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: cleaned dirt from pallets

Method Steps

1. Receive assignment from Supervisor / Ops desk.

2. Prepare trailer for loading. Placed chock and glad hand on trailer

3. Open dock door and apply dock plate. Use proper trailer restraints. Yes chock and glad hand was applied

4. Complete pre-loading questions on loading tally. He temped 3 pallets

5. Verify product is in good condition and address damages. Walked around produced ensured no damage

7. Place product on truck. Slowly entered trailer . Ensuring he was damaging product.

8. Document pallet placement on loading diagram.

9. Return directly to staging location to obtain next pallet. Location was on dock 0STG04

10. Return directly to staging location to obtain next pallet. Quickly scanned each pallet

11. When loading is complete, retract dock plate and close dock door.

12. Finalize any load documents and complete post-loading questions.

13. Notify Supervisor / Ops desk that loading assignment is complete.

Stop Time:2 May 14
Delay Minutes (observed). None
Safety Elements. He was wearing

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

2. Honked horn in and out trailer

3. Chocked and flagged break line.

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 =0
Actual Performance from LMS. 106 precent

Coachable Moment

Review Coachable Behavior with associate. Outstanding job on loading trailer . Cleaning dirt from top of pallet. Moving 2 cases so the third pallet from tipping over on trailer.

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:none

Coachable category:

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

Follow-Up required:

Planned date for Follow-up:
Associate Signature: RIchard Parks.
Supervisor Signature: Loyd Weber

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.