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Skill / Competency Assessment

Skill matrix — job architecture, succession, training needs. 1-5 across a competency framework.

Every employee gets a seat — priced per employee in Performance & Learning, quoted with this template ready.

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.

What's inside this template

Functional Skills

  • Domain expertise (required)

    1 = aware, 2 = practicing, 3 = capable, 4 = expert, 5 = thought leader

  • Tools and platforms (specific to role) (required)
  • Process knowledge

Cross-Functional Skills

  • Communication (required)
  • Project management
  • Data literacy
  • Stakeholder management

Leadership (if applicable)

  • Coaching others
  • Strategic thinking
  • Decision-making under ambiguity

Common use cases

Career-pathing tool
Succession planning
L&D needs assessment

Go deeper on the topic

Related concepts
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  • Succession planning is the practice of identifying, developing, and tracking potential successors for critical roles across the organization — so that when a...
  • Hybrid work is the practice of employees splitting time between a physical employer office and remote locations — usually home. The specific structure varies...

Ready to use this template?

Every employee gets a seat. Request pricing for Performance & Learning and we quote into a workspace with Skill / Competency Assessment ready.

Request pricing

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.