KSC-profile of a logistics manager Country: Italy Partner: Veneto Productivity Centre (CPV) Sector: Retail Occupation: Logistics manager Version: draft x Wholesale x definitive x validated Description of Occupation: Logistics Manager Tasks The logistics manager (LM) coordinates the work of a team of logistics assistants, with or without the help of shift managers. LM’s regular tasks include the coordination of logistics assistants’ work, receiving orders and overseeing shipments, managing all relative documentation and resolving problems that may arise. In general, the tasks of the logistics manager are the following: 1. Personnel management and coordination, assigning priorities to tasks 2. Receiving incoming orders, relations with clients and passing the documentation to logistics assistants 3. Checking the state of stock and overseeing the reception of material 4. Overseeing the preparation of outgoing orders / shipments 5. Overall check-up of following company procedures and preparing all necessary documentation 6. Problem solving (unexpected issues) and tracing errors The logistics manager coordinates all the activities of the logistics assistants (mainly dealing with incoming material and outgoing orders), providing and checking the necessary documentation related to all movements. He will be referred to in case of unexpected problems or errors, in which case it will be important to trace the error, understand why it happened and whether the same error can be avoided in the future. It is the logistics manager’s task to check (also visually) the state of stock and order more materials from suppliers according to the orders and forecasts. He is the logistics department’s link with other areas of the company (production, shipments, administration) and coordinates the movement of incoming materials and outgoing merchandise (in case there is no separate quality check area). It is his responsibility to ascertain that the incoming raw material responds to the quality standard (if there is no separate quality control department) and is properly stocked. The logistics manager will oversee the training of new employees, in some cases train them directly or assign a more experienced logistics assistant who is able to transfer the necessary skills. The training period varies according to the needs of the company from 2 weeks to several months. Assessment The logistics manager’s performance is evaluated regularly according to the following parameters: - punctuality of the service and deliveries (shipment errors, damaged goods, delays) - the state of stock (presence of necessary material, where applicable) - following company procedures (documentation) - team’s behaviour and client service. All employees need to follow the security procedures: using the designated paths for moving the fork trucks, other designated paths for pedestrians. Protection should be worn in the area of hazardous materials. A computerized database is used to keep track of stock at any given moment. It is thus always possible to know how many items have been registered by a single person, how many items positioned, delivery notes issued, etc. This helps tracing and avoiding errors. Competences The logistics manager should have the following general competences: - sharing company objectives and mission - knowledge of company procedures and documentation - proficiency in using the IT-based database - flexibility - creativity - good problem solving skills - good team building and motivation building skills - entrepreneurship. remarks/adaptations from survey score results: Part A Knowledge Skills Competence theoretical and/or factual knowledge cognitive and practical skills responsibility and autonomy Part A Personnel management and coordination Knowledge Skills Competence theoretical and/or factual knowledge cognitive and practical skills responsibility and autonomy 1. Staff performance, motivation and teamwork check-up (through monitoring performance indicators and observing the team) 2. Rotating staff and assigning daily tasks (seeking balance between flexibility (for the company) and stability (for the employee)) 3. Managing working hours (overtime, vacations, schedules, shifts) 4. Selection and overseeing training of staff score Task / Activity A: Personnel management and coordination score Company/Cooperative mission and policy on Human Resource management. Knowledge of internal company procedures for assessment and management of employees. A very good knowledge of company procedures and documentation in order to be able to coordinate the activities for best performance and efficiency. (Level 3) score score Good interpersonal and team building skills and an ability to approach the person in the suitable way in case of performance problems. All necessary documentation should be compiled precisely and accurately as the logistics assistants’ work depends on that. Good problem solving skills. (Level 4) Ability to use the company software for checking staff performance indicators and a proficient ability of analysing staff productivity. (Level 3) Subtask 1: Staff performance, motivation and teamwork check-up (through monitoring performance indicators and observing the team) A very good knowledge of all logistics assistants’ tasks and the products handled. Ability to observe and assess a logistics assistant’s professional performance. A good overview of all movements in and out of the warehouse. Leadership and team work promotion skills. Subtask 2: Rotating staff and assigning daily tasks (seeking balance between flexibility (for the company) and stability (for the employee)) Leadership and team work promotion skills. Staff should be assessed regularly and any difficulties (either motivational or performance-related) identified at an early stage. Creating and maintaining a positive atmosphere among colleagues in the shop for ensuring stability and performance of employees. (As for subtask 1) Staff should be assessed regularly and any difficulties (either motivational or performance-related) identified in an early stage. Necessary adjustments to job rotation, working times or procedures should be made in case of productivity issues. Subtask 3: Managing working hours (overtime, vacations, schedules, shifts) (only if it isn’t the task of the HR office, in smaller companies) Legislation on employee’s rights and obligations, working hours (and the general company policy regarding these issues). The staff should complete their working hours in accord with the official norms, but also in regard with their particular needs. LM might need to mediate between employees in this matter. Subtask 4: Selection and overseeing training of staff Principles of staff selection and assessment. Staff selection assessment. Legislation on staff selection, evaluation and working hours. Leadership. Detailed knowledge of all the LA’s tasks and dynamics in the workplace. and Ability to inspire trust. Ability to analyse existing skills and further training. LA’s plan The staff should be suitable for their jobs and follow their tasks accurately. Part B Receiving incoming orders, relations with clients and passing the documentation to logistics assistants Knowledge Skills Competence theoretical and/or factual knowledge cognitive and practical skills responsibility and autonomy 1. Receiving and registering orders from clients 2. Feedback to clients, confirmations and delivery dates. If necessary, responding to customers’ particular needs (custom approach) 3. Forwarding information and documentation to logistics assistants score score Task / Activity B: Receiving incoming orders, relations with clients and passing the documentation to logistics assistants A general overview of company objectives and mission, knowledge of the product. Subtask 1: Receiving and registering orders from clients (if not done by the client service department). Knows the product very well. Subtask 2: Feedback to clients, confirmations and delivery dates. If necessary, responding to customers’ particular needs (custom approach) Knows the product very well. (Level 2) score Good interpersonal skills. score (Level 3) Good problem solving skills, speed and precision. (Level 3) Inspire trust in his professional expertise. If the LM is in constant contact with customers, it is his responsibility to represent the company’s values and image. Able to inspire trust in clients, give clear and accurate information. All necessary documentation should be compiled with utmost precision. A very good knowledge of company procedures and documentation in order to be able to coordinate the activities for best performance and efficiency. Subtask 3: Forwarding information and documentation to logistics assistants A very good knowledge of company procedures. The logistics manager should know in detail the work and procedures of the logistics assistants. Leadership skills, clarity in offering instructions. Instructions given to LA’s need to be clear and given with due consideration for ensuring quality of work and employee morale. Part C Checking the state of stock (material for production) Knowledge Skills Competence theoretical and/or factual knowledge cognitive and practical skills responsibility and autonomy 1. Checking stock 2. (If applicable) Checking the quality of incoming material against company standards 3. Ordering materials from suppliers according to existing orders or according to previsions 4. (If necessary) Providing forecasts to suppliers of the approximate amounts of materials needed score Task / Activity C: Checking the state of stock (material for production) (in some cases forecasts are necessary, in other cases the orders are sent out based on existing requests from clients; in some cases quality check is made internally) Subtask 1: Checking stock score A general overview of company objectives and mission, knowledge of the product. A very good knowledge of the product, materials needed and the quantities involved according to the amount of existing orders. (Level 3) score A good ability to evaluate the amount of stock visually and check if everything is present. A good ability of analytic thinking regarding material usage in production. Good problem solving skills. (Level 3) score The stock should always be sufficient relative to the needs of production. (Level 4) Subtask 2: (If applicable) Checking the quality of incoming material against company standards A very good knowledge of the quality standards foreseen for incoming materials. The materials must be identical to the samples established. A very good knowledge of company procedures for material conformity confirmation or nonconformity procedures. Speed and precision in checking the materials. The materials must be identical to the samples established. The materials define the look and functionality of the final product. For this reason it is crucial that the materials respond to the company’s requirements. Imprecisions in this area will present a loss for the company both in terms of time and finances. Subtask 3: Ordering materials from suppliers according to existing orders Company procedures for rapport with suppliers. Able to maintain good professional rapport with suppliers. Subtask 4: (If necessary) Providing forecasts to suppliers of the approximate amounts of materials needed A very good knowledge of the product, materials needed and the quantities involved according to the amount of existing orders. Able to maintain good professional rapport with suppliers. All procedures should be followed scrupulously. Part D Overseeing the reception of incoming material or stock and outgoing orders score Task / Activity D: Overseeing the reception of incoming material or stock and outgoing orders Knowledge Skills Competence theoretical and/or factual knowledge cognitive and practical skills responsibility and autonomy 1. Passing relative indications to the logistics assistants 2. Overseeing the registering of incoming material or stock 3. Overseeing the assembly and packing of outgoing orders score A very good command of the internal quality certification procedures to be followed for registering and preparing the orders – checking that everything is in order, and passing the order to shipment. (Level 2) Precision and speed. Ability to evaluate and check the logistics assistants’ work and their results visually. (Level 2) score score The logistics manager is responsible for the incoming orders being registered properly and all outgoing orders being complete (all the necessary components present), being packed and documented properly. (Level 3) Subtask 1: Passing relative documentation to the logistics assistants Subtask 2: Overseeing the registering of incoming material or stock Subtask 3: Overseeing the assembly and packing of outgoing orders Part E Overseeing following company procedures and documentation Knowledge Skills Competence theoretical and/or factual knowledge cognitive and practical skills responsibility and autonomy 1. preparing documentation for incoming material or products (either incoming from suppliers or off the production line) 2. preparing documentation for incoming and outgoing orders (arrival confirmations, delivery notes (DDTs)) 3. forwarding documentation to LA’s and checking the complete compilation of all documentation score Task / Activity E: Overall check-up of following company procedures and preparing all necessary documentation score A general overview of company objectives and mission, knowledge of the product. The logistics manager should know in detail the work and procedures of the logistics assistants. A very good knowledge of company procedures and documentation is necessary. (Level 3) Subtask 1: preparing documentation for incoming material or products (either incoming from suppliers or off the production line) score Good problem solving skills, speed and precision. (Level 3) score All necessary documentation should be compiled precisely and accurately as the logistics assistants’ work depends on that. (Level 3) Subtask 2: preparing documentation for incoming and outgoing orders (arrival confirmations, delivery notes (DDTs)) Subtask 3: forwarding documentation to LA’s and checking the complete compilation of all documentation Part F Problem solving (unexpected issues) and tracing errors Knowledge Skills Competence theoretical and/or factual knowledge cognitive and practical skills responsibility and autonomy 1. Identifying the most efficient solution to the problem 2. Identifying the source of the problem 3. If possible, taking action to avoid further issues score Task / Activity F: Problem solving (unexpected issues) and tracing errors (with personnel, clients, deliveries, internal procedures) score A general overview of company objectives and mission, knowledge of the product. The logistics manager should know in detail the work and procedures of the logistics assistants. A very good knowledge of company procedures and documentation in order to be able to coordinate the activities for best performance and efficiency. (Level 4) Subtask 1: Identifying the most efficient solution to the problem score Good analytic and problem solving skills, speed and precision. Good interpersonal skills. Good conflict management skills. (Level 4) score The company has an internal system of continuous improvement in place that should avoid any recurring problems. (Level 4) Subtask 2: Identifying the source of the problem Subtask 3: If possible, taking action to avoid further issues GENERAL / ADDITIONAL COMMENTS If applicable, please refer to core fields of activity and/or possible subtasks, or KSC-items. score score The profiles collected in Italy are mainly focused on warehouse managers, rather than shipment operators. There are significant differences between purely wholesale companies and production companies. In smaller companies the tasks of managers and assistants differ little as everyone is involved in most of the tasks. In bigger more structured companies leadership and team coordination is an important task of the logistics manager. All the interviewed companies have an advanced software platform for stock monitoring and clearly defined company procedures to be followed in case of errors. In some cases the logistics department checks the quality of incoming material for production, in other cases quality control is separate from logistics.