Candidate Assessment (External Coach):
Client/Project:
Candidate:
First pass:
(Accept/Shortlist/Exclude)
First
Interview:
(Short-list/Longlist/Exclude)
Role-play
Assessment:
(Accept/Longlist/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)
Appropriate accreditation/
qualification
Appropriate experience
6
4
Appreciation of
assignment expectations
and capacity to meet these
(e.g. on call-off)
Appropriate training
Active CPD
Appropriate knowledge,
experience type/level (if
appropriate for
assignment, e.g. foreign
language speaking)
Readiness to follow
organizational policies,
ethical code
Acceptance of draft
contract terms
Acceptable fee range
Acceptable client
references/testimonies
Engages supervision
4
4
4
4
4
4
4
4
4
SCORE
(out of a maximum of 20 or
indicate total maximum if
less owing to inability to
assess)
(20)
Score
Comment / Examples
% SCORE
Interview:
Candidate shows
evidence of the
following:
Satisfies any application
sift criteria that couldn’t
previously be determined
Presentation is consistent
with application
Has good motivation to
apply for role
Can walkthrough CV with
confidence (withstands
probing)
Points to relevant
examples of coaching
experience (withstands
probing)
Demonstrates coaching
knowledge (e.g. reference
to current thought leading)
Can volunteer testimonies
of successful coaching
assignments
Appears will be
comfortable operating with
target client base (e.g. at
executive level)
Responds appropriately to
unethical proposal (tease)
Demonstrates interview
manner that point to
comparable coaching skills
(e.g. active listening,
effective communication)
Is positive and enthusiastic
about the opportunity
SCORE
(out of a maximum of 39)
Other comments:
(include here any
comment that explains
your assessment.)
Max. score
(max.=
strongly
demonstrated;
0 = not
demonstrated)
Y/N
4
4
3
5
3
3
3
5
5
4
Score
Comment / Examples
Role-play:
Candidate shows
evidence of the
following:
Use of open questions
when appropriate
Reflecting use of
coachee’s words in playing
back understanding
Use of a taught coaching
technique when
appropriate (e.g. scaling)
Probing or qualifying
question used
appropriately (e.g. to
encourage a coachee to
further reflect)
Helps client gain insight
Helps client connect
thoughts
Helps client consider ways
forward
Motivates client to
committed action
Makes effective use of
metaphors and analogies
(when appropriate)
Helps client articulate why
they feel/perceive things
as they do
Challenges when
appropriate and in an
appropriate manner
Offers affirmation
Appropriate pacing for
coachee’s delivery/
thought processing
Appropriate body
language matching/
mirroring
Demonstrates level 2
listening
Opens and closes
coaching conversation
effectively
Max. score
(max.=
strongly
demonstrated;
0 = not
demonstrated)
Score
Comment / Examples
Score
Comment / Examples
5
3
4
2
5
5
3
4
3
3
3
3
3
3
3
4
A. SCORE
(out of a maximum of 56)
Candidate shows
evidence of the
following:
Uses direct questions
when an open question
would be more appropriate
Interrupts before a
Max. score
(max.=
strongly
demonstrated;
0 = not
demonstrated)
4
4
coachee has made their
point
Bases statements on an
assumption
Misrepresents what a
coachee has said (e.g.
“What you’re really saying
is…”
Passes judgement
Doesn’t allow coachee
opportunity to reflect for
themselves
Positions self as
‘controller’/leader of the
conversation
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.)
2
2
2
3
3