Skill in Methods

Method Grades

Not Observed (NOB) = activity not observed
Below (B) = somewhat clumsy, fumbles, hesitations (loses time)
Meet (M) = steady, proficient, average (neither gains or loses time)
Exceed (E) = safely reduces motion, quick, smooth (gains time)

Method Steps

1. Confirms assignment on the VMU without undue delay and fills out shipping label accurately.

2. Operator selects efficient picking order and start location.

3. Travels to empty pallet area to obtain correct platform type using a direct route.

4. Travels to selected pick location in most direct route possible.

5. Operator scans to verify location and pallet are correct before picking cases.

6. Parks lift next to pick location, aligns pallet with pick bay to reduce walking distance.

7. Places cases upright on customer pallet and minimizes walking around pallet for case placement.

8. Builds shippable ready pallet with one platform.

9. Selects all cases within two bays without moving equipment.

10. Enters in picked quantity on VMU and proceeds in direct route to next pick location.

11. if count back, operator accurately counts remaining quantity and enters in correct quantities.

12. If inventory issue exist, follow appropriate warehouse procedures to resolve.

13. Once complete, wraps pallet with 6 wraps and no more than 9, in a tight pattern from bottom of platform to top.

14. Scans shipping label and places label on top right corner of completed pallet.

15. Proceeds to designated staging area in direct route, depositing pallet in the correct lane requested on VMU.

16. Scans the correct stage location to complete the pick and proceeds to next assignment in an efficient manner.

Stop Time:
Delay Minutes (observed)
Safety Elements

Safety remarks required

1. Maintained all body parts in MHE operator compartment.

2. MHE was at a complete stop, before dismounting.

3. Maintained lift (MHE) at proper distance from pallet to avoid trip hazard.

4. Demonstrated proper lifting techniques throughout activity.

5. Demonstrated proper MHE driving techniques and sounded horn, as required.

Performance Estimate

Performance Grades

Scoring Performance Estimate
Below (B) = less than 0 Meet (M) = greater than 0 but less than +10 Exceed (E) = greater than +10

Skills in Methods

Method Characteristics:
Below = somewhat clumsy, adds motion, fumbles, hesitation, errors
Meet = follows methods, proficient, consistent, steady, average
Exceed = precise and smooth, quick and sure, reduces motions, smart, perfection

Effort Level

Effort Characteristics:
Below = slow, not best effort, slow motion
Meet = steady, enthusiastic, average
Exceed = fast, focused, sometimes too much

Time Utilization

Utilization Characteristics:
Below = does not try to avoid delay, exceeds delay allowances, stops working to talk
Meet = minimizes delay by following the methods, continues working while talking, sometimes successful at avoiding delay
Exceed = eliminates delay by eliminating motion, always works - never talks, always successful at avoiding delay

Overall Performance Score
Performance Estimate =
Actual Performance from LMS

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) Focus discussion on solution

Was a Coachable Moment Observed:

Coachable category:

Coachable Behavior (Additional notes about employee's performance during this observation)

Follow-Up required:

Planned date for Follow-up:
Associate Signature:
Supervisor Signature:

Quality Audit by Managers

CMO Quality Feedback

Manager Signature:
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.