Performance Management and Improvement Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends HR Business Partners, Learning and Development Managers and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-TPM-060

Before you join: Participants should have experience supervising staff, supporting managers, coordinating performance reviews, or contributing to employee development decisions.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Performance results often suffer because expectations are vague, job proficiency standards are inconsistent, managers avoid corrective conversations, or barriers in processes and resources are mistaken for individual failings. These problems produce uneven service quality, missed targets, weak documentation, rating disputes and development activity that does not improve work output. HR professionals and line managers need a disciplined way to set standards, observe evidence, diagnose causes and take proportionate action.

This course covers the full management cycle from role expectations and proficiency standards through goal setting, measurement, feedback, coaching, appraisal, calibration and performance improvement planning. Participants learn to distinguish skill gaps from motivation, workload, system and role-design issues; use data without reducing performance to a single metric; and conduct evidence-based conversations about strong, inconsistent and unacceptable performance. The course also connects individual performance management with talent reviews, internal mobility, succession and development decisions.

Instructor-led delivery combines short technical briefings with case work, group analysis, manager simulations and structured application planning. Participants work with realistic situations involving customer-service errors, delayed project delivery, regulatory control failures, sales-quality concerns and operational productivity gaps. The course is available as a five-day classroom programme in 50+ cities or live online, with training days running from 08:30 to 16:30 and approximately 6.5 contact hours each. Participants receive a certificate of completion and leave with a practical performance management toolkit tailored to their own role or team.

The course is particularly suitable for HR practitioners, people managers and business partners who already participate in goal setting, reviews, coaching or development decisions and need more consistent methods for improving job proficiency and performance.

What you will be able to do

  • Translate business priorities into measurable role objectives, standards and accountabilities
  • Construct job proficiency matrices and behaviourally anchored performance criteria
  • Diagnose performance gaps using the Gilbert Behavior Engineering Model and root-cause analysis
  • Conduct evidence-based feedback and coaching conversations using SBI and GROW
  • Design performance improvement plans with milestones, support actions and review evidence
  • Calibrate performance ratings using standards, evidence and documented rating rationales
  • Apply performance data to talent reviews, development decisions and succession discussions
  • Implement a manager operating rhythm for check-ins, reviews, documentation and escalation

Benefits of attending

For you

  • Conduct clearer conversations about performance gaps without relying on general impressions
  • Identify whether poor results require coaching, training, job redesign or resource changes
  • Create defensible performance records using observable evidence and agreed standards
  • Improve confidence when handling difficult feedback, disputed ratings and recovery discussions
  • Contribute more credibly to talent reviews, development planning and succession decisions

For your organisation

  • More consistent performance expectations across teams and managerial levels
  • Earlier identification of quality, productivity, compliance and service-performance problems
  • Better targeted development spend through evidence-based performance diagnosis
  • Fairer appraisal outcomes supported by calibration and documented rating rationales
  • Stronger internal talent decisions based on current performance and readiness evidence

Course modules

10 modules over 5 days

Participants can connect business priorities to clear role expectations, measurable objectives and performance standards.

  • Business goals translated into team outcomes, accountabilities and performance measures
  • Role profiles distinguish essential duties, decision rights and observable outputs
  • Job proficiency matrices define knowledge, skills, behaviours and independence levels
  • SMART performance objectives tested for specificity, evidence, ownership and timing
  • Balanced scorecard measures linked to customer, process, financial and people results
  • Threshold, target and stretch standards calibrated against role complexity

Participants can define proficiency expectations and identify credible evidence of individual performance.

  • Task analysis separates critical tasks, enabling tasks and contextual knowledge
  • Competency models distinguish technical, behavioural and leadership requirements
  • Proficiency scales describe novice-to-expert performance using observable behavioural anchors
  • Behaviourally anchored rating scales reduce ambiguity in performance conversations
  • Evidence sources combine work samples, observation, records and stakeholder input
  • RACI mapping clarifies ownership where interdependent work affects individual results

Participants can select useful measures and establish a review rhythm that supports timely action.

  • Leading and lagging indicators selected for controllability and decision usefulness
  • Operational dashboards separate activity volumes, quality rates, timeliness and outcomes
  • Data-quality checks identify missing records, inconsistent definitions and reporting bias
  • Trend charts distinguish normal variation from meaningful performance deterioration
  • Performance review cadence aligns weekly check-ins with monthly and quarterly decisions
  • Confidentiality boundaries govern access to individual performance records and notes

Participants can conduct direct, respectful feedback and coaching conversations anchored in evidence.

  • SBI feedback structures observations around situation, behaviour and impact
  • Feedforward questions convert past performance issues into specific future actions
  • Active listening techniques test assumptions before proposing corrective action
  • Coaching contracts establish purpose, confidentiality, roles and follow-through
  • GROW conversations move from performance goal to committed action
  • Difficult feedback addresses defensiveness, emotion, denial and disputed facts

Participants can distinguish individual capability issues from environmental and operational performance barriers.

  • Performance diagnosis separates skill, will, resource, process and role causes
  • Gilbert's Behavior Engineering Model identifies environmental and individual performance barriers
  • Five Whys traces recurring errors beyond the immediate visible failure
  • Fishbone diagrams test people, methods, materials, machines, measures and environment
  • Observation sampling compares stated procedures with actual work execution
  • Cause-and-effect evidence prevents training from becoming the default remedy

Participants can select and plan interventions that address diagnosed causes of poor performance.

  • Intervention selection matches root causes to coaching, redesign, tools or training
  • 70-20-10 development plans combine experience, feedback and formal learning
  • Job aids reduce memory demands for infrequent, high-consequence tasks
  • Deliberate practice plans specify repetitions, feedback sources and mastery criteria
  • Workload and resource adjustments remove barriers outside employee control
  • Success measures define expected change, review dates and evidence sources

Participants can support fairer appraisal decisions through evidence, calibration and sound documentation.

  • Rating scales and behavioural anchors support consistent manager judgments
  • Calibration meetings compare evidence, standards and rating rationales
  • Recency, halo and similarity bias identified through rating-pattern review
  • Performance documentation records expectations, evidence, support and employee response
  • Procedural justice principles strengthen perceived fairness and acceptance
  • Data privacy and equal-treatment obligations shape appraisal record handling

Participants can prepare and manage structured performance improvement processes with appropriate support and follow-up.

  • Underperformance conversations state the gap, standard, evidence and required improvement
  • Performance improvement plans specify milestones, support, review dates and consequences
  • SMART recovery goals distinguish immediate correction from sustained proficiency
  • Weekly review records capture progress, barriers, commitments and manager support
  • Escalation decisions use documented evidence and applicable organisational policy
  • Employee wellbeing concerns are referred through appropriate support channels

Participants can use performance evidence appropriately in talent, mobility and succession discussions.

  • Nine-box matrices combine current performance evidence with future potential indicators
  • Talent reviews separate readiness, aspiration, mobility and development needs
  • Critical-role pipelines identify successor pools, exposure gaps and readiness risks
  • Performance data informs internal mobility, project assignments and succession decisions
  • Potential assessments avoid conflating current technical expertise with leadership capacity
  • Development sponsorship assigns accountable advocates for priority talent

Participants can establish governance, manager routines and a focused action plan for improved performance management.

  • Manager operating rhythms combine check-ins, data reviews, calibration and development discussions
  • Stakeholder maps identify sponsors, managers, employees, HR and data owners
  • Communication plans explain standards, review cycles, responsibilities and escalation routes
  • Adoption measures track completion quality, conversation frequency and employee sentiment
  • Performance governance assigns decision rights for standards, ratings and interventions
  • Personal application plans prioritise one performance-management improvement within ninety days

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Job proficiency matrix template
  2. SMART performance objective worksheet
  3. Performance diagnosis decision tree
  4. SBI and GROW conversation guide
  5. Performance improvement plan template
  6. Manager performance review rhythm plan

Who should attend

  • HR Business Partners — need to improve manager discipline and consistency in performance decisions
  • Learning and Development Managers — need to identify job proficiency gaps before commissioning development
  • Line Managers — need practical methods for setting expectations, coaching and addressing underperformance
  • Performance Management Specialists — need stronger tools for review design, calibration and documentation
  • Talent Management Managers — need reliable performance evidence for talent and succession decisions
  • Operations and Service Managers — need to improve quality, productivity and adherence to operating standards

Skills and tools covered

Performance diagnosisJob proficiency designFeedback coachingRating calibrationImprovement planningTalent review

Tools and standards

SMART objectives, SBI feedback model, GROW coaching model, Gilbert's Behavior Engineering Model

How the course runs

Training methodology

The instructor uses short briefings to introduce performance management methods, followed by case analysis, group exercises, simulations and application planning. Participants analyse role standards, review performance evidence, diagnose root causes and prepare responses to common manager situations. Simulated feedback, coaching and performance improvement discussions build practical communication skill. Cases can be adapted for public services, financial institutions, NGOs, manufacturing, professional services and corporate functions. Participants receive structured feedback and refine tools for immediate workplace use.

Requirements and prerequisites

Participants should have experience supervising staff, supporting managers, coordinating performance reviews, or contributing to employee development decisions. They should understand their organisation's basic role structure, goal-setting process and performance review cycle. Familiarity with HR policies is useful but not essential. No prior qualification in psychology, coaching, organisational development, statistics or employment law is required. The course does not assume authority to make disciplinary decisions; participants can apply the methods within their own manager, HR, learning or business-partner responsibilities.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

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

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should have some exposure to line management, HR support, employee development or performance review processes. No coaching qualification, psychology background or specialist legal knowledge is required.

Bring a current or recent performance management challenge, such as inconsistent standards, a difficult feedback conversation or a recurring quality problem. You may also bring non-confidential examples of role objectives, review forms or proficiency expectations.

The course suits HR business partners, learning professionals, talent managers, performance specialists and line managers. It is designed for people who influence how work standards are set, reviewed and improved.

Coaching and leadership courses usually focus on communication and leadership behaviour. This course adds performance standards, proficiency criteria, measurement, root-cause diagnosis, appraisal calibration, documentation and formal improvement planning.

Participants leave with templates and an application plan for a current role, team or performance process. They can use the methods in goal setting, check-ins, development discussions, talent reviews and underperformance cases.

The programme contains ten modules taught in sequence, covering performance architecture, measurement, conversations, diagnosis, interventions, appraisal, underperformance, talent decisions and implementation. Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.