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Competency Interview Template
Page Overview:
At Aaron Wallis Sales Recruitment, we help employers conduct more objective and effective competency-based interviews by offering a ready-to-use Competency Interview Template. Built for roles like Head of Sales, this template highlights critical competencies, such as performance versus targets, strategic sales development, coaching, conflict management, and resilience, and includes both scoring and weighting guidance to reflect what matters most. You'll find instructions for tailoring questions using the STAR method, designing a consistent scoring matrix (e.g., 1, 1.5, 2 weightings), and ensuring decisions are evidence-based rather than gut-driven. Use this tool to elevate your interview accuracy, fairness, and hiring quality.
To help you devise your own Competency interviewing template and scoring mechanism, we have linked to an example template.
How to Use
This example template is for a Head of Sales role, so it emphasises required competencies such as:
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- Performance against Targets
- Strategic Sales Development
- Delivering Training and Upskilling Team Members
- Team Development, Coaching and Mentoring
- Conflict Management
- Change Management
- Leading from the Front
- Measuring and Controlling Progress
- Resilience and Tenacity
- Download the Competency Interview Template
You will see that it details a scoring and weighting mechanism. For this Head of Sales role, it was deemed that 'Performance against Targets' was more important than 'Delivering Training and Upskilling Team Members'. Therefore, the candidate would score double for this particular Competency. Using 'weighting' when scoring helps ensure that the best candidate scores highly against an average applicant.
We suggest 'keeping it simple' by having a weighting system of 1 (or zero weighting), 1.5, or 2.
Using the Competency Interview Template
Use our Competency Interview Guide to create your own competencies.
It may also be useful to use our suggested Competency Interview Questions Guide to help create your own questions.
Remember, though, that creating competency interview questions is relatively easy by following the STAR Interviewing method. Consider a reasonably good question that will tease out evidence of the required Competency.
For instance, if the Competency is 'Building and Managing a Pipeline', the question could be:
"Talk me through how you built your pipeline in your last role?"
Then use laddering questions to probe and extract the details such as:
-
- What was your annual target?
- What was your average order value?
- What was your pipeline-to-close ratio?
- How did you measure your pipeline?
- How did you ensure that your pipeline was at the required level to ensure you met your sales target?
- What did you do if your measurement method was saying that you weren't on target?
- Was there ever a time that you weren't on target?
- What happened?
- What action did you take?
- What was the outcome of this intervention?
- What did you learn from this?
Scoring a Competency Interview
Scoring should be objective and based upon the evidence provided by the candidate against each Competency. Strictly speaking, you should design a scoresheet so that all of the interviewing panel members are following the same scoring mechanism.
Using the Competency of 'Building and Managing a Pipeline', the scoring mechanism could be:
Did not meet min. requirement (1 point)
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- Did not demonstrate any practical ability to build or manage a pipeline. They approached meeting targets in an unstructured manner and did not follow a process.
Met Required Level of Competency (3 points)
-
- Demonstrated the ability to build and maintain a pipeline. Utilises systems and processes to measure the pipeline, ensuring it meets the required business levels to achieve the target.
Above Required Competency (4 points)
-
- Demonstrated above-average ability to build and develop a pipeline. Gave examples of interventions that they put into place to ensure that targets were exceeded. Built dates into tasks and had an effective process and system to track their pipeline. Their system prioritised business and had a mechanism to forecast effectively.
Mastery at Competency (5 points)
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- Demonstrated exceptional capability in managing a pipeline to meet every expectation and target consistently. Effectively communicated their systems and processes to break down their target into milestones and priorities. Provided evidence of effective forecasting and several methods they use to rebuild a pipeline.
NB Having a scoring mechanism of 1,3,4, and 5 means that the better candidates will score significantly higher and lessen the risk of all candidates having comparable scores.
Golden Rules of Designing a Competency Interview
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- Take the time to plan your competency interview structure effectively.
- Invite direct input from the hiring managers.
- Choose the weighting and scoring mechanism carefully.
- Try to keep the competencies to no more than eight, as each Competency will be circa ten minutes of interview time.
- Make notes, lots of them, and keep them.
- Always be able to clearly articulate why candidates were unsuccessful based on the interview's evidence and not on 'gut feeling' or 'opinion'.
We hope that you find this guide and competency interview helpful template and that it helps you to make the best possible hiring decisions.
Download the Competency Interview Template
Date published: 4th August 2025

by Rob Scott
Managing Director

About the author
Rob Scott
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