TTZ (d) OCC Tools Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

SCORE - 10

• Is there a plan to implement the OCC Process?

  Yes

  No

  N/A

SCORE - 9

• Is there evidence of a plan to implement the OCC process?

  Yes

  No

  N/A

DOES THE PLAN INCLUDE:

• SMART objectives: i..e. Specific, Measurable, Achievable, Relevant, Time Bound

  Yes

  No

  N/A

• Identification of senior member of the management team to become OCC Champion?

  Yes

  No

  N/A

• Identification of the trainer from the approved list?

  Yes

  No

  N/A

• Identification of the co-coordinator?

  Yes

  No

  N/A

• Date for the trainer to be trained using standard material from OCC website?

  Yes

  No

  N/A

• Rules to apply to your business employee to facilitator ratio?

  Yes

  No

  N/A

• Implementation of a process to keep facilitator lists up to date on the UGC Intranet

  Yes

  No

  N/A

• Implementation of a process to keep employee lists up to date on the UGC Intranet<br>

  Yes

  No

  N/A

• Does the plan include training all permanent employees in OCC / CPS

  Yes

  No

  N/A

• 100% partipation

  Yes

  No

  N/A

• All OCC circles will be facilitated by a trained facilitator

  Yes

  No

  N/A

• Does the plan include OCC facilitator training?

  Yes

  No

  N/A

SCORE - 8

• Is there evidence that the trainer completed their training

  Yes

  No

  N/A

• Has the required number of facilitators been identified? <br><br>(not necessarily 100% of business requirement)

  Yes

  No

  N/A

• Is the BU champion in place<br><br>(question champions understanding of plan)

  Yes

  No

  N/A

SCORE - 7

• Is there evidence that training has been completed to plan <br><br>(OCC / CPS & Facilitator training)

  Yes

  No

  N/A

• Is there a process to allocate facilitators to OCC's in place?

  Yes

  No

  N/A

• Is there evidence that OCC's are completed on the UGC intranet? <br><br>(evidence)

  Yes

  No

  N/A

• Is the monthly Metric U submitted to the Group in the agreed standard

  Yes

  No

  N/A

SCORE - 6

• Are all trained facilitator on the UGC facilitators list

  Yes

  No

  N/A

• Is there a process in place to update starters and leavers in the business on the OCC database<br><br>(demonstrate evidence of recent starter & leaver on OCC Report)

  Yes

  No

  N/A

• Are you on target to achieve 25% participation as demonstrated on OCC report?

  Yes

  No

  N/A

• Can you demonstrate that 25% of OCCs target Business Performance Improvements<br><br>(comm cell KPIs / WPA / MDI suite)

  Yes

  No

  N/A

SCORE - 5

• Are you on target to achieve 50% participation as demonstrated on OCC Report

  Yes

  No

  N/A

• Can a facilitator demonstrate knowledge of a closed OCC?<br><br>(pick a random OCC on the database)

  Yes

  No

  N/A

SCORE - 4

• Are 25% of permanent employees trained in OCC / CPS?<br><br>(review competency matrix)

  Yes

  No

  N/A

• Are you on target to achieve 75% participation as demonstrated on OCC Report

  Yes

  No

  N/A

• Can a facilitator demonstrate knowledge of a closed OCC?<br><br>(pick a random OCC on the database)

  Yes

  No

  N/A

SCORE - 3

• Are 50% of permanent employees trained in OCC / CPS? <br><br>(review competency matrix)

  Yes

  No

  N/A

• Are you on target to achieve 100% participation as demonstrated on the OCC Report

  Yes

  No

  N/A

• Can a facilitator demonstrate knowledge of a closed OCC?<br><br>(pick a random OCC on the database)

  Yes

  No

  N/A

SCORE - 2

• Are 75% of permanent employees trained in OCC / CPS

  Yes

  No

  N/A

• Can you demonstrate that 50% of OCCs target Business Performance improvemeents

  Yes

  No

  N/A

• Can the OCC champion demonstrate knowledge transfer of an OCC within own BU

  Yes

  No

  N/A

• Can the OCC Champion demonstrate stakeholder involvement in an OCC

  Yes

  No

  N/A

SCORE - 1

• Are 100% of permanent employees trained in OCC / CPS

  Yes

  No

  N/A

• Can you demonstrate that 75% of OCCs target business performance improvements<br>

  Yes

  No

  N/A

• Can the OCC champion demonstrate knowledge transfer of an OCC across UGC

  Yes

  No

  N/A

• Can the OCC champion demonstrate knowledge transfer of an OCC to a stakeholder

  Yes

  No

  N/A

• Achieved Group Guidelines for Level 4 Competency in CPS<br><br>(based on group guidelines and G2G plan)

  Yes

  No

  N/A

• Achieved Group Guidelines for Level 5 Competency in CPS

  Yes

  No

  N/A

SCORE - 0

• Exceeded Group Guidelines for Level 4 & 5 Competency in CPS

  Yes

  No

  N/A

• Awarded best example of OCC process in Unipart

  Yes

  No

  N/A