Field Experience · Self-Enterprise
Board Check-In Rubric
Side 1 · Score
Student / Team
Business
Date
Evaluator
RoleInstructor · Business Partner · Admin
Check-In # (circle)1 2 3 4
4Board-ReadyEverything in the description, no gaps.
3SolidMost of it. One small gap.
2Getting ThereSome of it. Clear gaps to fix.
1Not YetMissing or not prepared.
| Domain | A 4 looks like… | Circle one |
|---|
| 01 | Financial Transparency |
Every dollar of capital is accounted for: how much was spent, on what, and why. Nothing is estimated or hidden, and mistakes are owned openly. |
4321 |
| 02 | Financial Statements |
Brings all three, current as of this week: a P&L (revenue, costs, profit/loss), budget vs. actual, and cash on hand. |
4321 |
| 03 | Traction & Results |
Shows real numbers since the last check-in: customers, sales, units, or orders. Compares them to last time and explains what moved them. |
4321 |
| 04 | Problem-Solving & Advisor Use |
Names the #1 bottleneck and its cause, says what was changed because of customer or board feedback, and brings one specific ask for the board. |
4321 |
| 05 | Next-Step Goals |
2–3 goals for the next check-in, each with a number and a date (“sell 40 units by 11/13”), not “grow sales.” |
4321 |
| 06 | Presentation Skills |
Talks to the board, not the slides: eye contact, clear voice, no reading. Slides are clean and readable, and the pitch finishes on time. |
4321 |
| 07 | Professionalism |
On time and set up before the board sits down. Dressed to job-interview standard, no phone out, materials printed or loaded. Respectful and owns the room. |
4321 |
| 08 | Board Q&A |
Answers directly and briefly, backs answers with numbers, and says “I don’t know yet, I’ll follow up by ___” instead of guessing. |
4321 |
Scores are a snapshot, not a verdict. The back of this sheet (the notes, promises kept, glows, and next steps) is what the student leaves with and what the next check-in builds on.
Field Experience · Self-Enterprise
Board Feedback & Debrief
Side 2 · Grow
Promises Kept?Copy in the commitments from last check-in’s debrief, then circle one each. Skip on Check-In #1.
| What they committed to last time | Kept? |
|---|
| 1 | | Kept Partly Not yet |
| 2 | | Kept Partly Not yet |
| 3 | | Kept Partly Not yet |
Notes & QuestionsFill in during the presentation.
What I’m seeing / hearing
Questions to ask
GlowsWhat they did well. Be specific enough that they’ll repeat it.
Next Steps / CommitmentsFill in with the student at the debrief.
| Commitment (specific + measurable) | How we’ll know it’s done | Due by |
|---|
| 1 | | | |
| 2 | | | |
| 3 | | | |
These carry forward: they become the “Promises Kept?” rows on the next check-in’s rubric. Student keeps a photo of this side.
Evaluator Signature · Date