward, and external reviewer relationships using Lattice reviewer-assignment methods
• Create a manager communications and reminder plan that drives on-time review completion
• Monitor cycle progress through Lattice completion data, overdue-task reports, and participation exception lists
• Prepare calibration-ready performance data using rating distributions, evidence prompts, and manager review checklists
• Apply Lattice permissions and data-handling controls to protect confidential review content and reporting access
• Produce a review-cycle operating pack containing configuration decisions, communications, reports, and improvement actions

Benefits of attending

Target competencies

Who should attend

• HRIS Administrators — who configure Lattice workflows, permissions, populations, and review-cycle settings
• People Operations Managers — who coordinate review logistics and need reliable completion tracking across the organisation
• HR Business Partners — who advise managers on review quality, ratings consistency, and calibration preparation
• Talent Management Specialists — who design performance-management processes and connect reviews to development decisions
• Learning and Development Managers — who use review evidence to identify capability gaps and manager-development needs
• People Analytics Specialists — who report on review participation, rating patterns, and process effectiveness

Requirements and prerequisites

Participants should understand the purpose of performance reviews, goals, competencies, and manager feedback conversations. Familiarity with their organisation’s review policy, rating scale, employee population structure, and annual HR calendar is useful. Basic confidence working in web-based HR systems and spreadsheets is assumed, as participants will interpret completion data and draft cycle controls. Existing Lattice experience is helpful but not essential; complete beginners can attend and should expect an introduction to core navigation before configuration work begins. No programming, API knowledge, statistical modelling, or prior HRIS implementation experience is required.

Training methodology

The course combines instructor-led explanation with guided work in Lattice-style review-cycle scenarios. Participants configure settings, draft templates, assign reviewer relationships, analyse completion reports, and resolve common process exceptions in small groups. Case material follows a fictional organisation preparing an annual cycle across multiple departments, giving participants practice with realistic deadlines, manager capacity issues, and calibration needs. Each day ends with an applied workshop, and the final session converts course outputs into a review-cycle implementation plan for the participant’s own organisation.

Course outline

Day 1: Performance review cycle architecture in Lattice

• Performance-cycle operating model and annual review calendar
• Lattice Performance Management navigation and administrator roles
• Review-cycle types, populations, and eligibility rules
• Cycle dates, task sequencing, and deadline dependencies
• Employee data readiness and organisation-structure checks
• Review-cycle governance roles and decision rights
• Baseline metrics for completion, quality, and cycle health

Workshop: Participants map their organisation’s current or proposed review process into a Lattice cycle architecture and produce a cycle governance map.

Day 2: Templates, competencies, and reviewer design

• Lattice review template structure and reusable question libraries
• Competency-based questions and behavioural evidence prompts
• Rating scales, anchors, and rating-definition guidance
• Self-review, manager-review, peer-review, and upward-feedback workflows
• Peer nomination rules and reviewer approval methods
• Goal visibility and goal-reflection prompts in reviews
• Inclusive language and bias-reduction checks for review questions

Workshop: Participants build a role-appropriate review template and reviewer-assignment model for a departmental performance cycle.

Day 3: Launching and managing review-cycle execution

• Pre-launch configuration validation and administrator checklist
• Employee and manager launch communications
• Manager guidance for evidence-based performance reviews
• Lattice task notifications, reminders, and deadline management
• Completion dashboards and overdue-task exception reporting
• Managing reviewer changes, leave cases, and organisational moves
• Helpdesk triage procedures and review-cycle issue logs

Workshop: Participants run a simulated launch, interpret a completion dashboard, and produce an escalation plan for overdue review tasks.

Day 4: Calibration, reporting, and data controls

• Calibration preparation using rating distributions and review evidence
• Manager pre-calibration checklists and decision documentation
• Lattice Analytics reporting for participation and rating patterns
• Segmenting review data by department, level, and manager group
• Identifying incomplete evidence, rating anomalies, and data-quality issues
• Permissions management for review content and reporting access
• Confidentiality, retention, and responsible use of performance data

Workshop: Participants prepare a calibration briefing pack from sample Lattice data, including distribution findings, evidence gaps, and access-control decisions.

Day 5: Cycle close-out and continuous improvement

• Review-cycle close procedures and final completion verification
• Manager and employee follow-up actions after review submission
• Connecting review outcomes to goals, development plans, and Lattice Grow
• Post-cycle surveys and stakeholder feedback collection
• Cycle retrospectives using completion, quality, and support-ticket data
• Version control for templates, communications, and administrator procedures
• Future-cycle roadmap and implementation risk management

Workshop: Participants assemble and present a complete Lattice review-cycle operating pack with configuration, communications, reports, calibration controls, and improvement actions.

Tools & standards covered

Lattice Performance Management, Lattice Analytics, Google Sheets, Microsoft Excel

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions