Free planning worksheet
Job Redesign Skills Matrix: Template and Worked Examples
Describe how the job will change, then connect each new capability to an assessed gap, a learning action and an accountable owner.
By the CLEAR Talent team
A job redesign matrix adds the future role to a normal skills assessment. Start with what the person does today, describe the work the redesigned role will own, and only then choose the capabilities and proficiency levels it requires.
The worksheet below is ungated. Download a blank CSV, copy the table or use the examples to plan a discussion. This is a planning aid, not a grant application form or evidence that a project is eligible for funding.
The job redesign skills matrix template
Template
Job redesign skills matrix
Use one row per capability. Keep the required and assessed levels on the same scale, and keep unassessed ratings blank rather than treating them as zero.
| Field | What to write |
|---|---|
| Plan details | |
| Project objective | The business or worker outcome this redesigned role should support. |
| Proficiency scale | Define observable behaviours for each level before rating anyone. |
| For each capability (up to 5) | |
| Department | Team accountable for the work. |
| Role | The role being redesigned, not a named employee. |
| Current capability | Work the current role can perform. |
| Future capability | Work the redesigned role needs to perform. |
| Required proficiency | Target level on the agreed scale. |
| Current proficiency | Assessed level, supported by recent work evidence. |
| Assessed gap | Max(required minus current, 0). Leave blank if not assessed. |
| Learning action | A specific practice task, coaching activity or learning step. |
| Owner | Role responsible for supporting and reviewing the action. |
| Review date | When evidence will be reassessed; use YYYY-MM-DD. |
As a spreadsheet
One row per capability. Copy the grid below and paste it into the first cell of a spreadsheet, or download the CSV.
| # | Department | Role | Current capability | Future capability | Required proficiency | Current proficiency | Assessed gap | Learning action | Owner | Review date |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||||
| 2 | ||||||||||
| 3 | ||||||||||
| 4 | ||||||||||
| 5 |
Show the plain-text template
JOB REDESIGN SKILLS MATRIX Project objective: Proficiency scale: CAPABILITY 1 Department: Role: Current capability: Future capability: Required proficiency: Current proficiency: Assessed gap: Learning action: Owner: Review date: CAPABILITY 2 Department: Role: Current capability: Future capability: Required proficiency: Current proficiency: Assessed gap: Learning action: Owner: Review date: CAPABILITY 3 Department: Role: Current capability: Future capability: Required proficiency: Current proficiency: Assessed gap: Learning action: Owner: Review date: CAPABILITY 4 Department: Role: Current capability: Future capability: Required proficiency: Current proficiency: Assessed gap: Learning action: Owner: Review date: CAPABILITY 5 Department: Role: Current capability: Future capability: Required proficiency: Current proficiency: Assessed gap: Learning action: Owner: Review date:
Illustrative scale: 1 = needs guidance, 3 = works independently, 5 = coaches others. A numeric gap is a planning signal, not a scientific measure of a person’s potential.
How to use the matrix
Keep the job-design decision separate from the employee assessment so the target is not quietly lowered to match today’s score.
Describe the change in work
Write one sentence explaining what the future role owns that the current role does not. Identify work to stop, simplify or hand over as well as new responsibilities.
Define the target behaviours
Choose a small set of capabilities and describe the required level using observable work. A capability with no evidence criterion is too vague to assess fairly.
Assess the starting point
Use a work sample, observed task or structured conversation. Discuss self and manager assessments together; record an unknown rating as unassessed.
Choose and own the development action
Prioritise the capabilities the redesigned job needs first. Agree a practice task, manager support and a review date. Training attendance is an input, not the outcome.
Review both skill and work outcomes
Repeat the assessment and examine the relevant business measure. Check whether the redesigned workload is sustainable and whether the employee has the support to perform it.
Three filled-in planning examples
All three use the illustrative five-point scale above. Dates and levels are placeholders to replace during your own planning discussion.
These fictional examples are not customer results, approved grant projects or recommended performance benchmarks.
Download the filled examples (CSV)Customer success
Customer service to customer success
A Singapore distributor wants proactive account planning alongside reliable issue resolution.
- Project objective
- Improve account adoption through proactive success plans.
- Proficiency scale
- 1 needs guidance; 3 independent; 5 coaches others.
| Department | Role | Current capability | Future capability | Required proficiency | Current proficiency | Assessed gap | Learning action | Owner | Review date |
|---|---|---|---|---|---|---|---|---|---|
| Customer operations | Customer success associate | Resolve inbound tickets | Run structured discovery calls | 4 | 2 | 2 | Lead three coached calls and review the recordings | Customer success manager | 2027-01-15 |
| Customer operations | Customer success associate | Report ticket volume | Interpret account adoption signals | 3 | 1 | 2 | Prepare an account usage summary and agree an action | Account team lead | 2027-01-15 |
Operations coordination
Transaction processing to exception management
Routine updates are becoming automated, leaving more time for identifying and resolving unusual cases.
- Project objective
- Improve exception handling without losing transaction accuracy.
- Proficiency scale
- 1 needs guidance; 3 independent; 5 coaches others.
| Department | Role | Current capability | Future capability | Required proficiency | Current proficiency | Assessed gap | Learning action | Owner | Review date |
|---|---|---|---|---|---|---|---|---|---|
| Operations | Operations coordinator | Enter and check routine records | Investigate and explain exceptions | 3 | 2 | 1 | Review five anonymised cases with the process owner | Operations lead | 2027-02-01 |
Team leadership
Allocating tasks to coaching capability
A new team lead needs to make development part of weekly supervision.
- Project objective
- Give team members useful coaching linked to role requirements.
- Proficiency scale
- 1 needs guidance; 3 independent; 5 coaches others.
| Department | Role | Current capability | Future capability | Required proficiency | Current proficiency | Assessed gap | Learning action | Owner | Review date |
|---|---|---|---|---|---|---|---|---|---|
| Service delivery | Team lead | Allocate tasks and monitor completion | Coach against observable role behaviours | 4 | 2 | 2 | Run two observed coaching conversations and collect feedback | Department manager | 2027-02-15 |
From worksheet to ongoing assessment
Keep the requirements and the evidence connected
In CLEAR Talent, role profiles define the competencies and levels a job requires. Competency assessments provide evidence for the current level; team and department reports help managers identify gaps, and development plans record the next actions.
The worksheet remains useful before software configuration. Agree your terminology and rating behaviours first, then use the same structure in the platform. For a Singapore workforce project, discuss the advisory scope and grant requirements separately from the software configuration.