Title Page
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Conducted on
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Trainee/Assessor
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Roleplay Session:
- Kickoff Call
- Admin Training
- Template Training
- End-User Training
- Analytics Training
- Mid-Onboarding Review
- Final Review
- QBR
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Name of Trainee
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Summary (Fill this in after answering the assessment)
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Overall Rating
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REDO THE RP!
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Have you sent the meeting invite for the next attempt?
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Have you sent the Assessment result to the Trainee?
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96% to 100% is Gold = PERFECT | 80% to 95% is Green = GOOD | 65% to 79% is Amber = FAIR | 64% to 50% is RED = Needs Improvement | 49% and below is BLACK = NEEDS TO REDO the RP.
Introduction (Page 1)
Introduction
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1. Introduction: A good intro should cover the agenda, recap what was discussed last time and how this session will play a part in that.
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Please share anything that caught your attention and indicate whether it's positive or negative, and why. Please provide at least one. Leave the other questions blank if you only have one observation for this category.
This will help the Trainee as the feedback will guide them as to what their strong points are and as well as their weakpoints.
Introduction Observations:
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1a. Observation
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1a. Observation Rating
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1b. Observation
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1b. Observation Rating
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1c. Observation
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1c. Observation Rating
Product Knowledge (Page 2)
Product Knowledge
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2. Product Knowledge: Gauge how effective and accurate the trainees' explanations are.
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Please share anything that caught your attention and indicate whether it's positive or negative, and why. Please provide at least one. Leave the other questions blank if you only have one observation for this category.
This will help the Trainee as the feedback will guide them as to what their strong points are and as well as their weakpoints.
Product Knowledge Observations:
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2a. Observation
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2a. Observation Rating
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2b. Observation
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2b. Observation Rating
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2c. Observation
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2c. Observation Rating
Pacing & Time Mgmt. (Page 3)
Pacing & Time Management
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3. Pacing & Time Management (Speaking too fast, too slow, finished too fast, or went overtime)
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Please share anything that caught your attention and indicate whether it's positive or negative, and why. Please provide at least one. Leave the other questions blank if you only have one observation for this category.
This will help the Trainee as the feedback will guide them as to what their strong points are and as well as their weakpoints.
Pacing & Time Management Observations:
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3a. Observation
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3a. Observation Rating
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3b. Observation
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3b. Observation Rating
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3c. Observation
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3c. Observation Rating
Curveball Questions, etc (Page 4)
Curveball Questions, Pushing back, saying no, etc.
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4. Curveball Questions, Pushing back, saying no, etc.
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Please share anything that caught your attention and indicate whether it's positive or negative, and why. Please provide at least one. Leave the other questions blank if you only have one observation for this category.
This will help the Trainee as the feedback will guide them as to what their strong points are and as well as their weakpoints.
Curveball Questions, Pushing back, saying no, etc. Observations:
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4a. Observation
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4a. Observation Rating
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4b. Observation
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4b. Observation Rating
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4c. Observation
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4c. Observation Rating
Securing Next Steps (Page 5)
Securing Next Steps: Ensure clarity in the agenda for the next meeting, confirm timelines, and assign tasks to the champions.
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5. Securing Next Steps: Ensure clarity in the agenda for the next meeting, confirm timelines, and assign tasks to the champions.
Securing next steps Observations:
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5a. Observation
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5a. Observation Rating
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5b. Observation
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5b. Observation Rating
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5c. Observation
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5c. Observation Rating
Misc/If applicable (Last Page)
If applicable - Grammar, Pronunciation & vocabulary issues.
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Did the trainee exhibit any noticeable repetitive grammar, pronunciation, or vocabulary issues? (once or twice should be fine. Anything more than that should be documented so trainee can correct this)
- No - Gram, pron & voc was perfect
- Yes - Minor issues/errors
- Yes - Major issues/errors
List Grammar, Pronunciation & vocabulary issues below
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A. Issues/Errors
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B. Issues/Errors
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C. Issues/Errors
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D. Issues/Errors
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E Issues/Errors
