Conducting Performance Appraisals

Print Friendly, PDF & Email

Online Course on Conducting Performance AppraisalsConducting Performance Appraisals Online CPD Training Course

For the busy accounting and finance professional, managing the performance of the people they manage is key to achieving objectives.

The appraisal sits at the heart of any approach to performance management. The process of viewing the previous year’s performance and of agreeing expectations for the coming period is key to the professional relationships managers develop with their staff.
This course shows how investing time in conducting effective appraisals creates a motivated team and saves you time in the long term.

buy Conducting Performance Appraisals online course

 

Rating: 5 Stars for online course 100% of learners recommend this course
Reviews:
“The course gave me plenty of time to digest contents and revisit sites. I now feel more prepared to conduct more effective appraisals.”

“Performance appraisals have now become a requirement with PI as part of the risk assessment, but it has been an area of weakness in the past. I found that this helped me structure my approach so I will be more confident in the do’s and don’ts.”

“Conducting appraisals is a tricky business and needs to be carefully handled. As a manager of three staff members, each with differing abilities, this was a very useful exercise.”

“Adding my own suggestions as to how to handle various situations, particularly the difficult person exercise – that was excellent.”

“As a manager of a SME finance and admin dept it was very useful. I really liked the flexibility doing an online course gave me.”

“I am new to appraisals and wanted to find out more before stating them. This informed me of content and how to deal with difficult situations.”

You can review this course using the questionnaire in the course completion area.

Conducting Performance Appraisals enables you to

• Understand what an appraisal is for and why it is important
• Prepare effectively for an appraisal
• Plan and conduct constructive preliminary meetings and appraisal meetings
• Recognise what should and shouldn’t be covered in an appraisal
• Ensure that their spoken and written comments are fair and effective
• Correctly complete any forms related to the appraisal process
• Learn techniques for handling any difficult situations that arise during appraisal meetings

Learning outcomes of Conducting Performance Appraisals

Preparing for an appraisal
• What is an appraisal and what is it for?
• What principles should I follow?
• What is the procedure?
• What is the purpose of a preliminary meeting?
• What preparation do I need to do for the meeting?
• What preparation should I get the member of staff to do for the meeting?
• How should I approach the meeting itself?
CPA preparing

The appraisal meeting
• How should I structure the meeting?
• What do we need to cover at the meeting?
• How do I ensure the meeting is constructive?
• What else should I bear in mind?
• Writing the appraisal document
• What do I do after the meeting?
• How do I fill in the form correctly?
• How can I ensure that my written comments are fair and effective?
• What should I do if the staff member disagrees with something I have written?
CPA meeting

Handling difficult situations
• How do I appraise someone I don’t get on with?
• How should I handle conflict?
• How should I go about giving very negative feedback?
• What else might be difficult?
CPA difficult

Target audience for Conducting Performance Appraisals

This course is designed to appeal to people at all levels who have to conduct performance appraisals, whether managing technical or non-technical staff in industry or in practice.

Those who are new to conducting appraisals will find that this course will help them understand the process and techniques required.

More experienced or senior managers will value the opportunity to spend time reviewing their attitude and approach to appraisal and learning new techniques.

You might also be interested in

Leadership Skills for Accountants
Recruitment and Selection
Employment Law for Accountants
Networking Skills for Accountants

Register now for free module

To purchase a course or to try a free module please register. Registration is free and there is no obligation to purchase. Just click the button below:

Please review our Frequently Answers Questions (FAQs) for answers to the most common questions we receive (opens in a new window).

Buy Conducting Performance Appraisals

Pay online

Add to cart / basket

Required access period:

Instant Purchase

Required access period:


Click on the Buy Now or Add to Cart button above to make your purchase via credit or debit card. Your payment will be collected securely via PayPal. Please note that a PayPal account is NOT required to process your payment (simply click on the option to pay via credit or debit card). No surcharge will be levied on card payments for purchases. You will automatically be emailed a receipt after your purchase.

Pay by invoice and bank transfer


If preferred you can pay via bank transfer (BACS / EFT / Online banking).
Please complete the form below and we will send you an invoice with our bank details.

Your Name (required)

Your Email (required)

Invoice addressee, if required
(e.g. company name, address)

Additional courses, if required

Required access period (for online courses)
3 months12 months

Other relevant information


View cart or checkout

If using our shopping cart, you can view the cart and checkout here.


Access

You will receive 3 or 12 months (depending upon your chosen option) unlimited free access after payment of a one off registration fee.

Length of courses

Each course takes approximately 4 hours to complete.

CPD points

Once you've completed the course you will be able to claim 4 verifiable CPD hours, if required. CPD points are claimed by the registered user, who can be someone different to the person who pays if required.

*VAT

VAT will be calculated and added automatically during the checkout process (and before any payment is taken) based on your location.

VAT is applicable at the prevailing rate for customers within the EU. VAT will be added during checkout at the rate applicable to your Country. For customers outside the EU, where UK VAT is non-applicable, the checkout will automatically detect your location and VAT will not be added.

For customers in the Channel Islands please contact us in advance of purchase.

Delivery

You will be emailed instructions of how to access your course and an activation code within one working day, usually a few hours.

Do you wish to pay in a different currency?

Simply email support@financialfluency.co.uk with a list of the courses you wish to purchase and your chosen currency and we will send you an invoice in your desired currency.

Any more questions?

For any questions, please see our frequently asked questions or send an email to support@financial-fluency.co.uk