{{company_name}}
{{company_address}}
Phone: {{phone}} | Email: {{email}} | Web: {{website}}
Purpose
This matrix benchmarks current skill levels against role requirements to inform individual development plans and team training investment.
Rating Scale
- 0 — No exposure
- 1 — Aware of concept
- 2 — Can perform with supervision
- 3 — Independent practitioner
- 4 — Mentor / can train others
- 5 — Expert / recognised authority
Technical Skills
| Skill | Required Level | Self-Rating | Manager Rating | Gap |
|---|---|---|---|---|
Behavioural Skills
| Skill | Required | Self | Manager | Gap |
|---|---|---|---|---|
| Communication | ||||
| Problem-solving | ||||
| Adaptability | ||||
| Leadership | ||||
| Customer focus |
Development Actions
Identify the top three priority gaps and agree specific actions, owners, and review dates.
Acknowledgement & Signatures
By signing below, both parties confirm they have read, understood, and agreed to the terms of this document.
Administration Protocol
- Provide the candidate with the data-privacy notice and obtain explicit consent prior to administration.
- Administer the assessment in a quiet, supervised environment or via the approved online platform.
- Adhere strictly to the time limits and instructions defined in the scoring key.
- Record any reasonable accommodations granted, with the rationale, in the candidate file.
Scoring Key & Bands
| Band | Score Range | Interpretation |
|---|---|---|
| Below Threshold | 0–39 | Does not meet the minimum requirements for the role. |
| Developing | 40–59 | Partial fit; targeted development required. |
| Meets Role | 60–79 | Solid fit with the demands of the role. |
| Strong Fit | 80–94 | Significantly exceeds expectations. |
| Exceptional | 95–100 | Standout candidate; consider for stretch assignments. |
Fairness & Adverse Impact
- Scores are reviewed quarterly for adverse-impact patterns by protected group.
- Reasonable accommodations are offered where requested and documented.
- Results are used in combination with structured interviews and never as the sole decision criterion.
Candidate Information
| Field | Detail |
|---|---|
| Candidate Name | {{employee_name}} |
| Role Applied For | {{job_title}} |
| Date of Assessment | {{date}} |
| Administered By | {{manager_name}} |
| Consent Received | Yes / No |
Examiner Sign-off
Document Control
| Field | Value |
|---|---|
| Document Owner | Human Resources — {{company_name}} |
| Category | Assessment |
| Version | 1.0 |
| Effective Date | {{date}} |
| Next Review | Annually from effective date |
| Approved By | {{manager_name}} |
| Classification | Internal — Confidential |
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