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. Starts assignment on the voice system without undue delay and speaks clearly to reduce repetition of commands.

2. Travels to pallet area to obtain pallet using the most direct route.

3. Request assignment at printer and is present when labels print to ensure he has the correct ones.

4. Travels to selected pick location in most direct route possible.

5. Parks lift next to pick location, aligns pallet with pick bay to reduce walking distance.

6. Reads voice check digit to confirm the correct pick location during dismount and walking to pick slot.

7. Selects and confirms correct amount of cases in smooth and continuous motion.

8. Operator places cases on pallet without multiple touches or movements, cases are inside pallet and interlock other cartons.

9. Places destination label on the bottom front corner of pallet in progress.

10. Place cases upright on pallet and minimise walking around pallet to place cases.

11. Selects all cases within two bays without moving equipment.

12. Walks jack to next slot if travelling less than 4 bays, rides if travelling more.

13. If inventory issue exist, follow appropriate warehouse procedures to resolve.

14. Wraps pallet with 6 wraps and no more than 9, in a tight pattern from bottom of pallet to top.

15. Places destination label on top right corner of completed pallet.

16. Proceeds to designated staging area in direct route, depositing pallet in the correct lane requested on Destination label.

17. Proceeds to next assignment in an efficient manner.

Stop Time:
Delay Minutes (observed)
Safety Elements

Scoring Safety Elements
Below(B) = does not comply and/or understand
Meet(M) = understands and performs most of the time
Exceed(E) = understands and performs all the time

1. Associate is wearing appropriate PPE

2. Associate completed a MHE pre-start checklist.

3. Associate follows the site traffic management procedures e.g. correct direction in aisle, keeps to one side aisle.

4. Associate uses horn at corners and doorways or when near other associates or pedestrians.

5. Associate gives way to pedestrians and other MHE operators.

6. Associate retrieves cases from 'B' level with a pick hook if necessary, in a safe manner.

7. Associate uses correct manual handling techniques e.g. straight back, bent knees.

Was the Safety Engagement a Positive Reinforcement or a Behavioural Correction?

Safety Behaviour discussed (include discussion notes)

Performance Estimate

Procedures Elements

Scoring Procedures Elements
Below (B) = less than 0 Meet (M) = greater than 0 but less than +10 Exceed (E) = greater than +10

1. Associate only closes out the task after he physically completed the task.

2. Associate has 'signed out' voice equipment in the appropriate register.

3. Associate follows the sites break/rest regime and uses the correct break codes.

4. Trash receptacle and pick hook mounted on pallet mover and are used appropriately.

5. Associate can explain what to do in the event of an incident.

6. Associate follows battery change procedures correctly.

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:

Do you have any suggestions or ideas that could help improve our business

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.