Free Template
Staff Training Matrix Template
Organise staff training, identify overdue learning and keep refresher dates under control with our free, editable Excel training matrix.
- Updated for 22/10/2026
- Last Reviewed: 22/10/2026
Download Your Free Staff Training Matrix
Get your free Excel template and start organising staff training records today. The workbook is editable, easy to use and suitable for care homes, domiciliary care services and other adult social care providers.
What's Included?
- Staff Training Records
- Course Completion Tracking
- Automatic Status Updates
- Refresher Date Monitoring
- Overdue Training Alerts
- Practical Assessment Records
- Branch Training Overview
- Training Status Overview
About this template
Our free Staff Training Matrix Template helps care providers organise staff training records, monitor course completions and identify overdue learning.
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This easy-to-use Excel spreadsheet includes automatic status indicators, refresher date tracking, practical assessment records and a simple training overview.
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Ideal for care homes, domiciliary care providers and supported living services, it helps managers stay organised, identify training gaps and prepare for inspections.
How to use your staff training matrix
1
Customise Your Matrix
Add employee names, job roles, locations and training requirements relevant to your service.
2
Record Training and Assessments
Enter completion dates, review dates and references to certificates or workplace assessments.
3
Review and Take Action
Use the automatic status indicators and overview tab to identify training gaps and follow up with staff.
The template helps organise training records but does not replace an employer’s responsibility to assess staff competence or determine suitable training and refresher requirements.
You may also find these useful
- Guide
A guide to mandatory and statutory training requirements for care organisations.
- Checklist
A practical checklist to help you prepare training evidence for CQC inspections.
Managing training across your whole organisation?
A spreadsheet is a practical starting point for organising staff training. However, managing learning across growing teams and multiple locations can quickly become time-consuming.
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Caredemy Team Training helps employers allocate online courses, monitor learner progress, access certificates and manage workforce training through one platform.
