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Help me prepare and run the exercise below. First ask for my participant count, time, setting, access needs and intended result. Check these against the stated limits. Use the supplied rules and materials. Explain any proposed changes before using them, and label them as adaptations. Do not invent source claims or require personal disclosure. Give me one step at a time when I say start. I manage the people, physical activity and clock; do not claim to observe the room. Ask me what happened before choosing a next step.

Reference revision: 1153076805927e563015a67f9ab0e9934b85362548ef026301d7288b013577bf

# Team Competency Matrix

A team maps the key competencies needed for a specific project and audits their current depth across novice, practitioner, and expert levels. The group produces a visual chart highlighting capabilities and immediate skill gaps.

**Time:** 35 minutes. UWT suggested duration. The source observation suggests a brief exercise, but completing the matrix properly takes roughly 35 minutes.
**People:** 4 to 24. Table groups of 4 to 8 people focused on a single project or subproject.

## Choose this exercise

**Purpose:** Map required project competencies and identify current team coverage across novice, practitioner, and expert levels.
**Use it when:** Use during project kickoff or sprint planning when a team needs to verify whether it holds the necessary skills to deliver its goals.
**Skip it when:** Skip during performance reviews, individual appraisals, or when team members fear skill disclosures will impact compensation or job security.

## Materials and tools

- 1 large sheet of flip chart paper per group
- Colored markers (green, yellow, red) per group
- Standard black or blue markers per group
- Printed Competency Matrix template or plain table outline per group

## Before participants arrive

1. Draw an empty grid on each table flip chart: rows for Competencies, columns for Team Roles/Members, plus target requirement columns (Expert, Practitioner, Novice).
2. Ensure tables have sets of green, yellow, and red markers.

## Say this to open

Welcome. We are going to build a Team Competency Matrix for our project. We will list the key skill areas needed to deliver our goals, define the minimum level of competence required for each, and mark our current coverage. We classify skills into three tiers: Green for Expert, Yellow for Practitioner, and Red for Novice. This exercise is about team capability as a whole, not personal performance ratings.

## How to run it

### 1. Define project competencies (8 minutes)

State the scope of the project. Within each group, have participants brainstorm and list 4 to 8 required technical or operational competency areas on the left column of their matrix sheet. For example, database migration, automated testing, or client onboarding.

### 2. Set target competence requirements (7 minutes)

For each competency row, the group agrees on the minimum target needed for delivery: how many Experts (Green), Practitioners (Yellow), and Novices (Red) does the project require? Record these target numbers in the requirement column.

### 3. Map current team coverage (12 minutes)

Team members write their names along the top header columns. Individually or via open agreement, each person colors or marks their current self-assessed level for each row: Green for Expert (can teach others), Yellow for Practitioner (can execute independently), or Red for Novice (needs guidance or basic learner). Participants may leave a cell blank if they hold no competence in that area or prefer not to disclose.

### 4. Analyze gaps and debrief (8 minutes)

Compare actual totals against target numbers. Identify rows where the team has a shortage of practitioners or experts. Have 1 or 2 groups share their key finding and planned mitigation with the whole room.


## Debrief questions

- Where does the team have strong redundancy, and where do we have single points of failure?
- What is one immediate action we can take to cover an identified gap before starting delivery?
- How can those marked Green mentor those marked Red or Yellow during this project?

**Finished output:** A completed team grid displaying project competencies, target staffing requirements, and actual self-assessed competency levels showing immediate coverage gaps.

## Remote

Use an online collaborative whiteboard or spreadsheet with the pre-formatted matrix grid. Assign breakout rooms of 4 to 8 people per project. Participants place green, yellow, or red colored tags or fill cell colors on the shared grid.

## Hybrid

In-person groups maintain physical paper matrices while remote participants connect to a shared digital spreadsheet. A designated in-person scribe mirrors remote inputs onto the physical chart, or all participants use the shared digital matrix via personal devices.

## Access and participation choices

- Color-blind accessible: write text codes (E for Expert, P for Practitioner, N for Novice) alongside green, yellow, and red colors.
- Voluntary self-rating: participants may mark 'N/A' or leave a cell blank without explanation if they prefer not to disclose a skill level publicly.

## If the session gets stuck

**Participants fear being judged or penalized for marking themselves as Novice (Red).**

Remind everyone that Red simply means learner status on this specific project skill. Point out that having novices is healthy and normal, and reinforce that this is not an appraisal.

**The team lists too many generic soft skills, making the matrix unmanageable.**

Prompt the team to limit the list to the top 6 concrete capabilities essential to delivering the immediate project deliverables.


## Terms used here

- Expert (Green): Someone who knows the subject deeply, can handle complex exceptions, and can coach others.
- Practitioner (Yellow): Someone who can perform regular tasks independently without supervision.
- Novice (Red): Someone who understands basic concepts but requires guidance to complete tasks.

## Participant material: Team Competency Matrix Layout

Columns:
1. Competency Area
2. Target Needs (Qty: Expert / Practitioner / Novice)
3. Team Member Names (Columns 3+)
4. Current Total Coverage
5. Gap Status (+ / -)

Color & Code Key:
- Green (E): Expert (Can teach others)
- Yellow (P): Practitioner (Can do independently)
- Red (N): Novice (Needs guidance / learning)

## Sources and adaptation

Observed in Management 3.0 practice catalog under 'Team Competency Matrix'.

The core mechanic of mapping project competencies against Expert (Green), Practitioner (Yellow), and Novice (Red) tiers is retained from Management 3.0 materials. UWT expanded the facilitation structure to include time-boxed step breakdowns, explicit target-setting prior to mapping, accessibility adjustments for color vision, and psychological safety guidelines.

[Management 3.0](https://management30.com/practice/competency-matrix/)

Current run sheet: https://unitedwetransform.com/exercises/team-competency-matrix-management-3-0-practice/