What is a training requirements matrix?

A grid that shows which training each job role needs. Roles go across the top, trainings go down the side, and each cell says whether that role needs it. A column for how often it repeats turns it into a schedule.

How is it different from a training matrix?

A requirements matrix is by role: what the job needs. A training matrix is by person: who has done what, and when it runs out. Fill in this one first, then track people against it.

Does OSHA require a training matrix?

OSHA doesn't ask for a matrix by name. Many of its standards require training for certain hazards and equipment, and some ask for a record of it. A matrix is one way to see what applies to each role and show it was done.

Free template

A training requirements matrix: roles across the top, trainings down the side.

Write your job roles across the top and your trainings down the side. Mark which role needs which training, how often it repeats and when it's next due. Print it, or download Word or Excel to fill it in on a computer.

Also calledTraining matrix template, Training matrix by job role, Role-based training matrix, Safety training requirements by role

See the sheet All free tools

Free to print, copy and change. It’s a starting point. Add the lines your equipment and your rules need.

Download itPDF Word Excel

Training requirements matrix

Company or site

Department or team

Prepared by

Date

Next review

Training by role

Write a job role at the top of each role column. In each cell, R means required, O means optional or as needed, and blank means not needed.

Training

Repeat every

Role 1

Role 2

Role 3

Role 4

Role 5

Next due

Where each training comes from

The rule, the equipment maker, a customer's requirement or your own procedure. Write it down so the next person knows why the line is there.

Training

Source

Who delivers it

Where the record is kept

Approval

Name

Role

Signature

Date

A starting point. Adapt it to your equipment, your procedures and the rules that apply to you.Free template from portalbaseai.com

How to use it

Three habits that make it worth filling out.

Step 1
Start from the hazards
List what each role does and what it's around. Then list the training those hazards call for. The free OSHA training by job page is a place to start.
Step 2
Set how often each repeats
Write the interval from the rule, the maker or your program, and the next due date. A training with no interval is easy to forget.
Step 3
Track people somewhere else
This sheet says what each role needs. Who has done it goes in a training matrix with names and dates, like the free builder or the Excel matrix.

Requirements matrix or training matrix?

A training requirements matrix says what each role needs. A training matrix tracks each person against it, with names and dates. Most teams keep both.

Build this one first. Then everyone who joins a role picks up that role's column of training, and nobody has to remember it.

What goes down the side.

Start with the hazards each role works around, not the job titles. The training rules for forklifts, lockout, hazard communication, fall protection, PPE, first aid, fire extinguishers and emergency action cover a lot of frontline work.

Then add site orientation, the equipment each role runs, and anything a customer or your own procedure asks for. Write how often each one repeats. Where nothing sets an interval, decide one and write it down.

Do this on a phone instead of paper.

Assign training by role, site or hire date, collect sign-offs on a phone with no signal, and see who's current and who's coming due.

Book a walkthrough See how training by role works

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Common questions

What is a training requirements matrix?: A grid that shows which training each job role needs. Roles go across the top, trainings go down the side, and each cell says whether that role needs it. A column for how often it repeats turns it into a schedule.
How is it different from a training matrix?: A requirements matrix is by role: what the job needs. A training matrix is by person: who has done what, and when it runs out. Fill in this one first, then track people against it.
Does OSHA require a training matrix?: OSHA doesn't ask for a matrix by name. Many of its standards require training for certain hazards and equipment, and some ask for a record of it. A matrix is one way to see what applies to each role and show it was done.

Related and more free tools

Free tool

A training requirements matrix: roles across the top, trainings down the side.

Training requirements matrix

Three habits that make it worth filling out.

Start from the hazards

Set how often each repeats

Track people somewhere else

Requirements matrix or training matrix?

What goes down the side.

Do this on a phone instead of paper.

Get new free tools by email.

Common questions

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