Hey all. Drew up a check list of all On job responsibilities this morning to have my employee follow. Designed these tasks to be followed by a two man crew with me (lead tech) and him (helper) thought I’d share here if anyone wants to use them or has any critiques.
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This is good stuff - anyone with employees really should have something like this in my opinion. i think the only real difference with mine, that i saw, is I have my lead guy do the taping off as he’s more meticulous. Either way, great stuff.
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In general I would say this is a good idea. But as someone who went to school for this and also worked in a training and development area for awhile, these can be tricky.
THis is an example of what I am saying, and most people on here will say I am nit picking.
"1. Allow buffer to full to sufficient level before proceeding
CHECK BUFFER TANK PERIODICALLY"
What is a sufficient level? What constitutes periodically?
My recommendation is to have a mark on the tank where you want it filled to and write minimum fill line and put it in your guide/task list/checklist. I would change the language from periodically to every X minutes. I could go on and on through your guide, but you would be annoyed and I really rather go outside since it is unseasonably warm today.
Why do I say this? Say johnny schleprock comes to work for you, nice enough fella, timely, hard worker, but about a 40 watt lightbulb. He winds up destroying the pump on your trailer, doesn’t get the job done because he burnt the pump up, and left chemicals on someone’s house or driveway…customer upset. You fire him. His friend tells him to go to court. He wins because he thought the tank was filled “sufficiently” with 2" of water, or his version of periodically is every 25 minutes. Written wins over verbal. You pay his unemployment and lost wages, and go buy yourself a new pump, plus you have to go finish the job and fix any damages.
You may be able to find a consultant in your area if your so inclined, but most people on this forum wouldn’t bother. Just one guys educated opinion and worth everything you paid for it.
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Yeah! He’s already trained to know these things like buffer level and some of the non specifics as he’s been working with me for a month or so now. These are responsibilities so we can become Uber efficient and what he can do instead of standing around. But you are right if I put that paper in front of a new employee it would not be clear… I’ll change it
I would caution you on one thing with checklists, if it isn’t on there someday you will hear “I followed the checklist”. You will be to blame. Common sense isn’t common. Once again I am not busting your chops, it is just my experience and the experiences of tons of consultants, classmates, and coworkers. A really good consultant would charge you an arm and a leg, but you may be able to find a training and development grad student who would work on it for minimum costs.
Two more things you may want to flesh out so to speak. You never mentioned starting the PW up, especially after the buffer has water in it. If it isn’t on the checklist it isn’t being done right. I won’t bore you with technical writing, but it takes pages and pages to write out how to make a PB&J sandwich in that lingo. I would sum it up to getting started. Run fill hose to homeowner’s bib, turn on, inspect to make sure it isn’t leaking and is putting water in tank. Go to PW, pull choke, put throttle on (wherever you want it), turn key, once engine is going turn choke off (increase throttle if desired), then on to next task. You already have a habit, just write it down. Don’t assume because someone saw you do it they will do it too. It’s your equipment and money, to them it is generally just a job (not everyone is this way but many are). If you really want to get anal about it, number the steps and number your equipment or color code it. Simple is better.
Yeah I’ll def go ahead and do that. Not sure I need to go as in depth as you mention but I could add a little more. He is already trained in water levels, how to start and stop machine etc and I will be on the truck for the foreseeable future to direct everything… list is for What he should be doing, not how he should be doing it for the most part
Looks good, I don’t know if all crms do this but In The Customer Factor you can build check lists to have your employees check off for each individual service. Its a great feature I’m starting to build my check lists out now. Job Check lists arent for training so it shouldn’t need to be that detailed. Just the basics and a few things to double check that I know employees often miss
