Why Use Rubrics?
Rubrics are especially useful when you want to evaluate multiple scenarios with the same standards. Example: In sales training, you might want to consistently measure skills like rapport building or asking clarifying questions across all scenarios.How to Create a Rubric
1
From the left-hand menu, click Rubrics
2
Click "Create Rubric"
Enter a name for your rubric (ex. Sample Sales Rubric)
3
Add Criteria
Add a skill that you will be evaluating against. (ex. Communication or Problem Solving)
4
Add specific behaviors
Within each criteria, click Add Item to define the specific behavior being evaluated. (Ex. Demonstrates full attention)Each item should include descriptions for:
- Good – what strong performance looks like
- Mid – acceptable but not optimal performance
- Bad – poor performance
We strongly recommend using the Good / Mid / Bad format for clarity and consistency. While other formats work, this approach provides the most control for admins.
Example of effective Good / Mid / Bad format
Consider a rubric that includes the following:- Rubric: Discovery call
- Criteria: Strategic relationship building
- **Skill/Behavior: **Position as industry specialist
Good
Good
Clearly articulates domain expertise, names specific similar clients, demonstrates deep understanding of the prospect’s industry challenges and regulatory environment
Mid
Mid
Mentions some experience in the industry but lacks specific examples or depth
Bad
Bad
Fails to establish credibility or relies only on company credentials rather than personal expertise
After You Create the Rubric…
- It will be saved in your library
- You can apply it to any scenario
- It can be updated or expanded upon as often as you’d like