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Free course template · US federal

Performance management & documentation

A ready-made course, live deck and two surveys for supervisors and managers. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons, 12-question final check. Last reviewed 8 October 2026; not legal advice.

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The Performance management & documentation course as a learner first sees it (1 of 3)The lesson list of the Performance management & documentation course (2 of 3)A question from the Performance management & documentation feedback survey (3 of 3)

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Performance management & documentation course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 12-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Your legal role · 6 min

    Explain how documentation (or its absence) decides discrimination and retaliation cases.

  • Lesson 2: The rules · 8 min

    Set clear, job-related expectations and give timely feedback.

  • Lesson 3: Do / Don't · 6 min

    Write factual, specific, consistent documentation (behaviour, impact, expectation).

  • Lesson 4: The conversation · 8 min

    Recognise when performance issues intersect with protected leave, accommodation or complaints, and involve HR.

  • Lesson 5: Document it · 6 min

    Run a fair performance improvement plan and follow progressive discipline.

  • Lesson 6: Final assessment · 6 min

    12 questions, 80% to pass. The result is saved to the learner's record.

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

The course itself is self-paced and online, and the live deck lets you add a live session. Whether online delivery meets your local rules depends on the law that applies to you, so check the rules that apply to you or ask your own counsel.

At becoming a manager + every 2 years.

Supervisors and managers.

Record completion in your own LMS or record system, so you can show who finished the course and when. Check the retention period that applies to you in the rules that apply to you.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply. Keep anything your own law requires you to cover.

Your own details, each highlighted inside the course:
  • Discipline policy
  • Pip template link
  • Review cycle
  • HR contact
  • Hris or file system
  • State employment notes
  • LMS or record system
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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