➜ What
Self-guided assessment used to clearly identify and document the specific duties and skills required of a particular position.
➜ Who
The hiring manager who will manage the role should complete this form as they will have the most accurate knowledge of the team needs and nature of the position.
➜ Why
By using this form to identify the real-world role necessities, hiring managers will be able to look past common social factors and default job description language that often bias the qualifications and criteria for potential candidates.
Assessment Areas
Completing this assessment can help you understand more about the following:
➀ Logistical Information
Document the basic logistical parameters of the position.
➁ Skills Needed
Identify the essential skills that would be required to complete the work allotted to this position.
➂ Education & Experience Requirements
Identify any necessary education or certification. Consider alternative learning resources.
➃ Culture & Workstyle
Define the expected communications needed in the role and type of workflow that this employee would expect.
➄ Typical Workday
Identify standard practices and expectations that would apply to this position.
➅ Primary Tasks
List expected responsibilities, recurring tasks, and general ramp-up steps as the employee onboards.
Instructions
Answer the assessment questions thoughtfully and independently.
- Download the worksheet in your preferred format (Word doc or fillable PDF) and enter your responses.
- Use your responses to guide the creation of job descriptions, interview criteria, and/or onboarding materials
*This resource fits in with a complete guide on skill-based talent management. It may draw upon previous steps and contribute to future steps. Find that complete guide here.
Download Files
Skill-Based Role Evaluation
Download the assessment document below and answer the guided questions in the document itself. Note that this document is meant to be a guide for internal analysis and documentation. It may contribute to candidate-facing elements of the hiring process, but it is not intended to be shared externally itself.
Word Document Download: Download MS Word Document
Assessment Insights
✅ Identify the truly needed skills based on the expected responsibilities of a role in order to avoid adopting irrelevant default requirements that are irrelevant to the role responsibilities and often cause bias in the interview process.
✅ Clarify and communicate the realistic communication and workflow expectations in a role such as level of independence vs collaboration, repetition vs day-to-day variance.
✅ Give yourself an accurate skill-based guide for defining a role, sharing requirements with candidates, and conducting interviews.