Creating & Setting Up a New Scorecard
- Aleeshya Broome-Cordon
A scorecard “tab” should be set up in the Excel Workbook for each installer. Always leave a blank scorecard to allow for duplication.
For existing installers at the time of setting up scorecards, more columns can be completed compared to setting up a scorecard for a new installer. See additional notes throughout the process below mentioning existing installers.
To create a New Scorecard
Follow the Microsoft Excel Basics to duplicate the blank scorecard tab Scorecard_Name.
Rename the tab to include the installer’s name.
To Set Up a New Scorecard
Enter the Installer’s Name in Cell G1.
Enter the Certified <Level> Goal Date in the Training Plan & Tracker Section.
Enter applicable dates in the Bechmarks column of the Training Plan & Tracker Section. These dates should range between today’s date and the Certified <Level> Goal Date.
For Existing Installers:
Complete the Training Actual column in the Hard Skills Section.
Complete the Completed Column in the Soft Skills Section based on their existing completions.
Complete the Trained Target Date Column in the Hard Skills Section.
Complete the Target Date column in the Soft Skills Section.
Determine the certification method for each skill based on the installer’s current experience.
If the installer has existing experience in the skill (ie. Considered 100% in the Training Actual column), they may follow the Expedited method at your discretion.
If the installer has limited or no experience in the skill, they must follow the Standard method.
Complete the Certified Target Date column in the Hard Skills Section. The selected date should fall after the corresponding Trained Target Date.
NEXT: Completing & Updating a Scorecard