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A Worksheet for Measuring Competencies

A checklist you can use to rate the competencies of a workplace learner.

________________________________________Workplace learning competence is the ability to be effective in learning in real time in

workplace settings. Use this instrument to rate the competence of a workplace learner

who is known to you. There is not a scorecard it is up to you to use this as you bestsee fit.

For each competency listed, rate his or her level of perceived competence. Use the

following scale:

1 = Not applicable.

2 = I perceive him or her to be functioning at a less than effective level in his or her

present workplace on this workplace learning competency.3 = I perceive him or her to be functioning at a somewhat effective level in his or her

present workplace on this workplace learning competency.

4 = I perceive him or her to be functioning at an effective level in his or her present

workplace on this workplace learning competency.5 = I perceive him or her to be functioning at a highly effective level in his or her present

workplace on this workplace learning competency.Then, place a number from 1 to 7 to indicate how important you believe it to be for this

person to improve this workplace learning competency. A 1 indicates that taking action to

build this workplace learning competency is of highest priority. A 7 indicates that

improvement on the competency is of lowest priority.

FOUNDATIONAL COMPETENCIES

Reading skill: Read to a level of proficiency appropriate for learning in a workplace

setting.Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Writing skill: Write to a level of proficiency appropriate for learning in a workplace

setting.Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

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(Rate from 1 to 7, with 1 = Most important)

Computation skill: Apply mathematics to a level of proficiency appropriate for learningin a workplace setting.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Listening skill: Listen effectively and to a level of proficiency appropriate for learning in

a workplace setting.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Questioning skill: Pose appropriate questions to others and obtain meaningful and

unambiguous answers to those questions.Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Speaking skill: Speak to individuals or present to groups with a level of proficiencyappropriate for learning in a workplace setting.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

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Cognitive skills: Think, draw conclusions, think creatively, make decisions, and solve

problems.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Individual skills: Demonstrate a willingness to accept responsibility and display self-

esteem.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Resource skills: Allocate such resources as time, money, people, and information

appropriately to learn in the workplace.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Interpersonal skill: Work cooperatively with others, carry out formal or informal training

or mentoring of others, and maintain effective interpersonal relations with customers.Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Informational and technological skill: Acquire and analyze data from various sources.

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Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

INTERMEDIATE COMPETENCIES

Systems thinking: View organizations and work from a systems perspective.Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Personal mastery: Show willingness to learn and take pride in learning .Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Mental modeling: Create, communicate, and critique ingrained (and otherwise taken-for

granted) assumptions, beliefs, or values.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Shared visioning: Formulate, communicate, and build enthusiasm about shared views of

the future.

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Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Team learning skill: Participate effectively and actively in workplace groups and use

dialogue and other approaches to formulate, communicate, and test ideas generated by

himself or herself or others.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Self-knowledge: Demonstrate awareness and understanding of self as learner.Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Short-term memory skill: Remember facts, people, and situations for short time spans,

usually about 48 hours or less.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Long-term memory skill: Remember facts, people, and situations for longer time spans,

usually exceeding 48 hours.

Not applicable: 1

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Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Subject matter knowledge: Possess a solid foundation of background knowledge on theissue or subject that he or she sets out to learn about in the workplace.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Enjoyment of learning and work: Display joy in the learning process itself and in the

work that he or she performs.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Flexibility: Show a willingness to apply what he or she knows in new ways as conditions

warrant their application.Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Persistence and confidence: Show determination to pursue new knowledge or skill, evenwhen finding it or mastering it proves more difficult than expected.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3

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Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Sense of urgency: Display sensitivity to the importance of time to self and others.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Honesty: Give information in a straightforward manner, free of deception, and elicit

similar behavior from others.Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Giving respect to others: Defer to others with more experience or knowledge.Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

THE PERCEPTIVIST ROLE

Work environment analytical skills: Examine work environments for issues or

characteristics affecting human performance.Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4

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Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Sensory awareness: Show sensitivity to stimuli received from the outside world based onthe use of any one or all of the five senses.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Open-mindedness: Demonstrate a willingness to see, to observe, and to internalize whatthe world presents and reinterpret it afresh.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Humility: Display modesty about what he or she does or does not know, a willingness tolisten to fresh perspectives without pretending to know when he or she does not know.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Analytical skill (synthesis): Break down the components of a larger whole and

reassemble them to achieve improved human performance.Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4

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Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Intuition: Show sensitivity to stimuli generated by him or her from memory or from theapplication of nonverbal logic.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

THE INFORMATION-GATHERER ROLEInformation-sourcing skill: Identify the kind of information needed to satisfy curiosity

and show an ability to locate such information from credible sources.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Information-gathering skill: Collect information by talking to others, asking questions ofothers, facilitating groups to answer questions, and finding information from other

sources.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?(Rate from 1 to 7, with 1 = Most important)

Information-organizing skill: Organize or structure information obtained from one or

many sources and categorize it into schemes that permit recall, comparison, or creativereexamination.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3

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Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Feedback solicitation skill: Display an ability to solicit feedback on what he or she haslearned from others.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

THE ANALYST ROLE

Willingness to experiment and gain experience: Show an openness to try out new ideas orapproaches, even when they are untested or their results are unknown.

Not applicable: 1

Less than effective: 2

Somewhat effective: 3Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Internalization skill: Translate general knowledge or information into specificinformation that can be immediately applied or tested.

Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

Application of new knowledge skill: Use new knowledge or skill in harmony with theway it was described or characterized from the original source(s).

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4

Highly Effective: 5

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How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)Ability to adapt knowledge to new situations or events: Use new knowledge or skill in

creative, unusual, or novel ways.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)

THE EVALUATOR ROLE

Critical examination of information skill: Reflect on what was learned critically, offering

follow-up questions or new ideas based on the information.Not applicable: 1

Less than effective: 2Somewhat effective: 3

Effective: 4

Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important

Learning how to learn skill: Reflect on how he or she acquired new information orknowledge and find ways to improve the acquisition and application of new knowledge

or skill in the future.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important)Self-directedness skill: Display a willingness to be proactive about his or her own

learning, to take action without needing to be directed to learn or to act by other people.

Not applicable: 1Less than effective: 2

Somewhat effective: 3

Effective: 4Highly Effective: 5

How important do you believe it to be to improve this workplace learning competency?

(Rate from 1 to 7, with 1 = Most important).