This S01 Relative Performance template helps team managers review and improve field engineer performance. It outlines objectives and expected standards across key metrics including completions, SM3 compliance, 7-day revisits, NPS, and ACE sales. The checklist prompts weekly data entry, defines daily and weekly targets, and details best service practices, escalation steps, and support resources. It includes sections for additional support, engineer and manager comments, and sign-off to confirm understanding and accountability.
With SafetyCulture you can
Digitize team workflows
Turn your workflows into digital templates or checklists so your team can conduct inspections efficiently and access them from any device.
Reduce manual errors
Help your team complete tasks more accurately with digital templates that minimize errors from manual processes.
Create and share inspection reports
Generate inspection reports and share them with your team and stakeholders to keep everyone informed.
About author
This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.