Performance management setup for small businesses
A practical Appraisd / Talos Perform implementation service for small businesses that want better objectives, check-ins and probation reviews - without spending months designing a process from scratch.
Most small businesses know they should be doing performance management better.
Probation reviews should be documented. Objectives should be clear. Managers should be having useful check-ins. Employees should know what is expected of them. But in reality, everyone is busy, HR is stretched or non-existent, and the process gets pushed aside until there is a problem. I can help you get a simple, workable performance management process up and running using Appraisd / Talos Perform.
Let an expert set it up for you
You do not need to become a performance management specialist. You need a system and process that works for your business, your managers and your employees.
I helped build Appraisd and know how to get the best out of it. I can help you design the right setup, configure the system, guide your managers and make sure the process is practical rather than over-engineered.
What this service helps with
Probation reviews
Even small businesses need to document probation properly. If someone is not working out, vague memories and informal conversations are rarely enough. I can help you create a simple probation review process so expectations, feedback and decisions are recorded clearly and consistently.
Objectives and expectations
Many teams struggle because objectives are either too vague, too numerous or not connected to the real priorities of the business. I can help you create a straightforward objectives framework, including examples and templates your managers can actually use.
Manager check-ins
Most managers are not naturally great at performance conversations. They either avoid them, make them too formal, or focus only on tasks rather than progress, blockers and support. I can help your managers run better check-ins: more useful, less awkward and easier to document.
Employee setup and system configuration
I can help with the practical setup too, including employee records, review forms, check-in templates, probation workflows, objectives, permissions and launch planning. The aim is to make the system usable from day one.
Who this is for
This service is designed for small businesses that:
- have outgrown purely informal performance management;
- want to document probation and performance conversations properly;
- need managers to set clearer objectives;
- want a lightweight system rather than a corporate HR project;
- are implementing Appraisd / Talos Perform and want expert help getting started.
What you get
Depending on what you need, the service can include:
- review of your current performance management approach;
- recommended process design;
- Appraisd / Talos Perform configuration guidance;
- probation review templates;
- objective-setting templates;
- manager check-in guidance;
- employee and manager launch communications;
- system setup support;
- manager training or workshops;
- follow-up advice after your first review cycle.
Why work with me?
I founded Appraisd and helped shape the product from the ground up. I understand not just the software, but the real-world problems it is designed to solve: unclear expectations, poor documentation, awkward manager conversations and HR processes that people do not use.
My focus is on keeping things simple, practical and proportionate for smaller businesses.
You do not need a huge HR transformation project. You need a clear process, a well-set-up system and managers who know what to do next.
Appraisd / Talos Perform workshop
A typical workshop can cover:
- what your business needs from performance management;
- how to structure probation reviews;
- how to set meaningful objectives;
- how managers should run check-ins;
- what should be documented and why;
- how Appraisd / Talos Perform should be configured;
- how to launch the process internally.
The output is a practical plan and, a configured system ready for use and ongoing support.
Looking at Appraisd / Talos Perform, or already have access and want help making it work properly? I can help you get started quickly and sensibly.
Email meThis is an independent advisory and implementation service. Appraisd / Talos Perform software licences are provided by Talos/Appraisd under their own commercial terms. This service does not provide legal advice; employment law advice should be taken from a qualified adviser where required.