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Skills Matrix Template

This document provides ratings for various soft skills and systems expertise required for different roles in trading. It rates a Trainee, Member of Staff, Assistant Manager and Manager on skills like written and verbal communication, meeting effectiveness, project management, customer service, PowerPoint, Word and Excel. The ratings are on a scale of 0 to 4, with definitions provided for each level. Examples are given rating four individuals in a trading grade with their names, roles and ratings for each category. Comments are listed but not explained further.

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Akshay Setlur
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0% found this document useful (0 votes)
485 views6 pages

Skills Matrix Template

This document provides ratings for various soft skills and systems expertise required for different roles in trading. It rates a Trainee, Member of Staff, Assistant Manager and Manager on skills like written and verbal communication, meeting effectiveness, project management, customer service, PowerPoint, Word and Excel. The ratings are on a scale of 0 to 4, with definitions provided for each level. Examples are given rating four individuals in a trading grade with their names, roles and ratings for each category. Comments are listed but not explained further.

Uploaded by

Akshay Setlur
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Written & Verbal Communication

Meeting Effectiveness

Systems Expertise
Project Management

Customer Service

Another System

Another system
Soft-Skills

PowerPoint
Word

Excel
Role Names
Trading Roles
Trainee 0 1 1 0 1 1 1 1 1
Member of Staff 0 2 2 1 2 2 2 2 2
Assitant Manager 2 3 3 3 3 3 4 3 3
Manager 4 4 4 4 3 3 4 3 3

Definitions S
0 - Need not have knowledge
1 - Should have basic knowledge
2 - Should do with support
3 - Should have knowledge & do independently
4 - Should be good in theory and practical and can train
Comments
Written & Verbal Communication

Meeting Effectiveness

Systems Expertise
Project Management

Customer Service

Another System

Another system
Soft-Skills

PowerPoint

Avg. rating
Word

Excel
First Name Grade
Trading Grade A
Fred Bloggs Trainee 0 0 0 0 0 0 0 0 0 0
Jane Smith Member of Staff 1 1 1 1 1 1 1 1 1 1
Peter Pan Member of Staff 4 2 5 1 4 4 5 1 3 3.2
Fred Flinstone Manager 0 1 1 1 1 1 1 1 1 0.9
Group Average 1.25 1 1.75 0.75 1.5 1.5 1.8 0.8 1.3 1.3

Definitions
0 - Having no knowledge
1 - Has basic knowledge
2 - Can do with support
3 - Has knowledge and can do independently
4 - Good in theory and practical and can train others
Comments
Written & Verbal Communication

Avg. rating (product expertise)


Meeting Effectiveness

Systems Expertise
Project Management
Customer Service

Another System

Another system
Soft-Skills

PowerPoint
Word

Excel
First Name Grade
Trading Grade A
Fred Bloggs Trainee 0 1 1 0 1 1 1 1 1 0.8
Jane Smith Member of Staff -1 1 1 0 1 1 1 1 1 0.7
Peter Pan Member of Staff -4 0 -3 0 -2 -2 -3 1 -1 -2
Fred Flinstone Manager 4 3 3 3 2 2 3 2 2 2.7
Group Average
Development Needs (Low, Med, High, None)

Definitions
0 - No knowledge gap
1 to 4 Small to high knowledge gap (4 being the highest)
-1 to -4 Knows more than they need to know
Development Needs (Low, Med, High, None)

Low
Low

High
None
Comments

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