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. Obtains assignment from Lead / Ops mgr then starts task without delay

2. Operator travels to dock or pick location in the most direct route with forks at proper travel height

3. Confirms slot location is correct and adjusts forks to needed height, identifies correct pallet lot tag

4. Obtains pallet in a safe and efficient manner confirming lot number is correct

5. Documents case count on LTO check sheet, and proceeds to staging area in safe manner

6. Maneuvers pallets from dock to pallet inverter, stretch wrapper, and loads on truck

7. Document each pallet count as they are loaded on the truck

8. Keep all excess wood pallets and dividers off of load out dock

9. Honk horn coming out of trailers and in and out of doors

10. Proceeds to blast / slot / dock location in direct route depositing pallet in safe manner

11. Documents lot, product type, and quantity on Putaway sheet

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.

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 =
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 Managers

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.