Efficiency Squared

HR & People Ops

Performance Management & Pay Design

A two-day specialty for HR business partners, total-rewards practitioners, and HR leaders responsible for designing how their organization sets goals, evaluates performance, and pays for it. Goal-setting frameworks, evaluation methodologies, calibration, compensation philosophy, base / variable / equity design, pay equity, and the regulatory landscape — taught as one integrated practice.

Format
Live virtual, in-person, or private on-site
Duration
2 days
Level
Practitioner
From
$1795.00

About this course

Course overview

The HR specialty most organizations split between two teams that don't talk to each other — taught as one integrated practice.

Performance management and compensation are the same system in two parts. Goal-setting drives evaluation drives calibration drives merit-cycle drives bonus drives equity-refresh — and yet most HR organizations design each piece in a vacuum, then wonder why the year-end calibration session devolves into negotiation theater. This two-day specialty fixes that. Day 1 covers performance management end-to-end (goals, evaluation, calibration, PIPs). Day 2 covers compensation end-to-end (philosophy, base, variable, equity, pay equity, regulatory landscape, communication). Both days emphasize the integration points that determine whether a year-end review actually informs a defensible pay decision.

Curriculum-aligned to WorldatWork's Total Rewards model and SHRM's Body of Applied Skills and Knowledge. Workshop scenarios use real organizational situations: end-of-year calibration, mid-year salary adjustment, equity refresh, role re-leveling, geographic pay differentials.

Learning outcomes

What you'll learn

Every module is tied to an outcome you can bring back to your team the next day.

  • Apply goal-setting frameworks (OKRs, MBOs, SMART, BHAGs) and choose the right one for the organization's stage and culture
  • Design evaluation methodologies — annual, semi-annual, continuous, peer-360, manager-led — and the trade-offs that decide which fits
  • Run calibration sessions that produce defensible distributions without devolving into negotiation theater
  • Articulate a compensation philosophy aligned to organizational strategy and competitive positioning
  • Design base-pay structure (salary bands, ranges, midpoints, market reference points, geographic differentials)
  • Design variable pay (annual bonus, sales incentives, retention awards) and equity programs (RSU, ISO, NSO, ESPP)
  • Apply pay-equity analysis methodology and the regulatory landscape (Equal Pay Act, state pay-transparency, EU Pay Transparency Directive)
  • Communicate compensation effectively — total-rewards statements, pay decisions, manager salary conversations

Audience

Who it's for

  • HR business partners (HRBPs) and HR managers responsible for performance and pay practices
  • Total-rewards practitioners, compensation analysts, and compensation managers
  • People-ops and HR-ops leaders building or refreshing the integrated system
  • HR leaders and CHROs translating organizational strategy into people investment
  • Senior managers responsible for calibration sessions and compensation decisions for their teams

Course structure

Syllabus

A structured path from core concepts to applied practice.

Module 1

Day 1 — Performance Management Design

  • Why performance and pay are one system; WorldatWork Total Rewards model context
  • Goal-setting frameworks: OKRs, MBOs, SMART, BHAGs; cascading and stretch-vs-commit
  • Evaluation methodologies: cadences, manager-led / peer-360 / self-assessment; rating scales and the 9-box
  • Calibration session protocol — defensible distributions without negotiation theater
  • Performance issues: PIPs, performance-based termination, legal-defensibility lens
Module 2

Day 2 — Pay Design, Equity, and Communication

  • Compensation philosophy: market lead/lag/match by component, geographic differentials, internal equity
  • Base pay: salary bands, ranges, midpoints, compa-ratio, range penetration, merit cycle mechanics
  • Variable pay: annual bonus, sales incentives, retention; equity: RSU/ISO/NSO/ESPP, granting + refresh
  • Pay-equity analysis methodology; regulatory landscape (Equal Pay Act, state pay-transparency, EU Directive)
  • Communication: total-rewards statements, pay-decision communication, the manager's salary conversation

Public cohorts

Upcoming sessions

Secure your seat in a live, instructor-led cohort. Private team deliveries available on request.

No public cohorts on the calendar yet.

We run this course as a private team cohort on demand, or you can be the first to know when the next public date drops.

Frequently asked questions

Still have questions?

Do I need a compensation background?
No. The course is designed for HRBPs, people-ops leaders, and managers who need to operate at the intersection of performance and pay — not for compensation specialists who already live in salary-survey data daily. Compensation specialists will find Day 2 a useful refresher on integration with performance management.
How does this overlap with SHRM-CP / SHRM-SCP Prep?
SHRM exam prep is a 5-day broad survey of the full HR body of knowledge (behavioral competencies + People / Organization / Workplace domains). Performance Management & Pay Design is a 2-day specialty that goes deep on the integration of two domains. Most HRBPs take SHRM Prep first; senior practitioners come back here once they're operating at the design level.
Is the course US-centric?
Primarily, but with explicit international callouts. The regulatory module covers US federal (Equal Pay Act, Title VII, Lilly Ledbetter), US state (pay-transparency laws), and the EU Pay Transparency Directive. International compensation is touched in geographic differentials but isn't the course's deep focus.
Will I be able to design our company's annual cycle after this?
Yes — that's the explicit Day 2 outcome. Each learner walks out with a goal-and-review system design, compensation-philosophy template, base/variable/equity design pack, pay-equity methodology, and a 30-day plan to apply it to your real organization.
Can this be delivered as a private cohort?
Yes — and most enterprise clients prefer it. Private cohorts can use your real performance-and-pay system as the running case study, include both your HR and finance leadership, and bundle a follow-up engagement to actually run the calibration / merit-cycle / equity-refresh design at the next annual cycle.

Bring this training to your team

We deliver private cohorts in-person and online, tailored to your operating context.