Information
Personnel Section
-
Associate Name:
-
RF Number:
-
Prepared by
-
Employee Status:
-
Observation Date / Start Time:
Reason for Observation
-
New Employee
-
New Job Assignment
-
Job Performance Review
-
Other (Describe)
-
Other reason for observation
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. Receive assignment from Supervisor / Ops desk
-
2. Prepare trailer for loading
-
3. Open dock door and apply dock plate
-
4. Enter pre-loading info as directed by VMU
-
5. Verify product is in good condition and address damages
-
6. Obtain and scan pallet for loading
-
7. Travel directly to loading door and scan door as loading
-
8. Place product on truck
-
9. Return directly to staging location to obtain next pallet
-
10. When loading complete, retract dock plate and close dock door
-
Stop Time:
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.
-
2.
-
3.
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 =
- 20
- 10
- 0
- -10
- -20
- -30
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: