Writing Effective Performance Reviews: Feedback and Goal-Setting

Intended Organizations
Skill LevelGeneral Workforce
Virtual | Live Trainer4 hours/day, 1 Day
In-Person | Onsite6 hours/day, 1 Day
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Course Overview

This course will teach you what components to include in an effective performance review and what skills to assess. You will learn how to word evaluations with winning and legally defensible language and how to learn from past reviews. You will learn how to avoid common pitfalls and identify best practices to evaluate in a review.

Recommended Follow-Up: How to Deliver Effective Performance Reviews

Learning Objectives

  • Review strategies for performance reviews.
  • Compile and organize relevant data.
  • Develop measurable performance goals.
  • Explore scoring and weighting options.
  • Apply techniques for writing accurate, defensible, and
    motivational reviews.

Who It's For

  • HR professionals responsible for employee performance evaluations.
  • Managers and supervisors who conduct performance reviews.
  • Team leaders who provide feedback and set employee goals.
  • Business owners who want to improve performance review processes.
  • Professionals responsible for employee development and performance documentation.

Course Agenda

Two modules · 23 topics
1Performance Review StrategyTopics 1–10
  1. Why Write Performance Reviews?
  2. Evaluation Learning Outcomes
  3. Purpose of Performance Reviews
  4. Challenges with Performance Reviews
  5. The Review Process
  6. Performance Review Cycle
  7. Components of Effective Reviews
  8. Common Skills Assessed
  9. Scoring and Weighting Options
  10. Distribution of Ratings
2Writing Effective ReviewsTopics 11–23
  1. Approach to Writing Effective Reviews
  2. Doing Your Research
  3. Monitor and Document Performance
  4. Avoiding Bias
  5. Performance Standards and Criteria
  6. Leveraging Past Reviews
  7. Contributions, Results and Impact
  8. Justifying Ratings
  9. Making It Measurable
  10. Individual Development Plan
  11. Performance Goals
  12. Self-Review
  13. Ways to Organize

About our Trainers

PTR training instructor headshot
PTR training instructor headshot
PTR training instructor headshot

Our Mission

Our facilitators are committed to delivering the latest industry trends, job-specific best practices, and the essential soft and hard skills needed in today’s workforce. PTR offers small and large organizations the choice between onsite and virtual training. Collaborate with our specialists to address challenges, bridge skill gaps, and tailor the learning experience to meet your company’s goals.

Frequently Asked Questions

What is the Writing Effective Performance Reviews course about?

This course teaches participants how to plan, prepare, and write effective employee performance reviews. It covers evaluation strategies, performance documentation, rating systems, measurable goals, and legally defensible feedback.

Who should attend this performance review training?

The course is suitable for HR professionals, managers, supervisors, team leaders, and business owners who are responsible for evaluating employee performance and providing constructive feedback.

What are the key components of an effective performance review?

An effective performance review includes clear evaluation criteria, documented achievements, areas for improvement, justified ratings, measurable goals, and an individual development plan. The course explores these components in detail.

How can I prepare accurate performance reviews?

You will learn to research employee performance, compile relevant data, monitor and document progress, review past evaluations, and assess contributions, results, and impact before writing a review.

How can I write legally defensible performance reviews?

The course covers techniques for using accurate, objective, evidence-based, and appropriate language when evaluating employee performance. It also explores how to document feedback and justify performance ratings.

What scoring and weighting methods are covered?

The course explores different scoring and weighting options, along with the distribution of ratings, to help participants understand how employee performance can be evaluated consistently.

Why are past performance reviews important?

Past reviews provide useful information about an employee’s progress, achievements, challenges, and development needs. The course explains how to leverage previous evaluations to make current reviews more meaningful and consistent.

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Writing Effective Performance Reviews: Feedback and Goal-Setting

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