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Training matrix — structure and rules

A matrix that drives renewals instead of recording history.

  1. Rows: people. Columns: competences (cards, tickets, system roles, statutory training).
  2. Each cell: held/required status · evidence reference · expiry date.
  3. Role profiles define what each role REQUIRES — the matrix shows gaps, not just holdings.
  4. Expiry horizon flagged at 90 days; renewals booked before lapse, recorded when done.
  5. Verification rule: cards and certificates checked at source where schemes allow.
  6. Review rule: matrix reviewed when roles, activities or legislation change — not annually by habit.

This checklist is a starting point prepared by Temporary Works Consulting & Design Ltd. It is not a substitute for the standard, for legislation, or for competent advice, and completing it does not make an organisation compliant or certified. A competent person must adapt it to your organisation before reliance.