The Simitri Performance Management Workshop provides leaders and managers with the skills to improve the performance of individual team members.

The workshop is focused on the "how to" aspect of delivering staff development/performance management sessions, including goal setting, motivating team members, and providing feedback.

During the course, the participants also discuss the softer skills needed to deliver an effective performance review meeting, particularly when disciplinary action is required, including building trust, understanding their team members, and adapting their approach to the person and the situation.


  • Performance Review Meetings
  • Setting Performance Goals
  • Understanding the Team Member's Perspective
  • Delivering Appraisals & Giving Feedback
  • Motivating the Team Members
  • Dealing with Challenging Situations
  • Collaborative Action Planning


By completing this workshop, participants will:

  • Understand their team members, specifically their needs and drivers
  • Set goals for individual team members to ensure they accept responsibility for their achievements
  • Understand what can (and won't) motivate their team toward success
  • Deliver a clear, concise performance management message
  • Deal with challenging situations and team members in a professional manner


8:45 AM - 9 AM
Registration and Networking
9 AM - 9:20 AM
• Welcome
• Workshop Objectives
• Today’s Agenda
• Housekeeping
• Introductions / Icebreaker
9:20 AM - 9:50 AM
Understanding Performance Management
• Performance Management Cycle
• Small Group Discussion: Success and Pre-conditions for Success (from manager/employee perspectives)
• The Challenges We Face
9:50 AM - 10:45 AM
• 10 minutes planning
• 5 minutes per role-play
• Review & feedback
• Having a Performance Management Conversation
10:45 AM - 11 AM
11 AM - 11:45 AM
Adapting Your Approach
• Understanding the Team Member
• The Skill / Will Matrix
• Simitri Case Study: Identify and Act (Skill / Will Case Studies)
• Adapting Your Approach
• Case Study Discussion
11:45 AM - 12:30 PM
Setting SMART Goals
• Setting SMART Goals
• Exercise: UnSMART to SMART
• Ensuring a Clear Line of Sight
• Case Study Discussion
• Goal Tracking Template
12:30 PM - 1:30 PM
1:30 PM - 2 PM
Stage 1: Open the Discussion
• 5 Stages of a Performance Conversation (review)
• Setting the Scene and Four Tips
• Mini Role-Play: Setting the Scene
• Decision Time: When to Introduce the SMART Goals
2 PM - 2:45 PM
Stage 2: Team Member Sharing
• Why get their views first?
• Team Member Sharing: Questions to Ask
• Case Study Discussion
• Asking Follow-Up Questions
• Mini Role-Play
• Don’t Forget: Active Listening
2:45 PM - 3:15 PM
Stage 3: Manager Sharing
• Discussion: Easy/Difficult Feedback Situations; Obstacles• Manager Sharing: Feedback Options (IAC)• Motivational Feedback (and case study discussion)• Developmental Feedback (and case stud...
• Discussion: Easy/Difficult Feedback Situations; Obstacles
• Manager Sharing: Feedback Options (IAC)
• Motivational Feedback (and case study discussion)
• Developmental Feedback (and case study discussion)
• Feedback Tips
• Mini Role-Play (optional based on time)
view more
3:15 PM - 3:30 PM
3:30 PM - 4 PM
Stage 4: Agree on Next Steps
• When You and the Person Agree• When You and the Person Don’t Agree• Adapting Your Approach (accommodate, collaborate, confront)• Challenging Feedback Situations (based on Skill / Will)• Ca...
• When You and the Person Agree
• When You and the Person Don’t Agree
• Adapting Your Approach (accommodate, collaborate, confront)
• Challenging Feedback Situations (based on Skill / Will)
• Case Study Discussion
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4 PM - 4:15 PM
Stage 5: Close the Discussion
• Options for Closing the Discussion
4:15 PM - 5:15 PM
• 10 min to prepare
• 5 min role-play
• 5 min review and feedback
5:15 PM - 5:30 PM
End of Day Wrap-Up
• End of Day Discussion
• Continuous Improvement / Action Planning
• Evaluation forms


  • Alice Wang

    Alice Wang

    Alice has over 24 years of management and leadership experience in customer service, inventory control, and human resources in China. Throughout her career, Alice has gained experience in communication, talent development, and performance management.

    Prior to joining Simitri, Alice was HR Director for over 15 years in a
    wholly German-owned manufacturing enterprise operating in China. As a member of the management team, Alice led teams at multiple sites around the country and worked closely with senior executives to develop strategies, implement policies, and fulfill business needs for the entire business in China.

    Prior to her role in HR, Alice was customer service manager, where she led a team of over 30 people responsible for sales order processing, stock control, and transportation management.

    Earlier in her career, Alice was customer service manager in BHP, an Australian manufacturing enterprise, and also served as logistics
    manager at United Biscuit, a UK fast moving consumer goods

    Today as a trainer and facilitator for Simitri, Alice works closely with
    management teams in communication skills, presentation skills,
    leadership development, and personal effectiveness.

    Alice received her post-graduate certification at Hong Kong University ICB, with a major in Organisation and Human Resources Management.

    view more


Please use your own name and email when registering for a training session. Additional fees may apply if you fail to register under your own identity. 

A prepayment is required for all full-day training sessions. 


Half-day session training vouchers cannot be used for full-day training programs.


Member Ticket

Early Bird expires on Oct. 16

Member Early Bird Price RMB 2,650
Member Price RMB 3,650
Member Company Employee Ticket

Early Bird expires on Oct. 16

Early Bird Price RMB 2,650
Standard Price RMB 3,650
Non-Member Ticket
Standard Price RMB 4,650


  • All registrations shall be made online before the session. For full-day sessions, payment also shall be made before the session.
  • For full-day sessions, AmCham Shanghai members are eligible to attend at "Member Rate"; Employees who work at AmCham Shanghai member companies are eligible to attend at "Employee Rate"; Non-members are eligible to attend at "Non-Member Rate".
  • Limited spaces are available and attendance will be given on a first-come, first-served basis.
Walk-in and Cancellation Policy
  • Cancellation: If you need to cancel your registration for a full-day session, please notify David Ma at (86 21) 6169 3016 or email david.ma@amcham-shanghai.org at least two weeks prior to the session for a full refund. Cancellation made within two weeks before the session will not be refundable.
  • To ensure that you have a seat, please come to the session on time. Open seats will be released to other guests 15 minutes after the session starts.


AmCham Shanghai Conference Center (Xintiandi)

27F, Infinitus Tower, No.168 Hubin Road, Huangpu District.

Shanghai, China

If you have any questions please contact David Ma

Contact Organizer

+86 61693016

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