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Performance Management Series Bundle

Get all three parts and save $30+


Watch the full performance management toolkit in one discounted bundle:

  • Part 1 - Coaching & Effective Feedback
  • Part 2 - Progressive Discipline & Documentation
  • Part 3 - Performance Reviews & Goal Setting

Get the 3-part series for $199 (normally $237).

Need to deliver this training to a large group? Reach out to us!

Earn Credits

This series is eligible for 3 SHRM & 3 HRCI continuing education credits.

Accessible learning

All video modules offer English & Spanish captions for greater accessibility.

Part 1: Coaching & Effective Feedback

  1. 1. Coaching vs. Counseling (11 minutes)

    1 lesson
    1. Learn the difference between everyday & more formal performance feedback.

  2. 2. Benefits of Effective Feedback (4.5 minutes)

    1 lesson
    1. Understand the positive impact of successful coaching (for you and the organization).

  3. 3. Coaching Techniques (10.5 minutes)

    1 lesson
    1. Discover recognition, active listening, & feedback tools that make you a better coach.

  4. 4. Performance Analysis (7.5 minutes)

    1 lesson
    1. Gain awareness of how to assess & best approach the need for changes in performance.

  5. 5. When to Move to Corrective Action (8.5 minutes)

    1 lesson
    1. Recognize when everyday feedback has shifted to a need for progressive discipline & documentation.

Part 2: Progressive Discipline & Documentation

  1. 1. Purpose of Progressive Discipline (8 minutes)

    1 lesson
    1. Learn how performance management impacts change and workplace culture.

  2. 2. Addressing the Need for Corrective Action (9 minutes)

    1 lesson
    1. Understand when everyday feedback must move to more formal conversations & actions.

  3. 3. Importance of Documentation (7 minutes)

    1 lesson
    1. Get clear on how documentation supports you, the employee, & the organization.

  4. 4. Conducting the Conversation (12 minutes)

    2 lessons
    1. Gain confidence in planning, accomplishing, & following up with performance management conversations.
    2. Test Your Knowledge

Part 3: Performance Reviews & Goal Setting

  1. 1. Why Formal Feedback? (10.5 minutes)

    1 lesson
    1. Understand how formal feedback can support performance decisions & build employee engagement.

  2. 2. The Power of Prep Work (6.5 minutes)

    1 lesson
    1. Learn the time requirement for effective performance reviews & how to best prepare for them.

  3. 3. Writing the Review (12.5 minutes)

    1 lesson
    1. Discover how proper documentation values the employee & supports the organization.

  4. 4. Conducting the Review (7 minutes)

    1 lesson
    1. Gain confidence in how to manage the formal performance review meeting with success.

  5. 5. Goal Setting & Next Steps (9 minutes)

    1 lesson
    1. Learn how to support employees in their behaviors that should continue, stop, or start.