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How to run a skills audit for your team (with template steps)

6 min read

A skills audit shows you what your team can do, what it cannot, and where to spend your training budget. Here is a practical way to run one.

A skills audit answers three questions every manager should be able to answer: what can my team do, what will we need soon, and where is the gap? Done well, it turns training budget from guesswork into a plan.

Step 1: list the skills that matter

Start from the work, not from job descriptions. For each role, list the ten to fifteen skills the role actually depends on - technical skills, compliance requirements, and the soft skills that make the difference. Involve the team; they know what the job really takes.

Step 2: define what good looks like

For each skill, define three or four levels in plain language. "Can do with support", "can do independently", "can teach others" is enough. Avoid scoring systems nobody understands.

Step 3: assess honestly

Combine self-assessment with manager assessment. The gaps between the two are often the most useful finding - they show where confidence and competence do not match.

Step 4: map the gaps against risk

Not every gap matters equally. Prioritise by:

  • Compliance risk - gaps that breach regulations or safeguarding duties come first
  • Single points of failure - skills only one person holds
  • Future need - skills your plans for next year depend on

Step 5: turn gaps into a plan

Each priority gap becomes a development action with an owner and a date. This is where audits usually die - in a spreadsheet nobody opens again. Log the actions where you track the rest of the team's development, and review them monthly.

Keep it alive

A skills audit is a snapshot. Refresh it annually, and update it whenever someone gains a skill or leaves. The value is in the running picture, not the one-off exercise.

Track team skills and development in one place

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