Rate each person against your key activities, current and target, and the planner flags the gaps and shows each person on a radar chart.

Effective Excel Registers

Part of the alphaZ ER series of Excel registers, built for listings that grow and need to be sorted and filtered. Supplied in fully editable MS Excel format and set in Calibri font for improved readability.
The register is set up with:

• Drop-downs for staff names, and whole number checks on the ratings
• Conditional formatting that turns a current rating red where it is below the target
• A radar chart for any one person, chosen by ID, and training record sheets that can be copied for each worker

alphaZ documents - tried and tested registers with no junk, jargon or unnecessary columns, developed over 25 years through practical use in the real world.

Further Reading

Further guidance on competence and training:

• Competence and Training
• ISO 9001 Clause 7.2 - Competence
• Performance Appraisal and Development
• Managing Staff and Workers knowledge base

How to Download

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Need Help Implementing?

If you'd like a hand setting up competence and training records, or with your wider management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Staff Competency and Training Planner Template

A staff competency and training development planner in Microsoft Excel for rating each person against the activities that matter in your business, seeing where training is needed and keeping a training record for each worker.

ISO management system standards ask you to decide the competence people need, make sure they have it and take action where they do not, keeping evidence as you go. The planner sets current against target competence for each activity, so the gaps and the training that follows from them are plain to see.

What's Included in this Staff Competency Training Development Planner

The workbook is laid out as separate sheets, each doing one part of the job:

• Competency_Rating - an ID, first and last name for each person, and a current and target rating against each activity, with comments and the training required. A suggested scale runs from 0 for no competence to 4 for competent and able to train others.
• Radar_Chart - choose a person by ID to see their current and target ratings on a radar chart, a clear picture for a training review.
• Training record sheets - one per worker, with name and position, a training review with who carried it out and when, training needs identified and comments, then a log of training and qualifications with renewal dates.
• Instructions - how to use the planner, the rating scale and how to add training record sheets.

From Gap to Training Plan

Where someone is rated below the target for an activity the rating turns red, and the training required column turns that gap into a plan. Reviewing the radar chart with each person shows progress since the last review, and the training record sheet keeps the evidence of what was done.

Setting Up the Planner

Name the activities that matter in your business across the top of the competency rating sheet, then add each person with an ID. Copy a training record sheet for each worker and rename it with their name. Cells with a red triangle in the corner carry help text.

Built for Training Reviews

• Current and target competence side by side for every activity
• Gaps picked out in red without any manual formatting
• A one-page picture of each person for appraisals and reviews
• A training record for each worker in the same workbook

Who Needs a Staff Competency Planner?

Managers who want more than a list of courses attended, with a view of how competent each person is in each part of the job and where development should go next. It suits small and medium sized businesses running their own training reviews or appraisals.

Pairs with the Training Records

The ER2 Staff Training Competency Matrix and the F-IMS31 Competency Register are alternative registers for the same job, and the F-Q5 Staff Training Record is a Word version of an individual training record.