Information

  • Engineer's Name

  • Conducted on

  • Prepared by

  • Location

CURRENT PERFORMANCE LEVEL

  • RFT Score (target 95%)

  • Revisit % (target 30 day <1% and 90 day <4%)

  • Completion % (target >96%)

SELF ASSESSMENT

  • THINK ABOUT ALL ASPECTS OF YOUR ROLE AND IN YOUR OWN OPINION RATE YOURSELF IN THE FOLLOWING AREAS:

  • Team Work

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Health and Safety

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Quality of Workmanship

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Communication with Customers

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Customer Interaction

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Demonstration of STB and On Demand

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Demonstration and Activation of MySky, Sky Go and other Apps

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Overall Level of Customer Service

  • WHAT IS THE ONE KEY THING YOU DO TO PROVIDE GREAT CUSTOMER SERVICE?

  • Revisits/SEG30's

  • What are your strengths in this area?

  • Where do you think you could improve?

  • Reading and Responding to Email Messages

  • Chatter

  • Google Drive

  • Comments:

  • Van cleanliness

  • What are your strengths in this area?

  • Where do you think you could improve?

  • All Aspects of DriveSafe

  • What are your strengths in this area?

  • Where do you think you could improve?

  • MFT Usage

  • What are your strengths in this area?

  • Where do you think you could improve?

  • -

  • WHICH AREAS WOULD YOU LIKE TO FOCUS ON?

  • What can you do to improve Revisits?

  • What can you do to improve Completions?

  • Please add as many pictures as necessary to develop a coaching plan

GOING FORWARD...

  • What is the improvement going to be?

  • How will performance be measured? Example: NPS Data, Cust Feedback, DriveSafe Report, HomeSafe Observations...

  • What will you do to support this coaching plan?

ENGINEER COMMITMENT

  • Has this improvement plan been agreed?

  • Do you fully understand what you need to do to improve your performance?

  • HOW COMMITTED ARE YOU TO ACHIEVING THIS GOAL?

  • HOW SATISFIED WILL YOU BE WHEN YOU ACHIEVE YOUR GOAL?

  • Engineer

  • Coach

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.