aka Skills Matrix, Cross Training Matrix, Training Plan template
Use your Training Matrix template to answer questions like...
Can I take a vacation?
Is anyone cross-trained to do my job so I can take a break?
What are my responsibilities?
How is my performance going to be evaluated?
How's my team doing?
Who's supposed to know what?
And how are they coming with that?
Training Matrix Template
Sample Skills Matrix Example. Download free trial Training Matrix template.
The many ways that you will use
your Skills Matrix template
This versatile Matrix template is a Swiss Army knife in your Lean toolkit.
Training and Skills Matrix
Every lean tool needs
Lean Coaching System
It is most commonly used as a Training & Skills Matrix —
to define and measure
the skills & training that your people
vs. the skills & training they need.
Cross Training Matrix
Who needs what skills & knowledge - and how are they coming with that?
To ensure that at least someone has the minimal
skills & training needed
to allow each team member the opportunity to take a week off every now and again.
There is a special worksheet called 'Systems2win',
that makes it easy to fulfill your Systems2win Leadership Roles,
Team or Department Training Plan
Perhaps with a separate worksheet for each job or role.
Project Training Plan
Perhaps one worksheet for project team member training
and another for end user training.
Job Design / Career Path Planning
This Skills Matrix is an essential supplement to your Jobs Design Matrix template
when you need to re-design jobs and career paths to fit redesigned processes.
Job Candidate Evaluation
It can also be used as a Hiring Skills Matrix
to compare the strengths and weaknesses of job candidates.
Which job candidates have the most promising skills and aptitudes?
Responsibilities Matrix / Performance Evaluation
When used for Performance Evaluation purposes,
it is usually best to create a separate working document for each person,
and then use the column headings as dates –
so that both the person being evaluated and their supervisor can see progress over time.
Perhaps ask the person to self-evaluate in addition to the evaluations of his or her mentor(s).
Then meet to discuss performance evaluation.
Bookmark = Training
Training Matrix Videos
Cross Training Matrix video
Skills & Training Matrix video
How to use your
Training Matrix template
Before getting started
Your leaders might have already personalized the DV sheet in your master template
so that you are starting with typical rating scales for YOUR company.
If you are launching a new team, then use your lean leadership templates.
Find and open your template
Find and open your Training Matrix template (TrainingMatrix.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Review the Excel training on the Help sheet
On the Help sheet of every Systems2win template,
there is a section for 'Excel Tips most valuable for using THIS template'
where you can follow links to online training and videos to learn how to use Excel better.
When you want to divide your Training Matrix into logical sections...
you're going to have a whole lot easier time of things, (and your document is going to look a whole lot more professional), if you take 10 minutes to learn how to use Excel Styles.
The right way to Insert Rows
Hint: The answer is not
Right-click > Insert Rows
How to move cells
without breaking formulas
How to Filter
using Systems2win advanced features to make Filtering more useful and powerful
How link to related documents
in ways that your hyperlinks will still work
even when you save as a PDF
in ways that use Systems2win's visual Link Icons
in ways that avoid broken hyperlinks
when you move or rename documents
How to use Excel better
In our experience, many people believe they know more about Excel than they really do.
Even though this Training Matrix is one of the simplest Systems2win templates,
you will get a whole lot more value from it if you take a hour or so
to learn some fundamental feature of Microsoft Excel,
as well as some ways that Systems2win templates extend the features of Microsoft Excel.
Learn from the Sample
Every Systems2win template has a Sample sheet.
You don't want to do your real work on the Sample sheet, but it is great for learning.
Sample Training Matrix Example
Use the pop-up help
On every Systems2win template, pop-up help will appear whenever you click any row or column heading.
Use what you learned in the Excel training
Notice that Filter is already turned on for the Sample sheet. Can you turn it off and on, so that you know how to (correctly) turn it on when you need it in your real document?
Watch what happens to the Subtotals (above the headers) as you filter in different ways.
Can you use Styles to add a new section header?
Can you insert a link icon, and hyperlink it to a related document?
Did you notice the hidden columns? (between columns E and I)
Use the drop down lists
In the section for Competency Ratings, use the drop down lists.
Notice how the background color of the cell turns grey when you choose '.' (period).
That's a nice way to indicate that someone doesn't need a skill, isn't it?
Personalize the lists on the DV sheet,
and see your personalized rating scale choices appear in the drop down lists on the Sample sheet.
Pretty easy, isn't it?
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work.
(not on the Sample sheet)
and you should now know everything you need to know
to start really squeezing the juice out of your new Training Matrix template.
Bookmark = Systems2win
The Systems2win tab
for learning to use your Systems2win templates
Your Training Matrix Template has a special tab
Who needs Systems2win installed?
Have they confirmed success?
Foundational Initial Training
Who has completed the New User Training?
Who should be competent with which lean tools and methods?
And how are they coming with that?
Your Skills and Training Matrix template