Home > Organizational Planning, Talent Management, Working with People > Skills Matrix Scoring – A Simple Management Tool To Move Your Organization in the Right Direction

Skills Matrix Scoring – A Simple Management Tool To Move Your Organization in the Right Direction

As a manager, I have often found a need for an effective tool to help me identify:matrix

  • organizational strength and weakness areas
  • organizational training needs
  • individual development areas
  • organizational and individual flight risk patterns

Over time, I developed a simple excel Skills Matrix Scoring Spreadsheet that provides valuable “at a glance” information to help me ensure I’m managing my team to success.

Take a look at the Skills Matrix Scoring Spreadsheet. On the x-axis, I categorize key skills required for excellence in a particular role. These can be “soft” and/or “hard” skills. You’ll want to focus on key skills that make the role successful. In my world, people are our most important asset. As a result, I added a column to measure “flight risk.” If you have a team with multiple roles, you may want to create a Skills Matrix for each role. On the y-axis, you should put each team member’s name.

Once you set-up the x-axis & y-axis, you will want to go through the exercise of scoring each individual for each skill. You can use any numeric scoring system. I use a scale of 1 through 5, with 5 being the highest. After you have completed the individual scoring, you can use the power of Excel to calculate out the averages for each skill. You can also calculate the average score for each individual.

Calculating out averages for each skill, will give you the organizational strength index for that skill. As a manager, you will quickly be able to identify which skills your team is particularly strong or weak. In areas with a low average score, you can begin to address through more strategic hiring and/or training programs.

Calculating out averages at the individual level, will give you the individual strength index to establish relative ranking, as well as help you identify which team members have the broadest skill sets. Most importantly, as a manager you can use the individual scores to help guide performance and career development discussions. For me, I also use the individual scores to identify potential mentors or “role models” for a skill area to lower scoring team members.

I found open communication with the team and individuals about what you are trying to accomplish is an important aspect in implementing this tool. This is a great opportunity for you to have an open and frank discussion with each individual to get on the same page as to the key skill areas important for success, as well as what your evaluation is for each key skill. I also use this discussion to ask individuals about how they feel about their job, and if they are happy or not. This allows me to track and address any potential flight risk issues before they negatively impact the organization.

By tracking progress over time, I can measure if the training programs and hiring is improving the overall skill ratings and moving the organization and individual in the right direction.

Most importantly, I do NOT use this tool as a ranking system, but rather a way to help build a thoughtful plan to grow the organization and the individual.

Feel free to download the Skills Matrix Scoring Spreadsheet, modify and use for your own organizational needs. I’ve added comments to illustrate how interpret the data for my organization.

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