How to Build an Effective Online Training Matrix to Track Employee Skills and Compliance
Learn how to create and use an online training matrix to track employee skills, enhance workforce development, and ensure compliance. Discover the benefits of implementing a training matrix and how platforms like RTOPilot streamline the process.

In any organisation, ensuring your employees have the right skills is essential. A great tool to achieve this is an online training matrix.
This simple yet powerful tool helps organisations keep track of training needs, measure effectiveness, and identify gaps in employee skills.
In this blog, we'll explain how to create an online training matrix and highlight its numerous benefits for enhancing individual and organisational performance.
Purpose of an Online Training Matrix
An online training matrix is much more than just a tracking sheet. It’s a strategic tool that helps you understand where your employees stand regarding their skills and what training they need to stay effective in their roles. Here are the key purposes of having an online training matrix:
1. Ensuring Employees Have Required Knowledge and Skills
An online training matrix provides a clear, organised overview of which employees have completed the necessary training and whether they have the skills to do their jobs effectively. This helps managers avoid assigning tasks to underqualified staff, ensuring safety, compliance, and overall efficiency.
2. Measuring the Effectiveness of Training
A well-implemented training matrix lets you see whether your training programs deliver the expected results. For example, if specific skills remain weak after training, you’ll know that the training might need adjustment.
Platforms like RTOPilot, assist in ensuring compliance with training requirements through automated reminders and tracking. This makes it easier for organisations to stay up to date with necessary certifications and training renewals, reducing the risk of non-compliance.
3. Identifying Retraining Needs
In certain industries or roles, skills need to be refreshed periodically to comply with regulations or changing standards. The training matrix helps flag when retraining is necessary, allowing you to ensure continuous compliance and optimal organisational performance.
For example, RTOPilot automates reminders for certificate renewals, making compliance management seamless.
4. Tracking Employee Progress
With a training matrix, it’s easy to monitor employees' progress through training. You can spot those excelling and those who may need extra support, giving you the necessary information to tailor your development plans accordingly.
Benefits of a Training Matrix
A training matrix brings several benefits to organisations beyond mere compliance or record-keeping. It helps organisations plan better, improve employee development, and ensure everyone is prepared for their roles.
1. Enhances Team Awareness of Their Skills
A training matrix increases transparency by giving employees a clear view of their skill levels and where they stand in terms of required competencies. This enhances their understanding of personal development and encourages them to take ownership of their learning journey.
The student portal in RTOPilot is a great example, providing a central hub where learners can track their progress.
2. Clearly Defines Expectations
When employees know exactly what training they need and how they are progressing, it sets clear expectations. This can significantly reduce misunderstandings and make it easier for both employees and managers to align on goals and outcomes.
3. Identifies Weak Areas
The matrix helps identify weaknesses that could hinder performance by showing where training gaps exist. Early detection of these gaps means you can implement targeted training interventions before minor issues become major problems.
4. Indicates Hiring Needs
A training matrix also assists in workforce planning. If there are persistent gaps in certain skills that can’t be filled by retraining or upskilling existing staff, the matrix can indicate where additional hires may be necessary.
5. Highlights Development Needs
The matrix is a valuable tool in career development planning. It allows you to create targeted development plans to help team members progress in their careers.
Steps to Create a Skills Matrix
Creating an online training matrix may seem like a big task, but it’s straightforward if you break it down into manageable steps:

1. Determine Relevant Skills Needed for the Project
Start by listing all the skills and knowledge areas required for the specific roles within your team. For example, managing a sales team might need skills like product knowledge, negotiation, CRM software proficiency, and customer communication.
2. Assess the Current Skills Level of the Team
Once you’ve identified the relevant skills, assess your team members' current proficiency levels. This can be done through self-assessments, peer reviews, or formal performance evaluations. This step provides a baseline of where your team stands.
3. Rate the Skill Level of Each Team Member
After the assessment, rate each team member on a scale (e.g., 1 to 5) based on their current skills. This rating system should reflect their competency in each area, allowing you to identify strengths and gaps.
4. Use the Data to Detect Missing Skills or Learning Opportunities
Finally, analyse the data in your matrix to identify gaps where additional training or development is required. If several team members lack a particular skill, you can prioritise training in that area to bridge the gap.
RTOPilot, a platform designed specifically for Registered Training Organisations (RTOs), can help simplify administrative tasks like tracking training records and certificates, making it easier for organisations to manage compliance and operational efficiency.
Example of an Online Training Matrix
An online training matrix can be customised based on your organisation's needs. For example, in industries that rely on external contractors, you can develop a contractor training matrix to track licenses and external training. This helps ensure all contractors meet the necessary training requirements and have completed any mandated external courses.
Example Table: Contractor Training Matrix
This centralised overview clarifies contractor qualifications and helps you manage future training or licensing requirements more effectively.
Linking a Training Matrix to a Training Plan
Once you’ve created a training matrix, it's important to link it to your overall training and development strategy. The training matrix becomes more powerful when used with a comprehensive training plan that maps out the pathways for employee development.
1. Utilisation in Training and Development Planning
The training matrix acts as a roadmap in your training and development plan, showing you where each employee stands and needs to be. You can better align training programs with your organisation’s strategic goals by linking your training matrix with development plans. This ensures that employees consistently progress and meet required competencies.
2. Mapping Training Pathways Using the Matrix and Training Plan
Once you’ve identified gaps in skills using the matrix, you can use it to outline clear training pathways. This means planning out what courses, certifications, or development programs employees need to undertake to reach the required competency levels.
For example, if an employee is transitioning to a new role that requires additional skills, the matrix helps identify the training courses they need to complete to bridge the gap. This mapping makes the employee's journey to mastering new skills clear and structured.
3. Enhances Compliance and Clarity in Task Requirements
When linked to a training plan, the matrix ensures that training requirements are fully met, especially in compliance-heavy industries. It provides a clear audit trail that confirms all employees have completed mandatory training, thereby minimising the risk of non-compliance.
RTOPilot is particularly useful for automating compliance tracking, helping organisations stay audit-ready.
Insights Provided by a Training Matrix

The training matrix offers valuable insights that go beyond simple record-keeping. It can provide a wealth of information to guide decision-making and workforce development strategies when used correctly.
1. Lists Workforce Skills and Competency Gaps
One of the most significant benefits of a training matrix is its ability to identify competency gaps in your workforce. These gaps highlight areas where employees or departments lack the necessary skills, allowing you to address them promptly.
2. Division by Roles or Departments
The matrix can be segmented by department, team, or role to provide a more detailed view of skill levels across the organisation.
For example, you may find that your IT department excels in technical skills but requires more development in soft skills like communication or project management.
3. Inclusion of External Training Data
Incorporating external training data into your matrix gives a more comprehensive view of your team’s qualifications. For example, contractors or staff members who have completed training with third-party providers can have this information recorded in the matrix, ensuring you have a centralised overview of all learning activities.
A matrix can track these qualifications in industries where external training or certification is necessary to ensure compliance. This includes tracking the validity and expiry of certifications so your team remains compliant with industry standards.
4. Use in Gap Analysis and Training Strategy Development
By analysing the data from the training matrix, you can conduct a gap analysis to see where your team lacks skills and competencies. This helps you pinpoint what training needs to be prioritised and informs your broader training strategy, ensuring resources are allocated where they’ll make the most impact.
Conclusion
An online training matrix helps ensure your workforce remains skilled, competent, and adaptable to new challenges in today’s market. It provides a structured and efficient way to monitor training progress, identify gaps, and plan for future development needs. By using a training matrix, you not only improve your team’s performance but also enhance compliance, employee retention, and organisational agility.
A well-implemented training matrix also supports continual improvement, enabling you to review and update training programs as business needs evolve regularly. Moreover, integrating the matrix with other HR and training tools, such as learning management systems (LMS), can streamline operations and ensure seamless tracking of all training activities.
Platforms like RTOPilot simplify this process by streamlining administrative tasks like enrolment, compliance tracking, and certificate generation. They are crucial in maintaining training records and ensuring a smooth operational flow. RTOPilot’s built-in automation and intuitive interface save time and reduce administrative burdens, particularly in managing enrolment and compliance.
So, whether you’re managing a small team or a significant workforce, start building your training matrix today, improve it with tools like RTOPilot, and watch your organisation thrive. Start with RTOPilot today!
Frequently Asked Questions
A training matrix is important because it helps organisations systematically track and manage employee training. It ensures that all employees have the necessary skills, identifies gaps in knowledge, and provides a structured approach to workforce development.
By maintaining an updated training matrix, businesses can enhance employee performance, improve compliance, and reduce the risk of skill shortages.
Using a training matrix in an organisation involves regularly updating it with employee progress, identifying training needs, and scheduling appropriate development programs. Managers can use the matrix to monitor individual and team progress, plan future training initiatives, and meet all mandatory training requirements.
It serves as a visual representation of your workforce's readiness and is essential in managing day-to-day operations and long-term development plans.
A training matrix should be updated regularly, ideally after each training session or whenever an employee completes or begins new training. Regular updates ensure that the matrix accurately reflects employees' current skill levels and training needs. They also help keep track of expiring certifications or retraining requirements, ensuring compliance and maintaining a highly skilled workforce.
A training matrix tracks the training that employees have completed or need to complete, focusing on the learning and development required for their roles. A skills matrix, on the other hand, maps out the current skills of employees and their proficiency levels. While both are useful tools, the training matrix focuses more on planning future training needs, whereas the skills matrix helps assess current abilities and gaps.
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