Assessing Follow-up Phone Calls
Name: ___________________ Teacher:
Date : ___________________ Title of Work: ___________________
 
Criteria
Points
1
2
3
4
 
Employees will demonstrate the ability to follow directions and time management skills by selecting the appropriate time to complete the phone call as indicated by the trainer
Employees either do not complete the phone call at all or complete the phone call over an hour outside of the identified time
Employees complete the phone call between thirty-one and sixty minutes outside of the identified time
Employees complete the phone call between eleven and thirty minutes outside of the identified time
Employees complete the phone call between zero and ten minutes outside of the identified time
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Employees will discuss transcript situation in an appropriate manner, expressing friendliness (based on tone), knowledge (based on information given), and the ability to persuade (based on use of influential language cited by the trainer).
Employees either do not complete the phone call or discuss the situation in an abrasive, uninformed, or unpersuasive manner
Employees discuss the situation applying only moderate friendliness, knowledge, and persuasive skills (speaking in a monotone or sharp tone, relating some information but leaving out the most important, and not articulating the influential language cited by the trainer)
Employees discuss the situation applying accomplished levels of friendliness, knowledge, and persuasive skills (speaking in an interested tone, relating most important information but without details, and demonstrating persuasion but without articulating the influential language cited by the trainer)
Employees discuss the situation applying the highest levels of friendliness, knowledge, and persuasive skills (speaking in a friendly and positive tone, relating all important information and details, and demonstrating persuasive ability by articulating influential language cited by the trainer)
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Employees will evaluate their own performance during the phone call after the call has ended, defending at least one strength and distinguishing at least one area for improvement.
Employees either do not complete the phone call or do not select a strength or area for improvement
Employees evaluate their performance by selecting one strength and one weakness but without distinguishing reasons as to why they chose their selections
Employees evaluate their performance by selecting one strength and one weakness, defending their strength and distinguishing their weakness by summarizing some of their discriminating thought process but not describing all details
Employees evaluate their performance by defending one or multiple strengths and distinguishing one or multiple weaknesses, summarizing their discriminating thought process and describing all details surrounding their judgment
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Total---->
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Teacher Comments:

 


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