Establishing Performance Standards: What Standards Work Best for You? Online Training Format

Read About Recertification and Continuing Education Requirements
  • 1.5 HRCI Credits
  • 1.5 SHRM PDCs
  • 1.5 Georgia CLE Credits (1.0 Ethics)
SKU: 418

Establishing Performance Standards: What Standards Work Best for You?Conducting performance appraisals is one of a manager’s least favorite activities.  They are lengthy, time-consuming, and can be very frustrating at times. The benefits, however, are enormous.  If done properly, performance appraisals can help the company and the employee increase satisfaction, productivity, and professional growth.This course provides step-by-step instructions on how to help your employees define their goals, develop effective work plans, and improve their overall performance standards.

Managers/Supervisors/Risk Management & HR Professionals

90 minutes

To help managers and supervisors understand the performance appraisal process so they can better assist employees in defining goals, establishing work plans, and improving overall work performance.

After completing this course, the learner will be able to:

  • distinguish performance goals from standards;
  • describe the three stages of the performance management appraisal process;
  • identify the three rating methods of a performance appraisal system (category, comparative, and special methods) and give examples for each;
  • recount the steps taken when reviewing the performance appraisal with the employee;
  • list the most prevalent errors that can occur when conducting a performance appraisal; and
  • identify obstacles that can arise when completing a performance appraisal.

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1. What is the Performance Management Process?

  • Purpose
  • Stages

2. What is a Performance Appraisal?

  • Purpose
  • Rating Methods
  • Review Process
  • Common Errors and Pitfalls


  • Performance Appraisal Form
  • Performance Management Policy and Procedures
  • Sample Work Plan

HRCI logo This program has been approved for 1.50 recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.  For more information about certification or recertification, visit the HR Certification Institute homepage at

(The use of this seal is not an endorsement by the HR Certification Institute of the quality of this program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.)

The Human Equation is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit

The State Bar of Georgia
The State Bar of Georgia has accredited this course for 1.50 hours of Regular CLE credits, including 1.0 Ethics. For more information about CLE credits, visit The State Bar of Georgia homepage at

Establishing Performance Standards: What Standards Work Best for You

Table of Contents

  • Course Objectives
  • Preface
  • Introduction
  • Chapter 1: Goals and Standards
    • Page 1, 2, 3
  • Chapter 2: The Performance Management Process
    • The Objectives of the Process
      • Page 4, 5
    • First –Establish a Work Plan
      • Page 6
    • Second –Manage Employee Performance
      • Page 7
    • Third –Establish a Performance Appraisal Procedure
      • Page 8, 9
    • Learning Activity
      • Page 10
  • Chapter 3: The Performance Appraisal System
    • CategoryRatingMethods -Graphic Rating Scale
      • Page 11, 12, 13
    • CategoryRatingMethods -Checklists
      • Page 14, 15
    • CategoryRatingMethods -The Forced Choice Format
      • Page 16, 17
    • Comparative RatingMethods –The Ranking Method
      • Page 18
    • Comparative RatingMethods –Paired Peer Comparisons
      • Page 19
    • Comparative RatingMethods –Forced Distribution
      • Page 20, 21
    • Special Methods –Behavior-Based Ratings
      • Page 22, 23, 24
    • Special Methods –Multi-Source Assessments
      • Page 25, 26
    • Special Methods –Managementby Objectives (MBO)
      • Page 27, 28
  • Chapter 4: The Review
    • Page 29, 30, 31
  • Chapter 5: Common Appraisal Errors
    • Page 32, 33, 34, 35, 36
  • Chapter 6: Performance Appraisal Pitfalls
    • Page 37, 38, 39
  • Chapter 7: And, in Conclusion …
    • Page 40
  • Chapter 8: Quiz
    • Page 41
  • Quiz (multiple choice)
  • Chapter 9: Time to Review
    • Page 42

Student Benefits

Students and employees who take the Establishing Performance Standards: What Standards Work Best for You course will enjoy:

 Course FeaturesIncludedComments
HRCI Recertification Credits
1.50 HRCI Recertification Credit(s).
SHRM PDC Credits
1.50 SHRM PDC Credit(s).
CAM Credits
0.00 CAM Credit(s).
Florida Bar CLE Recertification Credits
0.00 Florida Bar CLE Recertification Credit(s).
Florida Bar CLE Ethics Recertification Credits
0.00 Florida Bar CLE Ethics Recertification Credit(s).
State Bar of Georgia CLE Recertification Credits
1.50 State Bar of Georgia CLE Recertification Credit(s).
State Bar of Georgia CLE Ethics Recertification credits
1.00 State Bar of Georgia CLE Ethics Recertification credit(s).
FL CE 2-20 Credits
0.00 FL CE 2-20 Credit(s).
Unlimited 1 Year Access
The Human Equation's courses may be accessed and reviewed as many times as you wish even after completion.
90 Days Money Back Guarantee
The course must not be completed.
Friendly and Knowledgeable Customer Service
M-F from 8:00am to 4:30pm.
Table of Contents
Allows you to jump directly to slides and chapters that you have already viewed.
0 pictures/illustrations.
Interactive Learning Activities
5 interactive learning activities.
Audio Narration
0 audio narrations.
Supporting Documents
3 supporting documents.
Case laws
3 case laws.
15 definitions.
Questions and Answers
9 questions and answers.
Video Clips
0 video clips.
Practice Quiz
5 practice true or false questions and 15 practice multiple choice questions.
Scored Exam
0 exam true or false questions and 0 exam multiple choice questions.
Printable Certificate
The certificate contains your name, completion date, and the certification organization's ID which you will need to claim your credit(s).
Customizable Settings
Adjustable font sizes and sounds.
Automatic Bookmarking
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Training Manager Benefits

Managers and supervisors who purchase The Human Equation's courses to train their employees will enjoy:

 Learning Management System FeaturesIncludedComments
Convenient User Creation and Management
Hierarchy-tree based management
Downloadable spreadsheets.
Course Scheduling
Customizable start dates and due dates.
Automated Email Reminders
Due date reminders.
Convenient Course Assignments
Single or multiple user course assignments.
Customized Learning Environment
The Human Equation's Learning Management System is customizable to match your organization's look and feel.
Enterprise Discounts
Significant wholesale discounts available for enterprises.