Standard operating procedures (SOP) skills matrix template

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

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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 free SOP skills matrix  template to ensure you can efficiently integrate SOPs into your existing processes by building teams of employees skilled in ERPs, data analysis, and more.

Process Design and Optimization
  • Process Flowcharting
  • Root Cause Analysis
  • Lean Six Sigma
  • Standardized Work Instructions
  • Failure Mode and Effects Analysis (FMEA)
  • Certified Manufacturing Engineer (CMfgE)
Documentation and Control
  • Version Control Systems
  • Document Formatting
  • Validation Protocols
  • Incident Reporting Systems
  • Technical Documentation Standards
  • Certified Quality Process Analyst (CQPA)
Compliance and Quality Management
  • Regulatory Compliance Auditing
  • Control Charts
  • Workplace Safety Standards
  • Quality Management Systems (QMS)
  • Continuous Improvement Frameworks
  • Certified Quality Auditor (CQA)
  • Certified Information Security Manager (CISM)
Integration and Technology Use
  • Enterprise Resource Planning (ERP)
  • Data Analysis
  • Automated Workflow Tools
  • Compliance Training Software
  • Process Simulation Software
  • Certified Information Systems Auditor (CISA)
  • Certified Professional Environmental Auditor (CPEA)

Benefits Copied

Using an SOP skills matrix template can benefit your teams in various ways. Among them:

  • Performance monitoring. Easily and continuously track and analyze the development of your employees’ technical skills such as control chart implementation, Lean Six Sigma methodologies, and the ability to effectively use compliance training software.
  • Improved compliance management. You can use this skills matrix to search for and identify team members who are skilled in preparing for regulatory compliance audits (such as ISO 9001, FDA, and OSHA).
  • Targeted training plans. By identifying skill gaps in specialized technical areas such as ERP system configuration (like SAP and Oracle), and advanced statistical analysis, you can efficiently develop training plans to ensure that all your bases are covered.


Download the free Excel Standard operating procedures (SOP) skills matrix template Copied

We also have a free Excel template available that you can download if you are not ready to get started with AG5. To download it, please complete this form here.

How can I customize my SOP skills matrix to fit a specific team? Copied

The scope of a skills matrix can be as large or small as you choose. For example, it could cover your entire organization – or only those involved with SOP design and optimization.

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

FAQ Copied

  • What are the benefits of using an SOP skills matrix?

  • Is this SOP skills matrix free to download?

  • How do I use an SOP skills matrix?

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

Author Copied

Revisions Copied

Original version | May 29, 2023

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