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Management skills audit template

Management skills audit template

Assess and enhance the management skills within your organization with this comprehensive audit template. It helps identify strengths and areas for improvement, fostering leadership development and organizational growth. Use this tool to ensure your management team is equipped with the necessary skills to drive success.

Use this template
or download pdf
Management skills audit template

Assess and enhance the management skills within your organization with this comprehensive audit template. It helps identify strengths and areas for improvement, fostering leadership development and organizational growth. Use this tool to ensure your management team is equipped with the necessary skills to drive success.

Use this template
or download pdf

About the Management skills audit template

Using a management skills audit template is essential for evaluating and enhancing the capabilities of your management team. This template helps you systematically assess key areas such as leadership, communication, and decision-making skills. By using a structured approach, you can identify strengths and areas for improvement, ensuring that your team is equipped to meet organizational goals.

A template like this serves you by providing a consistent framework for evaluating performance, which enhances reliability and fairness in assessments. It also helps streamline the audit process, saving you time and resources. 

With clear criteria and guidelines, you can make informed decisions about training and development needs, ultimately improving your team’s effectiveness and driving business success.

Understanding the key elements of a management skills audit template

A management skills audit template is designed to assess and enhance the capabilities of your management team. Here are the crucial components that make this template effective:

  • Skills inventory: Begin by listing the essential management skills relevant to your organization. This inventory helps you identify the critical competencies needed for success and provides a baseline for evaluation.
  • Self-assessment section: Allow managers to evaluate their skills against the inventory. This assessment encourages reflection and helps identify areas for improvement, fostering personal growth and development.
  • Peer review: Include a section for feedback from colleagues. Peer reviews offer diverse perspectives on a manager’s strengths and weaknesses, providing a more holistic view of their capabilities.
  • Development plan: Use the insights gained to create a personalized development plan. This plan outlines specific actions and training opportunities to address skill gaps, ensuring continuous improvement and alignment with organizational goals.

When to use a management skills audit template

A management skills audit template is most beneficial during organizational assessments or restructuring phases. Use this template when you need to evaluate the current capabilities of your management team to identify strengths and areas for improvement. It’s particularly useful when planning professional development programs, ensuring that training efforts are targeted and effective.

You can also apply this template during performance reviews or when preparing for leadership transitions. It helps you align management skills with strategic goals, ensuring that your team is equipped to meet future challenges. By using this audit template in these scenarios, you optimize your team’s potential and enhance overall organizational performance, driving success and fostering a culture of continuous improvement.

Related categories

  • Risk management and compliance templates
  • General templates
  • Leadership and management templates
Preview of the template
Leadership Skills
Ability to inspire and motivate team
Demonstrates integrity and ethical decision-making
Provides clear direction and vision
Empowers and develops team members
Communication Skills
Communicates effectively with team
Listens actively and seeks feedback
Delivers presentations and reports with clarity
Facilitates productive meetings
Decision-making Skills
Gathers relevant information before making decisions
Considers multiple perspectives and options
Makes timely and decisive decisions
Takes accountability for decisions made
Strategic Planning Skills
Aligns team goals with organizational strategy
Identifies and manages risks effectively
Monitors and adjusts plans based on changing conditions
Translates strategy into actionable plans

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Related resources

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Topic guides

Read in-depth guides covering key topics related to this article.

Management audit: Your deep dive into effectivenessManagement of change guide: Best practices and strategiesChange management essentials: A guide for leadersBusiness requirements document (BRD): Your guide to effective project managementHuman resource management : A comprehensive guide and strategies
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Template collections

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5 free templates for effective management audits4 free task management employee task list templatesTop 5 must-use management of change templates7 free quality management plan templates13 free quality audit checklists
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Other resources

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Frequently asked questions

What is a management skills audit template used for?

A management skills audit template is used to assess the competencies of your management team. It helps identify strengths and areas for improvement, ensuring that your team is equipped to meet organizational goals. This tool supports targeted development efforts, enhancing overall performance and leadership effectiveness.

How can a management skills audit improve team performance?

A management skills audit improves team performance by highlighting skill gaps and strengths. By understanding these areas, you can tailor training programs to address specific needs, fostering personal growth and enhancing team dynamics. This focused approach leads to more effective leadership and a stronger, more cohesive management team.

Who should conduct a management skills audit?

A management skills audit should be conducted by HR professionals or external consultants with expertise in leadership development. Their objective perspective ensures a comprehensive evaluation, providing valuable insights into your management team’s capabilities and guiding strategic development plans to enhance overall effectiveness.

When is the best time to use a management skills audit template?

The best time to use this audit template is during organizational assessments, restructuring, or performance reviews. It’s also beneficial when planning leadership transitions or developing training programs. This ensures that your management team is aligned with strategic goals and prepared for future challenges.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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