Guide · Updated 2026-10-02
Competence Statement vs Training Matrix
A competence statement (or competence procedure) describes how your organisation judges people fit for roles and tasks. A training matrix lists who holds which assigned qualifications and when they expire. Auditors often want both — narrative plus evidence.
Quick answer
Use the statement for method and criteria; use the matrix for named dates and files. Neither document alone proves legal competence for every task. Mixing proficiency scores into expiry cells usually makes both worse.
Side-by-side
| Competence statement | Training matrix |
|---|---|
| Explains how you assess competence | Records cards, courses and expiries |
| Policy / procedure level | Operational grid of people × requirements |
| May reference experience and supervision | Usually date and evidence focused |
| Supports CDM and scheme narratives | Supports samples, gates and renewals |
How they work together
- Define roles and required training in the competence approach.
- Assign those requirements on the matrix.
- Attach evidence and chase expiries.
- Sample the matrix when schemes or clients ask for proof.
Honest limits
FieldClear is training-matrix and expiry software. It does not write your competence statement, replace professional judgement or accredit your organisation. Not legal advice.
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