Training Matrix Template
An editable training matrix that shows who has completed each course, which refreshers are approaching and where action is needed.
Prepared by Morgan Compliance Group · Published 23 October 2026 · Updated 23 October 2026
Who it's for
Employers, managers and training coordinators keeping track of workforce competence.
How to complete it
- Delete the grey example row and add each worker, their role and start date on the Matrix sheet.
- Set your own training refresh periods in months on the Courses sheet. The figures supplied are examples only.
- Record actual training completion dates, or enter N/R where a course is not required.
- Use the colour indicators to find training that is current, approaching renewal or overdue.
- Keep supporting certificates and attendance records, then update the matrix when roles or training needs change.
The three sheets are Matrix, Courses and How to use. This is also useful evidence for CHAS and ISO audits.
A training matrix shows at a glance who is trained in what and when refreshers are due. Training records also provide useful evidence for CHAS and ISO audits. See what assessors expect for training evidence.
Free download
training-matrix-template-morgan-compliance-group.xlsx
XLSX
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This resource is general guidance. Adapt it to your own business, activities and risks.
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