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Fair Good Above and Beyond

Poor
20 pts Shows little 30 pts Show good 40 pts Demonstrates complete
10 pts Show no understanding
TELEPHONE SKILLS RUBRIC understanding of the understanding of the understanding of the competency.
of the competency or does not
competency or demonstrates competency. Demonstrates Demonstrates all appropriate
demonstrate the action/task
very few actions appropriate actions/tasks actions/tasks

Poor Good
Greeting Fair Above and Beyond
CSR does not identify Clearly identify the
10 pts
themselves and/or the company/department and the
How was the caller greeted by Limited greeting. None The CSR is enthusiastic and has a
company or department. CSRs name.
the CSR enthusiastic positive attitude
Caller feels as if they are The caller feels that the call is
interrupting the CSR welcomed

Above and Beyond


Caller Identification Poor Fair
Good
20 pts
Is able to ID the caller with all three
Caller must be properly Does not ID the caller or only Has at least two ID criteria but
Follows three ID criteria. ID criteria in a seamless manner to
identified has one ID criteria does not have three ID criteria
the caller.

Poor
Good
Fair Above and Beyond
Tone
Monotone
10 pts Pleasant phone voice. Good
Unenthusiastic Pace to too rapid or too slow. Clear and understandable. Pleasant,
Voice tone and inflection steady rate of speech. Clear
not positive CSR is difficult to understand cheerful tone.
and understandable.
Sounds annoyed or distracted

Above and Beyond


Good
Effective Listening Poor Fair Paraphrasing and questions are
40 pts Paraphrasing used appropriately and not over
Ability to listen to the caller and Unable to determine the callers Able to identify part of the Asking Questions used.
identify their need question or issue callers question or issue Concentrate on what the caller Quickly and efficiently identifies the
is saying callers question or issue to the
caller.

Above and Beyond


Poor Good
Fair Closes call with a restating of
Close actions to be taken by the CSR,
No close to the call Uses phrase such as "Is there
1 0pts Uses a closing such as "Thank offers suggestions of other services,
Hangs up without using a anything else I can assist you
The close of the call should you for calling" or "Have a nice Uses phrase such as "Is there
closing phrase such as "Than with today". Uses a closing
wrap up the call day" but does not offer anything else I can assist you with
you for calling" or "Have a nice such as "Thank you for calling"
additional assistance today". Uses a closing such as
day" or "Have a nice day"
"Thank you for calling" or "Have a
nice day"

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