How to Write a Training Matrix Form

As technology continues to change, businesses face the challenge of ensuring that employees don't fall behind in their training. One way to do this requires investing some time in creating a database of training matrices that informs all managers of the training courses the company considers mandatory for employees to remain proficient in their jobs. The following steps can guide you in preparing a training matrix form.

Instructions

Difficulty: Moderately Challenging

1. Establish a list of the employees who need training. Identify all training courses that the business can offer. Plan to create a training matrix for each position within the company. Identify trainers for each course.
2. Use any word processing computer program to create the template training matrix form. Open a new document and center a title at the top reading, "Required Training Matrix."
3. List subtitle sections beneath the title that specify the employee's department and position. Create text boxes with categories describing individual employees, such as hire date and level of expertise.
4. Create a table with 4 columns and as many rows as needed for the training courses. Add column headings "Course," "Application Submitted," "Status" and "Trainer."
5. Click inside the first cell and add the title, "Mandatory." Beneath this title, list the mandatory courses the employee should take. Separate the mandatory courses by the department which offers them, such as "Human Resources" or "Quality & Regulatory." Jump to the third column and identify the trainer for each course.
6. Skip two rows after the last course under the mandatory section. Type "As Required" in the next row. Identify courses that a manager might suggest the employee take. Separate these courses under subheadings which identify the department that offers them.
7. Finish the form by inserting data under the remaining two columns. The "Application Submitted" column should state whether or not the employee has complied with application requirements for the course. Data under the "Status" column should identify if the course has begun, is ongoing or has been completed.