Candidate Assessment (External Coach)

Candidate Assessment (External Coach):

Client/Project:
Candidate: / First pass:
(Accept/Short-list/Exclude)
First Interview:
(Short-list/Long-list/Exclude)
Role-play Assessment:
(Accept/Long-list/Exclude)
Client/Second Interview:
(Accept/Reserve/ Exclude)

First Pass (application sift):

Application shows evidence of the following: / Max. score (max.= strongly demonstrated; 0 = not demonstrated;U=unable to assess) / Score / Comment / Examples
Appropriate accreditation/ qualification / 6
Appropriate experience / 4
Appreciation of assignment expectations and capacity to meet these (e.g. on call-off) / 4
Appropriate training / 4
Active CPD / 4
Appropriate knowledge, experience type/level (if appropriate for assignment, e.g. foreign language speaking) / 4
Readiness to follow organizational policies, ethical code / 4
Acceptance of draft contract terms / 4
Acceptable fee range / 4
Acceptable client references/testimonies / 4
Engages supervision / 4
SCORE
(out of a maximum of 20 or
indicate total maximum if less owing to inability to assess) / (20)
% SCORE

Interview:

Candidate shows evidence of the following: / Max. score (max.= strongly demonstrated; 0 = not demonstrated) / Score / Comment / Examples
Satisfies any application sift criteria that couldn’t previously be determined / Y/N
Presentation is consistent with application / 4
Has good motivation to apply for role / 4
Can walkthrough CV with confidence (withstands probing) / 3
Points to relevant examples of coaching experience (withstands probing) / 5
Demonstrates coaching knowledge (e.g. reference to current thought leading) / 3
Can volunteer testimonies of successful coaching assignments / 3
Appears will be comfortable operating with target client base (e.g. at executive level) / 3
Responds appropriately to unethical proposal (tease) / 5
Demonstrates interview manner that point to comparable coaching skills (e.g. active listening, effective communication) / 5
Is positive and enthusiastic about the opportunity / 4
SCORE
(out of a maximum of 39)
Other comments:
(include here any comment that explains your assessment.)

Role-play:

Candidate shows evidence of the following: / Max. score (max.= strongly demonstrated; 0 = not demonstrated) / Score / Comment / Examples
Use of open questions when appropriate / 5
Reflecting use of coachee’s words in playing back understanding / 3
Use of a taught coaching technique when appropriate (e.g. scaling) / 4
Probing or qualifying question used appropriately (e.g. to encourage a coachee to further reflect) / 2
Helps client gain insight / 5
Helps client connect thoughts / 5
Helps client consider ways forward / 3
Motivates client to committed action / 4
Makes effective use of metaphors and analogies (when appropriate) / 3
Helps client articulate why they feel/perceive things as they do / 3
Challenges when appropriate and in an appropriate manner / 3
Offers affirmation / 3
Appropriate pacing for coachee’s delivery/ thought processing / 3
Appropriate body language matching/ mirroring / 3
Demonstrates level 2 listening / 3
Opens and closes coaching conversation effectively / 4
A. SCORE
(out of a maximum of 56)
Candidate shows evidence of the following: / Max. score (max.= strongly demonstrated; 0 = not demonstrated) / Score / Comment / Examples
Uses direct questions when an open question would be more appropriate / 4
Interrupts before a coachee has made their point / 4
Bases statements on an assumption / 2
Misrepresents what a coachee has said (e.g. “What you’re really saying is…” / 2
Passes judgement / 2
Doesn’t allow coachee opportunity to reflect for themselves / 3
Positions self as ‘controller’/leader of the conversation / 3
B. SCORE
(out of a maximum of 20)
A.– B.
Other comments:
(include here any comment that explains your assessment or that may be of particular help to the candidate when giving interview feedback, e.g. specific examples of your observation.)