Description
See it in action
Find out exactly where your team’s skills fall short — and what to train first. Define your competencies, set the level each role needs, then score each employee from 0 to 4. This Excel competency matrix compares every person with their role automatically and shows the gaps in clear green, amber and red.
What it does
- Colour-coded competency matrix – every score is compared with the employee’s role: green meets, amber 1 level below, red 2+ below
- Team dashboard – employees assessed, average competency fit, and counts of Fully Competent, Developing and Needs Development
- Skills gap analysis by competency – % of people meeting each requirement with a High / Medium / Low training priority
- Department filter – view the whole company or one team in a click
- One-page employee profile – pick a name to see required vs current level, gaps and development priorities; print it for 1-to-1s and reviews
- Role requirements – set the level each role needs once; every employee updates automatically
- Fully customisable – your own competencies, categories, departments, 0–4 proficiency scale and status thresholds
- Protected formulas – calculations are locked and hidden so nothing breaks by accident
Who it’s for
HR managers, L&D and training coordinators, team leaders and small business owners running skills reviews, training needs analysis, appraisals or workforce planning.
What’s included
- 1 Excel workbook (.xlsx) with 6 sheets: How to Use, Team Dashboard, Employee Profile, Framework, Role Requirements and Competency Matrix
- Capacity for 150 employees, 20 roles and 20 competencies
- 12 sample competencies, 5 roles and 15 sample employees so you can see how it works
- Built-in quick-start guide
Requirements
Microsoft Excel 2010 or later, including Excel 2019, 2021 and Microsoft 365 (Windows or Mac). Not designed for Google Sheets.
This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.
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