Candidate

Position

Date of Interview (mm/dd/yy)

Interviewer

Interviewer Telephone

Interviewer Email Address

Ratings Key:
0 = Unsatisfactory (No knowledge evident)
1 = Some deficiencies evident (Less knowledge than we would prefer)
2 = Satisfactory (Meets our requirements for hiring)
3 = Exceptional (Exceeds our expectations of the average candidate)
4 = Clearly Outstanding (Thoroughly versed in the job; very strong in associated areas)

Position Knowledge

Understands the role of this position in the company.
0   1   2   3   4

Possesses specific skills needed for this role.
0   1   2   3   4

Can clearly articulate a vision for this role and its support of the overall organization's strategic initiatives.
0   1   2   3   4

Has demonstrated ability to provide expertise and knowledge for the development of goals, objectives, principles, standards and performance expectations that are consistent with corporate strategies, goals, operating principles and priorities.
0   1   2   3   4

Demonstrates ability to balance day-to-day operational issues and needs with corporate issues and needs.
0   1   2   3   4

Brings to the role skills, knowledge, and experiences that will enhance the organization and has the ability to appropriately share them.
0   1   2   3   4

Your overall rating of this candidate in the area of Position Knowledge.
0   1   2   3   4

Notes:

Customer Centered

Willingness to seek out partnerships internally and externally as appropriate.
0   1   2   3   4

Demonstrates a clear understanding and empathy for the needs of others.
0   1   2   3   4

Appropriately visible and accessible.
0   1   2   3   4

Establishes relationships that benefit internal and external constituents.
0   1   2   3   4

Represents organization in a professional manner.
0   1   2   3   4

Strives to meet the expectations of others in serving their needs.
0   1   2   3   4

Has an understanding of and respect for the needs of the customer (either internal or external).
0   1   2   3   4

Your overall rating of this candidate in the area of Customer Centered.
0   1   2   3   4

Notes:

Financial Acumen
(if applicable)

Demonstrates keen financial aptitude in accounting principles and understanding of financial statements.
0   1   2   3   4

Capable of developing and negotiating relationships with potential strategic alliances.
0   1   2   3   4

Evidence of improving profitability of department or organization.
0   1   2   3   4

Provides appropriate input and information for the formation of budgets and financial plans.
0   1   2   3   4

Demonstrates ability to balance market opportunities with fiscal reality.
0   1   2   3   4

Exhibits understanding of actuarial and underwriting principles.
0   1   2   3   4

Your overall rating of this candidate in the area of Financial Acumen.
0   1   2   3   4

Notes:

Leadership

Provides leadership through words and actions. Sets the example for positive leadership.
0   1   2   3   4

Actively intervenes to create and energize a positive work environment.
0   1   2   3   4

Through whatever combination of competencies, inspires people to follow his/her lead.
0   1   2   3   4

Demonstrates an ability to lead through change by providing a positive influence.
0   1   2   3   4

Exhibits understanding of natural sources of conflict and acts to prevent or soften them. When conflicts emerge, effectively works through them to optimum outcome.
0   1   2   3   4

Your overall rating of this candidate in the area of Leadership.
0   1   2   3   4

Notes:

Vision

Provides clear, credible vision for leading and reinventing approaches to organizational growth.
0   1   2   3   4

Develops creative long-term solutions to organizational challenges.
0   1   2   3   4

Demonstrates experience in: a) strategic planning and development; b) integrating existing services; and c) leading the implementation of new products and ideas.
0   1   2   3   4

Exhibits the ability to implement and execute the vision of the organization.
0   1   2   3   4

Challenges the organization to think "out of the box."
0   1   2   3   4

Brings additional skills and experiences not currently found in the organization.
0   1   2   3   4

Your overall rating of this candidate in the area of Vision.
0   1   2   3   4

Notes:

Decision-Making

Related what happened when he/she made a decision that was clearly not in agreement with others in the organization.
0   1   2   3   4

Seeks and uses information to support decision-making.
0   1   2   3   4

Anticipates the consequences of decisions and actions.
0   1   2   3   4

Interacts constructively with others both within and outside the organization.
0   1   2   3   4

Maintains confidentiality as appropriate.
0   1   2   3   4

Chooses actions that are beneficial to, and consistent with, the mission, goals, culture and style of the organization.
0   1   2   3   4

Your overall rating of this candidate in the area of Decision-Making.
0   1   2   3   4

Notes:

Market Awareness

Evidence of knowledge and trends not only in local marketplace but also on a national level.
0   1   2   3   4

Evidence of community and public relations activities or opportunities both professionally and personally.
0   1   2   3   4

Demonstrates familiarity with innovative product lines or processes.
0   1   2   3   4

Capable of developing strategic initiatives or processes to address changing marketplace needs.
0   1   2   3   4

Your overall rating of this candidate in the area of Market Awareness.
0   1   2   3   4

Notes:

Organizational Commitment

Evidence of strong leadership and advanced interpersonal skills, i.e., apparent ability to: a) clearly articulate vision and expectations; b) get diverse groups and individuals (internal and external to the organization) to work together effectively; c) achieve consensus in decision-making; d) teach, guide and motivate others to strive for excellence; e) negotiate, mediate, and resolve conflicts constructively; and f) effectively establish expectations and evaluate performance.
0   1   2   3   4

Describes a situation that exemplifies willingness to roll up his/her sleeves when necessary and delegate appropriately.
0   1   2   3   4

Evidence of ability to develop trust and loyalty through leadership and a supportive management style.
0   1   2   3   4

Demonstrates willingness to put organizational needs ahead of one's own needs.
0   1   2   3   4

Exhibits passion for the mission and values of the company and its team members.
0   1   2   3   4

Your overall rating of this candidate in the area of Organizational Commitment.
0   1   2   3   4

Notes:

Comments

I would be interested in learning more about the candidate with regard to:

While I don't think this candidate is right for this position, we may wish to consider the candidate for:

If we hire this candidate, his/her biggest challenge is going to be:

I would recommend:
We talk to this candidate no further.
We invite this candidate back for further discussion.
We hire this candidate.
Uncertain