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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