CMO Stocking IB Truck (OR) - 02

Personnel Section

• Associate Name:

• ID Number:

• Employee Status:

  Full Time

  New Hire

  Temp

• Prepared by

• Observation Date / Start Time:

  Date

Reason for Observation

• New Employee

• New Job Assignment

• Job Performance Review

• Other (Describe)

• Other reason for observation

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. Receive assignment from Supervisor

  B

  M

  E

  NOB

• 2. Travel to staging location in most direct route

  B

  M

  E

  NOB

• 3. Verify product, count, production code

  B

  M

  E

  NOB

• 4. Apply pallet tags in batches (if necessary)<br>

  B

  M

  E

  NOB

• 5. Verifies pallet is in good condition for storage

  B

  M

  E

  NOB

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

  B

  M

  E

  NOB

• 7. Confirms location is correct

  B

  M

  E

  NOB

• 8. Raises forks to needed height without undue hesitation

  B

  M

  E

  NOB

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

  B

  M

  E

  NOB

• 10. Lowers forks to travel height without without undue delay

  B

  M

  E

  NOB

• 11. Clean up work area

  B

  M

  E

  NOB

• 12. Proceeds to next assignment as directed in an efficient manner

  B

  M

  E

  NOB

• Stop Time:

  Date

• 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.

  Safe

  Unsafe

  Not Applicable

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

  Safe

  Unsafe

  Not Applicable

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

  Safe

  Unsafe

  Not Applicable

• 4. Demonstrated proper lifting techniques.

  Safe

  Unsafe

  Not Applicable

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

  Safe

  Unsafe

  Not Applicable

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

  Below

  Meet

  Exceed

• 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

  Below

  Meet

  Exceed

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

• Time Utilization

  Below

  Meet

  Exceed

• 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 =

  Select 20 10 0 -10 -20 -30

  • 20
  • 10
  • 0
  • -10
  • -20
  • -30

• Actual Performance from LMS

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:

  Yes

  No

• Coachable category:

  Method

  Effort

  Time Utlization

• Coachable Behavior (Additional notes about employee's performance during this observation)

• Follow-Up required:

  Off

  On

• Planned date for Follow-up:

  Date

• Associate Signature:

  Sign

• Supervisor Signature:

  Sign

• Quality Audit by Managers

  Off

  On

• CMO Quality Feedback

• Manager Signature:

  Sign