--- name: iluo-training-matrix description: "Who's actually trained on what — a skill × person grid flagging any skill where nobody can work it unsupervised yet, so a single absence doesn't stop the work. I is in training, L has learned it, U can work it unsupervised, O can train others. Use when: A process depends on more than one person being able to do it — you want to know honestly where that's actually true and where it isn't. You want to catch a single-point-of-failure skill before it becomes a problem, not after someone's out sick. You've just written a work instruction and want to track who's actually been trained on it. Not for: Only one person will ever do this task — a training matrix for a team of one adds process without adding redundancy. You don't have real information about who can do what — a matrix filled with guesses is worse than no matrix, since it looks like coverage that isn't real. The skill list is still unsettled — write the work instruction first, then track training against it." --- # Training matrix with I, L, U, O skill levels (ILUO) Who's actually trained on what — a skill × person grid flagging any skill where nobody can work it unsupervised yet, so a single absence doesn't stop the work. I is in training, L has learned it, U can work it unsupervised, O can train others. Family: Standard work · Format: .xlsx · Domain: core ## What it is An ILUO training matrix tracks real capability, not just who's been shown something once: I (in training), L (learned), U (able to work unsupervised), O (able to train others). Describe the process area and the team, and a real skill list gets drafted — but who's actually at which level is never guessed. You record that yourself, and the matrix honestly flags any skill where nobody has reached U or O yet. ## When to use it Use it when: - A process depends on more than one person being able to do it — you want to know honestly where that's actually true and where it isn't. - You want to catch a single-point-of-failure skill before it becomes a problem, not after someone's out sick. - You've just written a work instruction and want to track who's actually been trained on it. Not when: - Only one person will ever do this task — a training matrix for a team of one adds process without adding redundancy. - You don't have real information about who can do what — a matrix filled with guesses is worse than no matrix, since it looks like coverage that isn't real. - The skill list is still unsettled — write the work instruction first, then track training against it. ## How to fill it in - **team** — Who's on the team? Skill levels are recorded directly, not AI-assigned. - **matrix** — Skills drafted from your process area — record each person's real level (I/L/U/O) per skill. A skill with nobody at U or O is flagged, not hidden. - **narrative** — Drafted from the skill list actually built. ## What good looks like The example below trains the same renewal-risk support process the work instruction documents, with the same team. The one skill nobody's past in-training on lines up exactly with the step the work instruction itself flagged as still missing a key point — the same real gap, visible from two different artifacts. Full worked example, on-screen and as a downloadable .xlsx: https://www.katafacts.com/katas/iluo-training-matrix ## Common mistakes - **Filling in levels based on a guess or a title, not actual demonstrated ability.** — The matrix only has value if it reflects reality — an optimistic matrix hides exactly the single-point-of-failure risk it exists to catch. - **Treating 'L' (learned) as good enough coverage.** — Learned isn't the same as able to work unsupervised — a skill where everyone is still at L has no real redundancy yet, even though it looks staffed. - **Building the matrix once and never updating it as people leave or skills change.** — A stale matrix gives false confidence — treat it as a living record, updated whenever training status actually changes. ## What it connects to Upstream: - **Work instruction** (`work-instruction`) — A skill in this matrix is only trainable against a real work instruction — build that first if it doesn't exist yet. ## Where AI helps Judgement — stays with you: - Deciding what level someone has actually reached on a given skill - Deciding which untrained skill to prioritise closing first Analysis — AI helps: - Drafting a specific, trainable skill list from a rough process description - Drafting the narrative from the skill list actually built Drudgery — automated: - Counting skills and people trained - Identifying which skills have nobody at U or O - Exporting to xlsx in the house matrix format --- Training matrix with I, L, U, O skill levels (ILUO) is licensed [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/). Attribution: Katafacts (katafacts.com). ## Using this skill Apply this method as part of whatever broader task, instructions, or deliverable you're already working on -- it's a method to use, not a standalone conversation to start. There is no generation tool for this catalogue yet, so draft the artifact's actual content yourself, following the fields above, the same way a person filling this out by hand would. The canonical guide page and a downloadable worked example (.xlsx) are at https://www.katafacts.com/katas/iluo-training-matrix.