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

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