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Corporate Training Partnerships - for financial services professionals

Worthwhile Appraisals

Course Code: 2022
Dates: On a date of your choice
Venue: TBA
Course Fees: Available on application
CPD Credits: 6 hrs

To discuss your requirements for for further information please contact us on 01327 858292
or e-mail info@ctp.uk.com

Course Outline

A really valuable 1-day course that provides the skills and practice to make the appraisal process work for all parties. Delegates can learn how to eliminate pointless vague discussion and make the process worthwhile. Delegates will be shown how to constructively talk about negative appraisals appropriately as well as positive appraisals, to encourage the member of staff to discuss how they feel they are coping with their responsibilities, and how together you can suggest ideas on how to set target for the next appraisal.

Who should attend?
Anyone responsible for assessing the performance of others in the organisation
Anyone who would like to improve their technique when giving appraisals

How delegates will benefit

By the end of the workshop delegates will be able to: -
Identify elements of performance management they need to implement, to enhance performance
Develop and implement measurement systems to ensure performance is measured on fact rather than perception
Understand the annual appraisal process, including interim meetings and the yearly appraisal format
Deal constructively with under-performance
Training Approach
This workshop is uses a combination of trainer input, knowledge sharing with interactive syndicate work and case studies

Group size is kept to a maximum of 12 to facilitate sharing of experience amongst the delegates

Workshop leader: Julia Kirkland

With 20 years experience in the investment management arena Julia is a confident trainer with an enthusiastic and engaging style. Her understanding of the practical application of skills allows her to deliver meaningful training tailored specifically to those attending. She is an accredited trainer for the Securities Institute and has recently been engaged in consultancy work to review and revise Training & Competency Schemes.

She provides bespoke training design and delivery and brings her practical experience of managing teams in Mutual Fund Dealing, Client Services and PEP Administration to bear in illustrating the ways in which learning can be applied in the workplace.

Julia is a passionate believer in the key to motivate staff is providing them with an understanding of the environment in which they complete day-to-day activities. This only comes from highly energised courses, which contain practical application.

Programme Outline

Morning
9.30am -12.00 pm

The importance of appraisal
Understanding the appraisal process
Planning the appraisal
Before the formal interview
The interview structure
Interviewing and questioning skills
Positive listening
Gaining feedback on your own impact

Afternoon
1.00pm -5.00pm

Reviewing past performance
How to praise performance and constructively criticise
Discussing poor performance fairly
Setting clear and realistic objectives
Planning next steps
Dealing with difficult employees
Role-play of typical appraisal scenarios

For further information or to discuss your requirements contact us on 01327 858292 or e-mail info@ctp.uk.com

Booking

If you are interested in booking this course, or if you have any questions, please call call us on 01327 858307.

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