Information

Personnel Section

  • Associate Name:

  • ID Number:

  • Employee Status:

  • Prepared by

  • 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
    Needs IMP = somewhat clumsy, fumbles, hesitations (loses time)
    Meet (M) = steady, proficient, average (neither gains or loses 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:

  • Delay Minutes (observed)

Safety Elements

  • Safety remarks required

  • Scoring Safety Elements
    Needs IMP = does not comply and/or understand
    Meet (M) = understands and performs most of the time

  • 1. Operator keeps both hands on the controls at all times?

  • 2. Operator is aware of his/her surroundings?

  • 3. Operator looks in the direction of travel?

  • 4. Operator honks his/her horn when exiting the trailer

  • 5. Operator keeps his / her entire body within the vehicle compartment?

  • 6.Operator does not drive into a trailer that is not illuminated?( Trailer is not dark and floor/ product can be seen.

  • 7. Operator keeps his work area neat,organized and free of debris.

Performance Estimate

Performance Grades

  • Scoring Performance Estimate
    Needs IMP= less than 100% of the standard Meet (M) = achieves 100% of the standard

  • Skills in Methods

  • Method Characteristics:
    Needs IMP= somewhat clumsy, adds motion, fumbles, hesitation, errors
    Meet = follows methods, proficient, consistent, steady, average

  • Effort Level

  • Effort Characteristics:
    Needs IMP= slow, not best effort, slow motion
    Meet = steady, enthusiastic, average

  • Time Utilization

  • Utilization Characteristics:
    Needs IMP = 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

Overall Performance Score

  • Performance Estimate =

  • Actual Performance from ALM

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:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.