Skip to main content

Lean Tools, Training, and Systems

Training Matrix

aka Skills Matrix, Cross Training Matrix, Training Matrix 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.


Common ways to use your

Skills Matrix template

This versatile Matrix template is a Swiss Army knife in your Lean toolkit.

Several common uses

1) 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.


Every lean tool needs
a corresponding
Lean Coaching System

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.

2) Job Design / Career Path Planning

Job Design Matrix

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?

4) Responsibilities / Performance Evaluation

training matrix dates

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.

5) Training to use your Systems2win tools

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 for your leaders to fulfill their Leadership Roles

Training Matrix Systems2win tab

Learn more about the Systems2win sheet


Training Matrix Videos

Cross Training Matrix video

Additional training
relevant to this template

Translations available for immediate delivery include:



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 dropdown lists for YOUR company.

Dropdown lists for faster data entry and fewer mistakes

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 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.

Excel Ribbon bar > Systems2win menu

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 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.

Training Matrix Excel training on the Help sheet


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?

testimonial quote


Now you are ready to start using your

Training Matrix template

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 > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Systems2win menu > Open a Blank Sheet

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

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 for your leaders to fulfill their Leadership Roles

Training Matrix Systems2win tab


The Systems2win sheet

in your Training Matrix template

to more quickly and thoroughly learn how to use your Systems2win templates

training matrix Systems2win tab

Your Training Matrix Template has a special sheet that makes it easy for

  1. Users to follow links to Systems2win online training
  2. Leaders to fulfill 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?

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

testimonial quote

Training Matrix template

with 150 more Process Improvement Templates


to empower every team member to improve every process








Kaizen templates

Similar, familiar tools for
Continuous Improvement



Tell a Colleague







New User Training

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




You already knew about Systems2win?

Why didn't you tell me?







Training and Coaching

Consider Training and Coaching to support your teams to succeed


two bikers

Training to get you started.
Tools you won't outgrow.




Schedule a Conference

Schedule a conference
to discuss your challenges
with an experienced lean advisor