Posts Tagged ‘excel’

Training Matrix Template

Staff competency is a key factor in all businesses – the ability to carry out the job in the right way and produce the right result is paramount whether your organization’s producing widgets or selling services. Skill levels of staff can have a significant impact on both your productivity and the quality of the product produced. A workforce that lacks training can contribute significant cost through excessive production practices and rework requirements.

Maintaining the appropriate skill levels within the company is therefore a key task. This is often achieved through developing and deploying a skills matrix coupled with a training matrix. The skills matrix will typically cover job roles and the associated skills. The training matrix will then provide a mechanism for analyzing the staff against the skill requirement and then tracking their training plan to achieve full competency.

Purpose of a training matrix

The main purpose of a training matrix is to plan the alignment of staff skills against the job requirements – producing a template for a training matrix isn’t complicated (check out the video below) there are a few basic steps and principles to follow (also you don’t need any special software Microsoft Excel will do fine!).

Producing a training matrix template

A training matrix template can be produced easily using Microsoft Excel –

1/ Gather a list of the employees that you’ll track (note you could choose to do this grouped by department or trade)

2/ List the requirements against the roles

3/ use the matrix to annotate against the individuals where skill levels are adequate or where training is required

4/ Establish a training plan to “fill in the gaps”.

5/ Review regularly to keep the matrix up-to-date regarding training undertaken and staff changes.

Watch the video

Example SWOT analysis and follow up action sheet built using Word & Excel

As we said in our article on SWOT analysis – The SWOT is a great tool for capturing information and issues relating to your business (in particular it can be used during strategic planning) – we also think it makes a great addition to a standard monthly management reporting pack.

Luckily you don’t need any special tools or software to produce a SWOT and the simple 4 box template is easy to setup in MS Word.

Due to the nature of a SWOT analysis capturing pieces of information that often require follow up actions we like to pair our SWOT with a simple action list which you can build in Excel – this takes the items captured within your SWOT and turns them into a simple plan with owners and review dates. Why do this? Well all too often you’ll construct a SWOT analysis and use it in a presentation or report but there is a tendency to forget all about it and move on to the next business issue – this simple action plan allows you to record those issues you need to follow up on in a simple straightforward way.


SWOTS can be easily constructed using MS Word – go for a 4 box (one for each element) or as we like to do a 3 x 3 this enables you to articulate which elements are internal/external and which are positive/negative attributes – this may not mean much to you but if your going to be communicating your SWOT to anyone unfamiliar with the tool it can be really helpful. The other thing to remember is when you add your inputs into the SWOT remember to number them so that you can refer to the numbers in your action tracker.

The Action Plan

We like to couple our SWOT tool with a simple action plan tracker that captures the inputs from the SWOT and turns them into a list that can be used to track activity and attribute owners. We’ve chosen to do this in Excel (but you could easily create a list in MS Word to do it).

Example SWOT video