Performance Appraisal Best Practices

2 Credits: Personnel/Human Resources


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Performance Appraisal Best Practices

Course Level
CPE Credits

2 Credits: Personnel/Human Resources

Course Description

Managers need to provide fair and accurate performance appraisals to their employees, but the result is sometimes muddled and stressful. The Performance Appraisal Best Practices course provides guidance by describing every step in the appraisal process, including preparatory work by the manager and employee, the performance discussion, and how to handle the more difficult topics. The course also addresses the performance appraisal review form and the development plan, as well as the different types of performance review models and the situations in which they are most applicable. In addition, it describes how to mitigate some negative aspects of the process. In short, the course can be used to create a more effective and less stressful performance evaluation process.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize the advantages and disadvantages of performance appraisals
  • Specify the various steps that can be taken to mitigate the problems with performance appraisals
  • Cite the issues that can arise when no performance appraisal system is used

Chapter 2

  • Recognize the different types of documentation that a manager may review to prepare for a performance appraisal
  • Recognize the differences between qualitative and quantitative measures of employee performance
  • Specify the different forms of presentation that can be used in a performance appraisal report
  • Recognize the characteristics of an ideal meeting place for a performance appraisal
  • Specify the problems with downplaying the negatives in a performance appraisal
  • Cite the discussion topics that should be addressed in a performance appraisal

Chapter 3

  • Recognize the different types of performance review models and their characteristics
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Course Specifics

Course ID
Revision Date
December 6, 2023

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …

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