Success Leaves Clues: Replacing the Annual Performance Appraisal Ritual

Course Details


Thursday, January 31, 2019

8:00am – 10:00am
(Registration: 7:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Most organizations and employees are dissatisfied with the performance appraisal process. So, it remains a curiosity why this methodology continues to exist. Consider standard and new ways to approach this process.

For those who are involved in the performance appraisals process, it is often realized that these reviews don’t drive careers; they are an incidental effect of other dynamic systems. In essence, appraisals are the paper-shuffling ritual that sanctifies decisions already made.

Formerly titled: Success Leaves Clues: Exploring Next Practices of Extraordinary Firms: Replacing the Annual Performance Appraisal Ritual

Materials are provided as an ebook for this course.


Examples of effective replacements to the annual performance appraisal:

  • Peter Drucker’s Manager’s Letter
  • After Action Reviews
  • Key Predictive Indicators


  • Identify why it’s a legal myth that performance appraisals protect you from litigation or in court.
  • Determine why appraisals instinctively focuses on weaknesses, not strengths.
  • Recognize why “annual” is far too long to evaluate and provide feedback to knowledge workers.

Designed For

CPAs, human resources staff and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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