Templates for Continuous Process Improvement

 

Training Matrix

aka Cross Training Matrix, Skills Matrix, Training Plan template

vacation

Use this 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 Training Matrix Example. Download free trial Cross 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

Coaching

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.

Systems2win Leadership

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 Matrix

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

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

Video Help

Skills & Training Matrix video

Introduction to
Systems2win templates


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

Systems2win menu > Systems2win templates

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'

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...

Styles

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.

training matrix Excel template

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

Systems2win menu > 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.


training matrix Systems2win tab

Bookmark = Systems2win

The Systems2win tab

for learning to use your Systems2win templates

Your Training Matrix Template has a special tab
to make it easy to fulfill your Systems2win Leadership Roles,

lead goose cartoon

Installation

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?


 

Your Skills and Training Matrix template comes with
all of your other Systems2win 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

 

 

Systems2win webinars

A time-effective way to get a quick orientation to your Systems2win templates is to
join a free live webinar

 

 

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