Performance Management

One of the main ways in which the HR Working Group is enabling the achievement of ERW’s vision, which encompasses high standards of teaching and good leadership, is through delivery of the people management aspects of the ‘Raising Standards and Rewarding Excellence’ programme. As part of this programme, the HR Group has designed a performance management training package and will be delivering that to school leaders and governors across the region during the 2016/17 academic year.

Here you can find details of that training programme, along with supporting resources.

Effective Performance Management – E-learning Module

HR e-module ENG

We are pleased to announce the roll-out of our ‘Effective Performance Management’ e-learning module across the ERW region. The module has been developed by ERW’s HR Working Group, which comprises representatives from the 6 constituent local authorities.


The e-learning module aims to provide an overview of the key features of effective performance management for teachers and head teachers. Its content is based upon the Welsh Government’s Performance Management guidance and adheres to the School Teacher Appraisal Regulations 2011.
The intended audience is teachers, middle leaders, senior leaders, governors, local authority and ERW representatives. You will be able to access the module via your Local Authority’s e-learning platform.


Instructions about how to do this will be provided to you directly by your Local Authority. If you are unable – or would prefer not – to access the e-learning module, you can view a PowerPoint presentation which summarises the e-learning content by clicking here. Please note that it is, however, preferable that you complete the e-learning module in order to benefit from a better learning experience.


If you’ve completed the e-learning module and you’re someone who undertakes performance management reviews for other teaching staff (i.e. an ‘appraiser’), then you may also wish to book a place on our face-to-face ‘Effective Performance Management: Setting Objectives’ workshop. This interactive workshop aims to further develop appraisers’ knowledge of the performance management process and it focuses specifically on how to set good, SMART objectives.  You can find more information about the workshops below.

Effective Performance Management: Setting Objectives Workshops

effetive management - whole school

These interactive, face-to-face workshops aim to provide performance management appraisers with:

• A brief overview of the performance management process for teachers – including senior leaders;

• An appreciation of the role of performance management in the wider school improvement context; and

• An understanding of how to set performance management objectives effectively.

The workshops are aimed at all performance management appraisers – including headteachers, those governors who sit on the headteacher’s appraisal panel and any other senior or middle leaders who undertake the ‘appraiser’ role.

We strongly recommend that attendees complete the accompanying e-learning module (see above for details) before attending the face-to-face workshop. The reason for this is that the workshop does not provide as detailed an overview of the performance management process as the e-learning module; its purpose is instead to focus more specifically on how to formulate good, SMART objectives.

A number of workshops are scheduled to take place in each Local Authority between April and October 2017, in time for the start of the next performance management cycle in schools.

You will be able to attend Welsh, English or bilingual workshops across the ERW region. Bilingual handouts will be available at all workshops.

You can book to attend the workshops via Eventbrite by clicking here. If you don’t have access to Eventbrite, you can instead e-mail admin@erw.org.uk to book your place.

Supporting Resources

Estyn – Statutory Use of Leadership Standards in the Performance Management of Headteachers (November 2015)

The School Teacher Appraisal (Wales) Regulations 2011

Welsh Government – Performance Management Information Pack

Welsh Government – Professional Standards

Local Authorites Swansea-Abertawe Neath Port Talbot - Castell Nedd Port-Talbot Ceredigion Carmarthenshire - Sir Gaerfyrddin Pembrokeshire-Sir Benfro Powys

ERW is an alliance of 6 local authorities governed by a legally constituted joint committee. Its aim is to implement the agreed regional strategy and business plan to support school improvement.