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Quick Look Course Summary:Monitoring Team Performance (Unit Standard 252034) (3 days)
  • Length: 3 day(s)

  • Price (at your venue): 1 Person R 21,125 EX VAT 3 Person R 13,658 EX VAT 10 Person R 9,124 EX VAT

  • Certification Type:Accredited

  • Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.

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    Monitoring Team Performance (Unit Standard 252034) (3 days)

    Managers who set clear performance standards with their teams, track performance with a system that fits company policy, and run fair, well-prepared review interviews that end in an agreed action plan – with 8 accredited credits.

    Performance reviews go wrong when nobody agreed the standards up front, the evidence is thin and the conversation turns into an argument. This accredited performance appraisal course covers unit standard 252034 (NQF Level 5, 8 credits), a core unit standard of the National Certificate: Generic Management (SAQA ID 59201), which BOTI delivers under its Services SETA accreditation.

    Day one is about setting up for success: turning the unit's goals into clear, concise standards for each team member, involving the team so that they accept them, and choosing and setting up a monitoring system that fits the organisation's performance policy.

    Day two prepares delegates for the review itself: agreeing the arrangements with the team member, assessing performance against the standards, documenting the evidence and planning constructive feedback on both strengths and gaps. On day three delegates conduct review interviews in realistic role plays, record the findings fairly and agree a signed action plan with the employee.

    Why this course

    For your organisation

    • Performance standards linked directly to the unit's goals
    • Monitoring systems that follow company policy and procedure
    • Fair, consistent and well-documented performance reviews
    • Signed action plans that close performance gaps
    • Eight accredited credits at management level (NQF 5)

    For your delegates

    • Eight accredited credits towards the NC: Generic Management
    • Templates for standards, monitoring and review preparation
    • Practice in review interviews with feedback
    • Confidence to deliver positive and negative feedback constructively

    What delegates will be able to do

    • Write clear performance standards from the unit's goals and deliverables
    • Involve team members in setting standards to build buy-in
    • Compare monitoring systems and set up one that fits company policy
    • Agree review arrangements and complete a preliminary assessment
    • Prepare the documents and feedback approach for a performance review
    • Conduct a fair, constructive review interview
    • Record the findings and agree a signed action plan with the team member

    Who should attend

    Heads of department, section heads, divisional heads, supervisors and other managers responsible for the performance of team members, and the HR practitioners who support them. The unit standard assumes communication, mathematical literacy and computer literacy at NQF Level 4.

    Course outline

    Day 1 – Unit standard 252034: setting standards and monitoring systems

    Outcome 1: Performance standards for team members
    • From unit goals and deliverables to individual standards
    • Writing standards that are clear and concise
    • Stating what is done and to what standard
    • Using team feedback to build buy-in
    • Recording standards according to company procedure
    Outcome 2: Systems for monitoring performance
    • Monitoring systems compared
    • Matching the system to company performance policy
    • Explaining the system to the team
    • Setting up the system in your unit

    Day 2 – Unit standard 252034: preparing for the performance review

    Outcome 3: Preparing for a review
    • Agreeing the time, place and type of review
    • A preliminary assessment against the agreed standards
    • Documenting evidence for future reference
    • Feedback methods for strengths and shortcomings
    • Preparing the review documents required by policy
    Preparation practice
    • Working through a team member's performance record
    • Planning the review conversation
    • Peer review of preparation documents

    Day 3 – Unit standard 252034: conducting the review interview

    Outcome 4: The performance review interview
    • Running the review as agreed
    • Relevant, fair and supportive feedback
    • Recording positive and negative findings honestly
    • Agreeing an action plan for gaps and strengths
    • Documenting and signing the agreed actions
    Role plays and portfolio
    • Review interviews with observer feedback
    • Handling disagreement in a review
    • Portfolio of evidence: what to submit

    How it is delivered

    Three days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20. Learner guide and workbook for each unit standard, practical workplace activities, and a portfolio of evidence that delegates complete after the course for assessment and moderation.

    Certificate: Delegates found competent are credited with unit standard 252034 (NQF 5, 8 credits) through BOTI's Services SETA accreditation (12582) and receive a statement of results; the others receive a BOTI certificate of attendance.

    What our clients say

    ★★★★★ 4.8 on Google from 770+ reviews · word-for-word quotes from signed letters of reference, from clients on this and/or related BOTI courses

    “The training was practical, engaging and relevant to our workplace environment, providing participants with valuable knowledge and practical skills that could be applied in their respective roles.”

    A cosmetics manufacturerHR Department · Course: Reception and Telephone Skills Training · 2026

    “The facilitator was excellent and took time to ensure that the employee understood the content and was able to apply the learning in order to develop the portfolio of evidence.”

    A construction and renovations companyManager · Course: Taking charge as a Leader & Closing the Gap between Specialist and… · 2026

    “The training was well received and we were impressed by the knowledge of the facilitators and the quality of overall training.”

    A SETA (finance and accounting)Human Resources Manager · Course: Knowledge Management · 2024

    Read what our clients say

    Frequently asked questions

    Is this course accredited?

    Yes. It covers unit standard 252034, Monitor and evaluate team members against performance standards (NQF Level 5, 8 credits), a core unit standard of the National Certificate: Generic Management (SAQA ID 59201), delivered under BOTI's Services SETA accreditation (12582).

    Until when can delegates enrol?

    Delegates can enrol until 30 June 2028.

    Are there entry requirements?

    The unit standard assumes communication, mathematical literacy and computer literacy at NQF Level 4.

    How are delegates assessed?

    After the course each delegate completes a portfolio of evidence based on their own team. It is assessed and moderated, and delegates found competent receive a statement of results.

    Is there a shorter version without assessment?

    Yes. Performance Management Course covers the performance cycle in one day, with a BOTI certificate of attendance.

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