Clear progress and next steps
BeforeAn open item has no visible responsible next action.
With SkillSmithInspect task state, related work and the responsible next action in Pulse.
Team skills development
Use skills coverage to choose each person's development step
Review coverage gaps, single points of failure and expiring qualifications, then propose learning, verification, another development step or no change for each person.
Review the matrix and propose next steps Agree the personal next step (when triggered)
Roles, playbooks and a practical launch plan for your team.
Separate demonstration, observation and qualification decisions
Pay only when you see results
Agree the outcome for your first workflow with our team.
Trusted by leading organizations
“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”
Paul HildebrandDirector of HSE/DOT, Jones Power
Team skills development
Which capability gap needs learning, verification or a different development step?
The team lead works from skills. The record makes coverage gaps and single points of failure clear to the next person.
WORKED DECISION
Choose the next step for a missing skill record
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Skills | Open the selected material for this occurrence. |
| Recorded response | coverage gaps, single points of failure and expiring qualifications | Save the response with its work context. |
| Review point | expiring qualifications and proposed step per person (or 'no change') | Agree the next action with the person responsible for this decision. |
Connected work across your team
Review the team's skills matrix and plan the next step
Bring skills into the prepared work. Team lead and Assigned team member each receive the context needed for their part.
Team lead
Review the matrix and propose next steps
Record coverage gaps, single points of failure, expiring qualifications and proposed step per person (or 'no change').
- coverage gaps
- single points of failure
- expiring qualifications
- proposed step per person (or 'no change')
Assigned team member
Agree the personal next step
When the proposed step changed for that person, record agreed step, target date and question.
- agreed step
- target date
- question
The difference in your team’s day
Human judgment at the right point
BeforeA completed entry is mistaken for the responsible person's decision.
With SkillSmithGive the team lead the recorded response and agreed criteria for this decision.
Connected information and agent support
The materials that make this method usable
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
Skills
The team's skills matrix and qualifications.
Requirements
Which roles need which skills and credentials.
Report template
Skills coverage report.
We bring the relevant
context into your work
ResourcesPlaybooks
My Tasks
Your next task, ready to act on
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Keep the conversation moving
Take the method into your team's discussion
Use the product sheet to review the roles, materials, workflow and setup choices together.
- The full working method and the focused decision
- Responsibilities and useful materials
- A practical starting plan
PDF · 6 pages
Our delivery approach
Prepare the first useful playbook
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Select the working material
Choose skills from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
- 02
Agree the responsibilities
Confirm team lead and assigned team member for this method, then choose the people eligible to receive its work.
What we prepare togetherThe method names who contributes, reviews and receives the next work.
- 03
Walk through the selected route
Walk through these conditional steps: “Agree the personal next step”.
What we prepare togetherYour team sees the response and the resulting next step before extending the method.
Talk with our team
We are here to help
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
Bring your work; we help prepare the method
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.
Rohit Singh
VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.
Brent Jackson
Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
Prepare the method for your team
What stays with the recorded response?
The response for this occurrence retains coverage gaps, single points of failure, expiring qualifications and proposed step per person (or 'no change'). It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Which materials do we need to bring?
Bring skills. We use those choices to prepare the working context, then check that each task opens the material it needs.
How do the conditional steps become part of the method?
The conditional route is used when the proposed step changed for that person. Select the variant or respond to the recorded condition before treating that step as required.
What is the outcome for the wider workflow?
Plan recorded; every member whose plan changed has agreed a step; verifications and modules launched as linked work.