Free Role-play Assessment Criteria for Customer Service Roles HR Template

ROLE-PLAY ASSESSMENT CRITERIA FOR CUSTOMER SERVICE ROLES HR

For each assessment criterion, rate the candidate's performance on a scale of 1 to 5, with 1 being the lowest and 5 being the highest, based on their performance during the role-play scenario. 

Scoring Scale

1: Poor

2: Below Average

3: Average

4: Above Average

5: Excellent

Assessment Criteria

Description

Score (1-5)

  1. Customer Interaction Skills

  • Empathy and Active Listening: Assess the candidate's ability to empathize with customer concerns and actively listen to their needs and feedback during the role-play scenario.

  • Customer-Centric Approach: Evaluate how well the candidate places the customer's interests at the forefront of the interaction, 

  • Professionalism: Consider the candidate's professionalism, including politeness, patience, and the ability to maintain a calm demeanor in challenging situations.

  1. Problem-solving and Decision-Making

  • Issue Resolution: Measure the candidate's proficiency in identifying customer issues, analyzing them, and proposing effective solutions within the context of the role-play.

  •  Critical Thinking: Assess the candidate's ability to think critically under pressure, make informed decisions, and adapt their problem-solving approach to different scenarios.

  • Resource Utilization: Evaluate whether the candidate effectively utilizes available resources (e.g., knowledge base, company policies) to resolve customer inquiries.

  1. Communication and Interpersonal Skills

  • Clarity and Articulation: Assess the candidate's communication skills, including their ability to express ideas and solutions clearly and concisely.

  • Conflict Resolution: Evaluate the candidate's capability to de-escalate conflicts, handle difficult customers, and turn negative interactions into positive experiences.

  • Adaptability: Consider how well the candidate adjusts their communication style to match the customer's needs, whether they are dealing with a technical issue or providing general assistance.

  1. Product and Service Knowledge

  • Product Familiarity: Evaluate the candidate's knowledge of the company's products or services, including their ability to explain features and benefits accurately.

  • Policy and Procedure Awareness: Assess whether the candidate is aware of and can correctly apply company policies and procedures during the role-play scenario.

  1. Time Management and Efficiency

  • Response Time: Measure the candidate's ability to provide timely responses and solutions, especially in scenarios where prompt assistance is essential.

  • Task Prioritization: Evaluate how well the candidate prioritizes tasks and manages their workload when handling multiple customer inquiries simultaneously.

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