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
    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. Confirms assignment and proceeds to location without undue delay

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

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

  • 4. Obtains pallet and scans label confirming pallet selected is correct

  • 5. Enters case count and/or countback as directed by VMU

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

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

  • 8. Verifies pallet is shippable ready fully wrapped and labels applied

  • 9. Proceeds to designated staging area in direct route depositing pallet in the correct lane requested on VMU

  • 10. Scans the correct stage location to complete the pick and proceeds to next assignment in an efficient manner

  • Stop Time:

  • Delay Minutes (observed)

Safety Elements

  • Scoring Safety Elements
    Safe (S) = Safe Behaviors
    Unsafe (US) = Unsafe Behaviors
    NA = Not Applicable

  • 1. Maintained all body parts (feet, legs, hands, and arms) inside operator compartment, when in use.

  • 2. Ensured MHE was at complete stop, before dismounting.

  • 3. Maintained lift at proper distance from pallet, during picks / pallet wrapping, to avoid trip hazard.

  • 4. Demonstrated proper lifting techniques.

  • 5. Demonstrated proper driving techniques and sounded horn when entering doors, between cross aisles, around blind spots and exiting trailers.

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:

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