THE BRIEF
Our interview scorecard for support agents has 12 criteria, and interviewers just give everyone 3s and 4s. Rewrite it so it actually helps us decide.
Scenario: Support manager at a home insurance company
Package: Scorecard rewrite · $30 · 2 hrs
Your loop tests 'vibe' three times and the actual job once.
Your current scorecard: "culture fit," "energy," "team player," "positive attitude." All the same thing. All undefined. One criterion, "handles customer issues," is the job. That's the problem.
DEFINITIONS
- Score: 1 to 5. A 3 is a hire. Below 3 on any skill is not.
- Evidence: what the candidate said or did. Not how you felt.
THE 4 SKILLS
| Skill | Question | 1 looks like | 5 looks like |
|---|---|---|---|
| Explains clearly | "Explain to me, as a customer, what a deductible is." | Uses jargon. Long. Customer still confused. | Plain words, an example, checks understanding. |
| Stays calm with upset people | "Tell me about the angriest customer you've dealt with." | Blames the customer. No specifics. | Specific story. Names what the customer needed. Shows what they did. |
| Gets the facts right | Role-play: customer gives a claim number and wrong address. | Doesn't notice. | Notices, confirms politely, corrects. |
| Follows through | "Tell me about a time you promised a customer something and it got hard to deliver." | Vague. Or never did. | Specific. Kept the promise or told the customer early. |
- Skill
- Explains clearly
- Question
- "Explain to me, as a customer, what a deductible is."
- 1 looks like
- Uses jargon. Long. Customer still confused.
- 5 looks like
- Plain words, an example, checks understanding.
- Skill
- Stays calm with upset people
- Question
- "Tell me about the angriest customer you've dealt with."
- 1 looks like
- Blames the customer. No specifics.
- 5 looks like
- Specific story. Names what the customer needed. Shows what they did.
- Skill
- Gets the facts right
- Question
- Role-play: customer gives a claim number and wrong address.
- 1 looks like
- Doesn't notice.
- 5 looks like
- Notices, confirms politely, corrects.
- Skill
- Follows through
- Question
- "Tell me about a time you promised a customer something and it got hard to deliver."
- 1 looks like
- Vague. Or never did.
- 5 looks like
- Specific. Kept the promise or told the customer early.
RULES
- Score each skill alone, before talking to other interviewers.
- Write one line of evidence per score. No evidence, no score.
- "Culture fit" is not a score. Removed.
- Each interview is 40 minutes. Timed.
WHAT I REMOVED
- "Energy," "positive attitude," "team player," "culture fit." Not defined. Not job-related. Biased toward extroverts.
- 6 other criteria that repeated the 4 above.
FROM 12 TO 4
Fewer criteria means interviewers actually use the full 1 to 5 scale.
Score it, then talk. — Susan
