When I do training matrices like this, I use Excel and just use numbers to signify levels. You can set up conditional formatting so different levels display as different colors – yellow, red, green even. Printed in color, it makes a nice visual and I’d argue a better one than the filled in circles.

Cheers,
Mark

After the process of entering the bullet points once, I can copy and paste through the remainder of my document, therefore saving time. I admit that I may have missed a way of designing my table that would have allowed for them to be typed once. I stuck to my decision to make the bullet points because I wanted my table to be easily compared with the Multifunctional Table.

I hope I am not falling into a myth trap. The table I have created is for a job where many of the processes cannot or are not yet fully standardised but still need to achieve professional standards and be trained.

At any point somebody that is not familiar with the Toyota Way Field Book, or our job role can see what is expected at different levels of understanding of the job, and I can see what needs to be in place for their training. I made the bullet points for my own love of making information visual.

I have added a blank copy of the table as a Word document, that I have referenced in my post. I welcome advice.

There’s something to be said for simplicity and that’s one reason these training grids are normally done on paper, where the circles are filled in manually.

Can you post an example of a document where this is used?