AMERICOLD PDX WMS

Personnel Section

• Employee

• Prepared by

• Location

• Conducted on

  Date

• Document No.

Reason for Observation

• Job Performance Review

• New Job Assignment

• New Employee

• Other

• Specify

Skill in Methods

• Not Observed (NOB) = Activity not observed
  Below (B) = Somewhat clumsy, fumbles, hesitations (loses time)
  Meet (M)= Steady, average (neither gains or loses time)
  Exceed (E) = Safely reduces motion, quick (gains time)

• Task title

• 1. Obtains all necessary materials efficiently without delay

  NOB

  B

  M

  E

• 2. Uses most direct route to task

  NOB

  B

  M

  E

• 3. Completes all necessary steps efficiently

  NOB

  B

  M

  E

• 4. Accurately complete all documentation / entries for task

  NOB

  B

  M

  E

• 5. Efficiently acquire and log into next task

  NOB

  B

  M

  E

Performance Estimate

• Scoring Performance Estimate
  Below = Less than 0
  Meet = Greater than 0 but less than +10
  Exceed = Greater than +10
  
  Enter notes on why, by touching category.

• Skill in Methods

  Below

  Meet

  Exceed

• Skill characteristics:
  Below = Somewhat clumsy, adds motion, fumbles, hesitation, errors.
  Meet = Follows methods, proficient, consistent, steady, average.
  Exceed = Precise and smooth, quick ensure, reduces motions

• Effort Level

  Below

  Meet

  Exceed

• Effort characteristics:
  Below = Slow, not best effort, slow motion
  Meet = Steady, average
  Exceed = Fast, enthusiastic, focused

• Time Utilization

  Below

  Meet

  Exceed

• Utilization characteristics:
  Below = Does not try to avoid delay, exceeds delay allowances, stops working to talk
  Meet = Minimizes delay by following the methods. Stays on task.
  Exceed = Eliminates delay by eliminating motion. Always successful at avoiding delay

• Was this an on standard task?

  Yes

  No

• Performance Estimate:

• Actual Performance:

Safety

• Were there any safety concerns observed during this audit?

  Yes

  No

• Remember to always be watching for situations that could potentially become safety concerns. Be proactive and make sure we are providing all our employees with the knowledge and equipment to ALWAYS be safe. Safety first!

• Address safety issues immediately.

• Select categories that apply.

  Select Equipment Process Conditions

  • Equipment
  • Process
  • Conditions

• Describe concern

Coachable Moment

• Review Coachable Behavior with associate
  
  5-Step Coaching Model
  1. Convey positive intent
  2. Describe behavior and actions observed
  3. State impact of desired coachable behavior(s)
  4. Ask associate to respond
  5. Focused discussion on solution

• Was a Coachable moment observed?

  Yes

  No

• Coachable category:

  Method

  Effort

  Time Utilization

• Coachable Behavior (Additional notes about employees performance during the observation)

• Follow-Up required:

  Off

  On

• Planned date for Follow-Up:

  Date

• Associate Signature:

  Sign

• Supervisor Signature:

  Sign

• Quality Audit by Manager

  Off

  On

• CMO Quality feedback

• Managers signature

  Sign