Performance Management Toolkit


Our Performance Management Toolkit is a colossal 66 page resource pack, full of performance appraisal tools.

The toolkit comprises over forty tools, providing guidelines, handy tips and processes to help you manage performance. The e-guide is structured with flexibility in mind. The tools are usefully structured in the order of a 7-step performance management process. Alternatively, you can simply use any tool individually, as and when you need to.

Invest in this toolkit and find a better way to performance manage!

What's inside?

Content: 66 pages, 41 tools (divided into the seven steps of a performance management process).

Format: downloadable pdf with in-text hyper-link navigation feature

We have collected all the performance appraisal tools in our series on performance management into one Performance Management Toolkit. This is for those managers who feel they already have a good understanding of performance management, and prefer to simply use the range of tools to support their practice.

Or alternatively, if you want all the tools from the series in one place, easily structured and with advice on how to use the tools, then this resource complements the other guides in the series.

In this resource you will find:

  • An explanation of the value of tools as aids to improving performance
  • A comprehensive range of tools
  • Guidance on how to use them
  • Resources grouped around the performance management process, for easy access and use
  • Each theme or section contains instructions on how the tools can be used

1  Diagnostic tools

  • Rating your Performance Management System
  • Assessing your Performance Review Process
  • Performance Management Process Self-assessment
  • Performance Management Process Matrix
  • Performance Management Skills Matrix
  • Skills Development Planner
  • Reflect on Skill development

2  Process tools

  • The PERFORM Model: Assessing the Factors That Improve Performance
  • Flow Diagram for Conducting a Performance Review
  • The Performance Management Cycle

3  Tools to prepare for performance reviews

  • Recognizing Potential Tool
  • Putting Expertise to Work Question Checklist
  • Preparing for a Review Using the PERFORM Model
  • Checklist for Managing a Performance Review Meeting
  • Performance Review Preparation tool for team members
  • Performance Review Meeting Agenda

4  Performance appraisal tools

  • Conducting Regular Mini-reviews
  • Performance Rating Scale
  • Reviewing Results – Training and Development
  • Reviewing Results – Assessing Performance
  • Competence tool

5  Goal-setting and action-planning tools

  • SMART Goals
  • Taking SHARP Action
  • Aligning Goals
  • Setting SMART and Motivational Goals
  • Opportunity Checklist
  • Resources
  • Motivation Checklist
  • Summary Notes of Performance Review Meeting

6  Tools for supporting performance

  • UCOACH: Coaching for Performance Improvement
    These are fantastic little e-books, very thorough, easy to follow

    We’ve used [the guides] as support tools for learners on our talent management programmes which has saved me a lot of time and a lot of money. I’d definitely recommend them.

    Kieleigh - United Kingdom

  • Guidelines for Giving Feedback
  • Process for Dealing with Under-performance
  • Managing Under-performance – Diagnostic Questions
  • Motivating in Challenging Situations

7  Tools to develop your own performance

  • Discover Your Strengths
  • Addressing Weaknesses
  • Management Skills Assessment
  • Releasing Time to Perform
  • Action Plan to Eradicate Busyness
  • Energy Sources
  • The PERFORM model
  • Performance Management Flow Chart
  • Performance Management Cycle
  • Performance Review Preparation tool for team members
  • Performance Review Meeting Agenda
  • Competence tool
  • Summary Notes of Performance Review
Sample Preview

Click on the image to download a free sample of this e-guide:

Performance Management Toolkit


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Half Price Offer!

If you’re interested in more performance management resources, don’t miss out on our great, bulk-buy offer. You can get the complete set of  performance management e-guides right now for HALF PRICE. Click on the image below for more details. Start managing better performance today!