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iRubric: Effective sales and training rubric
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Effective sales and training
Rubric Code:
ZX47A96
By
pdeanrogers
Ready to use
Public Rubric
Subject:
Finance
Type:
Assessment
Grade Levels:
(none)
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Effective sales and training
Good
3 pts
Fair
2 pts
Poor
1 pts
Module One
Good
Trainee displays a strong understanding of core concepts that can be demonstrated by their ability to:
Explain when, where, and how trial requests are received
Demonstrate the sales skills utilized during the introduction, trace, and closing calls
Identify the proper e-mail templates, training videos, and “do” for each stage
Fair
Trainee displays a basic understanding of core concepts that can be demonstrated by their ability to modestly:
Explain when, where, and how trial requests are received
Demonstrate the sales skills utilized during the introduction, trace, and closing calls
Identify the proper e-mail templates, training videos, and “do” for each stage
Poor
Trainee is unable to clearly:
Explain when, where, and how trial requests are received
Demonstrate the sales skills utilized during the introduction, trace, and closing calls
Identify the proper e-mail templates, training videos, and “do” for each stage
Module Two
Good
Trainee displays a strong understanding of core concepts that can be demonstrated by their ability to:
Explain Kase’s trading philosophy
Explain Kase’s approach to managing risk using stops and multiple bar lengths
Assemble a list of answers to frequently asked questions
Identify the hidden or veiled aspects of a prospects questions
Fair
Trainee displays a basic understanding of core concepts that can be demonstrated by their ability to modestly:
Explain Kase’s trading philosophy
Explain Kase’s approach to managing risk using stops and multiple bar lengths
Assemble a list of answers to frequently asked questions
Identify the hidden or veiled aspects of a prospects questions
Poor
Trainee is unable to clearly:
Explain Kase’s trading philosophy
Explain Kase’s approach to managing risk using stops and multiple bar lengths
Assemble a list of answers to frequently asked questions
Identify the hidden or veiled aspects of a prospects questions
Module Three
Good
Trainee displays a strong understanding of core concepts that can be demonstrated by their ability to:
Identify and explain the learning objectives for Kase StatWare in the introduction and advanced training videos.
Identify and explain the learning objectives for KaseX in the introduction and advanced training videos.
Identify and explain the learning objectives for Kase Outlook in the introduction and advanced training videos.
Fair
Trainee displays a basic understanding of core concepts that can be demonstrated by their ability to modestly:
Identify and explain the learning objectives for Kase StatWare in the introduction and advanced training videos.
Identify and explain the learning objectives for KaseX in the introduction and advanced training videos.
Identify and explain the learning objectives for Kase Outlook in the introduction and advanced training videos.
Poor
Trainee is unable to clearly:
Identify and explain the learning objectives for Kase StatWare in the introduction and advanced training videos.
Identify and explain the learning objectives for KaseX in the introduction and advanced training videos.
Identify and explain the learning objectives for Kase Outlook in the introduction and advanced training videos.
Subjects:
Finance
Types:
Assessment
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