Development, Competence & Registrations

Free Competency Framework Template for Excel

Use this free template to set out the competencies a role needs, what each level looks like, how it is assessed and what evidence counts. The Excel workbook includes worked examples and a sheet of level definitions.

By SkillProof.Published .Reviewed .

Download the Excel workbookDownload the CSV

Two editable sheets with fictional examples. No sign-up required.

Preview, Competency Framework sheet

Preview the included framework

One row for each competency. The level definitions, behaviours, assessment method and evidence say what good looks like and how you will know.

Swipe or scroll sideways to see every column
Preview the included framework
CompetencyAssessment methodEvidence neededReview date
Safe isolationObserved practiceSigned observation record01/10/2027
Customer complaintsCase reviewTwo reviewed complaint cases01/03/2027
Food allergen controlObservation and questionsCompleted allergen check and observation notes01/01/2027
The workbook also includes descriptions, level definitions, behaviours and the roles each competency applies to, and a sheet of level meanings. All names and records are fictional.
On this page6 sections
  1. 01What is a competency framework?
  2. 02What each column is for
  3. 03Writing level definitions and behaviours
  4. 04Choosing assessment methods and evidence
  5. 05Keeping the framework current
  6. 06From a framework to signed-off records

What is a competency framework?

A competency framework sets out the competencies a role needs, what each level looks like and how the organisation decides someone has reached it. It is the rulebook behind a skills or competency matrix.

A good framework is specific enough for two assessors to reach the same decision. Vague qualities such as good communication need behaviours that someone can observe.

What each column is for

The template uses one row for each competency. Keep the wording short enough to read on a phone at the place of work.

  • Competency: the name people use for it on the job
  • Description: what it covers, in a sentence
  • Level definitions: what each level looks like for this competency
  • Behaviours or indicators: what an assessor would see or hear
  • Roles it applies to
  • Assessment method: observation, questions, a work sample or a case review
  • Evidence needed: what is kept as proof of the decision
  • Review date: when the competency itself should be looked at again

Writing level definitions and behaviours

Describe what the person does at each level rather than what they are like. Supervised might mean completes the task with a colleague checking each step; competent might mean completes it alone to the standard.

Use the same levels across the framework where you can, so a manager reading two competencies doesn't have to learn two scales.

Choosing assessment methods and evidence

Match the method to the risk. A competency where a mistake could hurt someone needs observed practice and a named assessor; a lower-risk one may only need a conversation and a record.

Decide in advance what evidence is kept. A signed observation, a reviewed work sample or a completed checklist lets someone else understand the decision later.

Keeping the framework current

Review the framework when a role, a process or a regulation changes, and at least once a year. Give it one owner, even if many managers use it.

Keep old versions. If a decision is questioned, you need the standard that applied when the person was assessed.

From a framework to signed-off records

A framework says what good looks like. The record of who was assessed, by whom, on what evidence and when to reassess is a separate job.

On Professional and Enterprise, SkillProof keeps competence standards, assessment evidence, authorised decisions and reassessment dates together, and its Skills matrix shows signed-off levels and cover by site. It doesn't define your framework or decide who is competent.

Questions this guide answers

What should a competency framework include?

Each competency's name and description, what each level looks like, the behaviours an assessor would see, the roles it applies to, how it is assessed, the evidence kept and a review date.

Is a competency framework the same as a skills matrix?

No. The framework defines the competencies and levels. The skills or competency matrix records the level each person has reached against them.

Can I use this template for free?

Yes. Download the Excel workbook or the CSV, edit it for your organisation and replace the fictional examples. No sign-up required.

Use this guide with your own records.

See how SkillProof keeps the records, evidence and actions covered above together.

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