Starting Out With Expertise Matrix Part 2

Published: Tuesday 15th October 2019 Starting Out With Expertise Matrix Part 2

Introduction

Last time we looked at the initial setup of your Expertise Matrix account, and adding users and skills. In this article, we're going to look at your users' experience when managing their own skills.

In this example, we will be logging in as a fictitious accountant called Guido F. Romano. Mr Romano is a member of the Primary User permission group, meaning that he has permissions over his own account, but also the ability to create and manage skills and teams.

Performing a Skills Analysis

As this is Mr Romano's first time logging in after being invited to Expertise Matrix, his account is pretty sparse as he doesn't even have any skills listed. He decides to start fixing this immediately by performing a Skills Analysis. He starts this process by clicking the "Fill out analysis" button in "My Skills".

Starting a Skills Analysis
Starting a Skills Analysis

The Skills Analysis window opens. This window will list all of the skills defined on your account one category at a time, and allow you to quickly and easily rate your proficiencies without having to add them one at a time.

In our example, the "Financial" category shows first.

The Expertise Matrix Skills Analysis Window
The Expertise Matrix Skills Analysis Window

Here Mr Romano has specified his proficiency in each of the skills shown and entered details about relevant qualifications. When he clicks "Next" this skills are immediately saved and he's taken to the next category to do the same again. Note that only non-zero proficiencies are saved through the Skill Analysis process, if you need to add a zero proficiency skill (for future reference or other reasons), you can add them individually from the My Skills page.

Once he's finished, Mr Romano will now find his My Skills page nicely populated with all of his proficiency levels.

Example Populated My Skills List
Example Populated "My Skills" List

You can go back into the Skills Analysis window at any time and it will automatically show you your current skill proficiency information.

Defining Learning Targets

While performing his Skill Analysis, our fictitious Mr Romano identified a couple of areas that could do with improvement, either through practice, self-guided learning or training. So he has decided to set himself some goals in the form of Targets.

He goes to My Targets and click the "New Target" button.

Creating a Skill Target
Creating a Skill Target

Here you can see that Mr Romano has selected the "Bookkeeping" skill, given the target a short but meaningful name and attached some brief notes. He then judged that, on completion of this target, he would progress from a proficiency of 3 (his current level) to 6, and estimated that the progression would take until 24th December to complete.

Targets do not themselves do anything to your skills. But as soon as he progresses to or beyond a proficiency of 6 in this skill this target will be considered "Completed".

Example List of Skill Targets
Example List of Skill Targets

The list of Mr Romano's targets is now populated, showing his target's progress and estimated end dates.

Creating and Joining Teams

Mr Romano is frequently called upon to make use of his Public Speaking skills whenever the need arises. He's more than happy to continue this, but knows that two of his colleagues are similarly skilled and should also have a chance to show this off.

He's decided to create a Public Speakers team with all three of them in so that others can quickly find them.

Under My Teams, he clicks the "New Team" button.

Creating a New Team
Creating a New Team

As you can see, Mr Romano has given the team a relevant name and description, and checked the box to add himself to it immediately.

Now that the team has been created, Mr Romano just needs to add his colleagues to it. To do this quickly he goes to Skill Search -> Find Skilled People.

Searching for People by Skills
Searching for People by Skills

Here you can see that we are searching for everything with the Public Speaking skill at level 4 or above. This quickly and easily identifies his colleagues and he can select them (by clicking their names) and click the Add to Team button to add them to his Public Speakers team.

Searching for People by Skills - Results
Searching for People by Skills - Results
Adding People to an Existing Team
Adding People to an Existing Team

It really is as simple as that!

Tracking Skill Progression

Tracking Skill Progression
Tracking Skill Progression

Once you've adjusted some skills and maybe added some targets, you'll start to see each skill displaying its history in your "My Progression" section.

On the top, for each skill, a chart is shown displaying that skills recent progression (in solid green), as well as your projected skill progression based on up to 5 upcoming targets (in the lighter green).

Below this you will find a collapsible box containing the details of each data point in the graph. Hovering or clicking on a data point will scroll to and highlight the appropriate entry in the list. From here you can click on each entry to read more about it, or to edit or delete the entry.

The Dashboard

Now you've added some skills, you'll also start to notice the Dashboard populating with your data and the data of other people in your company. The dashboard is split into 3 main sections:

Total Average Skill Progression (Account-wide)

Average Skill Proficiency Changes By Day
Average Skill Proficiency Changes By Day

This shows the day-by-day mean average of any changes in skill levels that have occurred.

My Skills and Targets

My Skill Development
My Skill Development

This shows your total summed proficiency level across all of your skills over the last 30 days, and can be a good indicator for your general professional development during this period.

My Top Skills
My Top Skills

This element shows the skills you have the highest proficiency in. Note that pending targets are shown here as well (see the "VIS" skill in this example).

Next Target Information
Next Target Information

Moving on to targets, this provides a quick reference to your next pending target. It shows the number of days remaining, and how close you are to reaching the target's skill level.

My Target Statistics
My Target Statistics

Finally, this displays your overall statistics around your past and present goals.

Top and Lowest Rated Skills (Account-wide)

Top Skill Averages
Top Skill Averages
Lowest Skill Averages
Lowest Skill Averages

These two charts show the top and bottom skill averages overall. This can be useful to quickly identify "healthy" skills, which are those that have a good average proficiency across your company/account, and "at risk" skills, which are ones that have a particularly low average proficiency and may need to be examined more closely.

Metrics

We provide the dashboard as a means to quickly get an insight into both your skills and the general skill levels of your company/account. However, we acknowledge that different metrics will be more helpful to different types of company and team. With that in mind, we are accepting suggestions for alterations or entirely new metrics which could be displayed on the dashboard.

If you have any suggestions, please use the Feedback form from within your Expertise Matrix account and someone will be in touch to discuss your idea.

Conclusion

Congratulations! You now have the foundation to start effectively managing skills in Experise Matrix.