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Performance Management Course Modules

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Performance management encompasses everything from the performance of individuals and departments to the whole organisation. Participants will discover how linking personal goals to those held by the organisation increases motivation and engagement, as well as productivity and profitability.

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A Year in Focus - Review Exercise

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• This exercise is designed for the start of a team session that reviews the previous year; in particular what went well, what people struggled with and what they learnt from it.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• This exercise is designed for the start of a team session that reviews the previous year; in particular what went well, what people struggled with and what they learnt from it.

Group Size:
This module can be used with groups of any size.

Useful For:
Everyone.

You'll Need:
• A balloon for each participant. (It’s preferable to have lots of different colours.)
• A whistle or claxon to tell everyone to stop.

Whistles can be purchased from Trainers' Market.

Notes:
You will need a nice (indoor) space for participants to throw their balloons in the air and keep all the balloons airborne.

Larger groups will necessitate a longer running time for the exercise.

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Achieving Personal Goals

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To think about what needs to happen to ensure we don't regret the things we didn't do.
• To consider the feelings of success, and their impact upon motivation.
• To look at the importance of creating objectives that are SMART.
• To consider the importance of taking control, and what prevents us doing that.
• To provide an opportunity for participants to think about their own short, medium and long-term goals.

About

Time:
The exercises in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To think about what needs to happen to ensure we don't regret the things we didn't do.
• To consider the feelings of success, and their impact upon motivation.
• To look at the importance of creating objectives that are SMART.
• To consider the importance of taking control, and what prevents us doing that.
• To provide an opportunity for participants to think about their own short, medium and long-term goals.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
You might want to follow this module with the module entitled Five Balls – Goal Setting and Motivation, which illustrates the value of breaking long-term goals down into short-term achievable chunks.

We also recommend you refer to the module Breaking Goals Down, which contains further ideas for building on this module.

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An Introduction to Coaching

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To enable participants to be able to define coaching and its purpose.
• To explain the key differences between coaching and mentoring.
• To enable participants to describe a basic coaching model.
• To identify the core skills required by effective coaches.

About

Time:
This exercise will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To enable participants to be able to define coaching and its purpose.
• To explain the key differences between coaching and mentoring.
• To enable participants to describe a basic coaching model.
• To identify the core skills required by effective coaches.

Group Size:
This module is suitable for use with groups of up to 24 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
You'll need to have plenty of space for participants to work in pairs for this module.

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Are You OK With This? - The Impact of Behaviour on Others

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To consider what constitutes unacceptable behaviour in the workplace.
• To encourage participants to think about the impact of their own behaviour on others.

About

Time:
The exercise in this module can be completed within 25 minutes. In total, allowing for discussion, we recommend allowing 40 minutes to complete the module.

Aims:
• To consider what constitutes unacceptable behaviour in the workplace.
• To encourage participants to think about the impact of their own behaviour on others.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels, but especially supervisors and managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This module makes the point that is the impact of behaviour that matters, not the intent. It includes a thought provoking exercise that will promote discussion of the key learning points.

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At a Crossroads - Board Game for New Managers

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To explore some of the challenges participants will face as a manager and how to approach them with the right balance of ethics and pragmatism.

About

Time:
The exercise in this module can be completed in about 60 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To explore some of the challenges participants will face as a manager and how to approach them with the right balance of ethics and pragmatism.

Group Size:
This module can be used with groups of between 4 to 18 participants.

Useful For:
Learners who are brand new managers (or very soon will be), particularly if they have been promoted from within the team.

You'll Need:
• Playing pieces, one per team.
• Small prize for the winning team.
• 60 second timer or stopwatch.
• Facilitator Traffic Lights.
• At a Crossroads Conundrum Cards.
• At a Crossroads Diversion Cards (3 per team).
• At a Crossroads Game Board.
• At a Crossroads Suggested Answers (for the facilitator).

New: Complete Game Packs are now available to buy from
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Stopwatches can also be purchased from Trainers' Market.

Notes:
This exercise is suitable for use with groups of up to 18 participants. It is run as a competitive game, which is a race to the finish and played in teams of two or three players. We do not recommend having teams with more than three participants.

All the scenarios contained in the cards are based on actual experiences faced by managers in their first year of managing a team. It is a particularly useful exercise for people who have been promoted from within the team to become the manager and who are struggling to adapt to their new role with people who were once their peers.

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At a Crossroads - Performance Management

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To explore some of the challenges participants will face whilst managing the performance of individuals in their team.

About

Time:
The exercise in this module can be completed in about 60 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To explore some of the challenges participants will face whilst managing the performance of individuals in their team.

Group Size:
This module can be used with groups of between 4 to 18 participants.

Useful For:
Anyone who is responsible for the performance of others, or who soon will be.

You'll Need:
• Playing pieces, one per team.
• Small prize for the winning team.
• 60 second timer or stopwatch.
• Facilitator Traffic Lights.
• Conundrum Cards.
• Diversion Cards (3 per team).
• Game Board.
• Suggested Answers (for the facilitator).

New: Complete Game Packs are now available to buy from
Trainers' Market.

Stopwatches can also be purchased from Trainers' Market.

Notes:
This exercise is suitable for use with groups of up to 18 participants. It is run as a competitive game; a race to the finish, and played in teams of two or three players. We do not recommend having teams with more than three participants.

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Beliefs; Actions; Results

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To consider the link between attitudes and beliefs, and results.
• To identify the need to take responsibility for our own results.
• To build an understanding of what individuals might be capable of, if they adopt a positive attitude, and push themselves a little more.

About

Time:
The exercises in this module will take about 15 minutes to complete. In total, allowing for discussion, we recommend allowing 40 minutes to complete this module.

Aims:
• To consider the link between attitudes and beliefs, and results.
• To identify the need to take responsibility for our own results.
• To build an understanding of what individuals might be capable of, if they adopt a positive attitude, and push themselves a little more.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
This exercise includes mention of the story of Malala Yousafzai. Depending upon your audience, you may wish to substitute it for another story that resonates with your participants.

If you do use a different story, it is important that you choose ones that will be well known to your participants and which will highlight an individual who has overcome significant hardship to achieve something of genuine importance.

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Blind Guiding - Exploring Leadership and Followership

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To help participants understand what their leadership (and followership) style is through physicalising part of the leadership process.

About

Time:
The exercise in this module can be completed in about 50-60 minutes. In total, allowing for discussion, we recommend allowing about 75-90 minutes for this module.

Aims:
• To help participants understand what their leadership (and followership) style is through physicalising part of the leadership process.

Group Size:
This module can be used with groups of any size, however the exercise works much better with larger groups.

Useful For:
Managers, directors and others in leadership roles.

You'll Need:
• Blindfolds (available to buy from Trainers' Market).
• A large, empty space (see notes).

Notes:
This exercise can provide participants with a very different insight into their leadership style (and their style as a follower). It is particularly useful for exploring trust and being hands on and hands off.

You need a large, empty space for this exercise. Any chairs should be placed against the walls of the room, leaving as much space as possible. It is possible to do this exercise outside, for example on a lawn.

There is the risk of people knocking into each other, a wall or furniture in this exercise. Make clear that participants guiding another colleague are responsible for that participant’s safety at all times.

* Although you can run this exercise with less than 8 participants it works much better with larger groups.

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Body Language and Mirroring

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To show participants how we tend to mirror the body language of others when rapport is established.
• To discuss what happens to body language when rapport is absent.

About

Time:
This exercise will take about 10 minutes to complete. In total, allowing for discussion, we recommend allowing 30 minutes to complete this module.

Aims:
• To show participants how we tend to mirror the body language of others when rapport is established.
• To discuss what happens to body language when rapport is absent.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff at all levels. It can be used with people who don't know one another at all, or who have met/worked together previously.

You'll Need:
Nothing other than the materials provided.

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Breaking Goals Down

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To show the value of breaking goals down into smaller chunks.
• To provide participants the opportunity to practise breaking long-term goals down into a series of short term objectives.

About

Time:
The exercise in this module will take about 35 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To show the value of breaking goals down into smaller chunks.
• To provide participants the opportunity to practise breaking long-term goals down into a series of short-term objectives.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
We have provided you with a suggested Gap Analysis about learning to juggle. If your participants all work in a similar role or for the same organisation, you might wish to substitute this example with one that is more relevant to your participants.

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Building Determination

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To demonstrate the importance of determination in building resilience.
• To identify what determination is and where it comes from.
• To list some of the key factors that help make people more determined.
• To identify ways to become more determined.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To demonstrate the importance of determination in building resilience.
• To identify what determination is and where it comes from.
• To list some of the key factors that help make people more determined.
• To identify ways to become more determined.

Group Size:
This module can be used with groups of any size.

Useful For:
Staff and managers at all levels.

You'll Need:
Nothing other than the materials provided.

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Building Strong Bridges - Basic Leadership Skills

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To encourage participants to consider planning and preparation as part of leadership.
• To facilitate discussion around playing to the team's strength.
• To consider factors that motivate staff to perform well.
• To encourage staff to self assess, review and reflect on performance.
• To encourage leaders to consider their communication skills.
• To encourage leaders to consider the question of keeping people motivated.
• To demonstrate leadership skills in a practical task.

About

Time:
This exercise will take about 55 minutes to complete. In total, allowing for discussion, we recommend allowing 75 minutes to complete this module.

Aims:
• To encourage participants to consider planning and preparation as part of leadership.
• To facilitate discussion around playing to the team's strength.
• To consider factors that motivate staff to perform well.
• To encourage staff to self assess, review and reflect on performance.
• To encourage leaders to consider their communication skills.
• To encourage leaders to consider the question of keeping people motivated.
• To demonstrate leadership skills in a practical task.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
First line managers and supervisors.

You'll Need:
• Broadsheet newspapers (one per team).
• Sticky tape (one per team).
• A tennis ball.

Notes:
In this exercise, participants will be working in teams of 4 or 5. Each team will need one broadsheet newspaper (for example, the Financial Times) and a roll of sticky tape.
In addition, you will need a tennis ball (or similar) to test the strength of the teams’ structures.

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Coaching Skills Review

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To encourage participants to think about their own coaching skills development needs.
• To remind participants of the GROW model.

About

Time:
This exercise will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 30 minutes to complete this module.

Aims:
• To encourage participants to think about their own coaching skills development needs.
• To remind participants of the GROW model.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Team leaders, supervisors and managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This short review exercise is a useful addition to any coaching skills training. It encourages participants to think about their own development needs and to formulate a development plan using the GROW model. (You should only use this review tool if participants have previously been introduced to the GROW model).

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Defining Counselling Skills

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To define counselling skills.
• To build an understanding of the difference between counselling skills, the counsellor and a disciplinary interview.
• To identify situations where the use of counselling skills might be appropriate.

About

Time:
The exercise in this module will take about 15 minutes to complete. In total, allowing for discussion, we recommend allowing 40 minutes to complete this module.

Aims:
• To define counselling skills.
• To build an understanding of the difference between counselling skills, the counsellor and a disciplinary interview.
• To identify situations where the use of counselling skills might be appropriate.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Managers and team leaders.

You'll Need:
Nothing other than the materials provided.

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Delegation - Sink or Swim

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To introduce participants to the subject of delegation.
• To explore what constitutes effective and ineffective delegation.
• To consider best practice when delegating.
• To identify some pitfalls to avoid when delegating.

About

Time:
The exercises in this module can be completed within 40 minutes. In total, allowing for discussion, we recommend allowing 60 minutes to complete the module.

Aims:
• To introduce participants to the subject of delegation.
• To explore what constitutes effective and ineffective delegation.
• To consider best practice when delegating.
• To identify some pitfalls to avoid when delegating.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Team Leaders and managers.

You'll Need:
Blank sheets of A4 paper.

Notes:
For this module, you will need:
• Plenty of A4 paper.
• Copies of each handout for every participant.

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Dinner Party Mayhem - Managing Change

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To create a situation where participants have to manage change driven by one department, affecting the work of another.
• To identify some key learning points about managing change.
• To test information gathering and sharing skills.
• To demonstrate the importance of effective questioning, summary and clarification and active listening.
• To consider the pros and cons of different leadership styles.

About

Time:
This exercise will take about 45 minutes to complete. In total, allowing for discussion, we recommend allowing 70 minutes to complete this module.

Aims:
• To create a situation where participants have to manage change driven by one department, affecting the work of another.
• To identify some key learning points about managing change.
• To test information gathering and sharing skills.
• To demonstrate the importance of effective questioning, summary and clarification and active listening.
• To consider the pros and cons of different leadership styles.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff at all levels.

You'll Need:
Egg timer.

Notes:
As well as useful in programs concerned with change, this exercise can also be used as a general communication exercise, or in training concerned with internal customer care.

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Disciplinary Part 1 - Investigations

Time:
In total we estimate this exercise will take 150 minutes.

Aims:
• To enable participants to understand how investigations into an alleged disciplinary or grievance should be carried out.

About

Time:
The exercise in this module can be completed in about 90 minutes. In total, allowing for discussion, we recommend allowing about 150 minutes for this module.

Aims:
• To enable participants to understand how investigations into an alleged disciplinary or grievance should be carried out.

Group Size:
This module is suitable for use with groups of up to about 15 participants.

Useful For:
All managers.

You'll Need:
• Copies of your internal investigating/disciplinary procedures if you are using these.
• Copies of the ACAS Code of Practice Disciplinary and Grievance Procedure if you are using this – available as a free download from http://www.acas.org.uk.

Notes:
In this module, participants carry out an investigation into an alleged disciplinary offence and make a decision about what to do next.

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Disciplinary Part 2 - After the Investigation

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To enable participants to know how to plan, run and provide a fair outcome for a disciplinary meeting.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To enable participants to know how to plan, run and provide a fair outcome for a disciplinary meeting.

Group Size:
This module is suitable for use with groups of up to about 15 participants.

Useful For:
All managers.

You'll Need:
• Copies of your internal investigating/disciplinary procedures if you are using these.
• Copies of the ACAS Code of Practice Disciplinary and Grievance Procedure if you are using this – available as a free download from http://www.acas.org.uk.

Notes:
This is the second in a series of modules about discipline at work. The first module must be run before this one.

The series is based on UK law but is easily adaptable for other countries.

It is suitable for large and small companies.

The answers provided here reflect the legal minimum for the UK. You may want to amend/add to these answers in the light of your own organisation's policies.

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Disciplinary Procedures - Behaviours and Skills

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To consider how a disciplinary policy/procedure should be used in practice.
• To help participants identify the skills and behaviours they should adopt as managers when involved in a disciplinary procedure.

About

Time:
The exercise in this module will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To consider how a disciplinary policy/procedure should be used in practice.
• To help participants identify the skills and behaviours they should adopt as managers when involved in a disciplinary procedure.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Line managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This module has been written with best practice in the UK in mind. Please be aware when using this module that legislation affecting this area tends to be updated frequently and that the legal position in countries outside of the UK may differ. All trainers should check the current situation and their organisation’s policies with a HR professional before running this module. For UK customers, the ACAS website is very helpful: www.acas.org.uk.

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Disciplinary Procedures - What and Why?

Time:
In total we estimate this exercise will take 120 minutes.

Aims:
• To help participants understand the benefits of having a disciplinary procedure.
• To help participants learn about the organisation’s procedure and their responsibility within it.

About

Time:
The exercises in this module will take about 60 minutes to complete. In total, allowing for discussion, we recommend allowing 120 minutes to complete this module.

Aims:
• To help participants understand the benefits of having a disciplinary procedure.
• To help participants learn about the organisation’s procedure and their responsibility within it.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff at all levels and line managers in particular.

You'll Need:
Copies of the Organisation's disciplinary policy and procedures.

Notes:
This module has been written with best practice in the UK in mind. Please be aware when using this module that legislation affecting this area tends to be updated frequently and that the legal position in countries outside of the UK may differ. All trainers should check the current situation and their organisation’s policies with a HR professional before running this module. For UK customers, the ACAS website is very helpful: www.acas.org.uk.

This module is intended to introduce participants to their organisation’s disciplinary procedure in a way that helps them to understand it and importantly, understand the benefits of having it – to themselves, the staff and the organisation as a whole.

This module can be used as a starting point for a Discipline and Grievance workshop, or indeed as a stand alone module to introduce participants to the ‘What’ and the ‘Why’ so that at least they have comfort in that knowledge.

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Effective Delegation

Time:
In total we estimate this exercise will take 120 minutes.

Aims:
• To agree the important principles of effective delegation.
• To review and learn from the experience of being delegated to.
• To recognise potential barriers to delegation.
• To prepare a checklist for effective delegation.
• To identify tasks that can’t be delegated.
• To plan for delegation.

About

Time:
The exercises in this module can be completed within 60 minutes. In total, allowing for discussion, we recommend allowing 120 minutes to complete the module.

Aims:
• To agree the important principles of effective delegation.
• To review and learn from the experience of being delegated to.
• To recognise potential barriers to delegation.
• To prepare a checklist for effective delegation.
• To identify tasks that can’t be delegated.
• To plan for delegation.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and junior managers.

You'll Need:
Nothing other than the materials provided.

Notes:
A useful discussion based exercise that encourages participants to really think about when to delegate, why to delegate and when not to delegate.

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Effective Performance Appraisal – The Value

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To build an understanding of the purpose of performance appraisal systems.
• To identify the benefits of a good performance appraisal process.

About

Time:
The exercises in this module will take about 40 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To build an understanding of the purpose of performance appraisal systems.
• To identify the benefits of a good performance appraisal process.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Supervisors and above.

You'll Need:
• Post it notes and flipchart paper.

Notes:
This module assumes an appraisal process that works on a partnership basis, where objectives are agreed and where skills/behaviours are analysed in order to identify further training and development needs.

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Emotional Intelligence Part 1 - Self-Awareness

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To raise awareness of self-awareness, the first strand of emotional intelligence.

About

Time:
The exercises in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To raise awareness of self-awareness, the first strand of emotional intelligence.

Group Size:
This module is suitable for use with groups of up to about 15 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than a flipchart, pens and the handouts provided.

Notes:
It is important to have an understanding of emotional intelligence and the effects of discussing it with a group of participants. You will find Mike Bagshaw’s Article in Trainers’ Library useful for this.

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Emotional Intelligence Part 2 - Awareness of Others and Empathy

Time:
In total we estimate this exercise will take 100 minutes.

Aims:
• To develop an understanding of the importance of awareness of others, the second strand of emotional intelligence.
• To allow participants to practice empathy as a skill.

About

Time:
The exercises in this module can be completed in about 50 minutes. In total, allowing for discussion, we recommend allowing about 100 minutes for this module.

Aims:
• To develop an understanding of the importance of awareness of others, the second strand of emotional intelligence.
• To allow participants to practice empathy as a skill.

Group Size:
This module is suitable for use with groups of up to about 15 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than a flipchart, pens and the handouts provided.

Notes:
It is important to have an understanding of emotional intelligence and the effects of discussing it with a group of participants. You will find Mike Bagshaw’s Article in Trainers’ Library useful for this.

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Employee Engagement 1 - What's in It for Me?

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To introduce managers to the subject of employee engagement.
• To help managers begin to understand why employee engagement is central to being a successful manager.

About

Time:
The exercise in this module can be completed in about 70 minutes. In total, allowing for discussion, we recommend allowing about 105 minutes for this module.

Aims:
• To introduce managers to the subject of employee engagement.
• To help managers begin to understand why employee engagement is central to being a successful manager.

Group Size:
This module can be used with groups of between 3 and 20 participants. Ideally, you'll have at least 6 participants though so that you can create 3 teams of 2 or more.

Useful For:
Participants with managerial responsibility (or those who will have imminently.)

You'll Need:
• Prepared flipcharts with simple 'cartoon' faces drawn on them - one face for each participant.
• Post-it notes.

Notes:
This exercise is designed for the start of an Employee Engagement workshop.

Before the participants arrive – create a flip chart or charts with colourful cartoon faces on. Please have enough faces so that there is one for each participant. Have these on display at the start of the exercise.

There are two parts to this exercise. It is essential that both are completed to ensure that learning is maximised.

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Employee Engagement 2 - Job or Organisation?

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To encourage managers to identify the factors that will make their teams feel that they value the organisation they work for and are valued in return.

About

Time:
The exercise in this module can be completed in about 70 minutes. In total, allowing for discussion, we recommend allowing about 105 minutes for this module.

Aims:
• To encourage managers to identify the factors that will make their teams feel that they value the organisation they work for and are valued in return.

Group Size:
This module can be used with groups of between 3 and 20 participants.

Useful For:
Participants with managerial responsibility (or those who will have imminently.)

You'll Need:
No additional materials are required but the final part of the exercise requires space for participants to move around the room.

Notes:
The exercises allow space for participants to reflect on the engagement of a team of up to 15 employees. If their team is bigger than this, encourage them to think about their best and worst performing team members.

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Employee Engagement 3 - Engaging Managers

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To encourage participants to explore the role of the manager in the success of their team.

About

Time:
The exercise in this module can be completed in about 70 minutes. In total, allowing for discussion, we recommend allowing about 110 minutes for this module.

Aims:
• To encourage participants to explore the role of the manager in the success of their team.

Group Size:
This module can be used with groups of between 3 and 20 participants.

Useful For:
Those with managerial responsibility (or those who will have imminently.)

You'll Need:
Nothing other than the materials provided.

Notes:
This module is built around two specific exercises. Although these can be run separately, we recommend running the module in its entirety in order to get the full benefit of the learning available.

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Employee Engagement 4 - Building Engagement

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To help participants understand what it feels like to be engaged in their job and the difference it makes to how they feel and the quality of their work.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants understand what it feels like to be engaged in their job and the difference it makes to how they feel and the quality of their work.

Group Size:
This module can be used with groups of between 3 and 16 participants.

Useful For:
Participants with managerial responsibility (or those who will have imminently.)

You'll Need:
• A Bridge Constructor Kit for each team. (These can be purchased from Trainers' Market.)
• A separate area for each team to work in, where they will be out of sight of the other team(s).

Notes:
It is advisable to start this exercise without too much introduction – just hand out the briefings and let them get on with it.

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Feelings Towards Change

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To identify how participants feel about change.
• To discuss the reasons for these reactions to change.

About

Time:
The exercise in this module will take about 15 minutes to complete. In total, allowing for discussion, we recommend allowing 30 minutes to complete this module.

Aims:
• To identify how participants feel about change.
• To discuss the reasons for these reactions to change.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing, other than the materials provided.

Notes:
This exercise can be used as the basis of an in depth module, with lots of discussion for change managers. It is equally useful though as a simple warm-up exercise introducing training around change, with a shorter discussion of the key points.

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Firm Management ... or Bullying?

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To explore the differences between bullying behaviour and that of firm management.
• To understand the impact of organisational culture and norms on managers' behaviour.

About

Time:
This exercise will take about 45 minutes to complete. In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To explore the differences between bullying behaviour and that of firm management.
• To understand the impact of organisational culture and norms on managers' behaviour.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and team leaders.

You'll Need:
Nothing other than the materials provided.

Notes:
Different countries have different definitions of workplace bullying. You will find it helpful to check for yourself the current definition and any legislation or best practice guidelines applicable to your country and to have these available to share with your participants.

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Giving Feedback - Notes for Trainers' Images Video

Time:
In total we estimate this exercise will take 80 minutes.

Aims:
• To enable participants to notice examples of unhelpful feedback, both positive and negative in the film clips.
• To encourage participants to adopt helpful feedback in their own dealings with staff.

About

Time:
The exercise in this module can be completed in about 60 minutes (including the time required to view the training video). In total, allowing for discussion, we recommend allowing about 80 minutes for this module.

Aims:
• To enable participants to notice examples of unhelpful feedback, both positive and negative in the film clips.
• To encourage participants to adopt helpful feedback in their own dealings with staff.

Group Size:
This module is suitable for use with groups of up to about 20 participants, split into smaller teams, as long as suitable projection facilities are available to give everyone a clear view of the training video.

Useful For:
Managers at all levels, supervisors and team leaders.

You'll Need:
• A computer and a means of connecting to a screen.

Notes:
We recommend showing each clip of film in turn and drawing out the learning points. There is a further activity to relate the learning to participants’ own work situations.

Please note that these are the trainer notes that accompany the Trainers' Images video 'Giving Feedback', exclusively available to customers who have a Full Membership.

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Introducing Leadership - A Logical Puzzle Based Exercise

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To understand the difference between leadership and management and the importance of both.
• To identify ways that participants can lead and manage their most important team members.

About

Time:
The exercise in this module can be completed in about 45 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To understand the difference between leadership and management and the importance of both.
• To identify ways that participants can lead and manage their most important team members.

Group Size:
This module is suitable for use with groups of up to about 15 participants.

Useful For:
Participants with current (or imminent) managerial responsibility.

You'll Need:
Nothing other than the materials provided.

Notes:
This exercise is a great way to open up a workshop about leadership. It removes the need for the more traditional participant introductions and enables you to observe the participants in action and explore their priorities and attitudes to managing people.

You can run this exercise with a range of team sizes, with between 4 and 8 players in each team. Please select the correct Clue Card pack based on the number in the team. Choose the team sizes that work for you. For example, with a group of 15, the exercise can be run with 3 teams of 5 or 2 teams, one of 7 and the other 8.

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Introduction to Counselling Skills

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To identify the key 'don't' when using counselling skills at work.

About

Time:
The exercise in this module will take about 10 minutes to complete. In total, allowing for discussion, we recommend allowing 30 minutes to complete this module.

Aims:
• To identify the key 'don't' when using counselling skills at work.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Managers.

You'll Need:
Glue or double sided sticky tape.

Notes:
This exercise is ideally suited for use as an icebreaker for training sessions concerned with counselling and performance management skills for managers.

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Introduction to Giving Feedback

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To build an understanding of the characteristics and differences between constructive feedback, praise and criticism.
• To explain the importance of constructive feedback.
• To build awareness of "good practice" guidelines for providing constructive feedback.

About

Time:
The exercises in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To build an understanding of the characteristics and differences between constructive feedback, praise and criticism.
• To explain the importance of constructive feedback.
• To build awareness of "good practice" guidelines for providing constructive feedback.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and first time managers.

You'll Need:
Nothing other than the materials provided.

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Introduction to Transactional Analysis

Time:
In total we estimate this exercise will take 65 minutes.

Aims:
• To provide participants with a way of understanding behaviour and improving communication.
• To provide a very basic introduction to transactional analysis.

About

Time:
The exercises in this module will take about 45 minutes to complete. In total, allowing for discussion, we recommend allowing 65 minutes to complete this module.

Aims:
• To provide participants with a way of understanding behaviour and improving communication.
• To provide a very basic introduction to transactional analysis.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff up to junior managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This module is intended to provide a very simple introduction to transactional analysis, a theory developed by Eric Berne in the 1950s. If you are not familiar with transactional analysis you will need to read through all the notes carefully plus the additional material in the handout. Go through the exercises on your own first so that you can see the rationale. If you have time, try to observe the different types "in play" in your own interactions with people.

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Keys to Resilience

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To identify where resilience comes from and what makes people resilient.
• To understand how and why different people have different levels of resilience.
• To introduce six keys to personal resilience.

About

Time:
The exercise in this module can be completed in about 50 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To identify where resilience comes from and what makes people resilient.
• To understand how and why different people have different levels of resilience.
• To introduce six keys to personal resilience.

Group Size:
This module can be used with groups of up to 25 participants.

Useful For:
Staff and managers at all levels.

You'll Need:
• Coloured post-it notes.
• A set of six cut-keys and labels (from the template provided) for each group.
• String or elastic bands (to attach the cut-keys and labels together).
• Blu-tack.

Notes:
There needs to be enough clear wall space for each team within the group to be able to put up, and move around, lots of post-it notes.

This module may be completed in 60 minutes by leaving out the final exercise. This might be appropriate if you are going to move on to look at the six keys to personal resilience in greater detail.

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Learning - Push or Pull? - Approaches to Developing Others

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To explore the benefits of different approaches to developing others.
• To help participants choose the most appropriate approach for developing others in a given situation.

About

Time:
The exercises in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To explore the benefits of different approaches to developing others.
• To help participants choose the most appropriate approach for developing others in a given situation.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Team Leaders, supervisors and managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This module is suitable for anyone who has responsibility for developing others in the workplace: Team leaders, supervisors or managers.

It is a useful addition to coaching skills courses and can help participants understand when a coaching approach might be appropriate and when it might not be.

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Letters Solve a Problem

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To explore the challenge when solving a problem where a number of people are involved, particularly when those people may have other obligations that mean they can’t give your problem their complete attention.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To explore the challenge when solving a problem where a number of people are involved, particularly when those people may have other obligations that mean they can’t give your problem their complete attention.

Group Size:
This module can be used with groups of between 6 and 12 participants. Where you have more than 12 participants, you should consider splitting your group and running two versions of the exercise separately in tandem.

Useful For:
Anyone who is looking to develop their problem solving skills.

You'll Need:
• A set of prepared puzzle cards.
• A stopwatch (available to buy from Trainers' Market).

Notes:
This exercise requires a minimum of 6 participants. Where you have more than 12 participants, you should consider splitting your group and running two versions of the exercise separately in tandem.

It is important that all of the cards are distributed and that every participant has a card but some participants can receive more cards than others – in fact it’s better if they do.

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Managers Self Assessment

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To give participants an opportunity to reflect on their current skill levels as a manager and use the information to create a plan of action.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• To give participants an opportunity to reflect on their current skill levels as a manager and use the information to create a plan of action.

Group Size:
This module can be used with groups of any size.

Useful For:
Participants with managerial responsibility (or those who will have imminently).

You'll Need:
Nothing other than the materials provided.

Notes:
This exercise can work as a stand-alone exercise but is best used as a precursor or a final exercise in a longer programme for new managers.

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Managing Challenges - Who are we Nervous about Managing?

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To encourage new managers to think about which of their team members they are most worried about managing and begin to identify actions they can take to manage them effectively.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To encourage new managers to think about which of their team members they are most worried about managing and begin to identify actions they can take to manage them effectively.

Group Size:
This module can be used with groups of up to 25 participants.

Useful For:
Brand new managers (or those who soon will be), and particularly those that have been promoted from within the team.

You'll Need:
• Post-it notes, glue, sellotape and Blu Tack.
• Playdough or other modelling clay.
• Large flat (plain) wooden lolly sticks.
• Colourful pipe cleaners.
• Art equipment.

Notes:
This is an introductory module or icebreaker for new managers. It is designed to build awareness of participants’ fears and concerns, gather initial ideas and explore the personal learning each participant needs to get from the training that follows.

If using this module with larger groups, more time will be needed for debriefing the exercise; alternatively, you can ask them to work in pairs during the exercise.

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Motivators

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To explore what motivates us.
• To identify ways of maintaining motivation.

About

Time:
The exercises in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To explore what motivates us.
• To identify ways of maintaining motivation.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Coloured flipchart pens and a pre-prepared flipchart.

Notes:
For this module, you will need to pre-prepare a flipchart with a grid (an example is shown on the summary sheet of the Trainers' notes).

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New Managers: The Style is Right

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To encourage participants to identify an appropriate management style based on the individual they are dealing with, the role they are doing and what the team needs them to do.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To encourage participants to identify an appropriate management style based on the individual they are dealing with, the role they are doing and what the team needs them to do.

Group Size:
This module can be used with groups of up to 25 participants.

Useful For:
Participants who have managerial responsibility (or those who will have imminently).

You'll Need:
• Post it notes and Blu-Tack.
• Lengths of string about 1 metre/3 feet long. (You’ll need two lengths for each team of 3 or 4 participants.)
• Plenty of space.

Notes:
This exercise can work as a stand-alone training exercise for new managers. It is designed to look at the role of the manager and explore suitable approaches for managing individual team members.

You will need to clear a large space (on the floor or on tables) for the main part of the exercise.

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On Target for Goal - Goal Setting

Time:
In total we estimate this exercise will take 180 minutes.

Aims:
• To define aims, goals and objectives.
• To identify the purpose of goal setting.
• To introduce a six-step model for goal setting.
• To enable participants to practise goal setting.
• To identify and discuss some tools and techniques that support setting and achieving goals.

About

Time:
The exercises in this module will take about 100 minutes to complete. In total, allowing for discussion, we recommend allowing 180 minutes to complete this module.

Aims:
• To define aims, goals and objectives.
• To identify the purpose of goal setting.
• To introduce a six-step model for goal setting.
• To enable participants to practise goal setting.
• To identify and discuss some tools and techniques that support setting and achieving goals.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
Although the whole module may take 3 or more hours to run, this is comprised of several smaller sessions that can, if necessary and appropriate, be separated. This module is appropriate for anyone who needs to set and achieve goals in the workplace, their career or their personal life.

You may find it helpful to work through the definitions set out in the first session and apply them to a goal of your own, so that you have a personal example to share with participants if they are a little reluctant to discuss their own goals.

Session four is a long session (2 hours) that takes participants through the goal setting process and allows time for them to define and describe in detail their goal(s). It is split into several sub-sections (linked to the stages of goal setting) for ease of use. The timing of a break is suggested but it may be taken at any time during this session, as convenient for the group.

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Passengers - A Change Journey

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To help participants consider the extent to which they engage in change.
• To help those involved in change consider how they could make the change journey easier for themselves, and others.
• To help those involved in a change plan.

About

Time:
The exercise in this module can be completed in about 45 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants consider the extent to which they engage in change.
• To help those involved in change consider how they could make the change journey easier for themselves, and others.
• To help those involved in a change plan.

Group Size:
This module can be used with groups of up to 16 participants.

Useful For:
Anyone involved in change, either as a leader, or a follower.

You'll Need:
• A toy steering wheel for the ‘driver’ would be a fun prop, but is not essential.
• A clipboard (or A4 piece of thick card) for each participant would be useful.
• Flipchart paper and pens.

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Preparing for a Performance Review

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To encourage participants to think about the things they need to do before conducting a performance review.
• To consider the importance of effective planning before a performance review.
• To identify questions that should be asked in a review, and to recognise the importance of thinking in advance about open, constructive questions that can be used in the review.

About

Time:
The exercise in this module will take about 40 minutes to complete. In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To encourage participants to think about the things they need to do before conducting a performance review.
• To consider the importance of effective planning before a performance review.
• To identify questions that should be asked in a review, and to recognise the importance of thinking in advance about open, constructive questions that can be used in the review.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and above.

You'll Need:
Nothing other than the materials provided.

Notes:
This case study based exercise encourages participants to really think about how they'd prepare for a performance review and highlights some potential barriers to effective performance appraisal reviews.

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Putting on the Style - Introduction to Leadership Styles

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To explore different styles of leadership and their practical application.

About

Time:
This exercise will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 75 minutes to complete this module.

Aims:
• To explore different styles of leadership and their practical application.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Team leaders, managers and those aspiring to management roles.

You'll Need:
Nothing other than the materials provided.

Notes:
For this module you will need sufficient space for participants to work together in teams of 4.

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Questions to Probe, Explore and Challenge

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To demonstrate the importance of open questions when exploring problems.
• To encourage participants to identify effective open questions for challenging blocks and assumptions.

About

Time:
The exercise in this module will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To demonstrate the importance of open questions when exploring problems.
• To encourage participants to identify effective open questions for challenging blocks and assumptions.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and above.

You'll Need:
Nothing other than the materials provided.

Notes:
Participants will need to be aware of question types and be able to recognise the difference between open, closed, leading and hypothetical questions. A module that explains different types of questions, 'Types of Question', can be found in Trainers' Library, under Course Modules/Communication Skills.

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Recruitment - Interview Practice

Time:
In total we estimate this exercise will take 180 minutes.

Aims:
• To enable participants to understand what is needed to run an effective recruitment interview and to practise doing so.

About

Time:
The exercise in this module can be completed in about 130 minutes. In total, allowing for discussion, we recommend allowing about 180 minutes for this module.

Aims:
• To enable participants to understand what is needed to run an effective recruitment interview and to practise doing so.

Group Size:
This module can be used with groups of between 4 and 12 participants. Ideally, you should have at least 6 participants.

Useful For:
Anyone who is involved in interviewing candidates for posts in their organisation.

You'll Need:
• Post-it notes.
• The job description, person specification and the candidate applications for the role you’d like to interview for.
• One room containing a table and chairs for each group taking part in the practice interviews.
• A waiting room for your candidates. (One of these rooms needs to be large enough for the whole group to come together for the initial briefing and final discussion/review.)

Notes:
Recruitment is the start of effective performance management and one of any organisation’s most important activities. This module will ensure that all those involved are able to carry out the interview process effectively. It is simple to run but does need careful planning to ensure it works. The time spent doing this is amply rewarded by the fact that, once done, you can use the module again and again, without the need for much planning.

Although not totally necessary, we think it would be helpful to run this session as part of a whole course looking at recruitment. There is a complete course agenda in Trainers’ Library that shows how you could do this.

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Remaining Neutral

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To consider the pitfalls and dangers of giving advice when helping staff solve their own problems.
• To consider the dangers of making judgements or assumptions about the nature of someone else's problem.

About

Time:
The exercise in this module will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To consider the pitfalls and dangers of giving advice when helping staff solve their own problems.
• To consider the dangers of making judgements or assumptions about the nature of someone else's problem.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Managers and team leaders.

You'll Need:
Nothing other than the materials provided.

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Remote Rules - Managing or Working in Remote Teams

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

About

Time:
The exercises in this module take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

Group Size:
This module is suitable for use with groups of up to 15 participants. We do not recommend it for very large groups.

Useful For:
Those responsible for managing remote teams, and those who currently work, or are about to start working in remote teams. It is particularly well suited to those that are just about to start working remotely.

You'll Need:
At least one set of the Rules for Remote Teams cards (provided). You might like to laminate these so that they can be used again.

Notes:
This is a useful follow on to the icebreaker Working in Remote Teams, which is also available in Trainers' Library.

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Re-Scripting Feedback

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To encourage participants to consider the art of feedback and to ensure their feedback is appropriate and objective.
• To enable participants to identify useful, helpful, constructive feedback.
• To clarify what makes useful, constructive feedback.
• To develop participants ability to give constructive feedback.
• To consider how if feels to be on the receiving end of destructive or unhelpful feedback.

About

Time:
The exercise in this module can be completed within 30 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To encourage participants to consider the art of feedback and to ensure their feedback is appropriate and objective.
• To enable participants to identify useful, helpful, constructive feedback.
• To clarify what makes useful, constructive feedback.
• To develop participants ability to give constructive feedback.
• To consider how if feels to be on the receiving end of destructive or unhelpful feedback.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Team leaders and junior managers.

You'll Need:
Nothing other than the materials provided.

Notes:
The suggested time for this module is based on the assumption that pre-work has covered the essential elements of positive feedback.

The activity is designed to help participants improve their ability to offer feedback in a way that is constructive and helpful and leads to positive performance. It works particularly well following the ‘Introduction to Feedback’ module in Trainers’ Library.

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SMART Objectives

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To welcome participants to the course.
• To introduce the facilitator and participants to each other.
• To discover the participants needs.
• To encourage interaction and discussion.
• To practise writing SMART objectives.

About

Time:
The exercises in this module will take about 50 minutes to complete. In total, allowing for discussion, we recommend allowing 90 minutes to complete this module.

Aims:
• To welcome participants to the course.
• To introduce the facilitator and participants to each other.
• To discover the participants needs.
• To encourage interaction and discussion.
• To practise writing SMART objectives.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Supervisors and above.

You'll Need:
Nothing other than the materials provided.

Notes:
This module provides a long introduction to courses, but is particularly useful where the concept of SMART objectives is important to the training being delivered. It provides an ideal introduction to performance management training for example.

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Structuring a Performance Review

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To encourage participants to think about how to structure a performance review.
• To provide a suggested agenda for a performance review.

About

Time:
The exercise in this module will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 40 minutes to complete this module.

Aims:
• To encourage participants to think about how to structure a performance review.
• To provide a suggested agenda for a performance review.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Supervisors and above.

You'll Need:
Nothing other than the materials provided.

Notes:
This exercise can be used around a real example, or the case studies provided.

This module uses the same case studies as 'Preparing for a Performance Review' and is a useful follow on to that module.

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The Card Factory - Using Vision and Values

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To encourage participants to think about the extent to which staff feel engaged with the organisation they work for.
• To consider who staff feel is responsible for business performance.
• To think about how vision and values are used within the organisation.
• To demonstrate how values can be ingrained in the organisation.
• To consider the benefits of an organisation where staff feel engaged and responsible for the business outcomes.

About

Time:
This exercise will take about 60 minutes to complete. In total, allowing for discussion, we recommend allowing 90 minutes to complete this module.

Aims:
• To encourage participants to think about the extent to which staff feel engaged with the organisation they work for.
• To consider who staff feel is responsible for business performance.
• To think about how vision and values are used within the organisation.
• To demonstrate how values can be ingrained in the organisation.
• To consider the benefits of an organisation where staff feel engaged and responsible for the business outcomes.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Managers.

You'll Need:
For this exercise you will need a good quantity of greeting card making materials. For example: Glue, Double sided tape or pads, Scissors, Card of various colours and textures, Ribbon of various colours and Gold/silver markers.

You'll need enough materials for each team of 4-6 participants to make one 'template' card and one 'team' card of their own design.

Notes:
This exercise was first used at the 2008 Trainers' Library Conference and has been designed around the five 'passions' that underpin our business. It's an unusually personal module that we've used to share some of the key principles and approaches that we believe have been key to the success of Glasstap. It's been added to Trainers' Library in response to requests from participants who attended the conference.

You can use the five values we've suggested for the exercise to great effect. The exercise can also be easily adapted to your own organisation's vision and values but we do strongly recommend limiting the number of values used in this exercise to 6 or fewer.

If your organisation does not have a clear set of values or principles, you could use an exercise like 'Feeling Cards' to generate discussion around people's values and to identify some possible organistional values for the future.

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The Manager Game - Qualities of Effective Managers

Time:
In total we estimate this exercise will take 80 minutes.

Aims:
• To challenge participants to rank the qualities of a manager.
• To allow participants to develop an understanding of the more important qualities that a manager can have, and what makes a great manager.
• To discuss the differences in perception between what managers think and what their teams think.

About

Time:
The exercise in this module can be completed in about 60 minutes. In total, allowing for discussion, we recommend allowing at least 80 minutes for this module.

Aims:
• To challenge participants to rank the qualities of a manager.
• To allow participants to develop an understanding of the more important qualities that a manager can have, and what makes a great manager.
• To discuss the differences in perception between what managers think and what their teams think.

Group Size:
This module is suitable for use with groups of up to about 15 participants.

Useful For:
First time managers, work groups and teams of managers who wish to explore the expectations that teams have of their managers.

You'll Need:
Prior to the start of the course, print off and cut out the 54 ‘Quality Cards' and laminate them if possible to make them more hardwearing. You will require one set of 54 cards per team.

Notes:
This is a thought provoking module that is a powerful way of getting participants to think about the qualities they need to demonstrate as a manager.

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The Two Farmers - Managing Team Performance

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To help first time managers to recognise and discuss some of the things that they need to do to build awareness of the team and monitor its performance.
• To help first time managers understand the importance of spotting potential problems quickly and taking appropriate action to help the team overcome these.

About

Time:
The exercise in this module can be completed in about 50 minutes. In total, allowing for discussion, we recommend allowing at least 70 minutes for this module.

Aims:
• To help first time managers to recognise and discuss some of the things that they need to do to build awareness of the team and monitor its performance.
• To help first time managers understand the importance of spotting potential problems quickly and taking appropriate action to help the team overcome these.

Group Size:
This module is suitable for use with groups of up to about 18.

Useful For:
Teams, work groups and/or their leaders who wish to understand the elements of monitoring a team.

You'll Need:
Nothing other than the materials provided.

Notes:
This module can be usefully followed by any of the First Time Manager modules.

It can also be a useful inclusion in any training intervention around coaching teams.

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Trouble at the Inn - Managing Poor Performance

Time:
In total we estimate this exercise will take 180 minutes.

Aims:
• To encourage participants to consider different approaches to improving poor performance, and the relative merits of those different approaches.
• To encourage participants to think about appropriate timescales over which they might expect to improve performance and standards.
• To consider the implications of not taking action to improve poor performance.

About

Time:
This exercise will take about 80 minutes to complete. In total, allowing for discussion, we recommend allowing 180 minutes to complete this module.

Aims:
• To encourage participants to consider different approaches to improving poor performance, and the relative merits of those different approaches.
• To encourage participants to think about appropriate timescales over which they might expect to improve performance and standards.
• To consider the implications of not taking action to improve poor performance.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Managers.

You'll Need:
Nothing other than the materials provided.

Notes:
There are two different versions of the team brief for this exercise.

For junior managers we recommend using version 1, which contains a list of actions that the managers could consider when dealing with the issues of poor performance.

For more experienced managers, we recommend using version 2, which does not provide any clues about the type of action they could take and encourages them to come up with their own solutions.

This module is ideally suited for inclusion in training around managing change.

You can reduce the amount of time needed for this module by approximately 30 minutes by not requesting a formal presentation and simply asking each team instead to talk through its proposed actions.

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Whose Development Is It? Part 3 - Sharp Shooting Objectives

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To define learning objectives and provide an opportunity for participants to practice writing learning objectives.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To define learning objectives and provide an opportunity for participants to practice writing learning objectives.

Group Size:
This module is suitable for use with groups of up to about 20 participants.

Useful For:
Managers and those who have a responsibility for the development of staff. Also, those who wish to plan for and manage their own learning.

You'll Need:
Nothing other than the materials provided.

Notes:
This is module 3 in the series ‘Whose Development is it Anyway?’ available from Trainers’ Library. Each module stands alone but may also be combined with others in the series to form a longer session.

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Why Feedback Matters

Time:
In total we estimate this exercise will take 20 minutes.

Aims:
• To demonstrate the difference effective feedback can make to someone’s performance.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 20 minutes for this module.

Aims:
• To demonstrate the difference effective feedback can make to someone’s performance.

Group Size:
This module can be used with groups of up to 25 participants. Ideally, you'll have at least 4 participants though, so that you can demonstrate the 4 types of feedback described.

Useful For:
Anyone who needs to give or receive feedback.

You'll Need:
• Nothing other than the materials provided.

Notes:
This is a great way to demonstrate the difference it can make when feedback is given effectively. During the role-play element it is advisable to select with care the people who will be receiving the different types of feedback. It is also advisable to explain clearly at the start of the exercise that it will involve you role-playing different types of feedback.

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With Authority Comes Freedom - Introducing Tannenbaum and Schmidt

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To understand the importance of delegating authority appropriately to other colleagues.
• To introduce the Tannenbaum and Schmidt Continuum as a method of deciding what levels of authority to delegate.

About

Time:
The exercise in this module can be completed in about 55 minutes. In total, allowing for discussion, we recommend allowing about 90 minutes for this module.

Aims:
• To understand the importance of delegating authority appropriately to other colleagues.
• To introduce the Tannenbaum and Schmidt Continuum as a method of deciding what levels of authority to delegate.

Group Size:
This module can be used with groups of up to 25 participants.

Useful For:
Those who have responsibility for other staff, or who will do very soon.

You'll Need:
• One set of cards for every team of 2-3 participants.
• Blu-tack.

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Workplace Coaching 1 - The What

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To enable participants to understand what workplace coaching is.
• To agree a shared definition of workplace coaching.
• To explain the key differences between coaching and mentoring.

About

Time:
This exercise will take about 25 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To enable participants to understand what workplace coaching is.
• To agree a shared definition of workplace coaching.
• To explain the key differences between coaching and mentoring.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and managers.

You'll Need:
Nothing other than the materials provided.

Notes:
Coaching has a long history going right back to Socrates, who believed that individuals learn best when they have ownership of a situation and take some form of personal responsibility for the outcome that is produced.

In more recent times, coaching has played a crucial and effective role in sports, including tennis and football.

However, the potential for coaching as a professional and organisational development approach has only really been recognised in the last decade. Tim Gallwey was perhaps the first to document this movement of coaching from the sporting arena to business, presenting a method of coaching which could be readily applied to almost any situation. His innovative work has been very influential and underpins current approaches to coaching.

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Workplace Coaching 2 - The How

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To identify the core skills required by effective coaches.
• To enable participants to describe the GROW coaching model.

About

Time:
This exercise will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To identify the core skills required by effective coaches.
• To enable participants to describe the GROW coaching model.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and managers

You'll Need:
Nothing other than the materials provided.

Notes:
This is one of a series of modules that provide an in-depth introduction to workplace coaching. We recommend these modules together.

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Workplace Coaching 3 - The Practice

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To provide an opportunity for participants to practise their coaching skills.
• To provide an opportunity for participants to practise using the GROW model.
• To provide an opportunity for participants to practise questioning, listening and summarising.

About

Time:
This exercise will take about 45 minutes to complete. In total, allowing for discussion, we recommend allowing 75 minutes to complete this module.

Aims:
• To provide an opportunity for participants to practise their coaching skills.
• To provide an opportunity for participants to practise using the GROW model.
• To provide an opportunity for participants to practise questioning, listening and summarising.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This is one of a series of modules that provide an in-depth introduction to Workplace Coaching. We recommend these modules together.

If you have not already run the module called, "Workplace Coaching - The How", you will need to give participants the handout before running the exercise and explain the GROW model/process to them. If you need more information on this, please refer to "Workplace Coaching - The How".

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Workplace Coaching 4 - The Plan

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To provide an opportunity for participants to think about how they'll use the GROW model back in the workplace.
• To encourage participants to think about the questions they'll use to facilitate use of the GROW model.
• To review the GROW model.
• To review key learning points about workplace coaching.

About

Time:
The exercise in this module will take about 15 minutes to complete. In total, allowing for discussion, we recommend allowing 40 minutes to complete this module.

Aims:
• To provide an opportunity for participants to think about how they'll use the GROW model back in the workplace.
• To encourage participants to think about the questions they'll use to facilitate use of the GROW model.
• To review the GROW model.
• To review key learning points about workplace coaching.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and managers.

You'll Need:
Nothing other than the materials provided.

Notes:
Participants will need to be very familiar with the GROW coaching model before participating in this exercise. They should also have a sound understanding of when coaching is appropriate and when it is not. (The module, 'Learning - Push or Pull?' is helpful for this).

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Workplace Coaching 5 - The Record

Time:
In total we estimate this exercise will take 35 minutes.

Aims:
• To explain the importance of keeping a record of coaching sessions that is both helpful to the coach and the person being coached.
• To introduce a simple plan that participants might like to use in their coaching sessions.

About

Time:
The exercise in this module will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 35 minutes to complete this module.

Aims:
• To explain the importance of keeping a record of coaching sessions that is both helpful to the coach and the person being coached.
• To introduce a simple plan that participants might like to use in their coaching sessions.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This module provides a simple plan for recording the key elements of a coaching session, which can be easily replaced by an organisation's existing format, if required.

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Workplace Coaching 6 - The Review Quiz

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To remind participants of some of the key learning points about workplace coaching.
• To provide a fun but thorough review of learning.

About

Time:
The exercise in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 40 minutes to complete this module.

Aims:
• To remind participants of some of the key learning points about workplace coaching.
• To provide a fun but thorough review of learning.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and managers.

You'll Need:
Nothing other than the matrerials provided.

Notes:
This module provides a useful, and fun, conclusion to any training around workplace coaching.

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