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Performance Review Course: KPI, OKR, Appraisal, 1400+ Tools
Rating: 4.3 out of 5(73 ratings)
9,351 students

Performance Review Course: KPI, OKR, Appraisal, 1400+ Tools

Conduct fair employee reviews: performance management, evaluation systems, MBO goals, review forms and meeting scripts
Last updated 10/2026
English
English [Auto],

What you'll learn

  • Take away 1,400+ performance review tools in 294 downloadable resources: lecture presentations plus forms, scripts, rubrics
  • Get our top working files: performance review forms library, competency phrases library, review meeting script, KPI review meeting guide
  • See 34 services and apps on screen, from a quick look to a detailed demo: 15Five, PeopleForce, TMA Competency Library, Effy AI, Marissa AI and more
  • Prepare reviews with ready checklists for managers and employees, discussion questions and a questioning guide
  • Assess competencies with ready rubrics, behavioural interview questions and a narrative appraisal sample
  • Turn review results into action with a merit increase matrix, bonus calculator and improvement and development plans
  • Choose KPIs and lead KPI conversations with a KPI selection sheet, metric sets and an opening script
  • Run 360 feedback, exit interviews and one-on-ones with 218 question lists and scripts
  • Speed up reviews and analytics with 88 ready AI prompts
  • Learn with Mike, the #1 HR instructor on Udemy: 1,800,000+ enrollments, 170,000 students, about 200 books on Amazon
  • Draw on 20 years of hands-on HR practice at Preply, Wargaming, iDeals and Alfa-Bank

Course content

40 sections • 246 lectures • 118h 23m total length
  • Performance Appraisal Basics: Improvement Guide, Roles Matrix (8 Tools)44:53
    • Is Performance Review really worthwhile?

    • What are the benefits and uses of Performance Review?

    • How Performance Review impacts on your business

    • Elements of a performance review system

    • Responsibilities of those involved

    • Current research on the subject

    Tools in this lecture

    Files to download (5)

    • 01 performance management SHRM
    • 01 performance_management_report_2021
    • Performance management improvement guide
    • 01 performance-management SHRM2
    • The State of Performance Management 2021

    Ready to use on the slides (1)

    • Performance management responsibilities matrix

    Models and methods explained (2)

    • Management by objectives
    • Performance management cycle
  • Quiz: Performance Review Fundamentals, KPI and Appraisal Basics

Requirements

  • No prior experience with performance reviews required: every method comes with a form, script or rubric you can use
  • Nothing to buy for the course itself: presentations and working files are attached to the lectures
  • A spreadsheet app and a document editor to open the files (Excel or Google Sheets, Word or Google Docs)
  • This is a large library: start with the four core sections, then open the specialist sections you need
  • English at intermediate level or above

Description

This course contains the use of artificial intelligence.

1,495 performance review tools in one course: 1,140 ready-to-use files, forms, scripts and rubrics, 34 services and apps shown on screen, plus 321 models and methods.

Open a lecture, take the tool, use it in this cycle's review preparation, conversation or pay decision.

Why reviews produce forms and no change

The review comes round, managers fill in the form the night before, the conversation takes twenty minutes, and the rating depends on who is rating. The employee leaves without knowing what to do differently. HR collects the forms, and nothing in them changes pay, development or the next goals. Six months later it happens again, and people trust the process a little less.

What changes after this course

Each part of the review gets a format that works. A preparation checklist for both sides. Questions that make the conversation about evidence. Rubrics that make ratings comparable between managers. A form people can finish in an hour. A matrix that turns the result into a pay decision, and a plan that turns it into development. KPI and OKR formats for the goals that come next.

What is inside: 1,495 tools, counted file by file

You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.

  • 294 downloadable resources: the lecture presentations plus 74 standalone working files (form libraries, workbooks, scripts, calculators and document templates)
  • 1,066 ready-to-use tools inside the presentations:
  • 224 templates and sample documents: OKR goal setting, team KPI selection, performance improvement plan, performance bonus calculator
  • 218 question lists and conversation scripts: performance review discussion, competency-based interviews, KPI selection discussion, OKR review discussion
  • 201 step-by-step procedures and workflows: KPI appraisal, 360-degree feedback implementation, bottom-up OKR alignment, difficult performance conversations
  • 141 checklists: manager review preparation, KPI selection completeness, effective feedback, OKR quality
  • 121 scorecards, rubrics and scoring matrices: five-point performance rating scale, results orientation competency rubric, merit increase matrix, performance and behavior matrix
  • 89 ready AI prompts: performance review summary, competency indicators, performance review bias audit, three-month employee development plan
  • 52 formulas and metric sets: team KPI metrics, performance review metrics, production manager KPIs, performance improvement plan metrics
  • 20 other working tools: performance review form selection tree, feedback gap interview worksheet, development actions library, performance improvement plan calendar
  • 34 services and apps shown on screen, from a quick look to a detailed demo: 15Five, PeopleForce, TMA Competency Library, Effy AI, Marissa AI
  • 321 models and methods explained with examples: management by objectives, 360-degree feedback, SHL Universal Competency Framework, nine-box talent grid

Where the tools are

  • Review core (4 sections, 78 tools). Review fundamentals, analysis of results and competencies, structured appraisals with development impact, and leading with KPIs.
  • Review formats and playbooks (400+ tools). The complete appraisal framework, advanced appraisal methods, review forms, 360 feedback, OKR reviews, and playbooks for improvement plans, development plans and exit interviews.
  • Competencies and talent (300+ tools). Competency models, assessment centres, talent management and succession.
  • Pay after reviews (400+ tools). Motivation and pay decisions, compensation and rewards, incentives, benefits and AI for compensation.
  • Conversations (130+ tools). Feedback skills, coaching between cycles and one-on-ones.
  • Analytics (400+ tools). Performance analytics, metrics and dashboards, KPI design and workforce planning.

Who is teaching

I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe.

I first experienced performance appraisal as a structured conversation about results and future plans. At Alfa-Bank, we completed a questionnaire covering the year’s results and our plans for the following year, then met with a manager to discuss those plans. We worked in annual cycles. Later, at iDeals, I developed a corporate competency model, providing a set of competencies at the level of the whole organisation. This experience informs the appraisal tools in this course.

How to use the course

Start with the four core sections: they follow a review from preparation to decisions. Then treat the rest as a reference library. Section and lecture titles show how many tools are inside, and each lecture description lists them by name, so you can find the right tool before the conversation you are preparing for.

What is included

  • 209 lectures across 35 sections, 96 hours
  • 294 downloadable resources: lecture presentations and working files
  • 1,495 tools across the lessons, ready to copy into your own work
  • Lifetime access to all materials
  • Active instructor support in the Q&A section
  • A Udemy Certificate of Completion

Where to start

Take the next review in your calendar. Open the third section, use the preparation checklist and the discussion questions, and run that one conversation with a structure. Managers who review with evidence are trusted with their ratings, and every review done on the night before costs you the confidence of the person reviewed. Enrol now and start your first lesson today.

Who this course is for:

  • HR managers and HR business partners who design and run the review cycle
  • Managers and team leads who want ready forms and scripts for review conversations
  • Performance and talent specialists choosing between KPI, OKR, MBO and 360 formats
  • HR directors linking review results to pay, bonuses and development
  • Founders introducing reviews in a growing company for the first time
  • HR generalists who want tested forms and rubrics instead of building their own