Here is a free skill matrix template in Microsoft Excel format. We receive many requests on this blog and to Gemba Research about the skill matrix template. The skill matrix is a very broadly useful visual management tool for people development.
At Gemba we are using this new format to track the personal development goals for knowledge and skills in the Toyota Production System, project management, assessments, facilitation, simulations, business software, and problem solving charts, as well as others. The Job Instruction method and job breakdown method explained in the Toyota Talent book has helped us take use of the skill matrix at Gemba to a higher level.
We have used squares instead of circles since we do not know how to make circles appear in Microsoft Excel. In our format for consulting skills there are levels 0 through 5 starting with a blank (white) matrix, levels 1 through 4 being blue and the recognized authority or “sensei of sensei” within Gemba on the subject matter or skill receiving a gold (yellow) square for level 5.
Here is a sample of what this skill matrix template looks like.
This free skill matrix template is easy to edit and easy to fill in. There are no macros and no automated features, you simply enter the values for Name and Skill and color in the matrix section as you like. It is formatted to 11 inches by 17 inches size paper for printing purposes. This accommodates a large number (thirty) of skills and competencies. You can format this sheet smaller or larger to suit your needs.
Hopefully the more prominent positioning and titling of this free skill matrix template will make it easier for people to find, reducing the muda of searching. Other articles we have written about the skill matrix now also include a link to this free skill matrix template.
Questions, comments and requests are always welcome. If you make improvements to this skill matrix template, or if you area an Excel wizard and you can add advanced features to it, please share and we will post them here for everyone.