A review of fleet performance over a set period, from distance travelled to collisions, injuries and fines, with targets reviewed and new targets planned.

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This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on fleet performance:

• Management of Vehicles
• Driving for Work
• Plan-Do-Check-Act (PDCA)
• Managing Equipment and Premises knowledge base

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How to Download

This file is included in the alphaZ subscription. This form is also included in the FORS Document Compliance Toolkit, so the toolkit route gives you this file plus everything else you need in one download.

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FORS Operational Performance Action Plan Template

The F-FORS3 Operational Performance Action Plan is a Word form for reviewing how a fleet has performed over a set period and planning the targets for the next one. It records who completed it, the date and the time period covered.

It was written for operators working to FORS (the Fleet Operator Recognition Scheme), where performance data and targets are reviewed regularly, and is classified as confidential.

What's Included in this Form

• Review of performance - the performance achieved for total distance travelled, total road traffic collisions, total injuries, reportable injuries, and total fines and penalty charges
• Review of targets previously set - each target with a review of how far it was achieved
• New targets - each target with the actions or activities needed to achieve it, and the data capture method, the monitoring and how success will be measured

Who Needs an Operational Performance Action Plan?

Fleet operators holding or working towards FORS accreditation, and transport managers who want a simple record of fleet performance and the targets agreed for the period ahead.

Included in the FORS Document Compliance Toolkit

This form is part of the FORS Document Compliance Toolkit, alongside the FORS policies, the drivers handbook and the FORS registers.

Using the Form

Choose the review period, enter the figures for each performance measure from your own records, and review each target set last time. Then set the new targets with the actions behind them and how they will be measured. The performance measures can be changed to suit your operation.

Performance Measures on the Form

• Total distance travelled
• Total road traffic collisions
• Total injuries
• Reportable injuries
• Total fines and penalty charges

Setting the Targets

Targets are easier to review when each one is specific and measurable, such as fewer collisions or penalty charges than the period before, and has a named person behind the actions. The data capture column on the form is there to record where the figure will come from, so the next review uses the same source.

Document Control

The footer carries the form number and title, the issue number, page numbering and the information classification, Confidential, so completed forms can be controlled and filed with the rest of your FORS records.

Where the Figures Come From

Injury figures can be taken from the ER18 Accident Statistics Register, vehicle and fuel records are kept on the ER20 FORS Vehicles Register, and fuel and emissions targets can be tracked on the ER23 Fuel Emissions Register.

Related Documents

The F-IMS33 FORS Review Register covers the wider FORS checks, the F-FORS4 Communications Planner plans the driver briefings that support the targets, and company objectives can be kept on the F-Q11 Company Objectives form.