Planned Task Observation Report

SPOT JOB OBSERVATION Date

Person Observed

Reason for Observation

Job Segments Observed

What was observed that deserved commendation or Constructive Correction

Action: Taken

Need For Follow Up

_____ Positive behavior reinforcement _____ Constructive coaching

____ Additional observation ____ Training ____ Other (specify) __________________________

Supervisor/observer ________________________________

TASK SELECTION Tasks under my supervision which ought to be observed

Reasons why this task should be observed

PLANNED TASK OBSERVATION REPORT 1. Name

2. Emp. #

3. Dept.

4. Stand Task Procedure#

5. Occupation

6. Time on Present Job

7. Date

9. Co. Service Date

10. Task Observed

11. Told in Advance YES [ ]

13. Reason for Observation: Process Change [ ] Transferred Employee [ ]

8.Type of Observation Initial [ ] or Follow up [ ]

NO [ ]

12. Is this Task designated Critical

New Employee [ ]

Training Follow up [ ]

Accident Follow up [ ]

Infrequent Task [ ]

YES [ ] NO [ ] Repetitive Task [ ] Other [ ]

TASK OBSERVATION 14. Could any of the practices, or conditions you observed result in property damage or personal injury? 16. Did the performance of the work comply with the Standard Task Procedure?

YES [ ]

NO []

YES [ ] NO []

15. Were the methods observed the most efficient?

YES [ ]

NO [ ]

17.Could anything observed have a negative effect upon the quality of the work?

YES [ ]

NO [ ]

18. Describe, clearly, any observations that deserve compliment or correction. (Use the reverse side, if necessary.)

19. Have this observation, applicable task procedures, and related recommendations and changes been reviewed by the employee? YES [ ] NO [ ] 20. Have you properly complimented or corrected the worker based on your observations?

YES [ ] NO []

21.Should a follow up observation be done on the: WORKER: YES [ ] NO [ ] TASK: YES [ ]

NO [ ]

22. Describe any task procedures, method, or equipment observed that Management should consider changing in the interest of Quality or Safety:

23. Supervisor/Observer – NAME:

EMP#:

TITLE:

24. Comments/Follow up:

2ND Line Supervisor

Safety

Dept. Head

COMPLETE OBSERVATION SCHEDULE GUIDE _____________________ __ department

_________________________ supervisor

INDIVIDUALS 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12)

CRITICAL JOB/TASKS A.

B.

C.

D.

E.

F.

G.

H.

I.

J.

K.

13)