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Questionnaire template

Management Candidate Assessment

An assessor's scorecard rating a management candidate's experience, leadership competencies and suitability for the role.

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Human Resources · Candidate assessment. All Human Resources templates

Questions in this template

Assessment Details

  1. Complete this scorecard after assessing a candidate for a management role. Base each rating on evidence you observed during the assessment.

  2. What level is the position being filled?

    Choose one:

    • Team leader
    • Middle manager
    • Senior manager
    • Director or above

  3. How did you assess the candidate? Select all that apply.

    Choose any that apply:

    • Structured interview
    • Case study or presentation
    • Role-play or situational exercise
    • Aptitude or skills test
    • Reference check

  4. What is your role in this hiring process?

    Choose one:

    • Hiring manager
    • HR or recruiter
    • Future peer
    • Future team member
    • External assessor

Management Experience

  1. How many years has the candidate spent managing people?

    A number from 0 to 50

  2. How many people were in the largest team the candidate has led directly?

    Condition: Only asked when the candidate has management experience

    A number from 1 to 5000

  3. Has the candidate been responsible for a budget?

    Choose one:

    • Yes
    • No
    • Not discussed

  4. Relative to the budget of this role, how large was the budget they managed?

    Condition: Only asked when the candidate has held a budget

    Choose one:

    • Much smaller
    • Somewhat smaller
    • About the same
    • Larger

Leadership Competencies

  1. Rate the candidate against the requirements of the role on each competency.

    • Setting direction and priorities
    • Making sound decisions
    • Delegating effectively
    • Developing people
    • Handling conflict
    • Communicating clearly
    • Leading through change

    For each row: choose one:

    • 1 - Well below requirement
    • 2 - Below requirement
    • 3 - Meets requirement
    • 4 - Above requirement
    • 5 - Well above requirement

  2. How well does the candidate's management style suit the needs of the team they would lead?

    Choose one:

    • Strong fit
    • Adequate fit
    • Weak fit
    • Unable to judge

Evidence

  1. What evidence most strongly supports this candidate?

    Open answer

  2. Do you have any concerns about this candidate?

    Choose one:

    • Yes
    • No

  3. What are your concerns, and could they be addressed through support or development?

    Condition: Only asked when concerns were raised

    Open answer

Recommendation

  1. What is your overall rating of the candidate for this position?

    Choose one:

    • Outstanding
    • Strong
    • Acceptable
    • Weak
    • Unsuitable

  2. What do you recommend?

    Choose one:

    • Advance or make an offer
    • Hold for comparison with other candidates
    • Do not advance

  3. What is the main reason for not advancing this candidate?

    Condition: Only asked when the recommendation is not to advance

    Open answer