Import/Export Coordinator Competency Matrix

Identify Skills Gaps in Your Import/Export Team

Running an effective import/export operation demands coordinators who are fluent in customs regulations, trade compliance, documentation systems, and international logistics. But how do you know where your team's strengths lie—and where they need support?

This Import/Export Coordinator Competency Matrix gives you a structured way to assess critical skills across your logistics and trade compliance teams. Use it to benchmark current competencies, pinpoint training needs, and build development plans that keep your operation running smoothly and compliant.

What this form assesses

The matrix covers the five core competency areas every import/export coordinator should master:

• Customs regulations: Tariff classification, valuation methods, country-specific rules, duty drawback, and bonded warehouse procedures.
• Documentation systems: Commercial invoices, bills of lading, certificates of origin, packing lists, AES filings, and electronic customs platforms.
• Logistics coordination: Freight forwarding, carrier management, Incoterms, shipment tracking, and warehouse coordination.
• Trade compliance: Sanctions screening, export controls (EAR/ITAR), import quotas, record-keeping requirements, and audit readiness.
• International shipping procedures: Air and ocean freight processes, customs clearance workflows, delivery coordination, and exception handling.

How it works

The form collects background information on the coordinator being assessed, then walks through each competency area with clear self-assessment or manager-rated questions. You can use matrix-style rating scales to benchmark proficiency levels, multiple-choice questions to test knowledge, and open-ended fields to capture specific training needs or development goals.

Once submitted, you'll have a complete skills profile that highlights strengths, gaps, and priority areas for training or mentorship. Responses can feed directly into your LMS, HR system, or project management tool via Stepper, so you can automate follow-up tasks like enrolling coordinators in relevant courses, scheduling coaching sessions, or generating reports for management.

Who this is for

This competency matrix is designed for logistics managers, trade compliance officers, HR teams, and operations directors in industries that rely on import/export coordination, including freight forwarding, manufacturing, wholesale distribution, customs brokerage, and third-party logistics (3PL) providers.

Whether you're onboarding new hires, running annual performance reviews, preparing for customs audits, or planning your training calendar, this form gives you the insight you need to build a more capable, compliant team—without the spreadsheets or guesswork.

Get started with Paperform and turn skills assessments into actionable development plans that keep your global supply chain running smoothly.