Key Results Area_Customer Service Team Leader

Key Results Area – Delivery of Quotes to Customers and Orders to Shop

Employee Name: Troy Jantz

Group Leader: Tim Good

Effective Date: July 1, 2016

Hours:  Mon – Friday 7am – 5pm

Key Results, Tasks:

Generate Quotes to Customers & Orders for Production
1.     Monitor Lead Indicators

A.     Quotes
B.     Orders
C.    Other? (Monitor product lines?  Monitor Key Customers?)

2.     Lead Team to deliver Weekly/ Monthly Objectives

A.     3- Man Team 2 million in quotes per month
B.     3- Man Team – $340,000 of orders per month
C.    1 – Day Turn around Time on Quotes

3.     Keep up Dept Binder of SOP’s
4.     Review and report 1 SOP review per week to Group Leader @ TL Meeting
5.     Do 5-why’s as needed
6.     Arrange people as needed to hit weekly goal
7.     Work w/ other TL’s when needing more help
8.     Lead out in Min 1- 5-S time per week
9.     Alert Group Leader when Quote Turn around Time goes past 2 days

Expectations

Down the road….Most of a team-leader’s time is invested in three activities:

11.   Leading daily problem-solving & supporting production.
12.   Leading continuous improvement.

Qualifications

1.     Takes initiative to self-develop.
2.     Is an example of the Culture?
3.     Energy, (1st in,
4.     Is a student and example of the Lean Production?
5.     Knows enough about every job on the team.
6.     Able to lead team problem-solving and continuous improvement.
7.     Able to teach & mentor.

Other responsibilities

1.     Keeps data and update visual controls, charts, and graphs.
2.     Listen to See that Team members are, productive, and safe.
3.      Consults with Group Leader to solve personnel or other issues.
4.     Focuses training, problem-solving, and improvement activities on areas that align with company goals.
5.     Substitutes for absent workers if other substitutes are unavailable.
6.     Daily 1on1 w/ Group Leader (as needed)

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Troy Jantz                                                                                                                                              Date

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Group Leader – Tim Good                                                                                                                   Date

Team Structure