Skills Matrix Template

How To Make a Skills Matrix for
Your Team
An Example with Commentary
© All rights reserved. The Managers Resource Handbook by MHX Global LLP www.ManagersResourceHandbook.com
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 www.ManagersResourceHandbook.com v1
Basic Example of a Skills Matrix
Rated By: T. Watson, Accounting Manager Professional Skills Software Knowledge
Employee Making Report Data Visual SharePoint Adobe

Name Title Region Average Communication Presentations Planning Writing Analysis MS Excel MS Word MS Project Basic Progamming Editing
Winston Project Lead North America 3.82 5 5 4 2 5 4 4 3 2 4 4
Bill Project Lead North America 3.45 4 4 5 4 4 3 3 1 3 5 2
Suzie Senior Accountant North America 3.73 4 4 4 4 3 5 3 5 2 4 3
Jenny Senior Accountant North America 3.73 4 3 5 3 5 3 5 4 4 2 3
Michael Senior Accountant North America 2.91 2 2 3 3 4 4 2 3 4 3 2
Robert Associate Accountant North America 2.55 3 3 3 3 3 3 3 2 1 3 1
Mumtaz Project Lead India 4.00 4 4 4 3 4 5 3 5 5 4 3
Ritika Project Lead India 3.55 5 3 5 2 3 4 3 4 4 4 2
Sachin Senior Accountant India 3.91 3 3 4 5 3 3 5 5 4 3 5
Rupal Senior Accountant India 3.09 3 4 2 3 3 5 4 1 4 3 2
Anita Senior Accountant India 2.73 2 3 3 2 2 2 4 2 5 4 1
North America Average 3.67 3.50 4.00 3.17 4.00 3.67 3.33 3.00 2.67 3.50 2.50
India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
Score Skill Level Description
-Fully capable and experienced
Key Aspects of a Skills Matrix Include:
-Sought for help by other departments
5 Expert -Needs no assistance to complete tasks
-Demonstrated ability to lead and train others
-Seen as a Subject Matter Expert
• Names of each employee and job title
-Capable and experienced
-Demonstrated proficiency
4 Proficient
• A balanced list of skills needed to do the job
-Able to work independently with little help
-Will be Expert with more time
-Able to perform at a basic level
3 Demonstrating -Has some direct experience
-Needs help from time to time
2 Basic
-Limited in ability or knowledge
-Cannot perform for critical tasks
• A clear definition of the scoring system used
-Needs significant help from others
-Unable to perform
1 None/Low -Little to no experience
• Averaged scores to help identify trends

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
5 Expert
In this Example:
-Needs no assistance to complete tasks
• We listed the name of the person who
4 Proficient -Able to work independently with little help
did the assessment. If you’re new to a
3 Demonstrating
-Has some direct experience team and don’t know the people very
-Limited in ability or knowledge well, you may want the employee to
2 Basic
score themselves.
-Cannot perform for critical tasks
-Unable to perform

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
In this Example:
-Seen as a Subject Matter Expert • We broke the skills into Professional Skills and
4 Proficient
-Demonstrated proficiency Software Knowledge
-Will be Expert with more time • You may want to break into several categories,
3 Demonstrating -Has some direct experience depending on the nature of the work you do.
-Limited in ability or knowledge • Make sure your skills matrix is balanced, and
2 Basic -Cannot perform for critical tasks
-Needs significant help from others includes “soft skills” as these are also part of an
-Unable to perform
1 None/Low -Little to no experience employee’s effectiveness

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
5 Expert
In this Example:
-Needs no assistance to complete tasks
-Capable and experienced • We included the region where these employees
4 Proficient
-Able to work independently with little help are located, to help distinguish skills between
-Able to perform at a basic level work teams.
• Other ways of classifying skill level could be:
2 Basic
-Cannot perform for critical tasks • By job title
-Unable to perform
• By department (if managing multiple teams)
• By project or program

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
-Demonstrated ability to lead and train others In this Example:
-Capable and experienced • We averaged the scores by employee. Your more
4 Proficient -Able to work independently with little help experienced or higher level employees should
-Able to perform at a basic level generally score higher than new or less
-Needs help from time to time experienced staff
-Unable to perform

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
-Demonstrated ability to lead and train others In this Example:
-Capable and experienced • We also looked at the average by skill and by
4 Proficient
-Able to work independently with little help region to help identify the team’s overall strengths
-Able to perform at a basic level and weaknesses.
-Unable to perform

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
In this Example:
• The scores suggest that Planning for projects
4 Proficient -Able to work independently with little help and tasks is a strong skill for the entire team.
-Unable to perform

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
5 Expert
-Needs no assistance to complete tasks In this Example:
-Seen as a Subject Matter Expert • Adobe Editing is a common weakness across
-Demonstrated proficiency the entire team. You may want to consider
-Will be Expert with more time providing some training if this is something
3 Demonstrating
-Has some direct experience critical to your function.
-Unable to perform

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
In this Example:
• The India team is better with Visual Basic
than the North American team. This could
4 Proficient
be an area of training for the North
American team, or perhaps use the India
team to support most of this work, if that is
-Limited in ability or knowledge more appropriate
-Unable to perform

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
5 Expert -Needs no assistance to complete tasks In this Example:
-Seen as a Subject Matter Expert • We clearly identified the ranking system we used.
4 Proficient
-Demonstrated proficiency The ranking system should identify the basis for
-Will be Expert with more time the scores, and serve as a way of identifying what
3 Demonstrating -Has some direct experience employees need to demonstrate in order to be
-Limited in ability or knowledge scored higher.
-Unable to perform

India Average 3.40 3.40 3.60 3.00 3.00 3.80 3.80 3.40 4.40 3.60 2.60
Team Average 3.55 3.45 3.82 3.09 3.55 3.73 3.55 3.18 3.45 3.55 2.55
Ranking System:
-Unable to perform
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How To Make a Skills Matrix for

• An Effective Skills Matrix:

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

Employee Making Report Data Visual SharePoint Adobe

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