Efficient Excel Competency Matrix for Industry

Salomé Furlan

Update
November 15, 2023

Reading
3 minutes

Excel Skills Matrix Free Template

Things to remember

    • Visit Excel skills matrix is a simple, strategic tool for managing your teams' know-how.

    • It helps to visualize skill gaps and reinforce the multi-skilling in your teams.

    • As soon as your needs intensify, opt for a skills matrix software like Mercateam, for real-time, multi-site management in compliance with QHSE requirements.

excel skills matrix
Excel Competency Matrix

🎯 Download the free Excel skills matrix

Why create an Excel skills matrix?

In the factories, the skills matrix allows you to map out who knows how to do what, at what level, and within what perimeter. This Excel versatility table is essential for :

  • Ensuring operational continuity to cope with absences or rotations
  • Identify training needs with precision
  • Monitoring skills development and the multi-skilling
  • Preparing audits (ISO 9001, 14001, 45001...)

Visit competence matrix is more than just an HR chart: it's a lever for industrial performance.

Example of an Excel skills matrix

A good sample Excel skills matrix must include :

  • A list of associates
  • A list of skills technical, safety, quality or soft skills
  • A level rating (from 0 to 3, or 0 to 5)
  • A indication of required levels
  • An analysis of skills gaps
  • A section dedicated to Excel training matrix

🎁 You can get started with our Excel skills matrix template ready to use, including all these features.

🎯 Download the free Excel skills matrix

How do you build your skills matrix?

Step 1: Identify key competencies

Machines, authorizations, procedures, business gestures, leadership... Each job must be broken down into measurable skills.

Step 2: Assessing employees

Assign a skill level on a defined scale. You can also integrate the multi-skilling and versatility to identify profiles capable of working on several jobs.

Step 3: Define the objectives of each position

What level of autonomy is required? Which employees can be trained? This links the skills matrix to the training.

Step 4: Visualize discrepancies

Using Excel filters or graphs, you can quickly identify skills gaps and prioritize training actions.

Step 5: Update regularly

Without updating, the matrix loses its value. Ensure periodic review with team leaders and HR.

Competency matrix templates: Excel or software?

For a small team, a Excel skills matrix table remains a good starting point. But above a certain volume, or in the case of multi-site requirements, it becomes limited. This is where a skills matrix software takes over.

With Mercateamyou can access a competency matrix model digitalized, interconnected with your HR and industrial processes.

You can :

  • Automatically create your multi-skill matrices
  • Follow the training traceability
  • Generate a real-time training matrix
  • Centralize your authorizations and skills enhancement plans
  • Visualize your critical deviations per line or workshop

📆 Request a free demo of the tool

Multiskilling and versatility: why is it strategic?

Strengthen multi-skilling helps limit operational risks. With a versatility matrixYou can immediately see which operators are capable of performing multiple roles. In the event of absence, line stoppage or transfer, you gain in agility.

Our Excel skills matrix template integrates indicators to manage multi-skillinga key tool for measuring a team's resilience.

Download your Excel skills matrix template

We have designed a sample Excel skills matrix specially adapted to the industrial sector:

  • ✔️ Dynamic tables
  • ✔️ Tracking graphics (radar, bars)
  • ✔️ Custom filters
  • ✔️ Integrating soft and hard skills

🎯 Download the free Excel skills matrix

Share

What is an Excel skills matrix?

It's a table that lists employees and their skill levels on different jobs, machines, authorizations or soft skills. It provides a quick overview of who can do what, and identifies gaps that need to be filled.

Why use a skills matrix in industry?

It ensures continuity in the event of absence, facilitates management of versatility, identifies training needs, prepares for ISO audits and reinforces operational performance.

How to create an effective Excel skills matrix?

The steps are :
1. Identify key skills.
2. Evaluate employees.
3. Define the levels required for each position.
4. Visualize deviations with filters and graphs.
5. Update regularly.

What's the difference between Excel matrix and skills matrix software?

Excel is sufficient for a small team. But as soon as you need to manage several sites or a large volume of data, software like Mercateam is more efficient, as it automates updates, centralizes authorizations and generates matrices in real time.

By Salomé Furlan
at Mercateam

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