Training Module
Performance Evaluation Foundations
Learn the fundamentals of analysing performance results, interpreting trends and deviations, and summarising evaluation outputs for management decisions
Training Module
Performance Evaluation Foundations
Learn the fundamentals of analysing performance results, interpreting trends and deviations, and summarising evaluation outputs for management decisions
Training Module
Performance Evaluation Foundations
Learn the fundamentals of analysing performance results, interpreting trends and deviations, and summarising evaluation outputs for management decisions
Are your monitoring and measurement results failing to provide clear, actionable insights for management decisions?
This training module builds a practical evaluation discipline that supports management review inputs, clearer decisions, and credible improvement follow-through, moving beyond mere reporting to meaningful performance understanding.
Are your monitoring and measurement results failing to provide clear, actionable insights for management decisions?
This training module builds a practical evaluation discipline that supports management review inputs, clearer decisions, and credible improvement follow-through, moving beyond mere reporting to meaningful performance understanding.
Are your monitoring and measurement results failing to provide clear, actionable insights for management decisions?
This training module builds a practical evaluation discipline that supports management review inputs, clearer decisions, and credible improvement follow-through, moving beyond mere reporting to meaningful performance understanding.
Training module overview
Training module overview
Training module overview
Organizations often generate vast amounts of monitoring data but struggle with consistent interpretation, leading to ambiguous insights and ineffective management decisions.
This module addresses these challenges by providing a structured approach to performance evaluation. Participants will learn to analyze performance results, interpret trends and deviations, and effectively summarize evaluation outputs for management decisions. The focus is on developing a practical evaluation discipline that supports clear decision-making and credible improvement initiatives, transforming raw data into actionable intelligence.
Organizations often generate vast amounts of monitoring data but struggle with consistent interpretation, leading to ambiguous insights and ineffective management decisions.
This module addresses these challenges by providing a structured approach to performance evaluation. Participants will learn to analyze performance results, interpret trends and deviations, and effectively summarize evaluation outputs for management decisions. The focus is on developing a practical evaluation discipline that supports clear decision-making and credible improvement initiatives, transforming raw data into actionable intelligence.
Applicable environments
This module is applicable across a wide range of management systems and organisational contexts. The concepts are not tied to a specific ISO standard and are used wherever organisations need clear, workable processes, defined ownership, and embedded controls.
It is commonly applied in quality, information security, environmental, and other ISO-based management systems, as well as in non-certified environments that require structured, auditable operations.
Target audience
Target audience
Target audience
Management system implementers and coordinators
Executives and department heads accountable for management system performance
Those responsible for processes, policies, assets, risks, and controls related to a management system
Auditors seeking insights into management-side best practice (not audit technique)
Management consultants working with management system design, governance, or improvement
Management system implementers and coordinators
Executives and department heads accountable for management system performance
Those responsible for processes, policies, assets, risks, and controls related to a management system
Auditors seeking insights into management-side best practice (not audit technique)
Management consultants working with management system design, governance, or improvement
Decision support
Is this module for you?
It is a good fit if you…
work with performance results but struggle to interpret what they mean.
face reports full of numbers but little shared understanding.
need to distinguish signal from noise and explain deviations.
support management review, evaluation, or improvement decisions.
want performance evaluation that leads to action, not just reporting.
work with performance results but struggle to interpret what they mean.
face reports full of numbers but little shared understanding.
need to distinguish signal from noise and explain deviations.
support management review, evaluation, or improvement decisions.
want performance evaluation that leads to action, not just reporting.
If most of the points above apply, this module is likely a good fit.
It may not be the best fit if you…
already operate a clear, consistent performance evaluation discipline.
have no mandate or interest in interpreting or summarising results.
need KPI design, monitoring system setup, or analytics tooling.
are looking for audit execution or corrective action techniques.
already operate a clear, consistent performance evaluation discipline.
have no mandate or interest in interpreting or summarising results.
need KPI design, monitoring system setup, or analytics tooling.
are looking for audit execution or corrective action techniques.
Agenda
Agenda
Agenda
Role of performance evaluation in management systems
Preparing evaluation inputs
Reading trends, deviations, and patterns
Building credible interpretations
Evaluating what is working and what is not
Synthesising multiple inputs into an integrated picture
Communicating evaluation outputs for leadership use
From evaluation outputs to improvement inputs
Case-based workshop
Show detailed agenda...
Role of performance evaluation in management systems
Preparing evaluation inputs
Reading trends, deviations, and patterns
Building credible interpretations
Evaluating what is working and what is not
Synthesising multiple inputs into an integrated picture
Communicating evaluation outputs for leadership use
From evaluation outputs to improvement inputs
Case-based workshop
Show detailed agenda...
Role of performance evaluation in management systems
Preparing evaluation inputs
Reading trends, deviations, and patterns
Building credible interpretations
Evaluating what is working and what is not
Synthesising multiple inputs into an integrated picture
Communicating evaluation outputs for leadership use
From evaluation outputs to improvement inputs
Case-based workshop
Show detailed agenda...
Learning outcomes
Learning outcomes
Learning outcomes
Key outcomes
Analyze performance results to identify key trends and deviations
Interpret monitoring data to derive actionable insights for management decisions
Summarize evaluation outputs effectively for various stakeholders and management review inputs
Analyze performance results to identify key trends and deviations
Interpret monitoring data to derive actionable insights for management decisions
Summarize evaluation outputs effectively for various stakeholders and management review inputs
Additional capabilities
Distinguish between different types of performance indicators and their implications for evaluation
Develop a systematic approach to performance evaluation that supports continuous improvement
Identify and address common pitfalls in performance evaluation, such as data misinterpretation or biased reporting
Distinguish between different types of performance indicators and their implications for evaluation
Develop a systematic approach to performance evaluation that supports continuous improvement
Identify and address common pitfalls in performance evaluation, such as data misinterpretation or biased reporting
Additional benefits
Additional benefits
Additional benefits
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Performance evaluation process
Dashboards examples
Performance evaluation worksheet
Trigger and follow-up checklist
Insight-to-action mapping sheet
Performance evaluation process
Dashboards examples
Performance evaluation worksheet
Trigger and follow-up checklist
Insight-to-action mapping sheet
Confirmation
Certificate of completion
Module ID
HAM-AG-C-14
Domain
Audience
Manager
Language
English
Delivery
Live virtual
Duration
7 h
List price
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
Delivery & learning format
Delivery & learning format
Delivery & learning format
Virtual live teaching
This module is delivered live, with a strong focus on discussion, practical application, and direct interaction with the instructor.
Sessions work through realistic examples, clarify concepts in context, and apply methods directly to participants’ organisational realities.
Custom delivery options
For organisations with specific constraints or learning objectives, the module can be adapted in format or scope, including in-house delivery and contextualised case material.
Not sure if this module is right for you?
Not sure if this module is right for you?
Not sure if this module is right for you?
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
Assumed background
This module assumes general familiarity with management system operation and routine performance reporting. Participants should be comfortable reading basic performance charts/tables and discussing process performance in operational terms.
Helpful background includes:
Basic understanding of objectives, measures, and monitoring outputs
Familiarity with management review as a governance routine (conceptually)
This module assumes general familiarity with management system operation and routine performance reporting. Participants should be comfortable reading basic performance charts/tables and discussing process performance in operational terms.
Helpful background includes:
Basic understanding of objectives, measures, and monitoring outputs
Familiarity with management review as a governance routine (conceptually)
Preparatory modules
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
Objectives & Performance Foundations
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
7 h
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
7 h
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
7 h
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
After completion of this module, the following modules are ideal to further deepen your competence. If you are looking for a structured learning path, modules can also be taken as part of a professional track.
Management Review
Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs
Duration
7 h
List price
CHF 550
View module
Management Review
Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs
Duration
7 h
List price
CHF 550
View module
Management Review
Learn the fundamentals of planning, conducting, and documenting management reviews using integrated inputs and decision-focused outputs
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
Duration
7 h
List price
CHF 550
View module
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
Duration
7 h
List price
CHF 550
View module
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.