home / skills / robdtaylor / personal-ai-infrastructure / skillsmatrix

SkillsMatrix skill

safe

This skill helps track operator competencies, plan training, and ensure coverage for IATF 16949 compliance across machines and shifts.

npx playbooks add skill robdtaylor/personal-ai-infrastructure --skill skillsmatrix

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md

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---
name: Skillsmatrix
description: Operator training and competency tracking for MNMUK machine shop. Supports IATF 16949 competency requirements and workforce planning. USE WHEN user asks 'who can run', 'training matrix', 'competency', 'skills matrix', 'operator certification', 'who is trained on', or workforce planning questions.
---

# SkillsMatrix - Operator Competency Tracking

**Purpose:** Track who can run what, plan training, ensure coverage, support IATF 16949 compliance.

## When to Activate

- "Who can run the NLX2500?"
- "Create training matrix"
- "What machines is Dave trained on?"
- "Do we have backup for Swiss?"
- "Training needs for new hire"
- "Competency gap analysis"

---

## IATF 16949 Requirements

### Clause 7.2 - Competence

> The organization shall determine necessary competence, ensure competence based on education/training/experience, take actions to acquire competence, and retain documented evidence.

### Required Documentation

1. **Competency definitions** - What skills needed per role
2. **Training records** - Evidence of training completed
3. **Competency assessment** - Verification of capability
4. **Ongoing effectiveness** - Periodic revalidation

---

## Competency Levels

| Level | Code | Description | Can Do |
|-------|------|-------------|--------|
| **Not Trained** | 0 | No exposure | Nothing |
| **Awareness** | 1 | Observed, understands basics | Assist only |
| **Under Training** | 2 | In training program | Supervised work |
| **Competent** | 3 | Can work independently | Standard work |
| **Proficient** | 4 | Handles complex jobs | All work + troubleshoot |
| **Expert** | 5 | Trains others, process owner | All + train + improve |

---

## Skills Matrix Template

### By Machine

```markdown
# MNMUK Skills Matrix - Machines

Last Updated: YYYY-MM-DD

| Employee | NMV3000 | DMU50 | NHX500 | VMC 4-Axis | NLX2500 Twin | NLX2500 Single | ALX2000 | HARDINGE | CITIZEN Laser | CITIZEN LFV | Wire EDM | Spark EDM | Haas Mill | Haas Lathe |
|----------|---------|-------|--------|------------|--------------|----------------|---------|----------|---------------|-------------|----------|-----------|-----------|------------|
| [Name 1] | | | | | | | | | | | | | | |
| [Name 2] | | | | | | | | | | | | | | |
| [Name 3] | | | | | | | | | | | | | | |

**Legend:** 0=Not Trained, 1=Awareness, 2=Under Training, 3=Competent, 4=Proficient, 5=Expert
```

### By Skill Category

```markdown
# MNMUK Skills Matrix - Categories

| Employee | 5-Axis Mill | 4-Axis Mill | CNC Turning | Swiss | EDM | Setup | Programming | Quality/Inspection | First-Off | Forklift | Crane |
|----------|-------------|-------------|-------------|-------|-----|-------|-------------|-------------------|-----------|----------|-------|
| [Name] | | | | | | | | | | | |
```

---

## Machine-Specific Requirements

### DMG MORI 5-Axis (NMV3000, DMU50, NHX500)

**Required Competencies:**
- [ ] CELOS interface operation
- [ ] 5-axis work coordinate setup
- [ ] Pallet system operation (NMV3000/DMU50)
- [ ] Tool length measurement
- [ ] Probe calibration and use
- [ ] Crash recovery procedures
- [ ] Program editing (basic)

**Training Hours:** 40-80 hours supervised
**Certification:** Internal practical assessment

### DMG MORI Turning (NLX2500, ALX2000)

**Required Competencies:**
- [ ] Chuck/collet setup
- [ ] Bar feeder operation
- [ ] Live tooling setup
- [ ] Sub-spindle transfer (NLX2500)
- [ ] Tool offset adjustment
- [ ] In-process gauging
- [ ] Chip management

**Training Hours:** 30-60 hours supervised
**Certification:** Internal practical assessment

### HARDINGE Precision Turning

**Required Competencies:**
- [ ] All standard turning competencies
- [ ] Precision setup techniques
- [ ] Temperature compensation understanding
- [ ] Micro-adjustment of offsets
- [ ] SPC/gauging for tight tolerances

**Training Hours:** 60-100 hours supervised (after CNC turning base)
**Certification:** Practical assessment on ±0.003mm parts

### CITIZEN Swiss (Laser Head, LFV)

**Required Competencies:**
- [ ] Guide bushing selection and setup
- [ ] Gang tooling setup
- [ ] Sub-spindle pickup programming
- [ ] Oil system management
- [ ] LFV parameter adjustment (LFV model)
- [ ] Laser operation (Laser model)
- [ ] Small part handling

**Training Hours:** 80-120 hours supervised
**Certification:** Manufacturer training recommended + internal

### MITSUBISHI EDM (Wire & Spark)

**Wire EDM Competencies:**
- [ ] Wire threading (auto and manual)
- [ ] Start hole location
- [ ] Multi-pass programming understanding
- [ ] Flushing optimization
- [ ] Wire break recovery

**Spark EDM Competencies:**
- [ ] Electrode design principles
- [ ] Electrode alignment
- [ ] Orbiting parameters
- [ ] Surface finish control

**Training Hours:** 40-80 hours per machine type
**Certification:** Internal assessment

### Haas Fast Response

**Required Competencies:**
- [ ] Basic Haas control operation
- [ ] Manual tool setting
- [ ] Vice setup and alignment
- [ ] G-code basics
- [ ] When to escalate to production machines

**Training Hours:** 16-24 hours (entry level machine)
**Certification:** Internal practical

---

## Training Record Template

```markdown
# Training Record

## Employee Information
| Field | Value |
|-------|-------|
| Name | |
| Employee ID | |
| Start Date | |
| Department | |
| Role | |

## Training History

| Date | Training | Machine/Skill | Trainer | Hours | Assessment | Result | Next Review |
|------|----------|---------------|---------|-------|------------|--------|-------------|
| | | | | | | | |

## Current Competencies

| Machine/Skill | Level | Date Achieved | Assessor | Evidence |
|---------------|-------|---------------|----------|----------|
| | | | | |

## Training Plan

| Skill Needed | Target Level | Target Date | Training Method | Progress |
|--------------|--------------|-------------|-----------------|----------|
| | | | | |

## Signatures

| Role | Name | Signature | Date |
|------|------|-----------|------|
| Employee | | | |
| Supervisor | | | |
| Training Coordinator | | | |
```

---

## Coverage Analysis

### Minimum Coverage Requirements

| Machine Type | Min Operators | Current | Gap | Risk Level |
|--------------|---------------|---------|-----|------------|
| 5-Axis Mills | 3 | | | |
| 4-Axis VMC | 2 | | | |
| NLX2500 Turning | 3 | | | |
| HARDINGE | 2 | | | |
| CITIZEN Swiss | 2 | | | |
| Wire EDM | 2 | | | |
| Spark EDM | 1 | | | |
| Haas (any) | 2 | | | |

### Risk Assessment

| Risk Level | Coverage | Action |
|------------|----------|--------|
| Critical | 0-1 operators | Immediate training required |
| High | 2 operators | Cross-train within 3 months |
| Medium | 3 operators | Maintain, develop experts |
| Low | 4+ operators | Focus on specialization |

### Single Point of Failure Report

```markdown
# Single Points of Failure

Machines with only ONE competent operator:

| Machine | Only Operator | Risk | Mitigation Plan |
|---------|---------------|------|-----------------|
| | | | |

Action Required: Cross-train second operator within [X] weeks
```

---

## Training Needs Analysis

### New Hire Onboarding

**Week 1-2: Orientation**
- [ ] Safety training
- [ ] Quality system overview
- [ ] Shop floor familiarization
- [ ] Basic measurement tools

**Week 3-4: Foundation**
- [ ] Haas Mini Mill basics
- [ ] Blueprint reading
- [ ] GD&T fundamentals
- [ ] First-off inspection

**Month 2-3: Primary Machine**
- [ ] Assigned machine training
- [ ] Supervised operation
- [ ] Progressive independence

**Month 4-6: Competency**
- [ ] Independent operation
- [ ] Formal assessment
- [ ] Sign-off to Level 3

### Cross-Training Priority

```markdown
# Cross-Training Priority Matrix

Based on: Coverage gaps, business risk, employee development

| Priority | From Machine | To Machine | Candidate | Reason |
|----------|--------------|------------|-----------|--------|
| 1 | | | | Coverage gap |
| 2 | | | | Backup needed |
| 3 | | | | Development |
```

---

## Competency Assessment Checklist

### Practical Assessment Template

```markdown
# Competency Assessment

**Employee:**
**Machine:**
**Date:**
**Assessor:**

## Setup Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| Interpret setup sheet | | | |
| Select correct tooling | | | |
| Install workholding | | | |
| Set work offsets | | | |
| Verify tool offsets | | | |
| Load program correctly | | | |

## Operation Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| Start machine safely | | | |
| Run first part at reduced feed | | | |
| Monitor cutting conditions | | | |
| Respond to abnormal conditions | | | |
| Adjust offsets correctly | | | |
| Maintain quality during run | | | |

## Quality Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| Perform first-off inspection | | | |
| Use measurement equipment correctly | | | |
| Record results properly | | | |
| Identify out-of-spec conditions | | | |
| Know when to stop and escalate | | | |

## Safety Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| PPE compliance | | | |
| Guards in place before start | | | |
| Emergency stop knowledge | | | |
| Chip/coolant handling | | | |
| Housekeeping | | | |

## Result

| | |
|---|---|
| Total Pass: | /20 |
| Assessment Result: | PASS / FAIL |
| Competency Level Awarded: | |
| Retest Required: | Y / N |
| Retest Date: | |

**Assessor Signature:** _________________ **Date:** _________
**Employee Signature:** _________________ **Date:** _________
```

---

## Reports

### Monthly Skills Report

```markdown
# Skills Matrix Report - [Month YYYY]

## Coverage Summary
| Machine Category | Required | Available | Gap | Status |
|------------------|----------|-----------|-----|--------|
| 5-Axis | 3 | | | |
| Turning | 3 | | | |
| Swiss | 2 | | | |
| EDM | 2 | | | |

## Training Completed This Month
| Employee | Training | New Level |
|----------|----------|-----------|
| | | |

## Training In Progress
| Employee | Training | Target Date | % Complete |
|----------|----------|-------------|------------|
| | | | |

## Upcoming Training Needs
| Employee | Training | Start Date | Reason |
|----------|----------|------------|--------|
| | | | |

## Actions Required
1.
2.
3.
```

---

## Integration

- **CNCSetup:** Only generate setup sheets for machines operator is trained on
- **PlantCapability:** Consider operator availability in machine selection
- **TribalKnowledge:** Experts (Level 5) are primary knowledge sources
- **AutomotiveManufacturing:** Supports IATF 16949 Clause 7.2 compliance

Overview

This skill manages operator training and competency tracking for the MNMUK machine shop, aligning workforce data with IATF 16949 Clause 7.2 requirements. It helps answer who can run which machines, visualise training gaps, and plan cross-training and certifications. Use it to maintain training records, run coverage analysis, and produce monthly skills reports.

How this skill works

The skill stores per-employee competency levels across machines and skill categories, using a 0–5 scale from Not Trained to Expert. It generates matrices, training records, competency assessments, coverage and single-point-of-failure reports, and prioritized cross-training plans. It can produce operator lists for machine selection and identify immediate training actions to meet minimum coverage targets.

When to use it

When asking "who can run [machine name]" or "who is trained on" a machine
To create or update a training matrix for workforce planning
When performing competency gap analysis or IATF 16949 audits
To plan new-hire onboarding and progressive machine assignments
When identifying single points of failure or scheduling cross-training

Best practices

Record competency level, date achieved, assessor and evidence for every entry
Use machine-specific competency checklists and required training hours before sign-off
Maintain minimum coverage targets per machine and review gaps monthly
Prioritise cross-training based on risk, coverage gaps and business criticality
Revalidate competencies periodically and after process or equipment changes

Example use cases

Produce a skills matrix showing all employees qualified on NLX2500 and highlight backups
Generate a training plan for a new hire: weeks 1–2 orientation, weeks 3–4 foundation, months 2–6 primary machine progression
Run a coverage analysis to identify machines with only one competent operator and action cross-training
Create competency assessment records and training evidence for IATF 16949 audits
Schedule prioritized cross-training when a high-risk machine falls below minimum operators

FAQ

How are competency levels defined?

Levels 0–5 map from Not Trained (0) to Expert (5), with explicit descriptions: Awareness, Under Training, Competent, Proficient, Expert.

What documentation is required for compliance?

Keep competency definitions, training records, assessment results, and periodic revalidation evidence to satisfy IATF 16949 Clause 7.2.