In this step, you don’t decide which employee takes that task on, you simply decide which job profile should be doing this or which word will categorize some tasks that should be done by the same person. This also helps you determine what you need to hire and what profile you should be looking for. In our example, we’ll simply use the employee’s job titles (bagger, cashier, clerk, butcher).
- Customer Experience
- Customer walks in
- i. Bagger: Clean entrance
- Customer picks up a cart
- i. Bagger: Gather carts from parking lot
- Customer walks through the aisles and picks from their grocery list
- i. Clerk: Stock shelves
- ii. Clerk: Service customer on item locations
- Customer stops at the butcher’s to ask for some sliced ham
- i. Butcher: Service customer at butcher
- ii. Butcher: Clean slicer and other bench tools
- Customer goes to the cash register and pays
- i. Cashier: Service customer at register
- ii. Bagger: Bag the items
- Customer takes bags and leaves
- i. Bagger: Pick up carts around the exit
- Customer walks in
- Other Events
- Open/Close store
- i. Cashier: Open and close register
- ii. Butcher: Prepare/store meat
- Perform inventory
- i. Butcher: Go through meat inventory
- ii. Clerk: Go through shelves inventory
- Receive delivery trucks
- i. Clerk: Empty truck
- ii. Clerk: Store goods in storage room
- Stock shelves
- i. Clerk: Stock shelves
- Open/Close store
If we gather them back in a different view by workload, we get this list:
Cashier:
1.e.i. Service customer at register
2.a.i. Open and close register
Bagger:
1.a.i. Clean entrance
1.b.i. Gather carts from parking lot
1.e.ii. Bag the items
1.f.i. Pick up carts around the exit
Clerk:
1.c.i. Stock shelves
1.c.ii. Service customer on item locations
2.b.ii. Go through shelves inventory
2.c.i. Empty truck
2.c.ii. Store goods in storage room
2.d.i. Stock shelves
Butcher:
1.d.i. Service customer at butcher
1.d.ii. Clean slicer and other bench tools
2.a.ii. Prepare/store meat
2.b.i. Go through meat inventory
You notice that the clerk seems to have the longest list. He also has a redundant task (stock shelves is listed twice). This is simply because of the way we approached the list of things to do. It is normal to find things redundant at some point and question and skin this list at any time in the process. Remember: change is the only constant.
As you can see, you can quickly identify basic tasks and activities and categorize them into a workload that makes sense. These categories are the identification of your workload. They are what will be assigned to the employees and therefore represent your translation between the business and the schedule.