Template

Site Performance Review Checklist

by All West Communications, from the Community

10+

Evaluate field technician performance across customer interaction, installation, troubleshooting, and maintenance. This site performance review checklist covers greeting and rapport, confirming customer needs, and identifying upsell opportunities. Verify install sign off, tool readiness, and thorough ticket notes. For trouble calls, ensure efficient outage restoration and accurate readings. Include use of cable locator, adherence to tap audit procedures, time tracking, and space for skills demonstrated and improvements.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

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.

Template
Site Performance Review
This telecommunications site performance review template helps supervisors assess technician performance during field visits. Sections cover employee identification, customer greeting and professionalism, confirming customer needs, and upsell attempts. It includes install service order checks, customer walkthroughs of completed or pending work, equipment and tools readiness, and accurate time and note entry. For trouble calls, it guides efficient outage restoration, proper methods, and uploading readings. Space is provided for notes, strengths demonstrated, and areas for improvement to support consistent, quality service.
by Bryce Gardner, from the Community
Downloads: 0
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Template
Ground Technician
This Ground Technician checklist helps supervisors observe and assess field technicians on site. Record audit details, supervisor and location, weather, and whether energized work is involved. Evaluate overall job performance and specific climbing skills, capture the length of observation, and add comments and photos. Use it to verify safe work practices, documentation, and handover. Ideal for utility and field service teams standardizing technician assessments and improving safety and compliance.
by Leilani Todd, from the Community
Downloads: 0
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Template
Technician Performance Assessment Template
This Technician Performance and Technical Assessment template helps managers evaluate field installers across non-technical behavior, administrative discipline, and technical execution. Review punctuality, attitude, teamwork, communication, jobsite cleanliness, tool readiness, and ability to follow drawings. Assess core technical skills such as cable pulling, equipment mounting, wall work, terminations, rack building, and adherence to industry standards. Capture strengths, gaps, and actionable feedback to guide training and performance improvement.
by Eric Lind, from the Community
Downloads: 10+
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Template
Operational Excellence Audit - Factory Services
This document serves as a comprehensive audit checklist for evaluating appliance service technicians' performance across multiple critical areas. It covers Environmental Health and Safety (EHS) protocols, including driving safety, personal protective equipment usage, and lockout/tagout procedures. The checklist also evaluates customer service quality, productivity metrics through tool utilization, and sales growth opportunities. Key focus areas include accident prevention, particularly regarding back and knee injuries, proper use of safety equipment, and adherence to technical procedures. The audit tool helps identify areas of excellence and improvement while ensuring compliance with safety standards and service quality benchmarks. It includes specific sections on driving safety, tool handling, customer interaction, and upselling opportunities, making it an essential resource for maintaining service quality and technician safety standards.
by Kurt Salter, from the Community
Downloads: 40+
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Site Performance Review

This telecommunications site performance review template helps supervisors assess technician performance during field visits. Sections cover employee identification, customer greeting and professionalism, confirming customer needs, and upsell attempts. It includes install service order checks, customer walkthroughs of completed or pending work, equipment and tools readiness, and accurate time and note entry. For trouble calls, it guides efficient outage restoration, proper methods, and uploading readings. Space is provided for notes, strengths demonstrated, and areas for improvement to support consistent, quality service.

by Bryce Gardner, from the Community

Get

Template

Ground Technician

This Ground Technician checklist helps supervisors observe and assess field technicians on site. Record audit details, supervisor and location, weather, and whether energized work is involved. Evaluate overall job performance and specific climbing skills, capture the length of observation, and add comments and photos. Use it to verify safe work practices, documentation, and handover. Ideal for utility and field service teams standardizing technician assessments and improving safety and compliance.

by Leilani Todd, from the Community

Get

Template

Technician Performance Assessment Template

This Technician Performance and Technical Assessment template helps managers evaluate field installers across non-technical behavior, administrative discipline, and technical execution. Review punctuality, attitude, teamwork, communication, jobsite cleanliness, tool readiness, and ability to follow drawings. Assess core technical skills such as cable pulling, equipment mounting, wall work, terminations, rack building, and adherence to industry standards. Capture strengths, gaps, and actionable feedback to guide training and performance improvement.

by Eric Lind, from the Community

10+

Get

Template

Operational Excellence Audit - Factory Services

This document serves as a comprehensive audit checklist for evaluating appliance service technicians' performance across multiple critical areas. It covers Environmental Health and Safety (EHS) protocols, including driving safety, personal protective equipment usage, and lockout/tagout procedures. The checklist also evaluates customer service quality, productivity metrics through tool utilization, and sales growth opportunities. Key focus areas include accident prevention, particularly regarding back and knee injuries, proper use of safety equipment, and adherence to technical procedures. The audit tool helps identify areas of excellence and improvement while ensuring compliance with safety standards and service quality benchmarks. It includes specific sections on driving safety, tool handling, customer interaction, and upselling opportunities, making it an essential resource for maintaining service quality and technician safety standards.

by Kurt Salter, from the Community

40+

Get

Site Performance Review Checklist

About author

You might also like

Site Performance Review

Ground Technician

Technician Performance Assessment Template

Operational Excellence Audit - Factory Services

You might also like

Site Performance Review

Ground Technician

Technician Performance Assessment Template

Operational Excellence Audit - Factory Services