Free register template

Training matrix template

A training matrix shows which training each person needs for their role, whether they've done it, and when it expires. One line per person and course makes gaps easy to see before an audit or an incident, and shows a regulator or client that the people doing the work were trained to do it.

Updated November 2026 · PDF, Word and CSV · Free to use, don’t resell

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Check this template against your local regulations and your own policies before you use it.

Business
Kept by
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One row per training record. Person: the person responsible for it.
Status: Not started, Booked, Completed or No longer needed.
Required by: Law or regulation, License condition, Client contract or Internal policy.
In Wikidoc, whoever is in Person is reminded on their Home page before Expires (30 days ahead).

Person	Role	Training	Type	Required by	Completed on	Expires	Status

Common questions

What is a training matrix?

A table of who needs which training, whether they've done it and when it expires. It's also called a skills matrix or training record, and it lets you see at a glance who isn't trained yet.

What training should be in a training matrix?

Everything a role must have: induction, health and safety, first aid, privacy and data, the procedures for the role, and any license or certificate. Add training a client contract asks for, and refreshers that come round each year.

Does a training matrix prove my business is compliant?

No. It's a record of who was trained, which regulators and auditors often ask to see, but what training the law requires depends on your industry and country. Check the rules that apply to each role.

Can Wikidoc keep my training matrix up to date?

Yes, on the Team plan. Get started opens a Training matrix register; each person is reminded on their Home page 30 days before their training expires. Training modules in Wikidoc also record who has completed them and passed the quiz.

Training matrix template

How to use this template

Use it in Wikidoc

Open it in Wikidoc

Make the fields yours

Get reminded on Home

Related templates

License and certification tracker

Health and safety induction checklist

New hire onboarding checklist

Compliance obligations register

30-60-90 day plan template

Annual compliance review checklist

Common questions

What is a training matrix?

What training should be in a training matrix?

Does a training matrix prove my business is compliant?

Can Wikidoc keep my training matrix up to date?

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