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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

Get the template

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.

Job redesign skills matrix template fields
FieldWhat to write
Plan details
Project objectiveThe business or worker outcome this redesigned role should support.
Proficiency scaleDefine observable behaviours for each level before rating anyone.
For each capability (up to 5)
DepartmentTeam accountable for the work.
RoleThe role being redesigned, not a named employee.
Current capabilityWork the current role can perform.
Future capabilityWork the redesigned role needs to perform.
Required proficiencyTarget level on the agreed scale.
Current proficiencyAssessed level, supported by recent work evidence.
Assessed gapMax(required minus current, 0). Leave blank if not assessed.
Learning actionA specific practice task, coaching activity or learning step.
OwnerRole responsible for supporting and reviewing the action.
Review dateWhen 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.

Job redesign skills matrix template as a spreadsheet grid
#DepartmentRoleCurrent capabilityFuture capabilityRequired proficiencyCurrent proficiencyAssessed gapLearning actionOwnerReview 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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.
Customer service to customer success
DepartmentRoleCurrent capabilityFuture capabilityRequired proficiencyCurrent proficiencyAssessed gapLearning actionOwnerReview date
Customer operationsCustomer success associateResolve inbound ticketsRun structured discovery calls422Lead three coached calls and review the recordingsCustomer success manager2027-01-15
Customer operationsCustomer success associateReport ticket volumeInterpret account adoption signals312Prepare an account usage summary and agree an actionAccount team lead2027-01-15

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.
Transaction processing to exception management
DepartmentRoleCurrent capabilityFuture capabilityRequired proficiencyCurrent proficiencyAssessed gapLearning actionOwnerReview date
OperationsOperations coordinatorEnter and check routine recordsInvestigate and explain exceptions321Review five anonymised cases with the process ownerOperations lead2027-02-01

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.
Allocating tasks to coaching capability
DepartmentRoleCurrent capabilityFuture capabilityRequired proficiencyCurrent proficiencyAssessed gapLearning actionOwnerReview date
Service deliveryTeam leadAllocate tasks and monitor completionCoach against observable role behaviours422Run two observed coaching conversations and collect feedbackDepartment manager2027-02-15

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.

Frequently asked questions

Is this the official WDG(JR+) application template?
No. It is a practical planning worksheet created by CLEAR Talent. Use the current forms and requirements supplied by the programme administrator for a grant application.
How should we calculate the proficiency gap?
Subtract assessed current proficiency from required proficiency on the same scale, with a minimum of zero. Keep an unassessed capability blank and schedule an assessment; do not confuse missing evidence with low capability.
Can we include employee names?
The public examples use roles only. If your internal worksheet identifies employees, restrict access, use relevant work evidence and apply your organisation’s retention and privacy rules.

Put this into practice

Related solutions

  • Skills management software

    A skills matrix built from assessments against each role’s required levels, with coverage and gaps by team and department.

  • Competency management software

    A reusable competency library with behavioural anchors, proficiency levels and skills-gap dashboards.

Explore skills management software

Connect the next role to the next development action

See how role requirements, assessments and development plans work together in CLEAR Talent.