What is a competency assessment?

    Short answer

    A competency assessment is a structured check that a person can perform a specific task to the required standard, usually by observing them do it, asking questions to confirm understanding, and recording the level reached. It is the evidence behind each cell of a skills matrix and the sign-off that someone can work unsupervised, as distinct from a training record that only shows attendance.

    Last updated · TeamAssurance

    Training versus competence

    Attending training shows exposure. Competence shows the person can do the task safely, to standard, without supervision. Many skills systems record the first and assume the second, which is how an audited, fully trained team still produces defects.

    Competency levels

    Most operations use four or five levels per task:

    1. Not trained.
    2. In training: works under supervision.
    3. Competent: performs the task to standard unsupervised.
    4. Experienced: handles abnormal conditions and problems.
    5. Can train and assess others.

    The level needed for each task and shift comes from the skills gap analysis.

    How to run a competency assessment

    1. Use the standard (standard work, SOP) as the assessment checklist, so the assessment measures the current method.
    2. Observe the person performing the task, several cycles where the task is repetitive.
    3. Question to confirm understanding: why each step, what to do if something goes wrong, what the quality and safety checks are.
    4. Record the result against the standard's version, with the date, assessor and level.
    5. Set a review date where competence decays or the standard is likely to change.

    Who assesses

    A trained assessor: usually a team leader or an experienced operator at level 5 for that task. The assessor should not be the person who delivered the training, where possible.

    Common mistakes

    • Signing off on attendance or a quiz rather than observed performance.
    • Assessing against an old version of the standard.
    • No reassessment when the standard changes.
    • Levels defined loosely, so "competent" means different things on different shifts.

    How TeamAssurance helps

    In TeamAssurance, competency assessments run as checklists built from the current standard work, completed by the assessor on a phone or tablet with the observed result and questions recorded, and the sign-off updates the person's level in the skills matrix against that version of the standard. A changed standard shows who needs reassessment.

    Frequently asked questions

    What is the difference between a competency assessment and a performance review?

    A competency assessment checks the ability to perform a specific task to standard, now. A performance review looks at overall contribution over a period. Competency assessments feed the skills matrix; performance reviews feed development plans.

    How long is a competency assessment valid?

    Until the standard changes or the competence is likely to have decayed through lack of practice, often one to three years for routine tasks and shorter for safety-critical or rarely performed ones.