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. Receive assignment from Supervisor
-
2. Prepare trailer for unloading (complete safety checks - key, glad hand, trailer chock)
-
3. Open dock door and apply dock plate
-
4. Unload product to nearest staging area<br>
-
5. Check product condition
-
6. Check product temp (tail, middle, end)
-
7. Record product information (product code, production code, quantity)
-
8. Apply pallet tags in batches (if necessary)
-
9. When unloading is complete, retract dock plate and close door
-
10. Complete and turn in paperwork
-
11. Report directly to supervisor
-
Stop Time:
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 =
- 20
- 10
- 0
- -10
- -20
- -30
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: