Skill Map for Beginners: Team Skills Matrix Board to Rate 1-5 and Plan Who Teaches Whom

Team & People

Skill Map for Beginners: Team Skills Matrix Board to Rate 1-5 and Plan Who Teaches Whom

A beginner template for team leaders of 4 to 7 people building a first skill map: list the skills the work needs, rate each member 1 to 5, and decide who teaches whom. The whiteboard has 4 pages. Page 1 sets the purpose, the scale from 1 (knows of it) to 5 (can teach it), and the work list. Page 2 groups skills and fills a table of 5 skills by 7 members. Page 3 separates skills only one person has, nobody has, or everyone has, and picks the top 3 to grow. Page 4 sets teaching pairs, sessions, deadlines, and the next review. The task board has 5 columns from Preparing to Done, with 4 parent tasks and 3 subtasks each. A skill map is not for ranking people; use it to spot work that rests on one person or on nobody. Because it touches evaluation, keep it off public URLs and write it with members of a private team.

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skill map skills matrix staff development team management for beginners
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① Purpose and Review Timing (start here) ② Level Scale (rate 1 to 5; reword to... ③ Daily Work ④ Monthly Work ⑤ Occasional Work ⑥ Rules for Rating ⑧ Skill x Member Table (put 5 main sk... ⑨ Only One Person (one at 3 or above ... ⑩ Nobody (none at 3 or above in ⑧) ⑪ Everyone (all at 3 or above in ⑧) ⑫ Order for Growing Skills from ⑨ and... Big pain x long time Big pain x short time Small pain x long time Small pain x short time ⑬ Top 3 to Grow (choose from the uppe... ⑭ Teaching Pairs (copy the top 3 from ⑬) ⑮ How a Session Runs ⑯ What Pairs Agree On ⑰ When You Get Stuck ⑱ Next Review and First Step Skill Map (Team S... How to use (4 pag... Purpose and targe... Agreements and ow... Gaps and risky work Insights and stre... 1/4 Align work and le... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Rate people by skill ↙ 3/4 Why we are making ite.g. Not to compare people, but to reduce work that rests on one person and to decide who teaches whom Review cyclee.g. Review every half-year. Write at the start, rewrite the numbers at the end (April and October) Who can see ite.g. It touches evaluation, so no public URL. Write it with members of a private team 1 Knows of itHas heard of it and knows what the work ise.g. Can explain how a quote works 2 Can do with helpCan do it with a manual or help from someonee.g. Builds a quote while checking with a senior colleague 3 Can do aloneCan finish routine work alonee.g. Builds a common quote alone 4 Handles troubleCan judge on their own when things differ from usuale.g. Can also build a quote with a special discount 5 Can teachCan teach others and fix the way it is donee.g. Can teach quoting to a newcomer e.g. Answering calls and emails e.g. Taking and entering orders e.g. Writing quotes Write work that someone does every day e.g. Issuing invoices e.g. Totaling monthly sales e.g. Checking stock counts Do not forget work with a closing date e.g. Switching to a new system e.g. The yearly inventory count e.g. Welcoming a newcomer Be sure to write work that only one person does Order of writinge.g. The person writes a number first, then decides with the leader When unsuree.g. If torn between two, pick the one closer to the example in ②. Do not decide by comparing with others ⑦ Skills the Work... Skills our team's work needs Serving customers e.g. Phone support, replying to email, taking complaints Tools and systems e.g. Spreadsheets, using the new system Checking and avoiding errors e.g. Double-checking entries Making documents e.g. Writing quotes, issuing invoices Managing numbers e.g. Monthly totals, checking stock Explaining and teaching e.g. Writing manuals, teaching newcomers Member A Member B Member C Member D Member E Member F Member G Writing quotes e.g. 5 2 1 2 1 1 2 Phone support 4 3 5 3 4 3 3 Issuing invoices 3 4 2 3 1 2 1 Using new system 2 1 2 1 1 2 1 Monthly totals 2 2 4 1 2 1 1 3/4 Find gaps and set... → 4/4 4/4 Set the teaching ... e.g. Writing quotes (Member A only) e.g. Monthly totals (Member C only) Work that stops when that person is out Count people at 3 or above in ⑧ and copy here e.g. Using new system (all at 2 or below) e.g. Planning the inventory count (work from ⑤, outside the table in ⑧) Also write work you ask outside people to do You need to decide who learns it first e.g. Phone support No need to put it in the order for now Ask a person at 5 to write a manual Check at the next review that it has not dropped 縦軸: Pain if stall... e.g. Using new system, monthly totals. They take long to learn, so start this month. Pick next after the upper right. e.g. Writing quotes. Pick first. Set up a teaching pair and it reaches 3 within the half-year. e.g. Planning the yearly inventory count. Not picked this time; think again at the next review. e.g. Skills that land here stay out of the order; pick them up by watching beside someone when you have time. 1ste.g. Writing quotes. Orders stop when Member A is out 2nde.g. Using new system. We want two people at 3 before next year's switch 3rde.g. Monthly totals. Only Member C can do it on closing day Teacher Learner Sessions Deadline Target level 1st Writing quotes e.g. Member A e.g. Members B and G e.g. Tuesdays, 30 min e.g. End of Sept e.g. 2 to 3 2nd Using new system e.g. Member F learns first e.g. Member D e.g. Twice a month, 1 hour e.g. End of Dec e.g. 1 to 3 3rd Monthly totals e.g. Member C e.g. Member A e.g. Day before closing e.g. End of Sept e.g. 2 to 3 e.g. In session 1, the teacher shows how e.g. In session 2, the learner does it and the teacher watches e.g. At the end, write what was unclear e.g. Put sessions in the calendar first e.g. Share what went well using the words from ② e.g. Others take on a little of the teacher's work e.g. Tell the leader if two sessions in a row are skipped e.g. With no teacher, start from a manual e.g. If you miss the deadline, redraw it in ⑭ Date of the next reviewe.g. The first-week meeting in October, per the cycle in ①. Each person rewrites the numbers in ⑧ First stepe.g. This week, Member A and Member B set the date of session 1 What to check at reviewe.g. Did the skills in ⑨ and ⑩ decrease? Do we continue the pairs in ⑭? → 2/4 Rate people by skill ↙ 3/4 Find gaps and set... → 4/4 Set the teaching ...
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Task board contents

Preparing 16 items

Set work and levels
Rate people by skill
Find gaps, set order
Set teaching pairs
Write the purpose
Align level criteria
List the work
List the skills
Pick 5 main skills
Write the levels
Sort skills into 3
Place by pain, time
Pick the top 3
Decide the pairs
Plan teaching rounds
Set review, 1st step

Building the table 0 items

Growing skills 0 items

Waiting for review 0 items

Done 0 items

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