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

  • Check what driver is here to collect - If driver is unsure ask them to find out from their dispatcher.

  • Prepare truck for loading - Checking truck is chocked & dock plate in place. This may already be done if back loading

  • Bring out stock that is required and check it matches paperwork driver has - work out any issues with counts ect

  • Verify product condition - Checking Damages, Temp & Any other customer requirements

  • Load required stock onto truck - checking with driver on any loading requirements

  • Finish loading truck obtaining all signed paper work for returning to office - ensure it has all been signed

  • Paperwork to office for processing

  • Stop Time:

Safety Elements

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

  • Safe use of MHE - Seatbelt, Use of horn, Slow in blind spots

  • Ensure driver location is known when loading / unloading

  • Other staff / drivers not around loading dock or in truck when loading / unloading

  • Parks MHE in a safe way when finished - Forks lowered, Not blocking doors / other docks

Safety Engagement

Safety Engagement

  • Safety Engagement Details

  • Details / Comments



  • 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:

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