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HR, legal & training · Short course

Performance Development and Management

Setting expectations, reviewing progress and supporting employee development.

Professional developmentRatomac Trading Consultants

The programme

Programme overview

Expanded indicative outline. The subject areas are described below; proposed activities and final delivery requirements are confirmed with Ratomac before booking.

Setting expectations, reviewing progress and supporting employee development.

The programme brings together setting expectations, reviewing performance, development planning and performance records. The expanded outline below shows how these areas can be explored through explanation, discussion and the preparation of relevant work products.

A proposed workshop runs through the programme: Teams use different performance standards and annual reviews contain few documented examples. Participants would examine the situation in stages, use the information provided and explain the basis of their decisions. The workshop is fictional and can be adapted when the final training plan is agreed.

Who should attend

Is this programme for you?

This outline is relevant to the following roles. Suitability and any formal entry requirements should be checked for the selected programme.

  • Managers, HR practitioners and performance coordinators.
  • Individuals preparing to take on responsibilities in this area.
  • Teams seeking a shared approach to the work described in the programme.

Purpose of the learning

Intended learning outcomes

  • Write clear objectives and observable performance standards.
  • Prepare evidence for a balanced review conversation.
  • Build a development plan linked to the employee’s role.
  • Design a record for tracking feedback and agreed actions during the year.
  • Combine the module outputs into a reasoned response to the programme’s workplace scenario.

5 learning blocks

Detailed programme outline

01Setting expectations

This part of the programme examines setting expectations, with attention to objectives and performance standards. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Objectives.
  • Performance standards.
  • Applied work: write clear objectives and observable performance standards.

Illustrative practical exercise

Write clear objectives and observable performance standards. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

02Reviewing performance

This part of the programme examines reviewing performance, with attention to evidence and regular conversations. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Evidence.
  • Regular conversations.
  • Applied work: prepare evidence for a balanced review conversation.

Illustrative practical exercise

Prepare evidence for a balanced review conversation. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

03Development planning

This part of the programme examines development planning, with attention to learning needs and support actions. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Learning needs.
  • Support actions.
  • Applied work: build a development plan linked to the employee’s role.

Illustrative practical exercise

Build a development plan linked to the employee’s role. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

04Performance records

This part of the programme examines performance records, with attention to fair documentation and progress tracking. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Fair documentation.
  • Progress tracking.
  • Applied work: design a record for tracking feedback and agreed actions during the year.

Illustrative practical exercise

Design a record for tracking feedback and agreed actions during the year. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

05Integrated workplace workshop

Teams use different performance standards and annual reviews contain few documented examples. The final workshop connects the earlier work rather than treating each topic as an isolated activity.

Topics to explore

  • Bring together the outputs from the earlier modules into one coherent response to the scenario.
  • Check that the recommendation addresses the original problem and is supported by the information available.
  • Identify responsibilities, dependencies and matters that require specialist input or further evidence.
  • Present the proposed response and revise it after questions from the facilitator and other participants.

Illustrative practical exercise

Prepare a concise presentation for the fictional organisation. Include the proposed response, the evidence supporting it and the decisions still required. Finish with a reflection on which aspects could be relevant to your own work.

From discussion to application

How the programme could be delivered

The proposed learning approach combines facilitator-led explanation, discussion of the subject areas and guided work on the fictional scenario. Each module produces a practical output that can be reviewed and improved.

Participants can work individually or in small groups to compare interpretations, explain their decisions and identify missing information. Feedback focuses on the connection between the task, the evidence used and the proposed response.

The final workshop brings the module outputs together. Ratomac will confirm the delivery format, learning resources, entry requirements and any formal assessment or certification arrangements for the selected programme.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to agree the final programme, duration and delivery format. Include your preferred timing, location and whether the enquiry is for yourself or a team.

Discuss this programme ↗

Indicative outline for discussion. The final syllabus is agreed with Ratomac before booking. The expanded learning activities and workplace scenario are original proposals for discussion with Ratomac.