How To Make a Skills Matrix for Your Team

How To Make a Skills Matrix for Your Team

An Example with Commentary

? All rights reserved. The Managers Resource Handbook by MHX Global LLP



What is a Skills Matrix?

? A Skills Matrix is a tool that helps you assess your team's ability to perform its duties

? An Effective Skills Matrix:

? Is simple to use and apply ? Is periodically updated (Every 1 ? 2 years) ? Rates the skill level of each employee across various job parameters ? Provided guidelines for what it takes to reach the next level ? Clearly identifies your team's strengths and where there are

weaknesses or gaps ? Helps identify areas where development or training may be needed ? Assists you in assigning work based on the criticality of the task ? Helps you make employee development decisions

? All rights reserved. The Managers Resource Handbook by MHX Global LLP

v1

Basic Example of a Skills Matrix

Rated By: T. Watson, Accounting Manager

Professional Skills

Software Knowledge

Name

Winston Bill Suzie Jenny Michael Robert Mumtaz Ritika Sachin Rupal Anita

Employee

Making

Title

Region

Average Communication Presentations

Project Lead

North America 3.82

5

5

Project Lead

North America 3.45

4

4

Senior Accountant North America 3.73

4

4

Senior Accountant North America 3.73

4

3

Senior Accountant North America 2.91

2

2

Associate Accountant North America 2.55

3

3

Project Lead

India

4.00

4

4

Project Lead

India

3.55

5

3

Senior Accountant

India

3.91

3

3

Senior Accountant

India

3.09

3

4

Senior Accountant

India

2.73

2

3

North America Average

3.67

3.50

India Average

3.40

3.40

Team Average

3.55

3.45

Planning

4 5 4 5 3 3 4 5 4 2 3 4.00 3.60 3.82

Report Writing

2 4 4 3 3 3 3 2 5 3 2 3.17 3.00 3.09

Data

Analysis MS Excel MS Word MS Project

5

4

4

3

4

3

3

1

3

5

3

5

5

3

5

4

4

4

2

3

3

3

3

2

4

5

3

5

3

4

3

4

3

3

5

5

3

5

4

1

2

2

4

2

4.00 3.67 3.33

3.00

3.00 3.80 3.80

3.40

3.55 3.73 3.55

3.18

Visual Basic

2 3 2 4 4 1 5 4 4 4 5 2.67 4.40 3.45

SharePoint Progamming

4 5 4 2 3 3 4 4 3 3 4 3.50 3.60 3.55

Adobe Editing

4 2 3 3 2 1 3 2 5 2 1 2.50 2.60 2.55

Score

5

4 3 2 1

Skill Level

Ranking System:

Description

Expert

Proficient Demonstrating

Basic None/Low

-Fully capable and experienced -Sought for help by other departments -Needs no assistance to complete tasks -Demonstrated ability to lead and train others -Seen as a Subject Matter Expert -Capable and experienced -Demonstrated proficiency -Able to work independently with little help -Will be Expert with more time -Able to perform at a basic level -Has some direct experience -Needs help from time to time -Limited in ability or knowledge -Cannot perform for critical tasks -Needs significant help from others -Unable to perform -Little to no experience

Key Aspects of a Skills Matrix Include: ? Names of each employee and job title ? A balanced list of skills needed to do the job ? A clear definition of the scoring system used ? Averaged scores to help identify trends

? All rights reserved. The Managers Resource Handbook by MHX Global LLP

v1

Basic Example of a Skills Matrix

Rated By: T. Watson, Accounting Manager

Professional Skills

Software Knowledge

Name

Winston Bill Suzie Jenny Michael Robert Mumtaz Ritika Sachin Rupal Anita

Employee

Making

Title

Region

Average Communication Presentations

Project Lead

North America 3.82

5

5

Project Lead

North America 3.45

4

4

Senior Accountant North America 3.73

4

4

Senior Accountant North America 3.73

4

3

Senior Accountant North America 2.91

2

2

Associate Accountant North America 2.55

3

3

Project Lead

India

4.00

4

4

Project Lead

India

3.55

5

3

Senior Accountant

India

3.91

3

3

Senior Accountant

India

3.09

3

4

Senior Accountant

India

2.73

2

3

North America Average

3.67

3.50

India Average

3.40

3.40

Team Average

3.55

3.45

Planning

4 5 4 5 3 3 4 5 4 2 3 4.00 3.60 3.82

Report Writing

2 4 4 3 3 3 3 2 5 3 2 3.17 3.00 3.09

Data

Analysis MS Excel MS Word MS Project

5

4

4

3

4

3

3

1

3

5

3

5

5

3

5

4

4

4

2

3

3

3

3

2

4

5

3

5

3

4

3

4

3

3

5

5

3

5

4

1

2

2

4

2

4.00 3.67 3.33

3.00

3.00 3.80 3.80

3.40

3.55 3.73 3.55

3.18

Visual Basic

2 3 2 4 4 1 5 4 4 4 5 2.67 4.40 3.45

SharePoint Progamming

4 5 4 2 3 3 4 4 3 3 4 3.50 3.60 3.55

Adobe Editing

4 2 3 3 2 1 3 2 5 2 1 2.50 2.60 2.55

Score

5

4 3 2 1

Skill Level

Ranking System:

Description

Expert

Proficient Demonstrating

Basic None/Low

-Fully capable and experienced -Sought for help by other departments -Needs no assistance to complete tasks -Demonstrated ability to lead and train others -Seen as a Subject Matter Expert -Capable and experienced -Demonstrated proficiency -Able to work independently with little help -Will be Expert with more time -Able to perform at a basic level -Has some direct experience -Needs help from time to time -Limited in ability or knowledge -Cannot perform for critical tasks -Needs significant help from others -Unable to perform -Little to no experience

In this Example: ? We listed the name of the person who did the assessment. If you're new to a team and don't know the people very well, you may want the employee to score themselves.

? All rights reserved. The Managers Resource Handbook by MHX Global LLP

v1

Basic Example of a Skills Matrix

Rated By: T. Watson, Accounting Manager

Professional Skills

Software Knowledge

Name

Winston Bill Suzie Jenny Michael Robert Mumtaz Ritika Sachin Rupal Anita

Employee

Making

Title

Region

Average Communication Presentations

Project Lead

North America 3.82

5

5

Project Lead

North America 3.45

4

4

Senior Accountant North America 3.73

4

4

Senior Accountant North America 3.73

4

3

Senior Accountant North America 2.91

2

2

Associate Accountant North America 2.55

3

3

Project Lead

India

4.00

4

4

Project Lead

India

3.55

5

3

Senior Accountant

India

3.91

3

3

Senior Accountant

India

3.09

3

4

Senior Accountant

India

2.73

2

3

North America Average

3.67

3.50

India Average

3.40

3.40

Team Average

3.55

3.45

Planning

4 5 4 5 3 3 4 5 4 2 3 4.00 3.60 3.82

Report Writing

2 4 4 3 3 3 3 2 5 3 2 3.17 3.00 3.09

Data

Analysis MS Excel MS Word MS Project

5

4

4

3

4

3

3

1

3

5

3

5

5

3

5

4

4

4

2

3

3

3

3

2

4

5

3

5

3

4

3

4

3

3

5

5

3

5

4

1

2

2

4

2

4.00 3.67 3.33

3.00

3.00 3.80 3.80

3.40

3.55 3.73 3.55

3.18

Visual Basic

2 3 2 4 4 1 5 4 4 4 5 2.67 4.40 3.45

SharePoint Progamming

4 5 4 2 3 3 4 4 3 3 4 3.50 3.60 3.55

Adobe Editing

4 2 3 3 2 1 3 2 5 2 1 2.50 2.60 2.55

Score

5

4 3 2 1

Skill Level

Ranking System:

Description

Expert

Proficient Demonstrating

Basic None/Low

-Fully capable and experienced -Sought for help by other departments -Needs no assistance to complete tasks -Demonstrated ability to lead and train others -Seen as a Subject Matter Expert -Capable and experienced -Demonstrated proficiency -Able to work independently with little help -Will be Expert with more time -Able to perform at a basic level -Has some direct experience -Needs help from time to time -Limited in ability or knowledge -Cannot perform for critical tasks -Needs significant help from others -Unable to perform -Little to no experience

In this Example: ? We broke the skills into Professional Skills and Software Knowledge ? You may want to break into several categories, depending on the nature of the work you do. ? Make sure your skills matrix is balanced, and includes "soft skills" as these are also part of an employee's effectiveness

? All rights reserved. The Managers Resource Handbook by MHX Global LLP

v1

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