About The Downloads                       

These documents have been referenced in the book, either in a figure, or in the “For Reflection” sections at the end of each chapter. They are provided in both Word and pdf format. The downloads from Becoming The Supervisor are for you to use as you wish. If you have questions, contact me . I’ll post answers to questions of wide interest in my blog.

The documents in these files are available under a Creative Commons Attribution license. You are free to use, copy, remix, transform, build upon and redistribute the documents in any medium or format. The only requirement is to note the original source on each document you use, for instance, by adding “By Hugh R. Alley” in small print somewhere on the slide, and incorporating the same Creative Commons Attribution License: Attribution 4.0 International (CC BY 4.0)

You are welcome to update each of the forms with your organization’s name.

Job Instruction

For most organizations, start with Job Instruction. It lets you establish standard work and stabilize production. The exception is organizations that have particularly difficult history between supervisors/managers and front line staff. They may need to start with Job Relations.

Job Instruction Card

This card is adapted from the Training Within Industry Service card for Job Instruction. The original source is in the public domain.

Notes

You can update the Word document with your organization’s name.Fold it over and laminate it to make it last.

Job Instruction Breakdown Sheet

This document is adapted from the Training Within Industry Service form. The original document is in the public domain

Notes

The Word document does not have automatically numbered rows. You will need to use shift-return to match the number of text lines in the Key Points and Reasons columns so the bullets stay aligned.

JI Training Matrix Template

This document is adapted from the Training Within Industry Service form. The original document is in the public domain.

Notes

The Excel file uses formulas and relies on the sheet labeled RangeData to function. It automatically adds up the number of individuals able to do a task on their own and the number who can instruct. It als04 2020 Job Relations Card Base 04 2020 Job Relations Card Baseo adds up how many skills each person has at those levels. To add columns or rows, copy and insert to preserve formatting and formulae.

Job Relations

Although Job Relations is primarily designed to help you work through leadership questions (how to deal with people who are not performing the way the company needs then to), at its core, it is a general problem solving method. Get the facts. Make sense of them. Come up with some alternatives to try. Assess them. Choose one to try. Try it out. Measure the results. Check whether you met your objective.

Job Relations Card

This is adapted from the Training Within Industry Service card for Job Relations. The original source is in the public domain. It lays out a four-step method to address situations where people are not performing the way the company needs them to.

Notes

You can update the Word document with your organization’s name.Fold it over and laminate it to make it last.

Job Relations Worksheet

This sheet allows you to work out your thinking about any problem you face. Set your Objective. Gather the Facts. Make sense of them. Consider your options. Evaluate them based on the impact on how they strengthen your supervisory relationship with the individual and the group as well as production. Figure out what help you need, if any. Take action. Decide what follow-up you need. You may not get the result you want the first time, but you’ll learn something from the try.

Notes

You can update the Word document with your organization’s name. If these involve specific individuals, remember to shred these once you’ve resolved the situation.

Job Methods

Job Methods is to be used in your area for the details of your workplace. Most of the changes that result can be implemented quickly. Focus on the details.

Job Methods Card

This is adapted from the Training Within Industry Service card for Job Methods. The original source is in the public domain. It lays out a four-step method to improve work processes

Notes

You can update the Word document with your organization’s name.Fold it over and laminate it to make it last.

Job Detail Breakdown Sheet

This sheet allows you to record detailed observations of a task. Record every tiny detail. Then talk to the operators and ask what they find difficult. Combine that with the steps from the Job Methods Card to make improvements

Notes

You can update the Word document with your organization’s name. You will often need several pages for one task. Use pencil and eraser: its easier to take to the workplace

Improvement Proposal Sheet

This simple form lets you pull together all the information your boss will need to approve your proposal. Situation. Possible improvements. How you will do it. How you will measure it. Costs. You may need to use your company’s official form, but this will have most of the information you need.

Notes

Don’t forget to give credit to everyone that helped you put this together. Handwriting is OK.

Techniques for Better Performance

These documents give you Job Instruction Breakdown Sheets for three specific tasks that will be helpful to any supervisor. Most people will need instruction and coaching to make the best use of them. However, these practices will make your work day easier, even if your execution isn’t perfect. If you don’t have someone to teach you, ask a colleague to observe you using them, and get their feedback.

Assign Work – Job Instruction Breakdown Sheet

This six-step process ensures that team members are clear about their task, have the knowledge of the special features of the work, and that you and the team member have a common understanding of how long it should take.

Notes

One of the most powerful tools in the supervisor’s tool box. It can reduce wasted time and rework.

Daily Meeting Agenda

This document provides a seven-point agenda for a start-of-shift meeting that will have everyone on the team aware of the day’s priorities. It provides the leader with advance notice of any issues that need attention.

Notes

When starting to use this, introduce it by stages. Start by asking for 1 win, then go through items 3, 4 and 6. As the group gets comfortable, you can add items.

Prepare Job Instruction Breakdown Sheets – A Guide

This five-step process will guide you as you prepare Job Instruction Breakdown Sheets. Keep the jobs/tasks small enough that they can be learned in one instruction session. Complex tasks may be subdivided into several smaller tasks.

Notes

This has 2 pages; look at both. Get the Important Steps  written first. Distinguish between Important Steps and Key Points by asking whether it describes how something should be done.

“The supervisory tools introduced in the book are practical and effective.”

Jason Waters – Manager, Western Canada Parts Distribution Centre, Toyota Canada

Blogs

I read everything these writers post.

The Lean Thinker – Mark Rosenthal

Squawk Point – James Lawther

LinkedIn Discussion Groups

These groups an be very helpful when you have a question. Lots of people willing to help here.

Production Supervisor – The Art of Production Management

Production Supervisor Group

Operations Managers “Alive”

TPS Principles and Practice

TWI-Training Within Industry

From My Bookshelf

Contact Us

    halley@firstlinetraining.ca

   Hugh @ BecomingTheSupervisor.com

   1 (604) 866-1502

Social

  @hughalley

linkedin.ca/in/hughalley

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Acknowledgement

We are honoured to be able to work and live on the unceded and traditional territories of the hən̓q̓əmin̓əm̓ (Musqueam) and Sḵwx̱wú7mesh (Squamish) speaking peoples.