Checklist for a Crew Leader:
When it comes to a check list for any position, one must consider the desired results of the position. In this case it includes people management, equipment use and care, customer service, paper work and safety issues. The following is a list of activities that you might want the Crew Leader to check on a daily basis.
Check Truck and Trailer before leaving the yard for safety.
Check fuel levels in cans and equipment.
Check on route for the day with Account Manager or Supervisor
Meet with crew members before leaving the yard for update on the day’s activities
Select quickest route to first job site.
In truck to first job site, assign tasks to crew members when arriving on job site.
Check in with customer at each job site, ask about any special requests.
Walk site and look for issues that need to be addressed.
Check on crew members to insure work and performance quality.
Walk site at end of each job to insure quality.
Complete paper work for this job site, including time and specials notes.
Check that all equipment is loaded and secure on the truck and trailer.
Travel to next site and start the process over.
At the end of each day turn in daily time sheets.
Fuel equipment and truck for next day.
Weekly safety meeting conducted by the crew leader.
This list should contain all the steps that you want your crew leader to take each day to insure that the customer is satisfied, the crew safety is assured and the crew is being as productive as possible. You may have items that you want to add to this list, which is great, but keep in mind that the idea of the checklist is to be simple and something that is fuseful to you and the crew leaders. It may also be the crew leader’s responsibility to judge performance by crew members and report this information to the supervisor. Do this as part of a separate job function. The employee management is an ongoing task and will require some special training that you can provide outside the check list.
As part of the ongoing training for crew leaders, it is important to review this checklist and update it with any additional suggestions that crew leaders may have. Allowing the crew leaders to have input to this checklist will only help to improve the process. You want them to take ownership of this process and tell you what they believe is important. I might suggest building the checklist as a team, allowing their perspective to the list may be very helpful.