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:

Start Time:
Method Steps

1. Reviews assignment, fills out shipping label and proceeds to location without undue delay.

2. Operator travels to pick path in most direct route with forks a proper travel height.

3. Confirms location is correct and raises forks to needed height without undue hesitation.

4. If accessing a multi-deep location, carefully removes pallets as necessary to gain access to target pick pallet.

5. Keeps removed pallets in close proximate to pick location.

6. Obtains pallet and verifies item, quantity and code date is correct.

7. Returns removed pallets to the original storage location.

8. Operator does a visual check of pallet to verify case quantities are correct, wrap and pallet are in good condition.

9. Wraps pallet if needed and follows appropriate procedures for missing / damaged cases.

10. Verifies pallet is shippable ready, fully wrapped and labels applied.

11. Proceeds to designated staging area in direct route, depositing pallet in the correct lane.

12. Places product in the correct stage location to complete the pick.

13. Proceeds to next assignment in an efficient manner.

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 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.