Current Action
In-person
Day 1
Example Driver
Driver
Description
This is a basic action on Pivotal.
Key Points
- These points can be used for a conversation outline.
- They can also be used for coaching tips for the manager completing the action
- Let's discuss the following:
- What makes a good action report?
- How should positives and negatives be used?
- What happens when a survey is sent to the driver, and what should a manager do about it?
Coaching Tools
Provide clear notes summarizing the outcome of the conversation. These notes will be used as future reference by all of Example's managers.
Do you need to follow-up?
Only you can see your follow-up details, and a notification to follow-up will appear on your action dashboard.
Positives Expressed
Check any options you felt Example expressed positivity about.
Concerns Expressed
Check any options you felt Example expressed negativity about.
A follow-up survey will be sent to Example at driver@example.com when you complete this action. You should let Example that the survey needs to be completed. Feel free to coordinate positives and negatives.
Profile Information
Example Driver
driver@example.com
Phone
(555) 555-5555
Location
Nashville
Past Communications
Digital Message contact by
02/10/2022
Safety Manager
Description
Safety Performance
Notes
Very Happy. Was off some last week for the birth of his first son, two sisters welcomed him home. Only issues he can think of is equipment availability. Anytime a piece of equipment is down it effects the shift schedules and someone ends up missing a day of work. He appreciates the daily email to keep him aware of safety.
Positives Expressed
Communications
Concerns Expressed
Equipment
Feedback Positives
Benefits
Feedback Negatives
Equipment
Digital Message contact by
02/06/2022
Terminal Manager
Description
Health Check and Feedback
Notes
Discussed ESOP in detail, had a few pay questions, discussed dental cards, but he has the healthjoy app and is good. Also discussed opening up in Mobile at some point soon. Overall, seemed happy about pay, happy about the runs and good communication with dispatch.
Positives Expressed
Compensation, Communications, Work Schedule
Concerns Expressed
Compensation
Digital Message contact by
01/22/2022
Driver Manager
Description
Health Check
Notes
Only concern is not having extra tractor at Macon. When one of the trucks is down someone is out a days work. It happened to him one day last week. Everything is else is good and he is happy to be part of the TCW Team. Great performance.
Positives Expressed
Compensation, Safety
Concerns Expressed
Equipment
Digital Message contact by
01/10/2022
Terminal Manager
Description
Health Check
Notes
Spoke with Example Driver about his experience so far and he is pleased with everything he is doing. Routes and pay is what he was expecting. Said he is very happy working for us and I told him we are happy to have him on board.
Positives Expressed
Compensation, Work Schedule
Concerns Expressed
Equipment