How to Create a Training Matrix (+ Free Planning Worksheet)

When a training matrix is built and managed correctly, it’s the backbone of compliance. It ensures every employee knows how to perform their job and creates the traceability auditors love to see. 
The problem is that it doesn’t take much for a training matrix to spiral out of control. What starts as a handful of SOPs and just a few trainees can quickly balloon into a messy web with hundreds of documents for a growing team.

That’s why it’s critical to set up a clear, simple, automated training matrix from the start. It not only protects you from administrative headaches, it prevents unnecessary risk.

So, how do you build a training matrix that’s both comprehensive and manageable? It starts with the basics. 

What is a training matrix?

At its core, a training matrix is a tool used to map out and track the training requirements for different roles within your organization. It’s the single source of truth for your entire training program, outlining who needs to be trained on what and when. Its main purpose is to ensure that every employee has the necessary skills and knowledge to perform their job correctly and in compliance with GxP regulations.

All training, whether it's reading an SOP or watching a machine operation demonstration, must be tracked. As with all things in Quality Management, if it wasn’t documented, it never happened.

What are the components of a GxP training matrix?

No matter what tool you use to build your training matrix (more on that later), it needs to include several key data points:

• Employee Information: The basics, like the employee's full name and ID.
• Role/Group: This is arguably the most important component for scalability. Instead of listing individual job titles, group employees by their functional role (e.g., Laboratory Team, QA Team, Developers). This allows you to assign relevant training to an entire group with a few clicks. Check out the common training matrix mistakes section below for more info on why this matters. 
• Training Item: The specific material the employee needs to train on. This should include the document ID (e.g., SOP-001), a clear title, and the current version number.
• Training Type: This is the method of training required, like “Read & Understood,” "Competency Assessment," "On-the-Job Training (OJT),” etc. 
• Status: The current state of the training assignment (e.g., Assigned, In Progress, Completed, Overdue).
• Due Date: The training completion deadline.
• Completion Date: The date the employee actually finished the training. This creates a documented record for audit purposes.
• Retraining Interval: The frequency for refresher training (e.g., Annually, Every 2 Years). This helps automate the retraining cycle so nothing slips through the cracks.
  
  

What training content should you include in a training matrix?

The answer to this is simple: everything. From SOPs to OJTs to webinars and beyond, all training should be captured in your training matrix. 

And remember, a robust GxP training program goes beyond a one-and-done onboarding session. Your training matrix needs to account for the entire lifecycle of an employee's learning journey. For example:

• Initial Training: This is the foundational training a new employee receives to understand their role and responsibilities, as well as the overarching standards/policies of your organization and industry. 
• Training on Changes: Whenever a process is updated—like when an SOP is revised—employees need to be retrained on the changes to ensure they're always following the latest procedures.
• Refresher Training: To keep knowledge fresh, you should schedule periodic refresher training. Auditors look for this to make sure that important procedures and concepts don't fade from memory over time.
• Continuing Education: In the life sciences industry (and in all other facets of life), change is constant. Your training matrix should capture any continuing education events your team pursues in order to stay current with new regulations and industry best practices. Think conferences, webinars, obtaining certifications, etc. 

What prep work needs to happen before creating a matrix?

Most Quality Management folks are risk-averse, which means “look before you leap” tends to be standard practice. That’ll come in handy as you’re creating your training matrix, because you’ll want to lay the groundwork before you start assigning. 

The most critical first step? Define the roles within your company.

Notice the word roles, not job titles (or worse, “individuals”). A "Developer" role might include employees with titles like Junior Developer, Senior Developer, and Full Stack Developer. While their titles differ, they all share the same core responsibilities and, therefore, the same core training needs. Instead of creating separate training curriculums for each job title, organize your employees into roles to make it easier and faster to assign relevant training.

Keep in mind, a person can have multiple roles. One Developer could also fall into the Supervisor role, and therefore get assigned all of the necessary training for that component of their job as well. 

Once you've defined your roles:

• Create clear job descriptions for each role. This will help you identify the specific tasks and responsibilities associated with that role.
• Map out required competencies. Based on the job description, determine what knowledge and skills a person in that role needs to succeed. Do they need to know how to operate a specific piece of equipment? Understand a particular regulation? Follow a certain SOP? This list becomes the foundation of your training matrix for that role.

To help you get organized, we've created a Training Curriculum Planning Worksheet. This simple tool walks you through defining roles, listing all your training materials, and mapping them to the right roles—before you build the matrix itself. It's the blueprint you need to build a clean, scalable training program.

Common mistakes when building a training matrix

It's easy to make a misstep when creating your training matrix. Here are some of the most common mistakes we see:

• Building by individual, not by role. The worst training matrix offense we see is when Quality pros attempt to create a separate training matrix for each unique individual at the organization. It’s simply not scalable. Every person should have a training dossier where their required training and their compliance status is clearly visible, but the matrix/training plan should be organized by role.
• Forgetting to set retraining intervals. Training is not a one-time event. Don’t forget to schedule regular refreshers. Outdated knowledge is a clear compliance risk.
• Not matching training rigor to risk. A simple "read and understand" might be fine for a low-risk SOP, but for a high-risk process, like manufacturing a drug, you need a more robust competency assessment to prove the employee truly understands how to perform the task safely and correctly. Auditors will absolutely raise a flag if the rigor doesn't match the risk.
• Failing to measure training effectiveness. How do you know if your training is actually working? You need a way to measure its effectiveness. This could be through quizzes, competency assessments, or even surveys asking for feedback on the training program itself.

Can you build a training matrix in spreadsheets?

To answer this question, think small.

Imagine your organization has just 20 employees divided into 10 defined roles. Then say each role averages about 50 items they have to train on over the course of the year. That’s 500 different training assignments, and 1,000 individual lines in a spreadsheet to manage, each with cells for due date, compliance status, etc. These need to be updated on a regular basis with each revision and every periodic retraining.

That’s a lot of admin time – and that’s just for a fairly small organization! Now imagine your organization decides to increase staff or open a new site or develop a new product with new procedures…

And then consider that this spreadsheet is really just a roster; the actual proof of training – the signed paper – is stored somewhere else, disconnected from the record.

Spreadsheets just aren’t feasible tools for training matrices.

And the problem lies not just in the sheer amount of manual labor. They also present a major compliance challenge. Spreadsheets lack the audit trails, electronic signatures, and version control needed to prove no one has tampered with the data and to be truly compliant.

What’s the best tool for creating and managing a training matrix?

Building your training matrix in an electronic Quality Management System (eQMS) solves the problems above. Here’s how it works: 

• With just a few clicks, you can assign an employee to a new role, which has your prebuilt training curriculum already mapped out. 
• The employee is automatically assigned the courses relevant to that role and receives notifications to complete the training. 
• You can set criteria to automatically trigger retraining, whether that’s after a major revision or simply after a predetermined period of time. 

An eQMS also connects your training matrix directly to your documents, creating a compliant, audit-ready training record. It provides the timestamps, certificates, and data integrity that spreadsheets just can't offer.

Ready to build a better training program? Download our free Training Curriculum Planning Worksheet to map out your roles and requirements before you build your training matrix.