Overview

Capability Reviews give managers and admins a structured way to assess and support development across key sales behaviors. These reviews enable performance reflection, guide coaching conversations, and help track growth over time.

What Is a Capability Review?

A Capability Review is a scheduled assessment where individuals are evaluated on behaviors tied to their role. Depending on your program’s setup, reviews may involve a self-assessment by the seller, manager feedback, or both.

Reviews may include:

• Behavior-based ratings using a standard rubric
• Optional written feedback
• Side-by-side comparisons of manager and seller responses (if both complete a review)

Each review helps:

• Identify development opportunities
• Recognize progress and strengths
• Support coaching and goal setting
• Track improvement over time

Completing a Capability Review

You’ll receive an email from noreply@richardsonaccelerate.com when a review is assigned to you. 

To complete a review:

• Click the review title or Resume to begin or continue
• Review the list of behaviors and corresponding rating scales
• Select a rating for each behavior
• Submit the review when finished

If your seller has completed a self-assessment, you’ll see their responses alongside yours for comparison.

Using Review Results in Coaching

Capability Reviews are most useful when followed by a conversation. Use the completed review to:

• Compare your ratings with the seller’s self-assessment
• Discuss any differences in perception
• Reinforce observed strengths
• Identify specific gaps to focus on
• Set follow-up objectives to continue development

Tip: To save a record or prepare for a coaching session, click the Download PDF button in the top-right corner of the review screen.

Viewing Past Reviews

From the My Team > Reviews > :

• Click Scheduled or Completed to switch between active and past reviews
• View historical data on completed assessments
• Reference past reviews to track performance trends and follow up on past coaching items

Key Benefits for Managers

• Gain visibility into your team’s development areas
• Support sellers with targeted feedback
• Align reviews with Pathways and Objectives

• Create a feedback loop that encourages growth

  Click to View: How to Schedule & Edit Capability Reviews

Questions? Reach out to Support and we’ll be happy to help.