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Improve picking work with an order picking checklist

This performance evaluation template for order picking can be used by logistics companies to evaluate and optimize the picking work of their employees.

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Improve picking work with an order picking checklist

Skill in Methods

Method Grades

Not Observed (NOB) = activity not observed Below (B) = somewhat clumsy, fumbles, hesitations (loses time) Meet (M) = steady, proficient, average (neither gains or loses time) Exceed (E) = safely reduces motion, quick, smooth (gains time)

Method Steps

1. Confirms assignment on the VMU without undue delay and fills out shipping label accurately.
2. Operator selects efficient picking order and start location.
3. Travels to empty pallet area to obtain correct platform type using a direct route.
4. Travels to selected pick location in most direct route possible.
5. Operator scans to verify location and pallet are correct before picking cases.
6. Parks lift next to pick location, aligns pallet with pick bay to reduce walking distance.
7. Places cases upright on customer pallet and minimizes walking around pallet for case placement.
8. Builds shippable ready pallet with one platform.
9. Selects all cases within two bays without moving equipment.
10. Enters in picked quantity on VMU and proceeds in direct route to next pick location.
11. if count back, operator accurately counts remaining quantity and enters in correct quantities.
12. If inventory issue exist, follow appropriate warehouse procedures to resolve.
13. Once complete, wraps pallet with 6 wraps and no more than 9, in a tight pattern from bottom of platform to top.
14. Scans shipping label and places label on top right corner of completed pallet.
15. Proceeds to designated staging area in direct route, depositing pallet in the correct lane requested on VMU.
16. Scans the correct stage location to complete the pick and proceeds to next assignment in an efficient manner.
Stop Time:
Delay Minutes (observed)

Safety Elements

Safety remarks required
Scoring Safety Elements Below (B) = does not comply and/or understand Meet (M) = understands and performs most of the time Exceed (E) = understands and performs all the time
1.
2.
3.

Performance Estimate

Performance Grades

Scoring Performance Estimate Below (B) = less than 0 Meet (M) = greater than 0 but less than +10 Exceed (E) = greater than +10
Skills in Methods
Method Characteristics: Below = somewhat clumsy, adds motion, fumbles, hesitation, errors Meet = follows methods, proficient, consistent, steady, average Exceed = precise and smooth, quick and sure, reduces motions, smart, perfection
Effort Level
Effort Characteristics: Below = slow, not best effort, slow motion Meet = steady, enthusiastic, average Exceed = fast, focused, sometimes too much
Time Utilization
Utilization Characteristics: Below = does not try to avoid delay, exceeds delay allowances, stops working to talk Meet = minimizes delay by following the methods, continues working while talking, sometimes successful at avoiding delay Exceed = eliminates delay by eliminating motion, always works - never talks, always successful at avoiding delay

Overall Performance Score

Performance Estimate =
Actual Performance from LMS

Coachable Moment

Review Coachable Behavior with associate

5-Step Coaching Model 1) Convey Positive Intent 2) Describe behavior and actions observed 3) State impact of desired coachable behavior(s) 4) Ask associate to respond 5) Focus discussion on solution
Was a Coachable Moment Observed:
Coachable category:
Coachable Behavior (Additional notes about employee's performance during this observation)
Follow-Up required:
Planned date for Follow-up:
Associate Signature:
Supervisor Signature:
Quality Audit by Managers
CMO Quality Feedback
Manager Signature:
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Boost Efficiency and Productivity with an Order-Picking Performance Evaluation Template


Performance evaluation is an important part of assessing the efficiency and effectiveness of order-picking operations. This template provides an easy-to-use method for evaluating the performance of order pickers in a warehouse environment.


The assessment template checklist begins by evaluating the order picker's overall performance, which includes their accuracy, speed, and safety. Accuracy is assessed by measuring how accurately the picker is able to locate and pick the correct items from the warehouse shelves. Speed is measured by the amount of time it takes a picker to complete a given task, and safety is evaluated by looking at the number of preventable accidents or errors.

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