Cozzini AM Local Evaluation Form Click here to download the clear version for printing Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. – Step 1 of 2For any required fields in this evaluation that are not relevant to you, please enter “N/A”. Date of Evaluation *Evaluator Name *Evaluator Email *Driver Name *Driver Email *PRE SCREEN Accidents/Tickets (Prior 12 Months)Accidents/Tickets (Prior 12 Months)Current Revenue Conversion % Average Score Last 4 Ride WithsCurrent Fill Rate %Most recent completed contest salesCurrent Churn Rate %LYTX Documented Coaching Current Stops Per HoursFirst Impression 1. Proper Cozzini uniform? (clean uniform, 100% Cozzini) *Score *–012. Neat, clean appearance? (shaved, neat hair) *Score *–013. Positive attitude? *Score *–01.54. Enthusiastic about the job? *Score *–025. Prepared for the day? *Score *–016. On time for Pro driver evaluation? *Score *–00.57. Understands and follow proper clock in/out procedure? *Score *–01First Impression General Notes *First Impression Total ScoreCommunication 1. Check emails at least every 3 hours when safe? *Score *–012. Respond to emails upon completion of tasks? *Score *–013. Email response easily understandable with facts? *Score *–014. Respond to texts/calls in a timely manner? *Score *–025. Greets and introduces self when calling accounts? *Score *–016. Elevates issues to AM? *Score *–017. Completes all Paylocity tasks by deadline? *Score *–01Communication General Notes *Communication Total ScoreCore Values Understand and can explain Cozzini’s Core Values (“The House”)? 1. Trust *Score *–012. Integrity *Score *–013. Teamwork *Score *–014. Continuous Improvement *Score *–015. Safety *Score *–016. Service *Score *–01Core Value General Notes *Core Values Total ScoreDriver / Customer Interaction 1. Can explain what is meant by professional driver? *Score *–022. Is prepared with all items/invoice going into accounts? *Score *–013. Can explain the first delivery process? *Score *–024. Greets customers? Announces arrival? *Score *–015. Addresses manager/chef/person in charge by name? *Score *–016. Can explain end of service process? *Score *–017. Asks customer if they can do anything else? *Score *–028. Thanks customer? *Score *–029. Can explain "twitch" program? *Score *–0110. Can site specific occurrences of utilizing "twitch"? *Score *–0211. What is meant by being the helpful expert? *Score *–0112. Discuss company changes, initiatives, or sales contests? *With the chef/manager? Score *–0113. Explain upselling and provide examples? *Score *–0114. Demonstrated customer relationships? *Score *–0115. Can explain the L.A.S.T. procedure. *Score *–0116. Can explain the importance of customer relationships. *Score *–01Driver / Customer Interaction General Notes *Driver / Customer Total ScoreVehicle 1. Vehicle clean/organized? (Inside/out) *Score *–012. All needed tools/equipment? *Score *–013. No loose/excess products? *Score *–014. Driver boxes maintained? *Score *–015. Demo SSCO? *Score *–00.56. Vehicle maintenance done regularly? (next due per sticker) *Score *–017. Cutting board order forms/business cards/accident forms? *Score *–018. Sales flyers/driver info sheets available? *Score *–019. Vehicle damage/safety issues reported? *Score *–0110. Phone holder and blue tooth connected? *Score *–01Vehicle General Notes *Vehicle Total ScoreSafety / Organization 1. Safety check on BR done properly? *Score *–012. Can explain/teach current month's safety topic? *Score *–013. Understand the reasons for PPE? *Score *–014. Orders PPE from AM as needed? *Score *–015. Wears/utilizies all required PPE? *Score *–016. Understand the reasons for Lytx? *Score *–017. Understand camera audible warnings? *Score *–018. Is attentive to Lytx coaching? *Score *–019. Adheres to Cozzini regulations and road rules? *Score *–0110. Vehicle correctly loaded including programs/sale items? *Score *–0111. Understand parking tips? *Score *–0112. Understand procedures in case of accident/incident? *Score *–01Safety / Organization General Notes *Safety / Organization Total Score Follow Score Standard Operating Procedures 1. Understand proper account start/stop procedures? *Score *–012. Switch knives accurately? Looks for issues? *Score *–013. Switch knives in a safe and expedient manner? *Score *–014. Finds all the knives or reports missing knives to management? *Score *–025. Use kitchen courtesy when moving about the kitchen? *Score *–016. Interact with various members of kitchens staff? *Score *–017. Rinse/wash knives with heavy debris? *Score *–018. Change programs correctly/safely? *Score *–019. Collect from customers per guidelines? *Score *–0110. Understand/explain the collections level process? *Score *–0111. All COD deposited weekly? *Score *–0112. Utilize the ATM deposit process? *Score *–0113. Report any money discrepancies with explanation? *Score *–01Standard Operating Procedures General Notes *Standard Operating Procedures Total ScoreHandheld 1. Report routing issues via survey? *Score *–012. Understand the importance of following routing? *Score *–013. Look for ways to increase SPH and report to AM? *Score *–014. Understand blade runner account color coding? *Score *–015. Understand Blade Runner procedures for: 5.1. Collecting cash/checks and collections levels *Score *–015.2. Updating open/close times – days open – Geocoding *Score *–015.3. Changing inventory – one-time concerns *Score *–015.4. Adding programs/incoming orders *Score *–015.5. Using correct/complete surveys *Score *–015.6. Skip stops – assigning a redelivery day *Score *–016. Can explain the use of different surveys? *Score *–017. Understands the importance of and utilizes QA surveys? *Score *–018. Follow up with customer after a QA? *Score *–02Handheld General Notes *Handheld Total ScoreEnd Of Day 1. Unload efficiently? *Score *–00.52. Follow KIMS procedures for: *Score *–012.1. Requesting new boxes *Score *–012.2. Banding/turning unused boxes *Score *–012.3. Return unused programs *Score *–013. Leaves shop/shed area clean and organized? *Score *–014. Report issues to AM? *Score *–015. Locks shop/shed and double checks? *Score *–01End Of Day General Notes *End of Day Total ScoreNotes *Total Score *Test ScoreCustomer Survey ResultsPassed local ride along *YesNoArea ManagerSignature Clear Signature EvaluatorSignature Clear Signature Date of Evaluation *NextUpdating preview…This is a preview of your submission. It has not been submitted yet! Please take a moment to verify your information. You can also go back to make changes.PreviousSend Results
