Shipping and handling skills matrix template

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.

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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 shipping and handling skills matrix to monitor the certification statuses of those tasked with operating heavy machinery such as forklifts.

Packing, Shipping, and Logistics
  • Shipping documentation
  • Inventory management
  • Order processing
  • Certified Logistics & Transportation Expert (CLTE)
  • Certified Logistics Associate (CLA)
Quality Control & Inspection
  • Quality assurance
  • Product inspection
  • ISO 9001 certification
  • HAZMAT training certification
Customer Service & Communication
  • Customer interaction
  • Shipping communication
  • Problem resolution
  • Data entry
  • First Aid/CPR certification
Technology & Equipment Skills
  • Shipping software proficiency
  • Warehouse management systems
  • Forklift operation
  • Label printing & scanning
  • OSHA Forklift certification

Benefits Copied

Using a shipping and handling skills matrix template can benefit your teams in various ways. Among them:

  • Optimized role and task assignments. With this shipping and handling skills matrix, you can better assign shipping tasks to qualified team members, improving efficiency and reducing errors in packing, labeling, and shipping
  • Focused training initiatives. By using this skills matrix to identify skill gaps, you can better plan for targeted training in key areas like inventory management, hazardous materials handling, and order processing
  • Improved compliance. This shipping and handling skills matrix helps business leaders and managers ensure team members maintain required certifications, ensuring accurate documentation, regulatory compliance, and safe handling of materials

How can I customize my shipping and handling skills matrix to fit a specific team? Copied

The scope of a shipping and handling skills matrix can be as large or small as you choose. For example, it could cover your entire organization – or only those tasked with supply chain management.

To customize a skills matrix to your needs, you should:

  • Define focus. Clarify if the skills matrix pertains to an entire department or specific roles within it
  • Identify key skills. List essential competencies for each role or area of operation
  • Establish proficiency levels. Define skill proficiency levels, aligning them with job requirements
  • Set evaluation criteria. Create a clear evaluation process, considering on-the-job performance and training qualifications
  • Regularly review and update. Ensure regular reviews to adapt to evolving roles, technologies, and organizational goals

Do you require a skill or certification that is not included in the above list? No problem! You can easily add additional certifications yourself to customize the skills matrix to your organization’s needs.  You can also add your own employees and how they score against each certification.

Not sure what scoring system to use? Check out our “Ultimate Guide to Creating an Excel Skills Matrix.”

Looking for alternatives to Excel for your skills matrix templates? Copied

AG5’s skills management software enables you to visualize and close skills gaps across your organization – no need for complicated Excel spreadsheets. You’ll use intuitive skills matrices that bring together skills data and job requirements – and are always up to date.

FAQs Copied

  • What are the benefits of using a shipping and handling skills matrix?

  • Is this shipping and handling skills matrix free to download?

  • How do I use a shipping and handling skills matrix?

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

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Revisions Copied

Original version | November 28, 2024

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