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iRubric: Defining Performance rubric

iRubric: Defining Performance rubric

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Defining Performance 
Rubric Code: F24875C
Ready to use
Public Rubric
Subject: Communication  
Type: Assessment  
Grade Levels: (none)

Powered by iRubric Proficiency
  Meets Expectations

4 pts

Exceeds Expectations

5.5 pts

Wow! Greatly Exceeds Expectations

7 pts

Greeting/Build Rapport/Empathize

Thanks for calling Worksite Safety, My name is BLANK , how can I help you today? Answer with Energy/Smile, put yourself in their shoes.

Meets Expectations

Clear Greeting and introduction. Speaks to client using proper language and pleasant tone. Is able to empathize and understand clients mood.
Exceeds Expectations

Energetic happy greeting and introduction. Speaks to clients using proper language and pleasant tone. Seeks to build rapport and common ground with clients. Looks to empathize with client situation and mood and puts themselves in their shoes.
Wow! Greatly Exceeds Expectations

Answers all calls with energy and a smile through the phone. Always uses proper language and a pleasant tone. Strives to build report and relationship with every client. Is an advocate for every client , empathizing with their situation and working hard to help them. Is able to understand, empathize and works to help change clients mood.
Opportunity to Learn About Client

Paraphrase clients requests, asks follow up questions to ensure client is understood and we show interest in them. Dig deeper into what they do in order to gain more insight

Meets Expectations

Understands the clients needs and requests. Will occasionally ask additional questions to discover future needs. Occasionally will show deeper interest in clients business.
Exceeds Expectations

Understands and will ask questions to better understand client needs and requests. Will frequently ask additional questions to discover future needs. Shows interest in most clients they interact with.
Wow! Greatly Exceeds Expectations

Understands and will always ask questions and paraphrase to better understand the client needs and requests. Consistently asks additional probing questions to discover future needs. Genuinely interested in every client they interact will.
Providing Complete Solution

Leverage information collected to provide a complete solution for the client. Anticipate needs and issues by thinking ahead and utilizing internal pathways and resources.

Meets Expectations

Will sometimes anticipate needs and issues for clients to provide a more complete solution. Sometimes will leverage previous interactions in zendesk and client profile in Qualify in order to better understand the client and how we can provide the best solution. Is capable of providing a lead for our advisory services.
Exceeds Expectations

Routinely anticipates needs and issues for clients to provide a complete solution. Will leverage previous interactions in zendesk and the client profile in Qualify to provide superior solutions for now and in the future. Asks questions and looks to discover opportunities to provide leads for our advisory services and additional training.
Wow! Greatly Exceeds Expectations

Consistently asks additional questions to learn more about the client and uses that information to discover future needs and opportunities. Is always looking for ways to promote Worksite safety training and advisory services.
Knowledge and Learning

Health and Safety, systems and continuous learning.

Meets Expectations

Displays good understanding of Health and Safety Principles/Knowledge and Use of systems to perform role. Participates in assigned training.
Exceeds Expectations

Displays Strong understanding of health and safety principles/knowledge. Strong use of systems used for roles. Actively seeks to continue learning and growth in subject matter. Supports team when needed.
Wow! Greatly Exceeds Expectations

Displays very strong understanding of health and safety principles/knowledge. Expertise in all systems used for the role. Acts as a subject matter expert, focuses on continuous learning and is used as a resource for support and training of other CS agents.
Update Client Information

Meticulous note taking and record keeping to improve quality of interactions in the future.

Meets Expectations

Usually updates information on profiles in Qualify and Zendesk. Will sometimes add additional notes to support future interactions with clients.
Exceeds Expectations

Consistently and proactively updates information on Qualify and Zendesk. Routinely adds notes and details during calls to support future interactions with clients.
Wow! Greatly Exceeds Expectations

Consistently and proactively updates information on Qualify and Zendesk. Consistently documents all important call information and details to support future interactions with clients as part of every call.
Policy Adherence

Following company policy while understanding the gray areas and how to analyze unique situations.

Meets Expectations

Follows policy and procedures well. Can be flexible and empathetic however will often reach out to colleagues or supervisor for support.
Exceeds Expectations

Understands and follows policy very well. Is able to be flexible and empathetic to situations with little assistance from colleagues or supervisors.
Wow! Greatly Exceeds Expectations

Deeply understands and follows policies. Is confidently able to be flexible and empathetic to situations to navigate the grey areas. Will make decisions in real time and follow up with peers and supervisors to gain additional advise afterwards.
Surprisingly Helpful

We look for ways to surprise and delight by going above and beyond to help others, even when we don't stand to gain anything from it.

Meets Expectations

Always asks if there is anything else we can help the client with. Is willing to go above and beyond to resolve situations when needed.
Exceeds Expectations

Always asks if there is anything else we can do to help the client and looks for ways to anticipate issues or needs to be even more helpful. Will go above and beyond to help someone without any personal gain.
Wow! Greatly Exceeds Expectations

Embodies the value of being surprisingly helpful for both clients and coworkers. Is proactive to anticipate issues or needs to be even more helpful. Always willing to go above and beyond for anyone without any personal gain.
Building Together

We work collaboratively because we know that everyone has great ideas and unique perspectives build a better result. We are stronger when we are all-in as one team.

Meets Expectations

Will work with others and provide support when needed. Maintains regular attendance for shifts and communicates when they are unable to fulfill their schedule.
Exceeds Expectations

Works well with others and provides support to fellow team members. Can be relied upon to complete regular attendance for shifts and always communicates any planned or unexpected absences. Will help with scheduling challenges due to illness and absences when possible.
Wow! Greatly Exceeds Expectations

Is the ultimate team player, looks for opportunities to work together with all coworkers and actively supports team members with any issues they may have. Excellent attendance record. Plans ahead to give advance notice for absences and always communicates as early as possible and through proper channels allowing coverage to be planned. Can be relied upon to help cover shifting needs of business and goes above and beyond to help the team during scheduling challenges.










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