Document control skills matrix template

A skills matrix is a tool teams can use to effectively manage and assess their document control skills and knowledge.

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Excel skills matrix
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Overview Copied

A skills matrix template is a tool that organizations can use to effectively manage and assess the skills and certification statuses of individual employees or teams.

For example, you can use this document control skills matrix to ensure that your employees are competent with the necessary document management systems (DMS) that will keep your documentation organized, secure, and compliant with industry standards.

  • Certified Document Controller (CDC)
  • Certified Records Manager (CRM)
  • Certified Information Professional (CIP)
  • Certified Document Imaging Architect (CDIA+)
  • Certified Document Imaging Specialist (CDIS)
  • Certified Electronic Document Professional (CEDP)
  • Certified Records Analyst (CRA)
  • Certified Records Technician (CRT)
  • Electronic Records Management Specialist (ERMS)
  • Certified Information Governance Professional (IGP)
  • Certified Document Imaging Architect Specialist (CDIA+ Specialist)
  • Microsoft Certified: Azure AI Engineer Associate
  • Microsoft Certified: Power Platform App Maker Associate
  • Microsoft Certified: Data Analyst Associate
  • ISO 15489 Records Management Certification
  • AIIM Certified Information Professional (CIP)
  • AIIM Certified Information Governance Practitioner (IGP)
  • ARMA Certified Records Manager (CRM)
  • Project Management Professional (PMP)
  • Lean Six Sigma Green Belt

Benefits Copied

Using a document control skills matrix template can benefit your teams in various ways. Among them:

  • Customized training paths. Develop targeted training for employees that allows them to master Document Management Systems (DMS), version control, and metadata standards.
  • Regulatory compliance. Ensure that your employees hold ISO 9001 Lead Auditor and ASQ CMQ/OE certifications, so you can meet stringent quality and compliance standards.
  • Strategic resource allocation. Assign Lean Six Sigma Green Belt and PMP-certified staff to optimize workflows, manage change, and drive continuous improvement in document control.


Frequently asked question Copied

  • What are the benefits of using a document control skills matrix?

  • Is this document control skills matrix free to download?

  • How do I use a document control skills matrix?

  • What if I want to take my skills management to the next level?

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Revisions Copied

Original version | June 15, 2023

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