Skill in Methods

Method Grades

Not Applicable (N/A)
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)

Observed Activity:

Start 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 (if required by pick).

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

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

6. If picking all remaining cases, operator obtains full pallet (proceed to step 15).

7. If required to pull pallet from ground or air location, operator sets down customer pallet near pick location.

8. Repositions pick location pallet as required to gain access to all cases.

9. Parks lift next to customer pallet to reduce walking distance and motion.

10. Cut and remove plastic wrap as necessary to start pick.

11. Places cases upright on customer pallet, minimizing touches and excess movement.

12. Builds shippable ready pallet with one piece of wood.

13. Returns remaining pallet quantity to original storage location.

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

15. Clean and remove dunnage from pick area, before proceeding to next location.

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

17. If count back, operator accurately counts remaining quantity and enters in correct quantities.

18. If inventory issues exist follow appropriate warehouse procedures to resolve.

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

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

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

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

Stop Time:
Delay Minutes (observed)
Safety Elements

Safety remarks required

Scoring Safety Elements
Below (B) = does not comply and/or understand
Meet (M) = understands and performs most of the time
Exceed (E) = understands and performs all the time

1. Demonstrated properly lifting techniques, when applicable.



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 Manager

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.