Templates / Training Matrix
Training Matrix
The Training Matrix is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
Download the template
The PDF is free once you have an account. The editable Word file is included too, so you can adapt and issue it under your own document control.
Every template is a starting point, not a finished document. Replace the headings and fields with your own project detail before you issue it.
A tracking template for recording staff training and certification status.
A team training matrix tracking who holds which competencies and when refreshers are due.
About this template
How it links to the standards
Where this template names protective equipment or a control measure, the equipment itself is governed by a published standard that defines what it must withstand and how it is tested. The full EN standards library covers each one in plain language so you can confirm you are specifying the right level of protection.
Related guidance
Filling the template in is easier when you know the reasoning behind each control. These notes cover the practical detail:
- Tips and Tricks — the full technique-note library for this kind of work
Tracking refresher due dates matters as much as tracking initial training.
Frequently asked questions
What does the Training Matrix template cover?
A team training matrix tracking who holds which competencies and when refreshers are due.
Why is tracking refresher dates as important as tracking initial training?
Many certifications and competencies have a validity period, and a worker operating on an expired certification is effectively untrained for that task even though they were trained once.
Who should have access to the training matrix?
Whoever is responsible for scheduling work and refresher training needs visibility of it, since assigning a task to someone whose competency has lapsed is exactly the gap this matrix is meant to prevent.
Can the matrix be adapted to different trades or roles?
Yes, it is designed to be quick to complete and easy to adapt to your own workplace and the specific competencies your team actually needs.