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. Confirm assignment on the VMU without undue delay

2. Travel to staging location in most direct route

3. Scans the pallet(s) and reviews storage location

4. Verifies pallet is in good condition for storage

5. Operator travels to storage location in most direct route with forks at proper travel height

6. Confirms location is correct

7. Raises forks to needed height without undue hesitation

8. Places pallet correctly in location. Pallet is placed straight in location and at proper depth in bay

9. Lowers forks to travel height without undue delay

10. Scans location to complete putaway task

11. Proceeds to next assignment as directed in an efficient manner

Safety Elements

1. Associate is wearing appropriate PPE

2. Operator did not hit racking, pallets and other MHE during task

3. Operator uses horn when entering and exiting room / aisle, when driving along dock area, in congested staging areas and correct direction down aisles

4. Operator uses RF scanner in a safe manner and places RF scanner into holder correctly

5. Operator gives way to pedestrians and other MHE operators

6. Operator uses hydraulic functions safely

Performance Estimate


1. Pre Operational Check completed

2. Operator has swipe card and licence

3. Associates follows Americold's prescribe break / rest regime and logs correct break codes

4. Operator complies with keeping work area tidy by disposing of plastic and rubbish in appropriate bins

5. Operator explains process when an incident occurs

6. Operator follows battery change procedures

7. Operator seeks assistance from Team Leader or Team Manager when inventory issues exist

Stop Time:
Delay Minutes (observed)
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.