Performance

The assessor’s errors — halo, recency, leniency, severity, central tendency, contrast, favouritism —, how to recognise them in ratings and the countermeasures that work.

Test the KPI scorecard on 3–6 past months: the spread across levels, sensitivity to weights, each indicator’s effective weight and launch criteria. With a worked example and an Exc...

The difference between activity, leading and lagging (result) indicators, examples for six roles and how to check on data that an indicator really predicts the result.

How to set fair targets for different locations: history, potential from footfall or floor space, new locations, relative targets, with an example calculated for four stores.

What SMART means, vague objectives rewritten for HR, sales, operations and support, a scored checklist and the situations in which the method does not help.

What a complete appraisal form looks like: quantitative and behavioural criteria, weights, a 1–5 scale with thresholds, a worked example and a downloadable Excel template.

What an objective, a KPI, a target and a task are, how they link from the company’s objective to the daily work and how to check the chain, with a worked example.

How to explain a score so the person can check it themselves: the calculation step by step, missing data, versions, corrections and the conversation about the result.

From what a role is for to a scorecard of 3–5 indicators: definition, source, target and weight, a worked calculation, missing data and a trial on past months.