Information
Personnel Section
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Associate Name:
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ID Number
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Employee Status:
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Prepared by
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Observation Date / Start Time:
Reason for Observation:
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New Employee
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New Job Assignment
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Job Performance Review
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Other (Describe)
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Other reason for observation
Skill in Methods
Method Grades
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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
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1. Confirms assignment from Supervisor
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2. Operator selects efficient picking order and start location.
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3. Travels to empty pallet area to obtain correct platform type using a direct route.
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4. Travels to selected pick location in most direct route possible.
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5. Operator verifies location and product are correct before picking cases.
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6. Parks lift next to pick location, aligns pallet with pick bay to reduce walking distance.
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7. Cut and remove plastic wrap as necessary to start pick.
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8. Operator selects and confirms correct amount of cases in smooth and continuous motion
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9. Operator places cases on pallet without multiple touches or movements
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10. Builds shippable ready pallet. Wraps pallet from top to bottom.
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11. Selects all cases within two bays without moving equipment.
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12. Records product picked on sheet writing down case count and date code accordingly
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13. Clamping applicable only if pick required 4 layers or more
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14. If inventory issue exist, follow appropriate warehouse procedures to resolve.
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15. Proceeds to designated staging area in direct route depositing pallet in the correct manner
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16. Repeat steps 3 - 14 until sheet is finished
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17. Cleans appropriate areas and hauls off all materials that aren't needed.
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18. Turns completed sheet into designated box.
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19. Notifies Supervisor when sheet is finished to start next task.
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Stop Time:
Safety Elements
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Safety remarks required
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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.
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2.
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3.
Performance Estimate
Performance Grades
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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
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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
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Effort Characteristics:
Below = slow, not best effort, slow motion
Meet = steady, enthusiastic, average
Exceed = fast, focused, sometimes too much -
Time Utilization
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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
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Performance Estimate =
- 20
- 10
- 0
- -10
- -20
- -30
Coachable Moment
Review Coachable Behavior with associate
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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:
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Coachable category:
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Coachable Behavior (Additional notes about employee's performance during this observation)
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Follow-Up required:
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Planned date for Follow-up:
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Associate Signature:
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Supervisor Signature:
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Quality Audit by Managers
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CMO Quality Feedback
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Manager Signature:
