1. STRATEGIC SKILLS MATRIX
COMPLETION DATE HERE

2. FRAMEWORK OVERVIEW Unconscious Incompetence Conscious Incompetence
Conscious Competence
Unconscious Competence
INSPIRATION
Knowing why you want to change
DESIGN
Knowing what to do
EXECUTION
Implementing this properly
Add Advisory Skills
TRAINING & MENTORING

3. COMPLETING THIS MATRIX
Each page has 8 Strategic Skills. Your task is to mark yourself honestly at each of the 3 Levels for those 8 Skills
For example, for Culture you may have a good idea WHY this is important (Level 1 is Green) but not know WHAT you need to do (Level 2 is Red)
You can change the colour of a Balloon by clicking on it, and in the Format tab changing the Shape Fill to either Green, Yellow, or Red
Green = Doing this; Yellow = Early Application; Red = Not Yet
Once you go Red, you can’t go back. You can’t be Executing a skill without knowing WHY or WHAT to do!
There is no need to go to Level 3 for every skill

4. STRATEGIC SKILLS MATRIX - WEALTH
Vision
Valuation
Leadership Skills
Funding
Wealth Creation
Asset Protection
Personal Growth
Corporate Advisory
INSPIRATION
Do I know Why I need this skill?
DESIGN
Do I know What I need to do?
EXECUTION
Am I implementing this properly?

5. STRATEGIC SKILLS MATRIX - GROWTH
Growth Planning
Mgt Reporting
Brand
Channels & Marketing
Product Design
Culture
Change Readiness
Relationship Skills
INSPIRATION
Do I know Why I need this skill?
DESIGN
Do I know What I need to do?
EXECUTION
Am I implementing this properly?

6. STRATEGIC SKILLS MATRIX - REVENUE
Operational Structure
Pricing & Packaging
Sales
Workflow Systems
Loyalty
Customer Journey
Training
Productivity
INSPIRATION
Do I know Why I need this skill?
DESIGN
Do I know What I need to do?
EXECUTION
Am I implementing this properly?

7. STRATEGIC SKILLS MATRIX - ADMINISTRATION
Office Admin
Finances
Technology
Property & MV
Legal
Insurances
Staffing & HR
Supplier Mgt
INSPIRATION
Do I know Why I need this skill?
DESIGN
Do I know What I need to do?
EXECUTION
Am I implementing this properly?

8. NEXT STEPS Identify 3-5 Balloons you want to focus on now
Create a training plan – internal, external, formal or not – for how you plan to develop these skills at these levels
Communicate this plan with your team

9. CREATING YOUR OWN OPERATIONAL SKILLS MATRIX
This template covers 32 different strategic aspects of a business. You can use the same framework to create an operational skills matrix, and a training needs analysis for your wider team
Create a long list of skills you want to measure and develop across the team
We recommend some business growth, operations and admin skills (e.g. Sales, filing)
We recommend including some culture and life balance skills
Whittle your long list into a manageable amount. Depending on importance of training in your business ( Roughly 20, but can be up to 30)
Use the skills matrix template to create a personalized skills matrix using the variety of skills on the top and the 3 levels of expertise underneath
Then complete the same colouring, education and assessment process with your team

10. For any questions or help implementing contact:
JACOB ALDRIDGE
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