8 Step Fleet Management Checklist

Fleet Management Checklist

Considering the scale of the task, fleet management is best approached on a step-by-step basis. The following checklist provides a foundational guide and best practices for efficient performance in all fleet management tasks. Any questions answered with a “no” should be further examined until a solution is found.

1. Fleet Management Policy and Procedures

With comprehensive fleet policies and procedures in place, your company can determine clear expectations and consequences, regardless of the size of the fleet.

• Have you established a specific, well thought-out fleet management policy that is both communicable and comprehensible?
• Does your Workplace Health and Safety (WHS) policy address issues related to fleet management, such as
  driver safety?
• Has any component of your fleet management policy been reviewed and/or authorized by senior management?
• Have you informed your employees about your fleet management policy and how it affects their job responsibilities?

2. Efficient Fleet Management Implementation

An efficient fleet management strategy includes the correct implementation and application of the fleet oversight tasks, policies and regulations.

• Have you assigned specific fleet management duties to qualified employees?
• Are your staff members aware of your new expectations for their performance on the job?
• Have you established a set of rules and regulations for policy adherence, and consequences for violations?
• Is the management team responsible for monitoring and controlling incident and collision costs?

3. Financial Strategies

A comprehensive fleet management strategy includes financial management strategies that will increase your chance of success.

• Are your company vehicles protected by a supply or lease arrangement?
• Are
  vehicles examined for safety, security, and aptitude before purchasing?
• Does your workplace have an efficient system for reporting vehicle deficiencies and organizing repairs?
• Does your workplace keep a consistent maintenance log for all vehicles?

4. Record-Keeping

• Is there an efficient system in place for reporting collisions, traffic violations, and other incidents?
• Does the senior management team regularly oversee a claims analysis report?
• Has the company set performance benchmarks?
• Does the staff understand its accountabilities?

5. Fleet Driver Training and Education

• Has the company in-stated its own formal driver education program? If not, are applicants for the position expected to undergo training at outside, credible institutions?
• Are staff members expected to take both theoretical and practical driver safety courses?
• Is there a corrective program available for staff members with multiple incidents/accidents?
• Has the company allocated funding for employees seeking outside education and training?

6. Screening and Training Practices

• Are applicants for drivers’ positions required to submit a complete record of their driving history before employment?
• Are new employees given hard copies of the fleet management policy during the induction phase?
• Does the initial training program discuss subjects like employee duties, safety regulations, and the consequences of rule violations?
• Does the company consult a state road traffic authority to oversee records for licenses and driving restrictions?
• Are driver safety handbooks given to each employee and stored in every vehicle?

7. Fleet Performance Reviews and Revisions

• Does the company perform in-depth investigations and analyses of collisions, complete with applied solution strategies?
• Is performance management practiced regularly-particularly in cases where staff members are responsible for multiple violations and accidents?

8. Fleet Maintenance

• Have staff members been informed about required
  vehicle maintenance practices and necessary services?
• Are repairs re-examined at least once per year?
• Has the company established a reliable repair network?
• Do staff members conduct basic safety checks before driving each vehicle-including tasks such as checking headlights and taillights, cleaning windows and windshields, inspecting tires, checking fluids, etc.?