Global

Performance management for leaders: Goals, okrs and accountability

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 8 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
Before each goal-setting or appraisal cycle
Last reviewed
21 Oct 2026
Check-ins and feedback
What would you do?

A team member is behind on a key result

Try it: this is one of 19 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Process, scenario, tabs, sorting activity and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, poll, scale, word cloud slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 259.0Achieve ≥ 80% on the final assessment-Whole course
SO 259.1Explain how goals, check-ins, feedback and reviews fit into one performance cycle + your infoBest practice; organisation's performance processWhole course
SO 259.2Write clear goals and objectives with measurable resultsBest practice; OKR and SMART practitioner frameworksWhole course
SO 259.3Run regular check-ins that keep goals liveBest practiceWhole course
SO 259.4Prepare and hold a review conversation that is fair and evidence basedBest practiceWhole course
SO 259.5Spot and respond early when performance slips, and know when to involve HR + your infoOrganisation's people policiesWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 8 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

The performance cycle

3 pages

7 min
Before you beginNoteList
Review season surpriseTextImage
What would have helped?ChecklistKey factQuiz
2

Setting goals that work

3 pages

7 min
SMART in plain termsTabs
Objectives and key resultsProcess
CheckSorting activityMatching quiz
3

Check-ins and feedback

3 pages

7 min
Keep goals aliveProcess
EvidenceAccordion
Try itScenarioQuiz
4

Grey areas: fairness, bias and slipping performance

3 pages

7 min
Common rating biasesTabs
What would you do?Scenario
CheckSorting activityMulti-select quiz
5

The review conversation

3 pages

7 min
StructureProcess
After the reviewChecklistNoteYour infoYour info
Try itScenarioQuiz
6

Your performance plan and the final assessment

2 pages

5 min
Next stepsProcessYour info
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "no surprises
PollHow often do you give your team feedback on goals?
ContentGoals, check-ins, review on one page
QuizWhich is a measurable key result? Reduce ticket response time from 24 to 12 hours ✔ · Improve responses · Work harder · Be better
QuizA team member's output drops after a personal problem. First step? (Ask how they are and offer support ✔)
ScaleHow confident are you running a fair review?
Word cloudA goal you set that worked
ContentReview conversation structure
Open-ended / Q&AA goal you will rewrite this week
Content · customiseClosing {{HR_CONTACT}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which part will you change first? multiple choice
  6. How confident are you handling a rating disagreement? 1-5 scale
  7. Which course should come next? ranking
  8. My goals are clear and I know how I am doing. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the goal and review templates? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

8 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Who managers ask about people questions{{HR_CONTACT}}
  • Link to your people policies{{PEOPLE_POLICY_LINK}}
  • The confidential route for raising a conduct or safety concern{{SPEAK_UP_ROUTE}}
  • Link to the next course in your leadership path{{NEXT_COURSE_LINK}}
  • Where course completions are recorded{{LMS_OR_RECORD_SYSTEM}}
  • Link to the self-paced course{{COURSE_URL}}
Show all 8 fields
  • Link to the baseline survey{{SURVEY_1_URL}}
  • Link to the post-course and 30-day survey{{SURVEY_2_URL}}

FAQ

Common questions

Can I run performance management for leaders: Goals, okrs and accountability training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Before each goal-setting or appraisal cycle.

Who needs this training?

Managers who set goals, run appraisals and hold people accountable; run by L&D with HR.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck