Hiring & Training Matrix - Interactive Evaluation Tool

What is the Hiring & Training Matrix?

The Hiring & Training Matrix is a simple tool that helps you evaluate your team members and decide who to train, promote, or potentially transition out. Think of it as a systematic way to assess your team's capabilities and plan their development.

What This Means:

Instead of guessing about team member performance, this tool gives you a clear, consistent way to evaluate everyone using the same criteria.

The Three Key Areas We Measure

Skill (1-5)

How well they perform their core job responsibilities

Ownership (1-5)

How independently they take initiative, solve problems, and lead

Growth Mindset (Yes/No)

Whether they are eager to grow and develop

How to Use This Tool - Step by Step

1Fill in Basic Info

Enter each team member's name and role in the form.

2Score Their Performance

Use the colorful sliders to assign scores between 1-5 for Skill and Ownership. Select Yes or No for Growth Mindset.

3Let the Matrix Calculate

The tool automatically places them in the correct quadrant and suggests an action plan.

4Flag for Promotion Potential

If someone shows cross-functional or leadership potential, check the "Cross-Promotion Potential" box.

5Review Results

Check the matrix visualization and employee list to see where everyone stands and what actions to take.

Understanding the Four Quadrants

Promote

High skill and high ownership. Empower them with more responsibility.

Train Ownership

High skill, low ownership. Focus on initiative and leadership coaching.

Train Skill

Low skill, high ownership. Invest in training and mentorship.

Exit

Low skill and low ownership. Plan a respectful transition out.

When to Use This Tool

Quarterly performance reviews
Before scaling/hiring
When assessing internal promotions
During organizational restructuring or audits

Final Tip

This matrix works best when filled collaboratively with your leadership team. Use it not just to evaluate people, but to guide how you coach and build your team.

Hiring & Training Matrix Tool

Results Will Appear Here

Add New Employee

All Team Members

Cross-Promotion Candidates

Hiring & Training Matrix Guide