aka Cross Training Matrix, Skills Matrix, Training Plan template
Use this Training Matrix template to answer the question...
Can I take a vacation?
Does anyone have the cross-training to do my job so I can take a break?
Training Matrix Template
Sample Training Matrix Example
Ideas for how to use your Skills Matrix template
This versatile Matrix template is the Swiss Army knife of your Lean toolkit.
Training and Skills Matrix
It is most commonly used as a Training & Skills Matrix —
to define and measure the skills & training that your people have 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 at least the minimal skills & training needed to allow each team member the opportunity to take a week off every now and again.
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 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.
Performance Evaluation — Fairness
As a manager, has it ever happened during a performance review that an employee complains that you seem to be judging their job performance based on criteria that are different from what had been communicated earlier?
How could that complaint possibly arise if your are conducting your Performance Evaluation using the exact same form that was used to communicate job responsibilities in the first place?
Bookmark = Validation
for learning to use your Systems2win templates
One good use of your Training Matrix Template is to monitor how your people are coming with learning to use their Systems2win templates...
Watch this brief training video to learn more...
Bookmark = Training
Training Matrix Demo Videos
Cross Training Matrix video
The Sample and Help worksheets of every template
Skills & Training Matrix video
This Skills and Training Matrix template