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Grief Support & Pre-Planning skills assessment

Bereavement support and pre-planning consultants help families before and after a death. This scorecard covers listening, information, product knowledge and ethics.

  • 12 skills to score
  • 1–10 scale on every skill
  • 5 starting levels

The 12 Grief Support & Pre-Planning skills you can score

These are the default Grief Support & Pre-Planning skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.

  1. Bereavement Counselling Skills

    Listens compassionately and provides appropriate support.

  2. Pre-Planning Consultation

    Explains options and costs clearly without pressure.

  3. Product and Service Knowledge

    Knows funeral options and explains them.

  4. Ethical Sales Practice

    Avoids pressure and follows regulations.

  5. Support Group Facilitation

    Facilitates grief support groups that are safe, respectful and helpful.

  6. Referral to Professionals

    Refers people to counsellors and services when their grief needs more support.

  7. Community Education

    Delivers talks and information sessions.

  8. Record Keeping

    Keeps accurate, confidential pre-planning and support records.

  9. Empathy and Patience

    Listens patiently and with empathy and never rushes families.

  10. Follow-Up Contact

    Follows up with families after the funeral.

  11. Cultural Awareness

    Respects cultural differences in grief.

  12. Self-Care

    Looks after own wellbeing while supporting grieving people.

Levels included with Grief Support & Pre-Planning

Grief Support & Pre-Planning starts with 5 levels, which SkillScorer calls “Career Stage” for funeral services, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.

  • Trainee
  • Funeral Assistant
  • Funeral Director
  • Senior Funeral Director
  • Branch Manager

How Grief Support & Pre-Planning works in SkillScorer

Score

Each team member in a branch is scored on the Grief Support & Pre-Planning skills in the Skills Matrix: tap a cell, type a score, and it saves itself.

Compare

Rank team members, compare two side by side, or compare your branches against each other to see exactly where the strengths and gaps are.

Track

Scores are kept year after year, so you can see who is improving and which Grief Support & Pre-Planning skills need attention. Reports also follow each senior funeral director's branch.

Grief Support & Pre-Planning scorecard: common questions

What skills does the Grief Support & Pre-Planning scorecard include?

SkillScorer's Grief Support & Pre-Planning scorecard covers 12 skills: Bereavement Counselling Skills, Pre-Planning Consultation, Product and Service Knowledge, Ethical Sales Practice, Support Group Facilitation, Referral to Professionals, Community Education, Record Keeping, Empathy and Patience, Follow-Up Contact, Cultural Awareness and Self-Care. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.

How are team members scored in Grief Support & Pre-Planning?

Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one branch and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.

Which levels come with Grief Support & Pre-Planning?

Grief Support & Pre-Planning starts with these levels (called “Career Stage” in the app): Trainee, Funeral Assistant, Funeral Director, Senior Funeral Director and Branch Manager. They are just a starting point, so you can rename, reorder or replace them.

Can I change the Grief Support & Pre-Planning skills and wording?

Yes. The skills, levels and labels are all editable per organisation. In funeral services the app talks about team members, branches and senior funeral directors, and you can change any of those words too.

Score Grief Support & Pre-Planning with SkillScorer

Book a demo and we'll set up Funeral Services and Grief Support & Pre-Planning with the skills, levels and wording ready to go.

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