Take the guesswork out of laboratory competency tracking with this comprehensive, field-tested Excel template. Designed by Sparks & Sage, this resource is built for real-world labs—whether you’re a technical lead, manager, or educator.
What’s Inside:
Complete competency mapping framework for all major lab specialties: Chemistry, Hematology, Microbiology, Molecular, Transfusion, Urinalysis, Phlebotomy, Processing, and more.
Six-element guide for direct observation, reporting, QC review, instrument maintenance, proficiency/blind samples, and critical thinking.
Ready-to-use assessment sheets for each department, including orientation, direct observation, reporting, QC, maintenance, and problem-solving.
Annual education tracking for CE credits by role.
Signature and attestation fields for compliance with CAP, CLIA, and Joint Commission standards.
Customizable for multi-site systems and adaptable to your SOPs and workflows.
This template is the same structure used to autonomize competency documentation for large health systems and to support LMS adoption across multiple sites. It’s ideal for labs transitioning from manual paper processes to digital flows, and for teams preparing for audits or regulatory reviews.
How to Use:
Download and customize for your lab’s roles, SOPs, and test systems.
Track initial and recurring competency evaluations, proficiency testing, and corrective actions.
Use signature fields for staff and supervisor attestation.
Monitor annual education requirements and CE completion.
Perfect For:
Lab managers and technical leads
Educators and program managers
Teams planning digital competency adoption or LMS integration
Pair this free template with our Custom Strategy Session for a tailored roadmap to digital competency adoption with low upfront costs.
Take the guesswork out of laboratory competency tracking with this comprehensive, field-tested Excel template. Designed by Sparks & Sage, this resource is built for real-world labs—whether you’re a technical lead, manager, or educator.
What’s Inside:
Complete competency mapping framework for all major lab specialties: Chemistry, Hematology, Microbiology, Molecular, Transfusion, Urinalysis, Phlebotomy, Processing, and more.
Six-element guide for direct observation, reporting, QC review, instrument maintenance, proficiency/blind samples, and critical thinking.
Ready-to-use assessment sheets for each department, including orientation, direct observation, reporting, QC, maintenance, and problem-solving.
Annual education tracking for CE credits by role.
Signature and attestation fields for compliance with CAP, CLIA, and Joint Commission standards.
Customizable for multi-site systems and adaptable to your SOPs and workflows.
This template is the same structure used to autonomize competency documentation for large health systems and to support LMS adoption across multiple sites. It’s ideal for labs transitioning from manual paper processes to digital flows, and for teams preparing for audits or regulatory reviews.
How to Use:
Download and customize for your lab’s roles, SOPs, and test systems.
Track initial and recurring competency evaluations, proficiency testing, and corrective actions.
Use signature fields for staff and supervisor attestation.
Monitor annual education requirements and CE completion.
Perfect For:
Lab managers and technical leads
Educators and program managers
Teams planning digital competency adoption or LMS integration
Pair this free template with our Custom Strategy Session for a tailored roadmap to digital competency adoption with low upfront costs.
