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🧑‍💼 HR & People Ops

Free Competency Assessment Template

Rate an employee against your competency model from self and manager views, and get an AI report of strengths, gaps and a prioritized growth path.

per-role model
self + manager
AI report
Live Preview

Quick answer

Competency models die on the wall — this rates expected level versus actual per person, with self and manager views, gap flags where the two diverge, and an AI growth-path report per person.

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About this template

Competency models look great in decks and die in drawers. This assessment puts the model to work: for each role, the employee and the manager rate every competency against the expected level, the gap view shows where the two disagree, and the AI report turns the result into a prioritized growth path you can feed straight into an IDP.

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Template at a Glance

TemplateCompetency Assessment
CategoryHR & People Ops
FormatScored assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) for every response, plus the raw answers
Best forHR business partners · Managers · Employees
CostFree to copy and customize on FormLM
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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

Competency grid

Your model's skills and behaviors become rating rows.

2

Expected versus actual

Each row carries the level the role requires.

3

Dual viewpoints

Employee and manager rate separately.

4

Growth report

AI prioritizes gaps into a development path.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and paste your competency model in.

2

Two independent ratings

Employee and manager rate the same grid.

3

See the gaps

Where views differ is where to talk first.

4

Plan the growth

Export the AI report into an IDP.

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Who Is This For

Pick your role — see how it fits your workflow.

1

HR business partners

Make the competency model operational, not decorative.

2

Managers

Ground development talks in a shared grid.

3

Employees

See expected levels, not vague expectations.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Communication: expected level vs current (1–5)
  2. Ownership and accountability (1–5)
  3. Role-specific technical depth (1–5)
  4. Collaboration across teams (1–5)
  5. Leadership and influence (1–5)
  6. Which competency matters most in this role next year? (choice)
  7. Evidence for any rating that surprised you (open)
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Frequently Asked Questions

What is a competency assessment?
Rating an employee against a defined model — the skills, behaviors and levels a role requires — usually from both self and manager.
Whose rating counts more?
Neither: the value is in the gap between views. Where they differ is the conversation to have.
Can we use our own model?
Yes. Competencies, levels and weights are editable to match your role framework.
Is it free?
Yes. Copy into your FormLM workspace and attach it to any role.
What does the AI report include?
Strengths, top gaps, disagreement flags and a prioritized growth path per person.
How often should we run it?
Once or twice a year, or after a role change — aligned with your review cycle.
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Methods & terminology behind this template

360-degree feedback Competency model Likert scale High-potential talent (9-box)

Put your competency model to work

Rate, compare views, and get an AI growth path — free.