Conducting Successful Appraisals and Reviews

Many managers find performance appraisals difficult. Conversations can feel uncomfortable, feedback may be unclear, and important issues are often avoided rather than addressed. Without the right structure and skills, appraisals can become a tick-box exercise instead of a meaningful performance tool. Our Appraisal and Performance Review Training equips managers with the confidence and practical techniques needed to deliver structured, effective and motivating appraisal conversations. Delivered across Dorset, Devon, Somerset, and Cornwall, this course focuses on real workplace challenges and practical application..

Aims of the course

Performance reviews require managers to balance honesty, sensitivity and clarity.

Common challenges include:

  • Avoiding difficult or sensitive conversations
  • Giving feedback that is too vague or overly direct
  • Managing emotional reactions from employees
  • Inconsistent approaches across teams
  • Lack of follow-up after the review

These challenges are often linked to gaps in communication skills and confidence in managing performance discussions.

Effective appraisals are also a key part of wider leadership and management skills, supporting engagement, accountability and development.

Participants will learn how to:

  • Align appraisals with organisational goals
  • Deliver clear, balanced and constructive feedback
  • Encourage employee engagement and ownership
  • Handle challenging reactions professionally
  • Create meaningful development and action plans

Who will benefit from attending?

This course is ideal for:

  • Managers and team leaders responsible for performance reviews
  • HR professionals supporting appraisal processes
  • Supervisors conducting regular one-to-ones
  • Anyone responsible for managing employee performance
  • Ref Nr:
    HRSAR
  • Experience Level:
    Standard
  • Group:
    Main Group

Participants will learn to:

  • Aligning the appraisal process with organisational strategies and mission statements
  • Use the fundamentals of an appraisal process in a structured manner
  • Build rapport and relax appraisees through a review
  • Appreciate the ‘dos and the don’ts’ surrounding feedback
  • Put into practice the “Sandwich technique”
  • Deal with conflict and handle challenging situations
  • Ensure good performance and commitment after appraisals
  • Implement post appraisal review strategies

Key topics covered:

  • The purpose and value of performance appraisals
  • Aligning appraisals with organisational strategy
  • Roles and responsibilities in the appraisal process
  • Preparing for and structuring a review
  • Setting goals and development plans
  • Handling conflict and difficult conversations
  • Gathering supporting documentation and scenarios
  • Standards for documenting reviews and action points
  • Guidelines for setting goals and coaching employees
  • Responding to employee reactions
  • Action planning

What's included?

The majority of our courses are customised and delivered in-house.

Our standard fee includes:

  • Pre-training diagnostic meetings to determine training needs and priorities
  • Training development and customisation
  • Pre-training evaluations
  • Full-day onsite training
  • Delivery for up to 20 participants
  • Trainer travel expenses and travel time
  • Post-training evaluation and report
  • Materials and resources
  • Certificates
  • Follow-up support

Our South West training teams cover Dorset, Devon, Cornwall and Somerset .

Whether you're in Exeter, Truro, Bath, Bristol, Taunton, Plymouth, Bournemouth, Yeovil or surrounding areas, our expert trainers deliver high-impact training directly at your premises.

Contact us to discuss your requirements.

Contact Us

Call: 0330 027 0207

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Latest Blog

01 October 2026
Blog
Becoming a manager is a significant career step. But it comes with an interesting problem, as people...
Copyright © 2026 Training South West

<script src="https://analytics.ahrefs.com/analytics.js" data-key="075kymEXJhvzRtBh1PjvFw" async></script>