Performance Management with AI: Goals, Metrics and One-to-Ones training
Managers run team performance as a cycle: they set goals with SMART and OKR, choose metrics that cannot be gamed, hold regular one-to-ones, give feedback and review performance without surprises — and use an AI assistant while checking its output.
Trainer license — one facilitator, who can also run it for their own clients. Company license — all trainers and managers in your company. Details
Card payment via Stripe · files right after payment and by email
A training you can run without the author
2 days, minute by minute
A trainer guide with what to say, exercise instructions, debrief questions and difficult situations.
14 exercises
Role plays, cases and cards — with print-ready handouts.
Tests with answer keys
A pre- and post-test to see what participants have learned.
An author with corporate experience
Stan Shaposhnikov: programs for PrivatBank, DTEK, Interpipe.
Invoice for your company
Leave your company details — we will send an invoice and deliver the files once it is paid.
Who this training is for
- Department and function heads, team leads
- Sales and service managers, HR business partners
- Internal trainers and L&D teams who need a ready-made program
- Independent trainers who deliver programs for corporate clients
Problems it solves
- Goals are set once a year and the performance review comes as a surprise
- KPIs are met while the company loses money
- Managers talk to employees only when something has gone wrong
- Top performers leave without saying what was missing
- The manager is buried in reports and does not know how to use AI safely
What participants will be able to do
See performance management as a cycle: goals — regular check-ins — review — development
Set goals with SMART and OKR and cascade them from the department to the individual
Choose a balanced set of leading and lagging indicators and see how KPIs can be gamed
Describe a role's performance profile: results, metrics and key skills
Run regular one-to-ones, notice overload and support psychological safety
Give feedback with SBI and feedforward, and hold a conversation about underperformance
Use an AI assistant to draft goals, analyze metrics and prepare for meetings — and check the output with a checklist
Training program: Performance Management with AI
Two days, 10:00–18:00 · lunch and two breaks each day
| Day 1. Goals and metrics | |
|---|---|
| 10:00–10:30 | Opening, introductions "What performance means to me", pre-test |
| 10:30–11:15 | The performance management cycle. Case study "Sigma" |
| 11:30–12:30 | A manager's roles and time |
| 13:30–14:30 | Goals: SMART, MBO and OKR, cascading |
| 14:30–15:15 | Metrics: types, leading and lagging indicators |
| 15:30–16:30 | KPI traps and a balanced set of metrics |
| 16:30–17:30 | The role performance profile |
| 17:30–18:00 | Day summary, assignment "One goal — one conversation" |
| Day 2. Ongoing management and AI | |
|---|---|
| 10:00–10:20 | Warm-up "How did the conversation go" |
| 10:20–11:15 | Regular one-to-ones, psychological safety, signs of burnout |
| 11:30–12:30 | Practice "The One-to-One" in groups of three |
| 13:30–14:15 | Feedback: SBI and feedforward |
| 14:15–15:15 | The underperformance conversation |
| 15:30–16:00 | Reviews without surprises and a development plan |
| 16:00–17:30 | Module "The manager's AI assistant": three-station practice |
| 17:30–18:00 | 30-day plan, post-test, feedback form, closing |
What's included: slides, trainer guide, workbook
Slide deck
57 slides with presenter notes (PowerPoint)
Trainer guide
30 pages: a minute-by-minute script for both days with what to say, debriefs and difficult situations
Participant workbook
14 pages: the cycle, OKR, metrics, role profile, one-to-ones, SBI, AI assistant, 30-day plan
Exercises and cases
14 exercises with answer keys; the "Sigma" case, metric and employee cards, situations, an "AI answer" with mistakes, prompts for the AI practice
Tests and forms
Pre-/post-test, answer key, summary sheet, feedback form
Read me first
Preparation plan and printing list
License
Run it as often as you like, adapt it, add your own logo
License. Run the training as many times as you like, edit the materials and add your own logo. You may not resell the files or share them with third parties. License terms
Book on this topic. "AI-Powered Training Design" — Stan Shaposhnikov's book on designing training programs with AI tools — the method behind the AI modules in Couchinfo kits. The book on Amazon
Exercises from this kit
How to Game a KPI
See the loopholes in metrics and learn to close them with a balanced set.
Performance Management with AIThe One-to-One
Practice a regular one-to-one in six steps and find out something the manager did not know.
Performance Management with AISpot the AI's Mistakes
Learn to check an AI assistant's answer with a short checklist.
Need it tailored to your company?
We will rewrite the cases around your situations, apply your brand style and prepare your trainers.
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