Training Pathways Matrix — Editable Template

{ "Title": "Training Pathways Matrix — Editable Template", "IntroductionHtml": "

What this template is for

Use this editable Training Pathways template to turn ad-hoc onboarding into a repeatable, measurable development system. The template keeps the original guidance: define what each role must be able to do, how people will be taught (micro-lessons), what evidence proves competence (checkpoints), who will coach them, and how long it should take. Fill one form per role and save submissions so you can compare actual ramp time, coach notes, and outcomes across hires, shifts, and locations.

How to use this template

Read the guidance below, then complete the form to create a role-specific pathway. Start with one high-impact role, run a prototype for a few hires, collect coach feedback, and iterate.

Quick guidance reminders

• Make checkpoints observable. Avoid vague goals like "good customer service" — say exactly what evidence you will accept.
• Keep micro-lessons short and focused. 15–30 minute units with clear practice evidence work best.
• Protect mentor time. Coaching is work; limit mentor load to preserve quality.
• Measure what matters. Time-to-competence, first-attempt pass rate, and remake/error rate give practical signals.

Two short examples

Line Cook — Core station cook

• Core skills: follow recipes and portions, maintain ticket times, knife skills, correct temperatures, mise en place.
• Checkpoints: 5 supervised tickets with coach sign-off; correct portioning on 3 menu items; pass temperature spot checks on 5 plates.
• Time-to-competence: 2–4 weeks. Acceptance: coach sign-off + 90% checklist pass rate.

Server — Table service

• Core skills: menu knowledge, order accuracy, POS use, upsell techniques, complaint handling.
• Checkpoints: observed for two full service shifts; 1 role-played complaint handled successfully; spot-check order accuracy across tables.
• Time-to-competence: 1–2 weeks. Acceptance: coach sign-off + order accuracy improvement.

Use the fields in the form to capture these elements consistently for every role.

Design notes

Each micro-lesson should list an objective, duration, required materials, and suggested evidence (photo, checklist, observed demo). Pair each checkpoint with a simple pass/fail checklist and digital or coach sign-off.

", "DataType": "trainingPathwayTemplate", "SchemaVersion": 1, "SubmitLabel": "Save Training Pathway", "SuccessMessage": "Training pathway saved. You can copy, edit, or run this prototype; submissions are stored for later analysis.", "AllowMultipleSubmissions": true, "Fields": [ { "Key": "role_title", "FieldType": "text", "Label": "Role title", "HelpText": "Job title (e.g., Line Cook, Server).", "Required": true }, { "Key": "role_scope", "FieldType": "textarea", "Label": "Role scope / short description", "HelpText": "One-sentence summary of responsibilities.", "Required": false }, { "Key": "core_skills", "FieldType": "textarea", "Label": "Core skills & observable outcomes", "HelpText": "List the tasks or abilities the person must demonstrate (separate items with semicolons).", "Required": true }, { "Key": "microlesson_count", "FieldType": "select", "Label": "How many micro-lessons will you define?", "Options": [ { "Value": "0", "Label": "0" }, { "Value": "1", "Label": "1" }, { "Value": "2", "Label": "2" }, { "Value": "3", "Label": "3" }, { "Value": "4", "Label": "4" }, { "Value": "5", "Label": "5" }, { "Value": "6", "Label": "6" } ], "HelpText": "Choose number of micro-lessons. Fill the corresponding lesson fields below.", "Required": true }, { "Key": "lesson1_title", "FieldType": "text", "Label": "Micro-lesson 1: title", "HelpText": "Short name (e.g., Knife fundamentals)." }, { "Key": "lesson1_duration_minutes", "FieldType": "number", "Label": "Micro-lesson 1: estimated duration (minutes)", "HelpText": "e.g., 15 or 20." }, { "Key": "lesson1_format", "FieldType": "select", "Label": "Micro-lesson 1: format", "Options": [ { "Value": "video", "Label": "Video" }, { "Value": "checklist", "Label": "Checklist" }, { "Value": "demo", "Label": "Live demo" }, { "Value": "quiz", "Label": "Quiz" }, { "Value": "simulation", "Label": "Simulation" } ] }, { "Key": "lesson1_evidence", "FieldType": "text", "Label": "Micro-lesson 1: suggested evidence", "HelpText": "Photo, completed checklist, observed demo, quiz pass, etc." }, { "Key": "lesson2_title", "FieldType": "text", "Label": "Micro-lesson 2: title" }, { "Key": "lesson2_duration_minutes", "FieldType": "number", "Label": "Micro-lesson 2: duration (minutes)" }, { "Key": "lesson2_format", "FieldType": "select", "Label": "Micro-lesson 2: format", "Options": [ { "Value": "video", "Label": "Video" }, { "Value": "checklist", "Label": "Checklist" }, { "Value": "demo", "Label": "Live demo" }, { "Value": "quiz", "Label": "Quiz" }, { "Value": "simulation", "Label": "Simulation" } ] }, { "Key": "lesson2_evidence", "FieldType": "text", "Label": "Micro-lesson 2: suggested evidence" }, { "Key": "lesson3_title", "FieldType": "text", "Label": "Micro-lesson 3: title" }, { "Key": "lesson3_duration_minutes", "FieldType": "number", "Label": "Micro-lesson 3: duration (minutes)" }, { "Key": "lesson3_format", "FieldType": "select", "Label": "Micro-lesson 3: format", "Options": [ { "Value": "video", "Label": "Video" }, { "Value": "checklist", "Label": "Checklist" }, { "Value": "demo", "Label": "Live demo" }, { "Value": "quiz", "Label": "Quiz" }, { "Value": "simulation", "Label": "Simulation" } ] }, { "Key": "lesson3_evidence", "FieldType": "text", "Label": "Micro-lesson 3: suggested evidence" }, { "Key": "checkpoint_count", "FieldType": "select", "Label": "How many on-the-job checkpoints will you define?", "Options": [ { "Value": "1", "Label": "1" }, { "Value": "2", "Label": "2" }, { "Value": "3", "Label": "3" }, { "Value": "4", "Label": "4" } ], "HelpText": "Choose up to 4 checkpoints and fill fields below." }, { "Key": "checkpoint1", "FieldType": "textarea", "Label": "Checkpoint 1 (concrete, observable)", "HelpText": "Example: 'Complete 3 tickets with no remakes for recipe faults.'" }, { "Key": "checkpoint1_acceptance", "FieldType": "text", "Label": "Checkpoint 1: acceptance criteria", "HelpText": "Example: coach signature + checklist 90% pass." }, { "Key": "checkpoint2", "FieldType": "textarea", "Label": "Checkpoint 2 (optional)" }, { "Key": "checkpoint2_acceptance", "FieldType": "text", "Label": "Checkpoint 2: acceptance criteria" }, { "Key": "mentor_name_or_role", "FieldType": "text", "Label": "Mentor name or role", "HelpText": "Who will coach (person or role)." }, { "Key": "mentor_shadow_shifts", "FieldType": "number", "Label": "Recommended shadow shifts", "HelpText": "Number of shifts to shadow (e.g., 2–5)." }, { "Key": "mentor_debrief_cadence", "FieldType": "select", "Label": "Debrief cadence", "Options": [ { "Value": "daily", "Label": "Daily" }, { "Value": "every_other_day", "Label": "Every other day" }, { "Value": "weekly", "Label": "Weekly" } ] }, { "Key": "mentor_load_limit", "FieldType": "number", "Label": "Mentor load limit (max trainees)", "HelpText": "Suggested 2–3 to preserve quality." }, { "Key": "time_to_comp_amount", "FieldType": "number", "Label": "Expected time-to-competence (number)", "HelpText": "e.g., 2" }, { "Key": "time_to_comp_unit", "FieldType": "select", "Label": "Unit for time-to-competence", "Options": [ { "Value": "hours", "Label": "Hours" }, { "Value": "days", "Label": "Days" }, { "Value": "weeks", "Label": "Weeks" } ] }, { "Key": "acceptance_criteria_summary", "FieldType": "textarea", "Label": "Overall acceptance criteria", "HelpText": "Summarize how you'll know someone is competent (coach sign-off, checklist pass rate, number of successful supervised tickets, etc.)." }, { "Key": "progress_indicators", "FieldType": "checkbox", "Label": "Progress indicators to track (choose any)", "Options": [ { "Value": "micro_lessons_completed_pct", "Label": "% micro-lessons completed" }, { "Value": "supervised_tickets_passed", "Label": "Supervised tickets passed" }, { "Value": "coach_notes", "Label": "Coach notes" }, { "Value": "time_since_hire", "Label": "Time since hire" } ] }, { "Key": "kpi_time_to_comp_vs_expected", "FieldType": "yesno", "Label": "Track time-to-competence (actual vs expected)?" }, { "Key": "kpi_first_attempt_pass_rate", "FieldType": "yesno", "Label": "Track % trainees meeting checkpoints on first attempt?" }, { "Key": "kpi_coaching_hours_per_trainee", "FieldType": "yesno", "Label": "Track coaching hours per trainee?" }, { "Key": "kpi_error_remake_rate", "FieldType": "yesno", "Label": "Track error/remake rate for trainees vs baseline?" }, { "Key": "kpi_guest_complaints", "FieldType": "yesno", "Label": "Track guest complaints linked to trainee shifts?" }, { "Key": "kpi_completion_rate_micro_lessons", "FieldType": "yesno", "Label": "Track completion rate of micro-lessons?" }, { "Key": "prototype_start_date", "FieldType": "text", "Label": "Prototype start date (YYYY-MM-DD)", "HelpText": "When you'll run the prototype." }, { "Key": "prototype_duration_weeks", "FieldType": "number", "Label": "Prototype duration (weeks)", "HelpText": "How long to run before collecting feedback." }, { "Key": "prototype_notes_and_feedback", "FieldType": "textarea", "Label": "Prototype notes and coach feedback", "HelpText": "Capture practical observations and suggested changes after running the prototype." } ] }