Training Module
Training Module
Performance Evaluation Foundations
Learn the fundamentals of analysing performance results, interpreting trends and deviations, and summarising evaluation outputs for management decisions
Understand
Implement
Manage
Audit
Training module overview
Most organisations can produce dashboards and KPI reports. The recurring challenge is evaluation: distinguishing signal from noise, explaining meaningful deviations, and forming an integrated view that supports decisions rather than ritual reporting.
This foundation module focuses on practical interpretation of performance results across management systems. Participants learn how to consolidate inputs, read trends and exceptions, produce management-ready evaluation summaries, and translate evaluation outputs into clear decision and improvement inputs—without turning the course into KPI design, monitoring system design, or corrective action mechanics.
Most organisations can produce dashboards and KPI reports. The recurring challenge is evaluation: distinguishing signal from noise, explaining meaningful deviations, and forming an integrated view that supports decisions rather than ritual reporting.
This foundation module focuses on practical interpretation of performance results across management systems. Participants learn how to consolidate inputs, read trends and exceptions, produce management-ready evaluation summaries, and translate evaluation outputs into clear decision and improvement inputs—without turning the course into KPI design, monitoring system design, or corrective action mechanics.
Target audience
Management system implementers and coordinators responsible for performance evaluation outputs
Quality, environmental, information security, HSE, continuity, and AI governance managers
Process owners and line managers who must interpret performance results and explain deviations
People who contribute to management review inputs (performance evaluation, integrated summaries)
Internal auditors who need manager-side interpretation of results (not audit execution techniques)
Management system implementers and coordinators responsible for performance evaluation outputs
Quality, environmental, information security, HSE, continuity, and AI governance managers
Process owners and line managers who must interpret performance results and explain deviations
People who contribute to management review inputs (performance evaluation, integrated summaries)
Internal auditors who need manager-side interpretation of results (not audit execution techniques)
Agenda
Role of performance evaluation in management systems
Analysis vs. evaluation: numbers, meaning, and decision relevance
Common failure modes: overload, defensiveness, false precision
Preparing evaluation inputs
Consolidating performance results from multiple sources (KPIs, process measures, incidents, complaints, audit outputs)
Basic comparability checks: definitions, time windows, baselines, scaling
Reading trends, deviations, and patterns
Practical pattern recognition: trends, spikes, plateaus, and recurring variation
Triggers for deeper investigation: thresholds, early warning signs, recurring exceptions
Building credible interpretations
Separating observation, interpretation, and implication
Assessing confidence and uncertainty in conclusions (what you know vs. what you assume)
Evaluating what is working and what is not
Using performance evidence to assess process stability and control operation (at a manager level)
Recognising when measures no longer support decisions (misleading or obsolete indicators)
Synthesising multiple inputs into an integrated picture
Combining performance results with audit outputs, incidents, and feedback without “cherry-picking”
Consistency checks: conflicting signals, lagging vs. leading indications
Communicating evaluation outputs for leadership use
Management-ready summaries: situation → interpretation → implication → decision input
Avoiding dashboard overload and overly technical narratives
From evaluation outputs to improvement inputs
Turning evaluation summaries into actionable improvement inputs and follow-up questions
Defining what evidence would demonstrate improvement over time
Workshop (case-based)
Analyse a provided performance pack (trend + exceptions + mixed inputs)
Draft a short evaluation summary suitable for management review inputs
Identify improvement inputs and define follow-up evidence needs
Role of performance evaluation in management systems
Analysis vs. evaluation: numbers, meaning, and decision relevance
Common failure modes: overload, defensiveness, false precision
Preparing evaluation inputs
Consolidating performance results from multiple sources (KPIs, process measures, incidents, complaints, audit outputs)
Basic comparability checks: definitions, time windows, baselines, scaling
Reading trends, deviations, and patterns
Practical pattern recognition: trends, spikes, plateaus, and recurring variation
Triggers for deeper investigation: thresholds, early warning signs, recurring exceptions
Building credible interpretations
Separating observation, interpretation, and implication
Assessing confidence and uncertainty in conclusions (what you know vs. what you assume)
Evaluating what is working and what is not
Using performance evidence to assess process stability and control operation (at a manager level)
Recognising when measures no longer support decisions (misleading or obsolete indicators)
Synthesising multiple inputs into an integrated picture
Combining performance results with audit outputs, incidents, and feedback without “cherry-picking”
Consistency checks: conflicting signals, lagging vs. leading indications
Communicating evaluation outputs for leadership use
Management-ready summaries: situation → interpretation → implication → decision input
Avoiding dashboard overload and overly technical narratives
From evaluation outputs to improvement inputs
Turning evaluation summaries into actionable improvement inputs and follow-up questions
Defining what evidence would demonstrate improvement over time
Workshop (case-based)
Analyse a provided performance pack (trend + exceptions + mixed inputs)
Draft a short evaluation summary suitable for management review inputs
Identify improvement inputs and define follow-up evidence needs
Course ID:
HAM-PEF-1
Audience:
Manager
Domain:
Agnostic
Available in:
English
Duration:
7 h
List price:
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
What you get
Learning outcomes
Distinguish performance reporting from performance evaluation, and explain why the difference matters for decisions
Consolidate performance evaluation inputs from multiple sources into a coherent evaluation set
Identify meaningful trends, deviations, and recurring patterns in performance results
Separate observation, interpretation, and implication to produce credible evaluation summaries
State confidence and uncertainty clearly, avoiding false precision and defensive narratives
Produce management-ready evaluation outputs that can be used as inputs to management review and improvement routines
Distinguish performance reporting from performance evaluation, and explain why the difference matters for decisions
Consolidate performance evaluation inputs from multiple sources into a coherent evaluation set
Identify meaningful trends, deviations, and recurring patterns in performance results
Separate observation, interpretation, and implication to produce credible evaluation summaries
State confidence and uncertainty clearly, avoiding false precision and defensive narratives
Produce management-ready evaluation outputs that can be used as inputs to management review and improvement routines
Learning materials
Slide deck
Participant workbook
Certificate of completion
Slide deck
Participant workbook
Certificate of completion
Templates & tools
Performance evaluation worksheet (trend, deviation, interpretation, confidence)
Integrated inputs summary sheet (KPI + incidents + complaints + audit outputs)
Management-ready evaluation summary template (short narrative format)
Trigger and follow-up checklist (when to investigate; what evidence to request)
Insight-to-action mapping sheet (evaluation output → decision input → follow-up evidence)
Performance evaluation worksheet (trend, deviation, interpretation, confidence)
Integrated inputs summary sheet (KPI + incidents + complaints + audit outputs)
Management-ready evaluation summary template (short narrative format)
Trigger and follow-up checklist (when to investigate; what evidence to request)
Insight-to-action mapping sheet (evaluation output → decision input → follow-up evidence)
Prerequisites
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)
Helpful preparatory modules
The modules below prepare for an optimal learning experience – but are not strictly necessary for participants to follow.
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Monitoring & Measurement Foundations: Collecting and Validating Performance Data Across the System
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data.
7 h
Monitoring & Measurement Foundations: Collecting and Validating Performance Data Across the System
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data.
7 h
Monitoring & Measurement Foundations: Collecting and Validating Performance Data Across the System
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data.
7 h
Continuous learning
Follow-up modules
Follow-up modules
After completion of this module, the following modules are ideal to further deepen the participant's competence.
After completion of this module, the following modules are ideal to further deepen the participant's competence.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.