Templates for Continuous Process Improvement


Training Matrix

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

training matrix Excel 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 to use your Systems2win tools

Training Matrix Systems2win tab

Because every Systems2win user will want to learn how to use their tools, there is a special worksheet called 'Systems2win'
that makes it easy to follow links to online training pages and videos

and makes it easy fof your leaders to fulfill their Leadership Roles

Learn more about the Systems2win sheet


Or... if you Open a Blank Sheet...
then you have several options to use your Training Matrix template for...

Several common purposes

1) Training and Skills Matrix


Every lean tool needs
a corresponding
Lean Coaching System

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 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 Design Matrix

2) 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.

3) 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?

training matrix dates

4) 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

Additional training
relevant to this template

Translations available for immediate delivery include:

  • Spanish: Matriz de entrenamiento cruzado
  • Portuguese: Matriz de Treinamento Cruzado
  • French: Liste des contrôles du plan Kaizen
  • German: Trainingsmatrix
  • Chinese: 交叉培训矩阵

Also see the rest of the Training Program Design tools
that come bundled with your Skills Matrix

How to use your

Training Matrix template

Dropdown lists for faster data entry and fewer mistakes

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 the same lean leadership tools and systems that you use to launch any team.

Find and open your template

Excel Ribbon bar > Systems2win menu

Find and open your
Training Matrix template

(1TrainingMatrix.xlsx or TrainingMatrix.xlsx)

in the same way that you find and open
your other 150+ Systems2win templates.

If you don't yet own a license,
you can download your free trial now.

Save your working document

following the usual document storage and naming conventions established by your leaders



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'

Training Matrix Excel training on the Help sheet

where you can follow links to online training and videos to learn how to use Excel better.

Things like...


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 your Filters even more useful

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,

the more you know about Excel, the more value you will get from your efforts.


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.

training matrix Excel template

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 visual way to indicate that someone doesn't need a skill.

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?

Now you are ready to start using your

Training Matrix template

Open a Blank Sheet

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.

Or... Insert Sheet

As an alternative to opening a stand-alone document (as instructed above),

you also have the option to Insert Sheet into any other Excel workbook.

Or... use the 'Systems2win' sheet

Training Matrix Systems2win tab

Because every Systems2win user will want to learn how to use their tools, there is a special sheet called 'Systems2win' that makes it easy to follow links to online training pages and videos

and makes it easy fof your leaders to fulfill their Leadership Roles

training matrix Systems2win tab

Bookmark = Systems2win

The Systems2win sheet

for learning to use your Systems2win templates

Your Training Matrix Template has a special tab
that makes it easy to follow links to online training,
and to fulfill your Systems2win Leadership Roles

lead goose cartoon


Who needs Systems2win installed?

Have they confirmed success?

Foundational Initial Training

Who has completed the New User Training?

Specific Competencies

Who should be competent with which lean tools and methods?

And how are they coming with that?

Publish your Training Matrix

Publish your printed Training Matrix
on your Team Huddle Board as a form of Visual Management

Skills and Training Matrix template

with over 100 other templates for process improvement

Own yours now




If your organization has not yet provided a license, you can download your free trial



This Cross Training Matrix template comes with ANY of the 4 bundles of templates
Own yours now




Your purchase price is usually justified with the 1 or 2 templates that you use most

The others are a really nice
"gift with purchase"

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Your Systems2win templates come with Training & Videos to help you get the most from your process improvement tools




















Your Systems2win templates come with free New User Training to quickly learn features that are common to all 150+ templates





One huge benefit of owning your Systems2win templates is Support when you need it