HR / Free editable template

Skills matrix template

A skills matrix shows who can do what across a team, so you can plan training and cover before someone is off. This example scores eight customer service staff against eight skills from 0 to 4, colours each cell, counts how many people are independent in each skill and flags the gaps.

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Skills matrix example showing team members scored against eight skills, coverage totals with gap flags, score key and planned training
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Choose skills that affect cover

    List the tasks the team must keep running when people are absent, not every skill on a job description. Eight to twelve columns keep the matrix readable.

  2. Define each score in plain words

    Use the key so a 2 means the same to every manager. Agree whether people score themselves first, then review the scores with their manager to reduce guesswork.

  3. Act on the gaps row

    Look for skills with fewer than three independent people and plan training there first. Record the plan in the right-hand column so the matrix becomes a schedule, not a snapshot.

Questions about this template

How do the coverage totals work?

Each total counts the people scored 3 or above for that skill. A flag shows where too few people are covered, which is where the training column should focus.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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