Information

Personnel Section

  • Employee Name

  • Employee Status

  • Prepared By

  • Observation Date / Start Time:

  • Reason for CMO

  • Details

Skill in Methods

Method Grades

  • Below = unsure, fumbles, hesitations (loses time)
    Meet = steady, proficient, average (neither gains or loses time)
    Exceed = safe, confident, quick, smooth (gains time)
    Not observed = activity not observed

Method Steps

  • Checked pallet is not broken before collecting and proceeding into room

  • Checked product is correctly wrapped and not overhanging pallet

  • Collect and position pallet correctly on forks of reach

  • Identifies put away location and can access safely

  • Position reach to correct location

  • Raises pallet to correct height

  • Positions pallet by lowering to ensure pallet is sitting correctly on both front and back beam

  • Forks are removed once pallet is securely placed

  • Forks are lowered and reach moves away from slot

  • Stop Time:

Safety Elements

  • Unsafe = Unsafe behaviour observed
    Safe = Safe behaviour observed
    NA = Not observed / Not required

  • Forklift driver has current licence

  • Pre-op check done on reach

  • 2 Bay rule observed

Safety Engagement

Safety Engagement

  • Safety Engagement Details

  • Details / Comments

Perfomance

Performance

  • Skill in methods
    Below = unsure, fumbles, hesitations (loses time)
    Meet = steady, proficient, average (neither gains or loses time)
    Exceed = safe, confident, quick, smooth (gains time)

  • Skills in methods

  • Effort Characteristics:
    Below = slow, not best effort, slow motion
    Meet = steady, enthusiastic, average
    Exceed = fast, focused, sometimes too much

  • Effort Level

  • 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

  • Time Utilization

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 moment details

Employee ideas or suggestions

  • Has the employee got any ideas or suggestions for improvements to the site or the business

  • Please provide comments

  • Associate Signature:

  • Supervisor 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.