Competency matrix example

What is the Competency matrix example template?

A competency matrix is a framework for measuring employee performance. The matrix helps you understand exactly what skills each role requires and how your employees are doing in each area. This template contains a detailed example of a competency matrix. Study it before creating your own, or just customize the example to your use case.

Benefits of using the Competency matrix example template

When you use a competency matrix, you’ll be able to:

• Understand the current skill levels of team members
• Compare the competencies each role requires to your employees’ skill levels
• Identify whether or not you need to train team members

When you build your competency matrix with Lucidchart, you reap the above benefits, plus you can include conditional formatting to make the matrix even more usable. Lucidchart also helps you update and share your matrix with ease.

How to use the Competency matrix example in Lucidchart

To start, you need to understand each role and what it requires. Gather information on the roles you’re including in the matrix from those most familiar with them. From there, you can develop competencies based on that information. When you’re ready to begin, edit the names on the left side of the matrix so it reflects your team members, and edit the skills along the top. Next, edit the custom data attached to each of the shapes in the chart:

• Select a shape.
• Click the Context Panel in the top right, and add a new data field in the data tab.
• Edit data fields using simple operations, like addition or subtraction.
• Manually add text to a shape by selecting the shape and typing.

For more help, take a look at the tutorials on the right side of the document. You can learn how to use formulas, conditional formatting, and dynamic shapes.