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Skills Training and Tracking


Isn’t it tough as your company grows and you add Techs to know who is and isn’t qualified to do what?

I know it was tough for us. And I know it’s tough for people who call me for advice.

That’s why I recommend to them and now to you the use of the following forms to help you.

The first form is a Training Tracking Sheet which is used for every class or whenever you cover a task at length even if it’s in the field. You know the famous “On the Job Training.” Here’s a sample of this first form:

Training Class Tracking Sheet

 

NOTE: One of these forms is to be filled out for each training session attended or in the field task being trained.

 

 

DATE OF THE SESSION: ________________________________________________

SPECIFIC PROGRAM OR TASK BEING DEMONSTRATED:

 

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

 

 

 

NAME OF PERSON SUPERVISING THE SESSION:

 

______________________________________________________________________

 

WHAT THE PERSON BEING TRAINED HAS LEARNED:

 

______________________________________________________________________

 

 

NAME OF THE PERSON BEING TRAINED:

 

______________________________________________________________________

 

INITIALS OF PERSON BEING TRAINED:

 

______________________________________________________________________

What this form will do for you is catalog what Techs do and don’t know. This will allow you to coach or hold accountable a Tech on why they didn’t do a task the right way or by pulling out this sheet and refreshing their memory.

If a Tech has been trained and they demonstrate in front of you that they know how to do a task but don’t do it or do it right in the field, it’s no longer a training issue. It’s a discipline issue!

Question: How do you remember who you trained on what?

Answer:   Either put this form in their personnel file or in a training looseleaf binder so you have proof on what you trained them on.

Question:   What else should you do once you know who you trained and what you trained them on?

Answer:      Make sure the Dispatcher [also known as the DSR] knows which Tech is approved to do which tasks

Here’s what I used at my company and have been sharing with clients. It’s called a “Skills List per Tech for Use by the Dispatcher”. Long name…powerful form.

Skills List Per Tech for Use by the Dispatcher

 

Note:  Scale 0 to 5.  Zero is not qualified and a 5 is the most qualified

 

Tasks Al Rich Marty Irv 
Plumbing Service 
Sewer and Drain 
Plumbing Installation 
Water Filter Service 
Warm AirHeating
Hot Water Heating 
Steam Heating 
Domestic Hot Water 
Electric Hot Water 
Gas Piping 
Air Conditioning Service
Air Conditioning Installation

Today, really good dispatch software helps you do this automatically by either allowing you to release a Tech to do a certain task or not.

Get these powerful forms to work at your company and use all the technology you can to make it even better and watch your Techs abilities rise with accountability and enjoy their increased productivity as the Dispatcher is empowered to move the right person to the right job.

Al Levi teaches contractors how to run their businesses with less stress and more success through his book, seminars, webinars and his exclusive 1-to-1 consulting practice.

 Also check out Al’s latest business adventure as part of Zoom Franchise Company at www.zoomdrain.com/franchise-opportunity. It’s a living example of the power of manuals and more— in action.

More Ways to Become a 7-Power Contractor

The 7-Power Contractor book lays out 7 simple business powers to help you run your business with Less Stress and More Success. And now, it's available in paperback, ebook, and audiobook.

The Build Your Operating Manuals (BYOM) Program provides you with 90% done manual templates plus step-by-step instructions on how to edit them, roll them out, train with them.

Get Your Life Back: 7 Secrets of Super Effective Time Management will show you where you time is really going throughout the day so you can begin to get some of it back immediately.

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