White cells are editable
Name (G1)
Hard Skills Section
Hard skill name links
Actual
Target Date
Trained Status (Formula)
Certification Method (Dropdown)
Attempts thus far (Dropdown)
Successful Certification Attempts (blacked out until trained fully)
Target Cert Date (Dropdown)
Certified Date (Formula)
Soft Skills
Soft Skill name links
Attempts completed
Greyed out cells
Completed (Dropdown)
Target Date (Dropdown)
Completion Date (Manual)
Areas to Continue (Alt + Enter)
Areas to Improve (Alt + Enter)
Training Plan & Tracker
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Hard Skills to Train (Formula)
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Hard Skills to Certify (Formula)
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Soft Skills to Train/Complete (Formula)
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Certified Apprentice Goal Date (Manual from Plan Tab)
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Benchmarks Column
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Train Target (Formula)
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Certify Target (Formula)
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Actual (Formula)
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Difference (Formula)
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Total Certified (Formula)
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All cells with no color are editable
Overview
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Section 1: Name
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A cell to manually enter the installer’s name.
Section 2: Hard Skills Section
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Hard Skill Names: These are directly linked to the Curriculum sheet and hyperlinked to the Installation Manual pages. These are not editable.
Trained Actual Status: A drop down to select the current approximate experience in the skill - 0%, 25%, 50%, 75%, or 100%
Trained Target Date: A cell to manually enter the target date for the installer to be trained in the skill.
Trained Status: An automated formula that indicates No, In Progress, or Yes based on the Trained Actual Status
Certification Method: A dropdown to select between the Standard or Expedited certification methods.
Attempts Thus Far: A dropdown to select the number of certification attempts already attempted, including unsuccessful attempts; for tracking purposes.
Successful Certification Attempts: Cells to manually enter the dates of all successful certification attempts. These are blacked out until the installer is noted to be 100% in the Trained Actual Status column.
Target Cert Date: A dropdown to select the goal date for complete certification in the skill. This dropdown is linked to the Training Plan & Tracker section.
Certified Date: An automated formula to notate the certification date based on the date entered in the final certification attempt.
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Section 3: Soft Skills Section
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Soft Skill Names: These are directly linked to the Curriculum sheet. These are not editable.
Additional Soft Skills: Cells that are editable in the case of any local expectations you have set with your install team.
Attempts completed: A dropdown to select the number of successful attempts completed. Cells are greyed out for any soft skills not requiring multiple attempts.
Completed: A dropdown to select Yes or No if the installer has completed the skill.
Target Date: A dropdown to select the goal date for complete the skill. This dropdown is linked to the Training Plan & Tracker section.
Completion Date: Cells to manually enter the date of successful completion for all soft skills.
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Section 4 & 5: Feedback
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A section dedicated to logging all feedback related to the installer’s progress through the level.
Areas to Continue: Include feedback around what the installer should continue doing, focusing on positive examples and sentiments.
Areas to Improve: Include feedback around opportunities the installer has for improvement, focusing on examples they can refer back to.
Excel Tip: To type text on a new line within the box, use keyboard shortcut Alt + Enter on Windows, or Option + Enter on Mac.
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Section 6: Training Plan & Tracker
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A section comprised of mostly automated formulas to assist in your planning and goal-setting efforts.
Hard Skills to Train: An automated formula calculating how many hard skills are left to train based on how many are noted as 100% and how many are not.
Hard Skills to Certify: An automated formula calculating how many hard skills are left to certified based on how many do not have a Certified Date noted.
Soft Skills to Train/Complete: An automated formula calculating how many soft skills are left to complete based on how many are noted with a Yes or No in the Soft Skills Completed column.
Certified <Level> Goal Date: A cell to manually enter the goal date of having the installer certified to the level in its entirety.
Benchmarks Column: A column of cells to manually enter proximal dates in order to reach the Certified <Level> Goal Date.
Train Target: An automated formula calculating how many hard skills need to be trained by the respective Benchmark date.
Certify Target: An automated formula calculating how many hard and soft skills are to be certified/completed by the respective Benchmarkdate.
Actual: An automated formula calculating how many hard and soft skills are certified/completed by the respective Benchmark date.
Difference: An automated formula calculating the difference of Certify Target vs. Actual. The cell will turn red if the difference is above 0.
Total Certified: An automated formula calculating how many combined hard and soft skills are certified/completed.
Skills Remaining: An automated formula calculating how many combined hard and soft skills are remaining to certify/complete.
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Section 7: Certification Date
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A cell to manually enter the certification date of the level in its entirety.