Competency Matrix: definition, guide and Excel template

salome@merca.team

Update
May 24, 2023

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5 minutes

Mercateam industry skills matrix

Things to remember

    • The skills matrix is a strategic tool for mapping, monitoring and developing savoir-faire, particularly in industry where transmission often remains informal. It optimizes overall company performance by aligning skills with strategic objectives.

    • It helps visualize skills mastered, identify gaps with needs, and support the production plan, employee development and HR objectives. It also contributes to the strategic organization of resources within the company.

    • Essential for tracking authorizations, planning training and preparing for ISO audits, the skills matrix guarantees continuity of operations and professionalizes human resources management, particularly in the context of GPEC. The HR department plays a key role in the management, creation and updating of the skills matrix.

    • The skills matrix must be kept up to date in real time and integrated into business processes: training management, assignment planning, annual interviews and strategic workforce planning.

What is a skills matrix?

A skills matrix is a visual chart that links skills required for a position with the right skills available in the team. It makes it possible to effectively manage the people involved in a project, by facilitating the planning and assignment human resources.

Involvement of employees in the construction and validation of the matrix is essential to ensure its relevance and effectiveness.

Each activity in the team or organization can be integrated into the matrix to obtain an overall picture. cartography skills and optimize resource allocation.

Discover the Mercateam platform with Competency and Empowerment Matrix.

Mercateam skills matrix

🎯 Request a free demo of Mercateam software

Why set up a skills matrix?

1. A clear view of available skills

A well-constructed skills matrix helps you identify who can do whatin a very granular way.

2. Identify gaps and skills required

Compare required skills with actual skills to anticipate future needs. training plans and detect missing within the team.

3. Manage authorizations

Some positions require authorizations (CACES, electrical clearance, etc.).

4. Structuring the transmission of know-how

With retirements on the horizon, a clear mapping of the know-how becomes vital.

5. Build a development plan

Essential basis for creating a training plan personalized.

6. Support recruitment

Identify critical skills absent for targeted recruitment.

What's the difference with the versatility matrix?

ToolMain objectiveExample of use
Skills matrixVisualize skill mastery and at what levelCheck who has mastered a critical procedure
Versatility matrixVisualize the mastery of a workstation or an entire business processIdentify a replacement in case of absence

The two are complementary. Used together, competency matrices and versatility matrices help to strengthen the resilience of the team and plan HR actions.

How do you build a skills matrix?

1. Identify key skills

Use the job descriptionsthe audits QHSE, production processes (and case studies).

Classify skills: safety, quality, machines, soft skills, hard skills...

2. Assess skill levels

Use a simple grid from 0 to 3 or 5 levels with a self-assessment cross-referenced with the manager:

  • 0 : Not trained
  • 1: In training
  • 2: Autonomous
  • 3: Shapes others

3. Structuring the table

  • Lines : employees
  • Columns : skills
  • Cells : level of expertise

4. Update regularly

  • Automate if possible with a skills management software
  • Each trainingassessment, interview or new assignment

Example of an Excel skills matrix

We offer an Excel skills matrix template (example) for free download. It includes :

  • Visit your employees' skillsalong with their proficiency levels
  • Visit key positions on your sitelinked to the required skills
  • A direct view of who's up and running about
  • Versatility targets,automatically linked to your matrix
Skills matrix excel

🎯 Download our free Excel skills matrix

Competency matrices and career management

Visit skills matrix has become an essential reference tool for managing career management within the organization. Genuine HR dashboardIt provides a clear, up-to-date picture of the skills held by each employee, while highlighting the most important ones. know-how to be developed to meet strategic needs of the organization.

Thanks to the skills matrix, human resources managers and supervisors can effectively plan the development of their staff. career paths. This tool makes it easy to find talent identification within the Group, identify potential, and prepare succession plans for key positions. By cross-referencing the skills required for each job or project with those actually mastered, the matrix makes it possible to anticipate training needs and develop personalized action plans for each individual.

Career management is thus based on a detailed analysis of the gaps between expected skills and those actually present in the team, (such as the level of a skill). This approach encourages internal mobilityencourages the development of individual and collective skills, and supports the implementation of the training plan targeted. Competency matrices then become a powerful lever for supporting employee skills development and reinforcing agility teams.

The success of this approach depends on the rigorous construction of the matrix or matrices. This involves a number of clearly defined steps:

  • it is essential to precisely define objectives HR resources
  • identify strategic skills for each position
  • and involve managers in the assessment of mastery levels.
  • Visit update The table's regularity guarantees an accurate view of reality on the ground, and enables development plans to be adjusted in line with changes in the company and employees' aspirations.

This phase ensures that the form and content of the matrices correspond to the real needs of the organization and the aspirations of its employees.

In short, the skills matrix is an integral part of the human resources management strategy: it optimizes training planning, facilitates talent management, and supports the organization's overall performance. By providing a precise overview of each team's strengths and areas for improvement, it becomes a veritable frame of reference for career managementanticipate future needs and develop the company's human capital.

Why use Mercateam rather than Excel?

ExcelMercateam SaaS
Manual updates✅ Automated updates
Risk of errors✅ History, alerts, security
Limited collaboration✅ Multi-user, validation manager
Partial visibility✅ Indicators, dashboards

Mercateam enables view skills capital, real-time monitoring and better HR planning.

🎯 Request a free demo of Mercateam software

The added value of Mercateam, your ally in skills and know-how management

Used by over 300 industrial sites, Mercateam transforms the way companies manage their skills and optimizes organizational strategy through centralized skills management.

With our toolyou can :

  • Identify critical skills
  • Developing versatility
  • Securing authorizations
  • Centralize documents
  • Anticipating future needs with GPEC
  • Harmonize your production and HR processes

🌟 Join DIOR, Bonduelle and other manufacturers in transforming HR.

If you want to see more than this article on competence management in industry 👉 View case studies here 👈

industry4.0 an example of human-centered industrial transformation
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What is a skills matrix?

A skills matrix is a table that compares the skills required for a job with those actually mastered by employees. It gives a clear picture of the know-how available in a team, and enables better planning of human resources.

Why use a skills matrix?

It helps to identify skills gaps, plan training, secure mandatory authorizations, structure the transfer of know-how and support targeted recruitment.

Why use Mercateam's skills matrix?

Unlike Excel, which requires manual updates and is prone to errors, Mercateam offers :
- automated, secure updating
- alerts for authorizations
- multi-user collaboration with validation by managers
- real-time dashboards for skills management

By salome@merca.team
at Mercateam

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