What is a training matrix used for?
It gives a single view of staff training, completion dates and expected renewal dates.
Training matrix template
Use this free training matrix template to record staff courses, completion dates, renewal dates and notes. Print it or download an editable file.
Every tool is free to use on screen, and a free account saves your records. Downloads are one free file a month across all toolkits, then £1.49 for a single extra download or £4.99 a month for unlimited downloads. Cancel anytime.
2 entries
Record training completed by each staff member and keep renewal dates in view.
Downloads need a free account. That gives you one free file a month across all the toolkits.
This tool is free to use with no account. The rows below are examples so you can see the layout, edit or delete them and add your own. Nothing you type here is stored on our servers, so it will be gone if you close the page. Create a free account to keep it, and to get your free monthly Excel or Word download.
Staff Training Tracker
| Staff member | Course or training | Completed | Renewal due | Notes | |
|---|---|---|---|---|---|
| Example staff member 1 | Example course or training 1 | 14 Sept 2026 | 19 Oct 2026in 21 days | Example entry, replace this with your own details. | |
| Example staff member 2 | Example course or training 2 | 07 Sept 2026 | 18 Nov 2026 | Example entry, replace this with your own details. |
These tools are provided for general business administration, organisation and record-keeping purposes. They do not constitute legal, medical, clinical, safeguarding, health and safety or regulatory advice and do not guarantee compliance with any applicable requirement. Businesses remain responsible for ensuring their own policies, procedures and records are appropriate for their circumstances.
Using this template
A training matrix brings staff training records into one list so a manager can see who completed which course and when renewal may be due. It is commonly kept by employers with role-specific induction, refresher training or certificates, including care providers, contractors, cleaning businesses and transport operators. Each entry should identify the person, course or training item, completion date, expected renewal date and any note that helps locate the supporting evidence.
Use the matrix as an index, not as a substitute for certificates, attendance records or a proper assessment of what training each role requires. Enter dates from the source document and review upcoming renewals regularly. Common mistakes include assuming every course expires on the same cycle, leaving departed staff mixed into the active list, and recording attendance without noting whether the required assessment was completed. Assign someone to maintain the record and correct errors when evidence changes. This template helps organise the dates and produces editable Excel and Word copies, but each business must determine its own training requirements and verify them with the appropriate guidance.
Questions about this template
Is a training matrix proof of training?
No. Keep the relevant certificate, attendance record or other evidence alongside the matrix.
How often should it be reviewed?
Review it regularly and whenever staff, roles, course requirements or renewal dates change.