How to Evaluate Competency


The way to evaluate competency is to follow certain steps. Competency is defined in as "the quality or state of being legally qualified or adequate." Therefore, being aware of someone's or something's abilities is the integral part. Now, the strategy is to learn as much about someone or something without being too time consuming. Get a strategy that can be used in most situations to make better decisions.

Create a checklist. Make a standard form to evaluate anyone or anything. This establishes an unbiased opinion and helps serve as a safety measure to ensure that the best results are obtained. This can be done using a piece of paper, Excel, or a Word program to organize the information. Be sure to check things off when evaluating to know what the results are clearly.

Choose the questions beforehand to be used in a form. This should be something well thought out and carefully constructed. Start with the most important factors to consider first, and then move on to other less important ones. Memorizing the important ones could help make it a faster process. A less professional strategy is not the best method to evaluate competency.

Use references and referrals to determine the value. This applies to people and products. This can save time and effort when evaluating competency. The result in this step should add value that satisfies a need or want.

Carefully evaluate the information collected. Compare the results to people or products in similar industries. Use Hoovers as a resource to learn how other professional leaders evaluate similar situations. The Hoovers link, which can be found below, offers some free and paid information for more in-depth knowledge.

Ask yourself: Does the person(s) and/or product(s) complete the job to the stated satisfaction in the checklist? Grade the results on a scale from 1 to 5, for instance. Is it possible that there are certifications? For example, a project management certification could be useful in business. It's considered a respected training that determines competency based on certain standards. On the other hand, has a product been tested by the EPA for certain environmental standards? This could mean that a business that has been evaluated can claim eco-friendly status. The government seal of approval is always a good sign of competency because certain standards must be met. In essence, use different methods of evaluation depending on the situation to determine competency.

Tips & Warnings

  • Start early when evaluating competency, and avoid rushing.
  • Provide feedback whenever possible.
  • Take notes during the process to improve later.

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