Interview scorecard template

Archivist interview scorecard

Pre-screening scorecard for Archivist candidates.

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public sector communityarchivesdacs eaddigital preservationfinding aids
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Outcomes that landed

30% weight

Ask what collections they processed end to end: linear feet accessioned, backlog reduced, finding aids published in ArchivesSpace, digitisation batches delivered, or grant-funded projects completed on schedule.

Evidence to listen for

  • Names programmes or initiatives that were adopted, funded, or delivered
  • States their own role rather than the department's
  • Gives measured reach or impact
  • Distinguishes work that landed from work that stalled, and explains why

Five-point scoring guide

1
Poor

No delivered work; describes intent and process only.

2
Needs Improvement

Involved in initiatives but cannot say what resulted or what they owned.

3
Satisfactory

Real delivery with adequate ownership; impact described loosely.

4
Very Good

Named outcomes with clear personal scope and some measures.

5
Excellent

Names specific collections with extent, processing level chosen, and published finding aids or digital objects a researcher can now retrieve.

02
Evaluation factor

Stakeholder facilitation

25% weight

Probe how they handle donors, records creators, and researchers: negotiating deeds of gift, chasing departments for transfers, running reading room reference interviews.

Evidence to listen for

  • Brings a real contested case, not a philosophy of engagement
  • Names the competing interests and the resolution method
  • Uses concrete engagement formats and can point to input that changed a decision
  • Treats every group as legitimate

Five-point scoring guide

1
Poor

Diplomacy-speak with no case attached, or contempt for one group.

2
Needs Improvement

Recalls conflict but no method; engagement is a box to check.

3
Satisfactory

Real case and workable approach; resolution thin on specifics.

4
Very Good

Names the tension and method; cites engagement that shaped the outcome.

5
Excellent

Describes a donor or department negotiation where they secured records with clear terms on access restrictions and copyright.

03
Evaluation factor

Regulatory and policy command

25% weight

Test command of DACS or ISAD(G), MARC and EAD encoding, retention schedules, plus copyright, GDPR or FOIA exemptions and restricted personnel or medical files.

Evidence to listen for

  • Names the statutes, funding rules, and processes they have worked under
  • Explains how those requirements sequenced their work
  • Owns the compliance thinking rather than deferring it entirely
  • Knows where the discretion sits

Five-point scoring guide

1
Poor

Outsources all regulatory thinking; cannot name a framework.

2
Needs Improvement

Generalities about compliance; no sequencing or named rules.

3
Satisfactory

Knows the main frameworks; sequencing described loosely.

4
Very Good

Names relevant frameworks and how they shaped a timeline.

5
Excellent

Cites standards and statute precisely, explaining a restriction or takedown decision they made and the authority it rested on.

04
Evaluation factor

Evidence and reporting

20% weight

Look for how they tracked use and preservation: reading room and download statistics, fixity checks, PREMIS metadata, condition surveys, reporting to boards or funders like NHPRC.

Evidence to listen for

  • Uses data to choose between options, not to justify a decision already made
  • Names the sources and methods behind their numbers
  • Reports to funders, councils, or the public in terms those audiences can use
  • Tracks whether the intervention worked

Five-point scoring guide

1
Poor

No use of evidence; decisions are assertion.

2
Needs Improvement

Cites data but cannot explain its source or limits.

3
Satisfactory

Uses evidence competently; evaluation after the fact is thin.

4
Very Good

Evidence drives choices and is reported clearly to lay audiences.

5
Excellent

Reports concrete usage or preservation metrics and shows how those numbers changed processing priorities or secured funding.

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