TEMPLATE
Skills matrix:
Excel template
Download the template
Use this template to see who can do which task on their own and for which tasks too few employees are qualified.
You assign each employee a level from 0 to 4 for each task. Excel counts how many employees reach at least level 3 per task and compares this with your target.
What is in the template:
Matrix of employees and tasks with levels from 0 (not trained) to 4 (can train others)
Room for 20 employees and 12 tasks, levels from a drop-down list and color-coded
Per task, the number of employees who work on their own against your target, with a bottleneck traffic light
Per employee, the number of tasks at level 3 or higher
Training plan with target level, date, trainer and refresher due date
Example from a fictional assembly and injection molding department, Excel file without macros
Who it is for
Who the skills matrix template is for
The template is for supervisors, shift leaders and HR managers in production who want to know for which task too few employees are qualified. It helps with vacation planning, shift staffing and next year's training plan.
How to work with the skills matrix template
- 1
Set up the matrix
Enter up to 20 employees and 12 tasks and set your target for each task.
- 2
Assign levels
Pick a level from 0 to 4 for each employee and task, and Excel counts the employees who work on their own and shows bottlenecks.
- 3
Plan training
Plan target level, date, trainer and the refresher due date in the training plan.
What matters in a skills matrix
Bottlenecks show up per task
A task only one employee can do turns into downtime during vacation or illness. Counting per task against your target makes that risk visible.
Levels need clear criteria
Level 3 means works on their own, level 4 means can train others. Define what each level is based on, or every supervisor rates differently.
Skills fade
People who have not done a task for a long time lose confidence. The refresher due date column keeps training current.
Download the skills matrix template
Fill in the short form and you receive the download right after.