The IMTJ is a powerful personnel management tool, particularly in a maintenance environment. It can be modified to fit the purpose of virtually any team's operation in any industry. Modeled from the US Marine Corps aviation training program, I developed this upon becoming an oilfield maintenance manager. The following downloadable file templates are worded to support a maintenance team within Patterson-UTI Drilling. Because this was a personal document / system that was used by myself only, no affiliation or endorsement of this material by Patterson-UTI is implied; the content is offered in Word or Excel format so that you can edit to fit your organization's purpose. Pdf files are offered only as examples.
The IMTJ is a 5-part partition folder that belongs to the employee; a working resume or dossier of sorts. While they are in your employ, the document would remain filed in your office, accessible by the employee at will. The first part consists of two pages that a new hire would use as a guideline when checking in. These pages are stapled to the front of the IMTJ. Once the new hire has completed his or her initial tasks, s/he may rip the page off and throw it away. The second page shows recurring tasks, such as the daily flow of operations within this work section. Once the new hire has a solid understanding of the recurring tasks, s/he may remove the sheet and throw it away. The Cover Sheet for each section represents the first page that is seen (2-hole punch / 2-prong partitions). All other documents are filed theafter, according to the order listed on the cover sheet.
In the environment for which this system was originally adapted -- a maintenance shop & field service department -- Section 5 lists employee competencies on various pieces of equipment. The levels of competency require guidelines that must be developed by your organization, such as: "Level I - Employee must understand and explain the basic theory of each system / subsystem. Each subset task has been completed at least once under supervision, even in an assisting capacity. 75% of fields must be filled out, with date and manager initials, for fulfillment of Level I requirements." Level two would apply to personnel who have completed at least 75% of tasks under little or no supervision, and understand / explain the details of theory with ease. Level three requires 100% sign-off on theory and application, with proficiency / competency level of an instructor.
As with any document or system that concerns the management of personnel, check with your company's Human Resources and Legal sections before putting this system into use. All applicable company policies must always be considered first before using this tool; when in doubt, follow your own company's rules and guidelines.