Agree the standard: five weighted criteria give this interview plan a common starting point.
This Customer Success Manager role has five approved criteria, from portfolio ownership to onboarding. Review their importance before deciding what to ask.
What you work with
Role brief
Approved criteria
Criterion importance
What carries forward
A shared assessment plan
Interviewers know which work the team needs to understand and why it matters.
Prepare the conversation: review the question, listening cues and follow-up before interviewing.
The linked scorecard turns the role requirements into five editable questions. The first asks how the candidate prioritized a portfolio, with listening cues and a specific follow-up.
What you work with
Editable questions
Listening cues
Follow-up prompts
What carries forward
An interview plan your team owns
Tailor the draft to the role, fairness and accommodation needs before using it.
Capture the reasoning: the question, reviewer-entered rating and saved evidence note remain together.
Camille’s completed scorecard has five recorded ratings. The first note explains how she prioritized a lower-revenue account when a shared integration was failing.
What you work with
Question-level ratings
Evidence notes
Completed scorecard
What carries forward
A debrief with reasons to discuss
A rating is easier to examine when the team can read the evidence behind it.
Review in context: the completed scorecard sits beside the candidate record and the next verification question.
Camille’s candidate record shows the completed scorecard alongside role alignment and previous interview context. Reviewers can still see what needs verification before choosing the next action.
What you work with
Completed scorecard
Role context
Open questions
What carries forward
A considered next step
Your team resolves uncertainty and owns the final interpretation and hiring decision.
The same portfolio-prioritization question connects a role requirement to evidence your team can examine.
01
Name the requirement Account portfolio ownership: explain how you balance competing customer needs.
02
Agree what to listen for Account context, a defensible priority order and an observed outcome.
03
Prepare a specific follow-up “Which account received less attention and why?” makes the trade-off open to discussion.
Review generated questions and guidance for accuracy, relevance, fairness and accommodation needs. Use qualified specialist review where the role requires it.
Useful before you book a meeting
Try an editable scorecard with your team.
Five Software Engineer questions, worked evidence notes and a blank interview record. No email required.
A worked example you can examine
Question: “Walk through a service you changed to keep one customer’s workload from slowing down
others.”
Fictional evidence note: described per-customer worker limits and a mixed-load test. The overload
path remains unassessed.
Follow-up: “What happens at the limit, and what test covers that?”
Adapt the five questions and evidence cues. Use the blank record for notes, then select “Download my edited
copy” to keep your completed version.
This separate teaching example is not a customer record or a product export. Edits stay in the current
browser document until you download an edited copy; nothing is submitted.
Yes. Tailor questions, guidance, follow-ups and order before the interview. Your team reviews the draft and decides what evidence is appropriate for the role.
Do interviewers need to follow a script? +
No. Keep a natural conversation while working from a shared plan. Record the evidence gathered and leave unanswered questions marked as not asked. Agree how to handle follow-ups consistently across the panel.
Does the overall score make the hiring recommendation? +
No. It summarizes reviewer-entered ratings. A score is not an objective measure of candidate quality or a prediction of job performance. Review the evidence and any uncertainty; your team makes the hiring decision.
Can scorecards help with specialist roles? +
They can make outcomes, metrics, trade-offs and follow-ups clearer. They do not replace qualified specialist review when that expertise is needed.
Which plans include scorecards? +
Core, Enterprise and recruiting plans include structured scorecards, subject to usage and permissions. Companion focuses on interview protection. Compare plans and capabilities
What will we see in the demo? +
Follow one role from approved criteria and editable interview guidance to completed evidence notes and a debrief. Use our prepared example, or bring a role if you want to discuss your own interview plan.
See it with your team
See the plan and the completed record.
Walk through questions, guidance, saved notes and ratings with the people who run your interviews.