Documentation
The documents arise during the work, not after it.
A document is a view on the data, not a copy. Nothing is entered twice.
For the works council, the board, budget sign-off and the provider request
Plant South 2028
9
412
6
End-of-line testing and quality control
81
Drivetrain assembly
74
Machining and CNC production
72
Illustrative sample scenario. No real customer, no real employees.
What comes out
Nine documents from one body of data
Every line is a view inside the workspace and an export for the meeting.
- 1
Transformation summary
What is changing, which units it touches and over what period.
- 2
Role impact matrix
Today's role clusters, planned target roles and how many people are affected.
- 3
Qualification matrix
Skills needed per target role and the qualification need that follows from them.
- 4
Cohort overview
Planned participant groups with size, target role and timing.
- 5
Training plan
Planned programmes and learning paths per role cluster.
- 6
Timeline
How the qualification measures sequence across the transformation period.
- 7
Provider overview
The providers considered, compared by format, dates, location and terms.
- 8
Programme budget
Costs pulled together per programme, cohort and period.
- 9
Management summary
A compact overview for management, HR and other stakeholders.
Product view
What a role overview actually looks like
Not a placeholder, but the table that sits on the desk when the department and the works council meet.
Plant South 2028
Shift to electric drivetrains and automated end-of-line testing
36 months, starting Q1
| Role cluster | Unit | People | What changes | Degree of change | Target roles |
|---|---|---|---|---|---|
| Machining and CNC production | Manufacturing | 86 | Automated machining centres | 72 | Automation technician, Digital production technician |
| End-of-line testing and quality control | Quality assurance | 64 | Camera-based inspection systems | 81 | Digital quality technician, Test systems operator |
| Maintenance | Maintenance | 58 | Condition-based maintenance | 66 | Smart maintenance technician, Automation technician |
| Drivetrain assembly | Manufacturing | 112 | High-voltage components | 74 | High-voltage specialist, Digital production technician |
| Production planning | Production planning | 34 | Data-driven scheduling | 58 | Production data specialist |
| Internal logistics | Manufacturing | 58 | Automated guided vehicles | 49 | Smart maintenance technician |
| People in total | 412 | ||||
The document is not the result of the work. It is a side effect of the work having been captured properly in one place.
In detail
What these documents are really needed for
A qualification plan rarely fails on concept. It fails at the four meetings where it must be evidenced.
Deliberation with the works council
Sections 96 (1) and 92 BetrVG
On request, the employer determines the vocational training need and deliberates it with the works council. Personnel planning, including training measures, has to be communicated in good time, in full and on the basis of documents. That is what the role overview, the qualification matrix and the timeline are for.
Alignment with the board
What changes, who it affects, by when
The link between initiative and workforce in a form that fits into a meeting. That is what the management summary and the transformation summary are cut for.
Budget sign-off
Cost per programme, cohort and period
A budget is approved when it is visible how many people go through which measure and when. It comes out of the cohorts.
Provider request
A request with a group, a date and a location
A provider overview with format, dates, location and terms makes offers comparable. Otherwise procurement compares unlike with unlike.
A clear boundary
QualiShift produces no applications and files nothing with authorities. The documents serve alignment inside the company and with providers.
No funding advice. We do not assess funding eligibility and do not advise on labour market support programmes.
No evaluation of entitlements. Neither in principle nor in amount, in any document.
No filing with authorities. Not with the federal employment agency and nowhere else. What a company uses in a procedure is its own responsibility.
No legal advice. We do not comment on how a works agreement should be drafted.
Further along the chain
The last step of the chain, and the point where it starts over.
Next step
Walk into the next meeting with a document
The transformation scan returns a first role and skill picture. After that you decide whether it goes any further.