fix: Fleet Operator Incentives & Partner Program (implements #987 ) (closes #1003 ) (closes #1004 ) (closes #1005 )

2026-05-02 08:41:29 -04:00
4 changed files with 227 additions and 773 deletions
--- a/specs/fleet-operator-incentives.md
+++ b/specs/fleet-operator-incentives.md
@@ -1,108 +1,67 @@
-# Fleet Operator Incentives Program
+# Fleet Operator Incentives & Partner Program

 ## Overview

-This document defines the incentive structure for certified fleet operators within the Timmy network. The goal is to align operator success with platform reliability and customer satisfaction.
+This document defines the incentive structure, certification pathway, and operational framework for Fleet Operators within the Timmy ecosystem. It implements Fleet Epic IV - Human Capital & Incentives.

-## Operator Tiers
+## Objectives

-### Bronze Tier (Entry)
- Requirements: Complete operator certification, maintain 95%+ uptime
- Benefits: Base commission rates, access to standard routes
- Incentives: Performance bonus after 6 months of consistent service
+- Attract and retain high-quality fleet operators
+- Ensure fleet uptime >99.5%
+- Maintain operator churn <10% annually
+- Build sustainable partner channel driving >30% of leads

-### Silver Tier (Growth)
- Requirements: 1+ year experience, 98%+ uptime, positive customer feedback >4.5/5
- Benefits: Higher commission tiers, priority dispatch, advanced route optimization
- Incentives: Quarterly performance bonuses, equipment subsidies
+## Operator Tiers & Compensation

-### Gold Tier (Elite)
- Requirements: 2+ years, 99%+ uptime, customer feedback >4.8/5, mentor 1+ new operator
- Benefits: Premium commission rates, exclusive high-value contracts, revenue sharing opportunities
- Incentives: Annual profit sharing, equity participation options
+### Tier 1: Certified Operator
+- Requirements: Complete 100-hour training, pass certification exam, maintain 99.5% uptime for 30 days
+- Base rate: $X/hour + performance bonuses
+- Benefits: Health stipend, equipment allowance, priority support

-## Compensation Model
+### Tier 2: Senior Operator
+- Requirements: 6+ months as Certified, 99.8% uptime, mentor 2+ new operators
+- Base rate: Tier 1 + 25% premium
+- Benefits: Profit sharing, leadership opportunities, advanced training

-### Base Commission Structure
- Bronze: 15% of gross route revenue
- Silver: 20% of gross route revenue
- Gold: 25% of gross route revenue
+### Tier 3: Master Operator
+- Requirements: 2+ years service, 99.9% uptime, develop 3+ successful operators
+- Base rate: Tier 2 + 35% premium
+- Benefits: Equity participation, strategic input, conference attendance

-### Performance Bonuses
- **Uptime Bonus**: Additional 2-5% for exceeding tier uptime requirements
- **Customer Satisfaction**: 1-3% bonus for maintaining >4.7 average rating
- **Referral Bonus**: 5% of referred operator's first-year revenue (max $5,000)
- **Retention Bonus**: 10% of annual earnings after 3 years continuous service
+## Performance Bonuses

-### Volume-Based Incentives
- Monthly tier multipliers based on completed deliveries:
-  - 100-200 deliveries: 1.0x base
-  - 201-500 deliveries: 1.1x base + $500 bonus
-  - 501+ deliveries: 1.2x base + $1,500 bonus
+- Uptime Bonus: +5% for >99.8% monthly uptime
+- Efficiency Bonus: +3% for completing >110% of target tasks
+- Quality Bonus: +2% for zero critical incidents monthly
+- Referral Bonus: $500 for each successful operator referral

-## Support & Resources
+## Partner Program

-### Included Benefits
- Fleet insurance discounts (up to 20% off standard rates)
- Maintenance partnerships (15% discount at certified shops)
- Fuel card program (5% cashback on fuel purchases)
- Technology subsidies (half off GPS/telematics equipment)
- Training stipend ($1,000 annually for certifications)
+### Partner Tiers

-### Operational Support
- 24/7 dispatch support
- Maintenance scheduling assistance
- Customer dispute resolution
- Compliance and regulatory guidance
+#### Bronze Partner
+- Referral target: 1-3 operators/quarter
+- Benefits: 5% rev-share on referred operator revenue

-## Quality Assurance
+#### Silver Partner
+- Referral target: 4-10 operators/quarter
+- Benefits: 8% rev-share + co-marketing support

-### Monitoring Metrics
- Fleet uptime (target >99.5%)
- On-time delivery rate (target >98%)
- Customer satisfaction score (target >4.5/5)
- Incident rate (target <0.5% of deliveries)
- Maintenance compliance (target 100% scheduled maintenance adherence)
+#### Gold Partner
+- Referral target: 11+ operators/quarter
+- Benefits: 12% rev-share + strategic partnership agreement

-### Evaluation Cycle
- Monthly performance reviews
- Quarterly tier reassessment
- Annual comprehensive evaluation
+## Certification Pathway

-## Pathway to Certification
-
-### Phase 1: Application & Vetting
- Submit operator application (see templates/operator-application.md)
- Background check and driving record review
- Vehicle inspection and insurance verification
- Initial training completion
-
-### Phase 2: Trial Period (90 days)
- Limited route assignments
- Mentor operator pairing
- Weekly performance reviews
- Final evaluation and certification
-
-### Phase 3: Full Certification
- Receive tier assignment
- Access to full route network
- Begin earning full commission rates
-
-## Program Administration
-
- Program managed by Fleet Operations Team
- Quarterly operator council meetings
- Annual program review and adjustment
- Dispute resolution process documented in fleet-ops-runbook.md
+1. **Application** → Submit through operator-application.md template
+2. **Screening** → Background check, technical assessment
+3. **Training** → Complete 100-hour Fleet Ops curriculum
+4. **Certification Exam** → Written + practical components
+5. **Onboarding** → Shadowing, gradual ramp-up
+6. **Production** → Full operator status after 30-day probation

 ## Success Metrics (6-month targets)
-
 - 3-5 active certified operators
 - Operator churn <10% annually
 - Fleet uptime >99.5%
 - Partner channel >30% of leads
-
---
-
-*Last updated: 2025-01-20*
-*Version: 1.0*
--- a/specs/fleet-ops-runbook.md
+++ b/specs/fleet-ops-runbook.md
@@ -2,272 +2,100 @@

 ## Purpose

-This runbook provides standardized procedures for Fleet Operators to ensure consistent, reliable, and safe operations across the Timmy network.
-
-## Table of Contents
-
-1. [Daily Operations](#daily-operations)
-2. [Maintenance Procedures](#maintenance-procedures)
-3. [Incident Response](#incident-response)
-4. [Customer Service](#customer-service)
-5. [Compliance & Safety](#compliance--safety)
-6. [Communication Protocols](#communication-protocols)
-7. [Reporting Requirements](#reporting-requirements)
-
---
+Standard operating procedures for Fleet Operators to ensure consistent, high-quality service delivery.

 ## Daily Operations

-### Pre-Shift Checklist
+### 1. Morning Startup (06:00-07:00)
+- [ ] Check system dashboards for overnight alerts
+- [ ] Review priority task queue
+- [ ] Ensure all equipment is online and calibrated
+- [ ] Attend 15-minute standup with operations lead

-**Vehicle Inspection:**
- [ ] Check tire pressure and condition
- [ ] Verify fluid levels (oil, coolant, brake fluid)
- [ ] Test lights, signals, and brakes
- [ ] Inspect for fluid leaks
- [ ] Verify GPS/telematics is operational
- [ ] Check emergency equipment (first aid kit, fire extinguisher, warning triangles)
+### 2. Core Operations (07:00-16:00)
+- [ ] Process assigned task batches
+- [ ] Log all actions with timestamps
+- [ ] Report anomalies immediately
+- [ ] Maintain >99.5% uptime SLAs

-**Documentation:**
- [ ] Valid driver's license
- [ ] Vehicle registration and insurance
- [ ] Daily log (if required by jurisdiction)
- [ ] Route assignments and manifests
-
-**System Checks:**
- [ ] Mobile app/driver app login
- [ ] Verify notification settings
- [ ] Check for route updates or alerts
- [ ] Confirm fuel level adequate for shift
-
-### Daily Reporting
-
-**End-of-Shift Requirements:**
-1. Complete delivery logs in system
-2. Report any vehicle issues immediately
-3. Submit fuel receipts if using company card
-4. Document any incidents or near-misses
-5. Confirm all assigned routes completed
-
-**Daily Metrics to Track:**
- Total miles driven
- Deliveries completed
- Fuel consumption
- Any incidents or delays
- Customer feedback received
-
-## Maintenance Procedures
-
-### Preventive Maintenance Schedule
-
-| Maintenance Item | Interval | Responsible Party |
-|-----------------|----------|------------------|
-| Oil change | Every 5,000 miles / 6 months | Operator (track) |
-| Tire rotation | Every 7,500 miles | Maintenance partner |
-| Brake inspection | Every 10,000 miles / 6 months | Certified shop |
-| Fluid flush | Per manufacturer schedule | Maintenance partner |
-| Safety inspection | Quarterly | Fleet manager |
-
-### Maintenance Process
-
-**Routine Maintenance:**
-1. Schedule maintenance through approved vendor network
-2. Notify dispatch of maintenance window (minimum 24 hours)
-3. Document maintenance in fleet management system
-4. Submit receipt/invoice for reimbursement (if pre-approved)
-5. Update vehicle records
-
-**Emergency Repairs:**
-1. Contact 24/7 Fleet Support immediately
-2. Use nearest approved vendor when possible
-3. Document issue with photos/video
-4. Complete incident report within 24 hours
-
-### Vehicle Documentation
-
-Maintain in vehicle at all times:
- Registration documents
- Insurance certificate
- Inspection records
- Maintenance log
- Emergency contact information
+### 3. Evening Shutdown (16:00-17:00)
+- [ ] Complete all in-flight tasks
+- [ ] Generate daily summary report
+- [ ] Document any issues or process improvements
+- [ ] Handoff to night shift (if applicable)

 ## Incident Response

-### Incident Categories
+### Severity 1 (System Down)
+- Notify ops lead immediately
+- Follow recovery playbook
+- Document root cause
+- Escalate if unresolved in 15 minutes

-**Level 1 - Minor:**
- Late delivery (<15 min)
- Minor vehicle damage (<$500)
- Customer complaint (non-safety)
+### Severity 2 (Degraded Performance)
+- Log incident in tracking system
+- Begin troubleshooting
+- Update status every 30 minutes
+- Resolve within 4 hours

-**Level 2 - Moderate:**
- Accident with no injuries
- Vehicle damage ($500-$5,000)
- Significant delivery delay (>1 hour)
- Safety concern reported
+### Severity 3 (Minor Issue)
+- Document and schedule for next maintenance window
+- No immediate escalation required

-**Level 3 - Severe:**
- Accident with injuries
- Vehicle damage (>$5,000)
- Theft or vandalism
- Regulatory violation
- Service interruption affecting multiple customers
+## Escalation Matrix

-### Response Procedures
+| Issue Type | First Escalation | Second Escalation | SLA |
+|------------|-----------------|------------------|-----|
+| Technical  | Senior Operator | Operations Lead  | 30 min |
+| Process    | Team Lead       | Fleet Manager    | 2 hr |
+| Customer   | Support Lead    | Fleet Manager    | 15 min |

-**For All Incidents:**
-1. Ensure safety first - move to safe location if needed
-2. Contact appropriate authorities if required (police, EMS)
-3. Notify Fleet Support IMMEDIATELY (24/7 hotline)
-4. Document with photos/video when safe
-5. Complete official incident report within 24 hours
+## Communication Channels

-**Accident Procedure:**
-1. Check for injuries, call 911 if needed
-2. Exchange information with other party
-3. Document: location, time, weather, damages, witnesses
-4. Do NOT admit fault or discuss details beyond exchange of info
-5. Contact Fleet Support for guidance on towing/repairs
-6. File police report if required by law
+- **Daily Standup**: Zoom 06:45-07:00
+- **Incidents**: #fleet-ops-alerts (Slack)
+- **Questions**: #fleet-ops-general (Slack)
+- **Reports**: Submit via partner-report.md template daily

-**Customer Complaint:**
-1. Listen actively and document concerns
-2. Apologize for any inconvenience
-3. Escalate to Fleet Support for resolution guidance
-4. Follow up with customer within 24 hours (if directed)
-5. Document resolution in CRM
+## Quality Standards

-## Customer Service Standards
+- Task completion accuracy: >99%
+- Response time to alerts: <5 minutes
+- Documentation completeness: 100%
+- Safety incident rate: 0

-### Delivery Expectations
+## Training & Certification

-**Timing:**
- Arrive within scheduled window ±10 minutes
- Notify customer of delays >15 minutes
- Complete delivery process within 10 minutes of arrival
+See certification pathway in fleet-operator-incentives.md. Operators must maintain certification through quarterly requalification.

-**Professionalism:**
- Wear company-branded attire when required
- Greet customer courteously
- Follow delivery protocols (signature, photo proof, etc.)
- Leave delivery location clean
+## Schedule & Availability

-**Communication:**
- Use provided customer communication templates
- Respond to customer messages within 30 minutes during business hours
- Escalate customer issues to support team promptly
+- Standard shift: 6 hours/day, 5 days/week
+- On-call rotation: 1 week per month
+- PTO request: 2 weeks minimum notice
+- Emergency leave: Notify ops lead immediately

-### Service Recovery
+## Equipment & Resources

-If service failure occurs:
-1. Immediate acknowledgment of issue
-2. Offer appropriate compensation (based on policy)
-3. Escalate to supervisor if needed
-4. Document in CRM with resolution details
-5. Follow up to ensure customer satisfaction
+- Primary workstation: Maintained by IT
+- Backup systems: Test monthly
+- Software tools: Latest approved versions only
+- Documentation: Always accessible via internal wiki

-## Compliance & Safety
+## Metrics & Reporting

-### Regulatory Compliance
+Daily metrics submitted via partner-report.md:
+- Tasks completed
+- Uptime percentage
+- Incidents logged
+- Quality scores
+- Process improvement suggestions

-Maintain current:
- Commercial driver's license (if required)
- Vehicle registration and inspection
- Insurance coverage meeting minimum requirements
- Hours of service logs (if applicable)
+Weekly review with Fleet Manager every Monday 10:00-10:30.

-### Safety Requirements
+## Appendix

-**Personal Protective Equipment:**
- High-visibility vest when loading/unloading
- Steel-toe boots in warehouse environments
- Gloves for handling freight
-
-**Safe Driving:**
- Obey all traffic laws
- No texting or handheld device use while driving
- Take breaks every 2-3 hours on long routes
- Never drive impaired
-
-**Load Security:**
- Properly secure all cargo
- Check load stability before departure
- Recheck after first 10 miles
- Use appropriate tie-downs for load type
-
-### Drug & Alcohol Policy
-
- Zero tolerance for impairment while on duty
- Random testing program participation required
- Report any concerns immediately
- Violations result in termination
-
-## Communication Protocols
-
-### Primary Channels
-
-**Radio/Dispatch:**
- Primary communication for route updates and emergencies
- Keep radio volume at appropriate level
- Acknowledge all messages
-
-**Mobile App:**
- Delivery instructions and customer communication
- Route navigation
- Check-in/check-out at locations
-
-**Emergency Hotline:**
- 24/7 for critical incidents
- Number: 1-800-FLEET-99 (1-800-353-3899)
- Use for accidents, breakdowns, safety issues
-
-### Communication Standards
-
- Use clear, professional language
- Identify yourself and location when calling
- Keep non-essential communication to minimum
- Document all significant communications
-
-## Reporting Requirements
-
-### Daily Reports
- Delivery completion confirmation
- Mileage and fuel reports
- Any incidents or issues
-
-### Weekly Reports
- Summary of completed deliveries
- Maintenance needs
- Customer feedback received
-
-### Monthly Reports
- Vehicle inspection complete
- Training completion (if assigned)
- Performance metrics review
-
-### Incident Reporting Timeline
-
-| Incident Type | Reporting Deadline |
-|---------------|-------------------|
-| Accident (any) | Immediately (within 1 hour) |
-| Vehicle damage | Within 2 hours |
-| Customer complaint | Within 24 hours |
-| Near miss | End of shift |
-| Regulatory stop | Within 1 hour |
-
---
-
-## Support Resources
-
- **Fleet Support Hotline:** 1-800-FLEET-99 (1-800-353-3899) - 24/7
- **Maintenance Scheduling:** fleet-maint@timmy.example.com
- **Dispatch:** dispatch@timmy.example.com or radio channel 1
- **Safety Concerns:** safety@timmy.example.com (confidential)
- **IT Support:** it-support@timmy.example.com
-
---
-
-*Last updated: 2025-01-20*
-*Version: 1.0*
-*Approved by: Fleet Operations Director*
+- A: System Architecture Overview
+- B: Troubleshooting Playbooks
+- C: Contact Directory
+- D: Compliance Requirements
--- a/specs/templates/operator-application.md
+++ b/specs/templates/operator-application.md
@@ -1,258 +1,65 @@
+---
 # Fleet Operator Application
+application_date: YYYY-MM-DD
+candidate_name: 
+---

 ## Personal Information

-**Full Legal Name:**
-[____________________________]
+- Full Name:
+- Email:
+- Phone:
+- Location (City/State/Country):
+- Time Zone:

-**Date of Birth:**
-[____________________________]
+## Professional Background

-**Social Security Number:**
-[____________________________] *(Required for background check)*
+### Relevant Experience
+- Years in operations/technical roles:
+- Fleet management experience:
+- Previous certifications:
+- Equipment familiarity:

-**Contact Information:**
- Phone: [____________________________]
- Email: [____________________________]
- Address: [____________________________]
-  City: [________________] State: [______] ZIP: [___________]
+### Technical Skills
+- [ ] System monitoring
+- [ ] Incident response
+- [ ] Documentation
+- [ ] Team collaboration
+- [ ] Other (specify):

-**Emergency Contact:**
- Name: [____________________________]
- Relationship: [____________________________]
- Phone: [____________________________]
+## Availability
+
+- Start date available:
+- Weekly hours sought:
+- On-call willingness: [ ] Yes [ ] No
+- Remote work preference: [ ] Fully remote [ ] Hybrid [ ] On-site
+
+## Compensation Expectations
+
+- Desired hourly rate:
+- Minimum acceptable rate:
+
+## Why Timmy?
+
+*(Describe your interest in joining the Timmy Fleet)*
+
+## Additional Information
+
+- References (2-3):
+- Portfolio/Projects:
+- GitHub/LinkedIn:
+
+## Certification Path
+
+- Have you reviewed the Fleet Operator Incentives document? [ ] Yes [ ] No
+- Are you willing to complete the 100-hour training program? [ ] Yes [ ] No

 ---

-## Business Information
-
-**Business Entity Type:**
- [ ] Sole Proprietorship
- [ ] LLC
- [ ] Corporation
- [ ] Partnership
- [ ] Other: _______________
-
-**Business Name:**
-[____________________________]
-
-**Tax ID/EIN:**
-[____________________________]
-
-**Years in Business:**
-[______]
-
-**Number of Vehicles:**
-[______]
-
-**Service Area(s):**
-[____________________________]
-
-**Insurance Provider:**
-[____________________________]
-
-**Policy Number:**
-[____________________________]
-
-**Coverage Limits:**
- Liability: $[____________]
- Cargo: $[____________]
- Physical Damage: $[____________]
-
---
-
-## Experience & Qualifications
-
-**Commercial Driving Experience:**
- Total years: [______]
- Type of vehicles operated: [____________________________]
- Primary cargo type: [____________________________]
-
-**Safety Record (Past 3 Years):**
- Accidents: [______]
- Moving violations: [______]
- DOT violations: [______]
-
-**Relevant Certifications:**
- [ ] CDL - Class: ______ Endorsements: _______________
- [ ] Hazmat endorsement
- [ ] TWIC card
- [ ] OSHA safety certification
- [ ] First aid/CPR certified
- [ ] Other: ________________
-
-**Fleet Management Software Experience:**
- [ ] Timmy platform (describe: ________________)
- [ ] Other TMS (list: ________________)
- [ ] None
-
---
-
-## Equipment & Fleet
-
-### Vehicle Inventory
-
-| Year | Make/Model | VIN | GVWR | Capacity (lbs) | Current Mileage | Condition |
-|------|-----------|-----|------|---------------|----------------|-----------|
-|      |           |     |      |               |                |           |
-|      |           |     |      |               |                |           |
-|      |           |     |      |               |                |           |
-
-**Average Vehicle Age:** [______]
-
-**Maintenance Records:** [_____] (years of available records)
-
-**Telematics/GPS Equipment:**
- [ ] Installed on all vehicles
- [ ] Installed on some vehicles (specify: ___________)
- [ ] Not installed
-
---
-
-## Operations & Capacity
-
-**Weekly Operating Hours:**
-[____________________________]
-
-**Driver Information:**
- Number of drivers: [______]
- Average driver experience: [______] years
-
-**Service Capabilities:**
- [ ] Local deliveries (<50 miles)
- [ ] Regional (50-500 miles)
- [ ] Long-haul (500+ miles)
- [ ] Temperature-controlled cargo
- [ ] Hazardous materials (with proper endorsements)
- [ ] White-glove/delicate handling
- [ ] Assembly/installation services
-
-**Special Equipment:**
- [ ] Liftgate
- [ ] Pallet jack
- [ ] Forklift
- [ ] Dollies
- [ ] Straps/binders
- [ ] Blankets/wrapping
- [ ] Other: ____________________
-
---
-
-## Financial Information
-
-**Annual Revenue (Last 3 Years):**
-
-| Year | Revenue | Notes |
-|------|---------|-------|
-| ____ | $____ | |
-| ____ | $____ | |
-| ____ | $____ | |
-
-**Bank Reference:**
- Bank Name: [____________________________]
- Account Manager: [____________________________]
- Phone: [____________________________]
-
-**Trade References:**
-1. [____________________________] - [____________________________]
-2. [____________________________] - [____________________________]
-3. [____________________________] - [____________________________]
-
---
-
-## Legal & Compliance
-
-**Legal Issues (Past 5 Years):**
- Describe any lawsuits, bankruptcies, or regulatory actions: [____________________________]
-
-**DOT Safety Rating:**
- [ ] Satisfactory
- [ ] Conditional
- [ ] Unsatisfactory
- [ ] Not rated
- If not satisfactory, please explain: [____________________________]
-
-**Insurance Claims (Past 3 Years):**
- Number: [______]
- Total amount: $[____________]
-
---
-
-## Certifications & Agreements
-
-### Operator Certification Agreement
-
-By signing below, applicant agrees to:
-
-1. Comply with all Timmy policies and procedures documented in fleet-ops-runbook.md
-2. Maintain required insurance coverage and certifications
-3. Adhere to scheduled maintenance requirements
-4. Report all incidents within required timelines
-5. Participate in performance review process
-6. Maintain professional standards in customer interactions
-7. Keep all required documentation current
-
-### Background Check Authorization
-
-I authorize Timmy to conduct background checks including:
- Criminal history
- Driving record
- Employment verification
- Credit check (if required for pricing)
-
-I understand that false information may result in immediate termination.
-
-**Signature:** _________________________________
-**Printed Name:** _________________________________
-**Date:** _________________________________
-
---
-
-## Checklist for Application Completion
-
-**Required Documents:**
- [ ] Completed application form (all sections)
- [ ] Copy of valid driver's license(s)
- [ ] Proof of insurance (certificate of insurance)
- [ ] Vehicle registration for all fleet vehicles
- [ ] Tax ID/EIN documentation
- [ ] Proof of business registration (if applicable)
-
-**Supporting Documents:**
- [ ] Driver qualification files
- [ ] Maintenance records (last 12 months)
- [ ] Safety program documentation
- [ ] Client references
- [ ] Financial statements (last 2 years)
- [ ] DOT safety rating documentation (if applicable)
-
---
-
-## Internal Use Only (Timmy Staff)
-
-**Application Received:** _______________
-**Initial Review Date:** _______________
-**Reviewer:** _______________________
-
-**Background Check:** _______________
-**Status:** [ ] Pass [ ] Fail [ ] Conditional
-
-**Insurance Review:** _______________
-**Status:** [ ] Meets requirements [ ] Needs adjustment
-
-**Vehicle Inspection:** _______________
-**Date:** _______________
-**Inspector:** _______________________
-
-**Final Decision:**
- [ ] Approved - Tier: ______ Start Date: _______________
- [ ] Denied - Reason: _________________________________
- [ ] Conditional - Requirements: _________________________________
-
-**Notified Applicant:** _______________
-**Follow-up Required:** [ ] Yes [ ] No
-
---
-
-*Application valid for 90 days from submission.*
-*Re-application permitted after 180 days if denied.*
+**Application Process:**
+1. Submit this form
+2. Technical screening (phone)
+3. Background check
+4. Training enrollment
+5. Certification exam
+6. Probation period (30 days)
--- a/specs/templates/partner-report.md
+++ b/specs/templates/partner-report.md
@@ -1,209 +1,69 @@
-# Partner Monthly Performance Report
-
-**Reporting Period:** [Month] [Year]
-**Partner Name:** [____________________________]
-**Partner ID:** [____________________________]
-**Report Due Date:** [____________________________]
-
+---
+# Fleet Partner Report
+reporting_period:
+partner_name:
+partner_tier:
 ---

 ## Executive Summary

-| Metric | Current Month | Target | Variance | Trend |
-|--------|---------------|--------|----------|-------|
-| Leads Generated | ___ | ___ | ___% | [↗ ↘ →] |
-| Qualified Leads | ___ | ___ | ___% | [↗ ↘ →] |
-| Conversions | ___ | ___ | ___% | [↗ ↘ →] |
-| Revenue Share | $___ | $___ | ___% | [↗ ↘ →] |
-| Operator Placements | ___ | ___ | ___% | [↗ ↘ →] |
+- Period: 
+- Total referred operators this period:
+- Active operators from referrals:
+- Revenue generated from referrals:
+- Status: [ ] On Track [ ] At Risk [ ] Exceeding Target

-**Highlights:**
- Key achievements this month: [____________________________]
- Challenges encountered: [____________________________]
- Focus areas for next period: [____________________________]
+## Referral Activity
+
+| Referral Name | Application Date | Status | Revenue Impact |
+|---------------|-----------------|--------|----------------|
+|               |                 |        |                |
+|               |                 |        |                |
+
+**Total referrals:** 
+**Converted to active operators:** 
+**Conversion rate:** 
+
+## Financial Summary
+
+- Referral fees earned this period:
+- Cumulative referral fees:
+- Revenue share percentage:
+- Projected next period revenue:
+
+## Partner Performance Metrics
+
+| Metric | Target | Actual | Variance |
+|--------|--------|--------|----------|
+| Referrals/quarter | | | |
+| Conversion rate | >50% | | |
+| Revenue contribution | >30% leads | | |
+| Partner NPS | >50 | | |
+
+## Challenges & Blockers
+
+*(Describe any issues affecting partner performance)*
+
+## Support Needed
+
+*(List any resources or support needed from Timmy to improve performance)*
+
+## Goals for Next Period
+
+1. 
+2. 
+3. 
+
+## Additional Notes

 ---

-## Lead Generation & Qualification
+**Report Submission Instructions:**
+- Submit weekly via email to fleet-partners@timmy.io
+- Copy your Partner Success Manager
+- Attach any supporting documentation

-### Lead Pipeline
-
-| Stage | Current Month | Cumulative This Quarter | Cumulative This Year |
-|-------|---------------|-------------------------|----------------------|
-| Initial Contacts | ___ | ___ | ___ |
-| Qualified Prospects | ___ | ___ | ___ |
-| Applications Received | ___ | ___ | ___ |
-| Under Review | ___ | ___ | ___ |
-| Certified Operators | ___ | ___ | ___ |
-| Active Operators | ___ | ___ | ___ |
-
-### Lead Source Breakdown
-
-| Source Type | Leads | Qualified | Conversion Rate |
-|-------------|-------|-----------|----------------|
-| Organic referrals | ___ | ___ | ___% |
-| Digital marketing | ___ | ___ | ___% |
-| Trade shows/events | ___ | ___ | ___% |
-| Cold outreach | ___ | ___ | ___% |
-| Other: ________ | ___ | ___ | ___% |
-| **Total** | ___ | ___ | ___% |
-
-**Conversion Funnel:**
-```
-Leads → Qualified → Application → Review → Certified → Active
-___  →   ___   →    ___     →   ___  →   ___    →   ___
-   ___%    ___%        ___%        ___%        ___%
-```
-
---
-
-## Financial Performance
-
-### Revenue & Commission Share
-
-| Revenue Component | Amount | Partner Share % | Partner Share $ |
-|-------------------|--------|----------------|-----------------|
-| Operator base earnings | $______ | ___% | $______ |
-| Performance bonuses | $______ | ___% | $______ |
-| Volume incentives | $______ | ___% | $______ |
-| Referral bonuses | $______ | ___% | $______ |
-| Other incentives | $______ | ___% | $______ |
-| **Total** | $______ | | $______ |
-
-### Incentive Earned This Period
-
-| Incentive Type | Requirement | Status | Amount |
-|----------------|-------------|--------|--------|
-| Lead generation bonus | ___ qualified leads | [Met/Partial/Not Met] | $______ |
-| Conversion bonus | ___ certified operators | [Met/Partial/Not Met] | $______ |
-| Retention bonus | ___ operators >12 months | [Met/Partial/Not Met] | $______ |
-| Performance bonus | Operator KPIs met | [Met/Partial/Not Met] | $______ |
-| **Total Incentives** | | | $______ |
-
-**Total Partner Earnings (YTD):** $______
-
---
-
-## Operator Placement & Performance
-
-### Operator Roster
-
-| Operator | Certified Date | Status | Monthly Revenue | Commission Tier | Uptime | Customer Rating |
-|----------|---------------|--------|----------------|----------------|--------|----------------|
-|          |               | Active/Terminated/On Leave | | | | |
-|          |               |        |                |                |        |                |
-|          |               |        |                |                |        |                |
-
-### Operator Performance Summary
-
-**Tier Distribution:**
- Bronze: ___ operators
- Silver: ___ operators
- Gold: ___ operators
-
-**Key Performance Indicators:**
- Average operator uptime: ___% (Target: >99.5%)
- Average customer rating: ___/5.0 (Target: >4.5)
- Total deliveries this month: ___
- On-time delivery rate: ___%
-
-**Churn/Retention:**
- New operators this month: ___
- Terminated operators this month: ___
- Net change: ___ (Churn rate: ___%)
- Annual churn rate: ___% (Target: <10%)
-
---
-
-## Partnership Health & Activity
-
-### Marketing & Support Activities
-
-| Activity Type | Date | Description | Outcome |
-|---------------|------|-------------|---------|
-| Training session | | | |
-| Marketing event | | | |
-| Business review | | | |
-| Operator visit | | | |
-| Other: ________ | | | |
-
-### Resource Utilization
-
-**Marketing Materials Distributed:** ___
-**Training Sessions Conducted:** ___ (total hours: ___)
-**Support Tickets Resolved:** ___ (avg response: ___ hrs)
-**Co-op Marketing Funds Used:** $___ of $___ allocated
-
---
-
-## Issues & Concerns
-
-**Operational Challenges:**
- [____________________________]
- [____________________________]
-
-**Operator Support Needs:**
- [____________________________]
- [____________________________]
-
-**Process Improvements:**
- [____________________________]
-
---
-
-## Action Plan for Next Period
-
-### Immediate Priorities (Next 30 Days)
-1. _____________________________________________________
-2. _____________________________________________________
-3. _____________________________________________________
-
-### Quarterly Goals
-1. _____________________________________________________
-2. _____________________________________________________
-
-### Support Needed from Timmy
- [ ] Additional training resources
- [ ] Marketing materials
- [ ] Technical support
- [ ] Operational guidance
- [ ] Other: ______________________
-
---
-
-## Partner Agreement & Acknowledgment
-
-By submitting this report, partner confirms:
-
- All data provided is accurate and complete
- Partner has reviewed operator performance and taken appropriate actions
- Any issues identified have been addressed or have action plans
- Partner understands that continued participation is contingent on meeting program metrics
-
-**Partner Representative Signature:** _________________________________
-**Printed Name:** _________________________________
-**Title:** _________________________________
-**Date:** _________________________________
-
---
-
-## Timmy Reviewer Notes
-
-** Reviewed By:** _________________________________
-**Date:** _________________________________
-
-**Comments:**
-[____________________________]
-
-**Verification Status:**
- [ ] Data verified
- [ ] Discrepancies noted (see attached)
- [ ] Incentive calculation approved
- [ ] Follow-up required
-
-**Next Review Date:** _________________________________
-
---
-
-*Report template version 1.0*
-*Reference: fleet-operator-incentives.md, fleet-ops-runbook.md*
+**Review Process:**
+- Weekly review: Partner Success Team
+- Monthly review: Fleet Leadership
+- Quarterly review: Executive Team