Useful tool

Reference and evaluation form

Use this form to record a reference or evaluation in a structured and practical way during or after an interim assignment.

Only complete what is relevant. You can continue later and print the form or save it as a PDF.

Form progress

1 / 4

1 Context 2 Assessment 3 Explanation 4 Finalisation

Step 1

Context and basic details

Briefly record which assignment, candidate and referee are involved. This keeps the evaluation clear and easy to place later on as well.

Candidate name

Client / organisation

Role / assignment

Assignment period

Referee / evaluator name

Referee / evaluator role

Email address

Phone number

Completion date

Relationship type

Step 2

Short assessment

Give a practical score from 1 to 5 for each topic. Use 1 for weak or insufficient and 5 for strong or excellent.

Quality of work

Think of substance, accuracy and delivery quality.

Reliability and keeping commitments

Think of availability, follow-up and ownership.

Communication and collaboration

Think of alignment, clarity and working with others.

Independence and adaptability

Think of ramp-up speed, initiative and handling change in practice.

Extent to which expectations were met

Think of fit with the assignment, seniority and output.

Step 3

Explanation and context

Briefly explain the assessment. Focus mainly on concrete observations that are relevant for a future client or evaluation.

What is your overall impression of the candidate’s performance?

What are the candidate’s strongest points?

Which points for attention or development do you see?

In what type of environment, team or assignment would this candidate perform best?

Is there anything a future client should explicitly know in order to work well with this candidate?

Did the candidate meet expectations? Why or why not?

What was the reason for completion or departure?

Would you hire or recommend this candidate again? Why or why not?

Step 4

Finalisation

Complete the form with a short final conclusion and indicate whether the information may be shared as a reference or evaluation.

Short final conclusion

May this information be shared as a reference or evaluation?

FAQ

Frequently asked questions

What is this reference and evaluation form used for?

This form helps you record feedback, references and evaluations in a structured way during or after an interim assignment. That makes reviewing, comparing and sharing easier and more professional.

Who is this form intended for?

The form is intended for clients, hiring managers, recruiters, intermediaries and others who want to assess the performance of an interim professional or record a reference.

Can I save or share the form?

Yes. You can complete the form online and then save or print it as a PDF. That allows you to keep the evaluation internally or, where appropriate, use it as supporting material for a reference.

Reference and evaluation form

Context and basic details

Short assessment

Explanation and context

Finalisation

Frequently asked questions

Continue on Planet Interim

For interim professionals

For organisations