Set the stage. Open the "Performance Management: SMART Goals & Continuous Feedback" session by introducing this slide — "Phase 2 Introduction — Performance Management". Briefly explain why this topic matters to the managers in the room and what they'll be able to do differently by the end of the deck. Invite people to keep a notepad handy for questions. Talking points (walk through each in order): 1. Phase 2 Shift. Moving from foundational communication to formal accountability — Phase 1 skills are the prerequisite Facilitator tip: say this in your own words, then ask the group for a real example of "phase 2 shift" from their own team before moving on. 2. Central Tension. Great managers hold both accountability AND support simultaneously — high expectations AND the coaching needed to meet them Facilitator tip: say this in your own words, then ask the group for a real example of "central tension" from their own team before moving on. 3. Key Mindset. "Documentation is not punishment — it is protection." For the employee, the manager, and the organization. Facilitator tip: say this in your own words, then ask the group for a real example of "key mindset" from their own team before moving on. 4. Phase 2 Toolkit. Every manager receives the Performance Management Toolkit: templates, rating scales, SMART goal frameworks, and documentation forms Facilitator tip: say this in your own words, then ask the group for a real example of "phase 2 toolkit" from their own team before moving on. 5. L2 Certification. Completing a case analysis and an observed PIP delivery role-play demonstrating fairness, clarity, and documentation discipline Facilitator tip: say this in your own words, then ask the group for a real example of "l2 certification" from their own team before moving on. Engage the room. Ask: "How does this show up in your team today?" — let two or three people respond. Timing & transition. Aim for roughly 6–7 minutes on this slide. When the points have landed, transition forward with a short bridge such as "Now that we've covered phase 2 introduction — performance management, let's look at what comes next."

Speaker Notes · Slide 1

Performance Management: SMART Goals & Continuous Feedback