fix: Fleet Operator Incentives & Partner Program (implements #987) (closes #1008)

specs/fleet-operator-incentives.md

@@ -1,38 +1,104 @@
-# Fleet Operator Incentives
+# Fleet Operator Incentives Specification
 
 ## Overview
 
-This specification defines the incentive structure for certified fleet operators within the Timmy ecosystem. The goal is to attract, retain, and motivate high-performing operators to ensure reliable fleet operations and strong partner relationships.
+This document defines the incentive structures for fleet operators within the Timmy Home ecosystem. As part of Fleet Epic IV - Human Capital & Incentives, we establish clear motivation frameworks to ensure high performance, reliability, and growth of the fleet network.
 
-## Incentive Tiers
+## 1. Incentive Tiers
 
-### Tier 1: Certified Operator
-- **Eligibility**: Complete operator application, pass background check, complete training
-- **Benefits**:
-  - Base rate per delivery
-  - Access to premium loads
-  - Basic support
-  - Operator badge and certification
+### Tier 1: Bronze Operator
+- **Eligibility**: New operators, < 3 months tenure
+- **Base Rate**: $0.15/task
+- **Monthly Cap**: $500
+- **Bonuses**:
+  - First 100 tasks completed: +$100
+  - 95%+ completion rate: +$50
 
-### Tier 2: Performance Bonus
-- **Eligibility**: 95%+ on-time delivery rate, <2% incident rate, 6+ months active
-- **Benefits**:
-  - +15% rate multiplier
-  - Priority dispatch
-  - Dedicated support line
-  - Monthly performance bonus
+### Tier 2: Silver Operator
+- **Eligibility**: 3-12 months tenure, >500 tasks completed
+- **Base Rate**: $0.22/task
+- **Monthly Cap**: $1,200
+- **Bonuses**:
+  - 98%+ completion rate: +$150
+  - Peak-hour availability (6-9 AM,YPES$150
 
-### Tier 3: Fleet Partner
-- **Eligibility**: 5+ vehicles, 99%+ uptime, 12+ months active, refer 3+ qualified partners
-- **Benefits**:
-  - +25% rate multiplier
-  - Volume discounts
-  - Co-marketing opportunities
-  - Annual renewal bonus
-  - Training stipend
+### Tier 3: Gold Operator
+- **Eligibility**: >12 months tenure, >2000 tasks completed
+- **Base Rate**: $0.30/task
+- **Monthly Cap**: $2,500
+- **Bonuses**:
+  - 99%+ completion rate: +$300
+  - Training 2+ new operators: +$200/operator
+  - Weekend availability: +$200
 
-## Success Criteria (6-month targets)
-- 3-5 active certified operators
-- Operator churn <10% annually
-- Fleet uptime >99.5%
-- Partner channel >30% of leads
+### Tier 4: Platinum Operator
+- **Eligibility**: >24 months tenure, >5000 tasks completed, peer nomination
+- **Base Rate**: $0.40/task
+- **Monthly Cap**: Unlimited
+- **Bonuses**:
+  - Perfect attendance month: +$500
+  - Regional spot bonus: $100-$1000 (discretionary)
+  - Profit-sharing pool access (5% of net profits)
+
+## 2. Performance Metrics
+
+| Metric | Target | Measurement |
+|--------|--------|-------------|
+| Task Completion Rate | ≥98% | Daily rolling average |
+| Response Time | ≤5 min | 95th percentile |
+| Customer Rating | ≥4.8/5.0 | Rolling 30-day average |
+| Uptime/Availability | ≥90% | Weekly average hours active |
+| Safety Incidents | 0 | Zero tolerance |
+
+## 3. Bonus Structures
+
+### Quarterly Performance Bonus
+- Gold+ operators eligible
+- Tiered payouts based on combined metrics:
+  - Meets targets: $1,000
+  - Exceeds targets: $2,500
+  - Exceptional: $5,000
+
+### Referral Program
+- Refer new operator: $250 after their 50th task
+- Refer new partner business: $500 after first contract signed
+- Multi-tier: additional $100 for each referral that becomes Gold within 12 months
+
+### Fleet Growth Bonus
+- Operators who expand their own fleet (add ≥3 additional verified operators under their mentorship):
+  - $1,000 per new operator added after 6-month probation
+  - Access to Platinum-tier benefits for 6 months
+
+## 4. Penalties & Adjustments
+
+- **Late task completion**: -$0.05 per late task (from base)
+- **Customer complaint (verified)**: -$25 per incident
+- **No-show without notice**: -$50 per incident
+- **Safety violation**: Tier demotion, retraining required
+
+## 5. Payment Schedule
+
+- Weekly payouts (every Friday)
+- Direct deposit or cryptocurrency wallet
+- Detailed invoice with performance breakdown
+- Tax documents (1099) provided annually
+
+## 6. Review & Advancement
+
+- Automatic tier review occurs monthly
+- Operators may request early review after meeting tier criteria
+- Appeals process available within 7 days of notification
+- Demotion notices include 14-day improvement window
+
+## 7. Partner Program Integration
+
+Operators in Gold+ tiers are eligible for Partner Program benefits:
+- Access to premium client contracts
+- Co-marketing opportunities
+- Equipment leasing at preferred rates
+- Revenue share on referred business
+
+---
+
+*Last Updated: 2026-03-29*
+*Next Review: Quarterly*

specs/fleet-ops-runbook.md

@@ -2,51 +2,148 @@
 
 ## Purpose
 
-Standard operating procedures for fleet operators to ensure consistent, reliable service delivery.
+This runbook provides fleet operators with standard operating procedures (SOPs), escalation paths, and daily operational guidance for managing fleet tasks within the Timmy Home platform.
 
-## Daily Operations
+## Table of Contents
 
-### Pre-Shift Checklist
-- [ ] Vehicle inspection complete
-- [ ] Documentation uploaded
-- [ ] Route planning confirmed
-- [ ] Communication devices charged
+1. [Daily Startup](#daily-startup)
+2. [Task Management](#task-management)
+3. [Communication Protocols](#communication-protocols)
+4. [Incident Response](#incident-response)
+5. [Vehicle & Equipment Checks](#vehicle--equipment-checks)
+6. [End-of-Day Procedures](#end-of-day-procedures)
+7. [Escalation Matrix](#escalation-matrix)
+8. [Contact Directory](#contact-directory)
 
-### During Operations
-- [ ] Maintain 99.5%+ uptime
-- [ ] Report incidents within 15 minutes
-- [ ] Complete delivery confirmations
-- [ ] Follow safety protocols
+---
 
-### Post-Shift
-- [ ] Vehicle maintenance log updated
-- [ ] End-of-day report submitted
-- [ ] Next shift preparation
+## Daily Startup
 
-## Emergency Procedures
+### Morning Briefing (5:45 AM - 6:00 AM)
+- [ ] Log into operator dashboard
+- [ ] Review daily task assignments
+- [ ] Check weather and traffic conditions
+- [ ] Confirm vehicle status (fuel, battery, maintenance)
+- [ ] Update availability status to "Active"
 
-### Vehicle Breakdown
-1. Safety first - pull over safely
-2. Notify dispatch immediately
-3. Request replacement vehicle if needed
-4. Complete incident report
+### Equipment Checklist
+- [ ] Mobile device charged (>80%)
+- [ ] Scanner/tablet functional
+- [ ] Connectivity tested (Wi-Fi & cellular)
+- [ ] PPE available (if required for task type)
+- [ ] First aid kit present in vehicle
 
-### Delivery Issue
-1. Contact customer within 30 minutes
-2. Escalate to support if unresolved
-3. Document all communications
-4. File formal report within 24 hours
+## Task Management
 
-## Performance Monitoring
+### Task Acceptance
+1. Review task details: location, time window, requirements
+2. Confirm capacity to accept
+3. Acknowledge task within 2 minutes
+4. Navigate to location using integrated GPS
 
-- **Uptime**: Track via GPS and dispatch logs
-- **Delivery Timeliness**: On-time vs delayed deliveries
-- **Incident Rate**: Safety and damage events
-- **Customer Satisfaction**: Feedback scores
+### On-Site Procedure
+- Arrive 5 minutes early
+- Scan QR code or enter PIN
+- Complete required verification steps
+- Perform task according to SOP checklist
+- Capture completion evidence (photo/video if required)
+- Obtain customer signature if applicable
+- Mark task complete in system
 
-## Support Contacts
+### Task Issues
+- **Location inaccessible**: Contact dispatch, document with photo
+- **Equipment failure**: Log issue, request replacement
+- **Customer not present**: Wait 15 min past scheduled time, then escalate
+- **Task cannot be completed**: Document reason, contact support immediately
 
-- Dispatch: [dispatch number]
-- Emergency: [emergency number]
-- Maintenance: [maintenance contact]
-- Partner Success: [partner manager]
+## Communication Protocols
+
+### Radio/Comms Etiquette
+- Use clear, concise language
+- Identify yourself and task ID at start of transmission
+- Acknowledge all dispatcher communications within 1 minute
+- Emergency communications use priority channel
+
+### Status Updates
+- Update status every 2 hours during shift
+- Immediate notification for delays >10 minutes
+- ETA changes communicated proactively
+
+## Incident Response
+
+### Incident Categories & Response Times
+
+| Incident Type | Initial Response | Escalation Threshold |
+|---------------|-----------------|---------------------|
+| Vehicle accident | Immediate (911 + dispatch) | All accidents |
+| Task dispute | 5 minutes | Unresolved after 15 min |
+| Medical emergency | Immediate (911) | All emergencies |
+| Equipment loss/theft | 10 minutes | Police report required |
+| Route blocked | 15 minutes | Alternate not found |
+
+### Incident Reporting Steps
+1. Secure safety (self and others)
+2. Contact appropriate emergency services if needed
+3. Notify dispatch/supervisor
+4. Document with photos/videos
+5. Complete incident form within 1 hour
+6. Follow up with written statement within 24 hours
+
+## Vehicle & Equipment Checks
+
+### Daily Pre-Trip Inspection
+- **Tires**: Pressure and condition
+- **Lights**: All operational
+- **Fluids**: Oil, coolant, washer fluid
+- **Brakes**: Functional test
+- **Battery**: Charge level (EVs) or condition
+- **Documentation**: Registration, insurance current
+
+### Weekly Maintenance
+- Full vehicle wash
+- Interior cleaning
+- Inventory check (supplies, PPE)
+- System software updates
+
+## End-of-Day Procedures
+
+### Shift Closure (6:00 PM - 6:15 PM)
+- [ ] Complete all active tasks
+- [ ] Update status to "Ending Shift"
+- [ ] Submit daily report via dashboard
+- [ ] Log vehicle mileage
+- [ ] Charge all equipment
+- [ ] Vehicle parked in designated area
+
+### Reporting Requirements
+- Tasks completed: count and summary
+- Issue logs: any incidents or near-misses
+- Customer feedback: notable interactions
+- Equipment status: maintenance needed?
+- Suggestions for process improvements
+
+## Escalation Matrix
+
+| Situation | Contact | Method | Response Time |
+|-----------|---------|--------|---------------|
+| Technical failure | Tier 1 Support | Phone/App | 15 minutes |
+| Task dispute | Supervisor | Radio | 10 minutes |
+| Safety incident | Safety Officer | Phone (direct) | Immediate |
+| Payroll issue | Admin Team | Email | 24 hours |
+| Client complaint | Account Manager | Email | 1 hour |
+
+## Contact Directory
+
+| Role | Name | Phone | Email |
+|------|------|-------|-------|
+| Dispatch | — | +1-800-DISPATCH | dispatch@timmyhome.io |
+| Tier 1 Support | — | +1-800-SUPPORT | support@timmyhome.io |
+| Safety Hotline | — | +1-800-SAFETY | safety@timmyhome.io |
+| Fleet Manager | [Name] | [Phone] | [Email] |
+| Partner Relations | — | +1-800-PARTNERS | partners@timmyhome.io |
+
+---
+
+*Runbook Version: 1.0*
+*Effective Date: 2026-03-29*
+*Next Review: Quarterly*

specs/templates/operator-application.md

@@ -1,58 +1,146 @@
-# Operator Application Template
+# Fleet Operator Application Template
 
 ## Personal Information
 
-**Full Name**: ___________________________
+**Full Legal Name**: _______________________________
+**Date of Birth**: _______________
+**SSN / Tax ID**: _______________
+**Contact Phone**: _______________
+**Email Address**: _______________
+**Physical Address**: _______________________________
 
-**Contact Email**: ________________________
+## Employment Eligibility
 
-**Phone**: _______________________________
+- [ ] I am legally authorized to work in the United States
+- [ ] I am at least 21 years of age
+- [ ] I possess a valid driver's license (Class: ______, State: ______)
 
-**Address**: ______________________________
+## Driving & Vehicle Information
 
-## Business Information
+### Driver's License
+- License Number: _______________
+- State: _______________
+- Expiration: _______________
+- Have you had any moving violations in the past 3 years? (Y/N): ______
+  - If yes, please explain: _______________________________
 
-**Company Name**: _________________________
+### Vehicle Information
+- **Vehicle Year/Make/Model**: __________________________________
+- **Vehicle VIN**: ___________________________________________
+- **License Plate**: _________________________________________
+- **Vehicle Color**: _________________________________________
+- **Vehicle used for**: [ ] Personal [ ] Commercial [ ] Leased
+- **Insurance Provider**: _____________________________________
+- **Policy Number**: _________________________________________
+- **Coverage Limits**: $______ bodily injury / $______ property damage
 
-**Years in Business**: _____________________
+## Background Check Authorization
 
-**Number of Vehicles**: ____________________
+I authorize Timmy Home and its affiliated entities to conduct a background check, including:
 
-**Vehicle Types**: _________________________
+- [ ] Criminal history (7-year lookback)
+- [ ] Motor vehicle records
+- [ ] Employment verification
+- [ ] Education verification
+- [ ] Credit check (if required)
 
-**Service Area**: _________________________
+**Signature**: _______________________________ **Date**: _______________
 
-## Certifications
+## Equipment & Technology
 
+### Required Equipment (check all that you possess)
+- [ ] Smartphone (iOS/Android) with data plan
+- [ ] Portable charger / power bank
+- [ ] Mount for phone in vehicle
+- [ ] Scanner/tablet (if applicable)
+- [ ] Other: _______________________________________________
+
+### Technical Proficiency
+Please rate your comfort level with the following (1-5):
+- Mobile applications: _____
+- GPS navigation: _____
+- Digital forms & documentation: _____
+- Photography for documentation: _____
+
+## Availability & Scheduling
+
+### Preferred Working Hours
+- [ ] Morning (5:00 AM - 12:00 PM)
+- [ ] Afternoon (12:00 PM - 8:00 PM)
+- [ ] Evening (8:00 PM - 12:00 AM)
+- [ ] Overnight (12:00 AM - 5:00 AM)
+- [ ] Weekends
+
+### Weekly Availability
+- Monday: _____ hours
+- Tuesday: _____ hours
+- Wednesday: _____ hours
+- Thursday: _____ hours
+- Friday: _____ hours
+- Saturday: _____ hours
+- Sunday: _____ hours
+
+**Total weekly availability**: _____ hours
+
+## Experience & Training
+
+### Previous Relevant Experience
+**Company**: ___________________________________________
+**Role**: _______________________________________________
+**Duration**: ___________________________________________
+**Key Responsibilities**: _______________________________
+
+**Company**: ___________________________________________
+**Role**: _______________________________________________
+**Duration**: ___________________________________________
+**Key Responsibilities**: _______________________________
+
+### Specialized Training
 - [ ] Commercial Driver's License (CDL)
-- [ ] Safety Certification
-- [ ] Insurance Coverage (provide proof)
-- [ ] Background Check Completed
+- [ ] Defensive Driving Course
+- [ ] First Aid / CPR Certified
+- [ ] OSHA Safety Training
+- [ ] Other: _____________________________________________
 
-## Experience
+## Incentive Program Preferences
 
-**Years of Fleet Operations**: _____________
+Which incentive components are most important to you? (Rank 1-5, 1=most important)
+- Base pay rate: _____
+- Task variety: _____
+- Flexible schedule: _____
+- Performance bonuses: _____
+- Tier advancement opportunities: _____
 
-**Specializations**: _______________________
+## References
 
-**References**: ___________________________
+### Professional Reference 1
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________
 
-## Agreement
+### Professional Reference 2
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________
 
-I agree to abide by the Timmy Fleet Operations Manual, maintain required insurance levels, and uphold service standards as defined in the fleet operator incentives specification.
+## Agreement & Certification
 
-**Signature**: ___________________________
+I certify that all information provided in this application is true and complete to the best of my knowledge. I understand that false or omitted information may result in termination of my operator agreement.
 
-**Date**: ________________________________
+I have read and agree to the Timmy Home Operator Agreement and related policies.
 
-## For Internal Use
+**Applicant Signature**: _______________________________
+**Printed Name**: _____________________________________
+**Date**: _______________
 
-**Application ID**: ________________________
+---
 
-**Review Date**: ___________________________
+*Application ID*: [Auto-generated]
+*Submission Date*: [Auto-filled]
+*Review Status*: Pending
 
-**Status**: [ ] Approved [ ] Denied [ ] Pending
-
-**Assigned Partner Manager**: _______________
-
-**Certification Level Applied For**: _________
+*Please email completed application to operators@timmyhome.io or submit via the operator portal.*

specs/templates/partner-report.md

@@ -1,82 +1,222 @@
-# Partner Report Template
+# Partner Performance Report Template
 
-## Reporting Period
+## Report Period
 
-**From**: ___________________________
+**From**: _______________ **To**: _______________
+**Report Generated**: _______________
+**Report Owner**: _________________________________________
 
-**To**: _____________________________
+---
 
-**Partner Name**: ___________________
+## Executive Summary
 
-**Partner ID**: _____________________
+### Period Highlights
+- Total tasks completed: _______________
+- Revenue generated: $_______________
+- Net promoter score (NPS): _______________
+- Completion rate: ______________%
+- Key achievements: _____________________________________________
+- Areas for improvement: _________________________________________
 
-## Performance Metrics
+---
 
-### Operational Metrics
-- **Active Vehicles**: _________
-- **Total Deliveries**: _________
-- **On-Time Rate**: _____%
-- **Incident Count**: _________
-- **Uptime**: _____%
+## Partner Details
 
-### Financial Metrics
-- **Revenue Generated**: $_________
-- **Incentives Earned**: $_________
-- **Referral Bonuses**: $_________
+**Partner Name**: _______________________________________________
+**Partner ID**: _______________
+**Partner Tier**: [ ] Bronze [ ] Silver [ ] Gold [ ] Platinum
+**Contract Start Date**: _______________
+**Account Manager**: _______________________________________________
 
-### Customer Experience
-- **Average Rating**: _____/5
-- **Complaints**: _________
-- **Resolution Time**: _____ hours
+---
 
-## Lead Generation
+## Volume Metrics
 
-**New Leads Generated**: _________
+| Metric | Current Period | Previous Period | Variance | Annual Target |
+|--------|----------------|-----------------|----------|---------------|
+| Tasks Assigned | ________ | ________ | ____% | ________ |
+| Tasks Completed | ________ | ________ | ____% | ________ |
+| Tasks Cancelled | ________ | ________ | ____% | ________ |
+| Avg. Tasks/Day | ________ | ________ | ____% | ________ |
+| Peak Day (tasks) | ________ | ________ | ________ | ________ |
 
-**Qualified Leads**: _________
+---
 
-**Converted Customers**: _________
+## Financial Summary
 
-**Conversion Rate**: _____%
+| Category | Current Period | Previous Period | Variance | YTD Total |
+|----------|----------------|-----------------|----------|-----------|
+| Gross Revenue | $__________ | $__________ | ____% | $__________ |
+| Incentives Paid | $__________ | $__________ | ____% | $__________ |
+| Bonuses Awarded | $__________ | $__________ | ____% | $__________ |
+| Net Revenue* | $__________ | $__________ | ____% | $__________ |
 
-## Challenges & Issues
+*Net Revenue = Gross Revenue - Incentives Paid - Bonuses Awarded
 
-*Describe any operational challenges, incidents, or areas requiring support:*
+### Revenue Breakdown by Service Type
+- Standard Delivery: $__________ (____%)
+- Express Delivery: $__________ (____%)
+- White-Glove Service: $__________ (____%)
+- Other: $__________ (____%)
 
-_________________________________________
+---
 
-_________________________________________
+## Performance Quality Metrics
 
-## Support Required
+### Completion & Timeliness
+- **On-time Completion Rate**: ________% (Target: ≥95%)
+- **Average Completion Time**: ______ minutes (Target: ≤45 min)
+- **Tasks Completed Early**: ________ (____%)
+- **Tasks Completed Late**: ________ (____%)
 
-*What resources or assistance would help improve performance?*
+### Quality Assurance
+- **Customer Satisfaction Score**: ______ / 5.0
+- **5-Star Rating Percentage**: ______%
+- **Complaints Received**: ________
+- **Complaints Escalated**: ________
+- **Quality Audit Pass Rate**: ______%
 
-_________________________________________
+### Operational Reliability
+- **Vehicle/Availability Uptime**: ______%
+- **System/App Uptime**: ______%
+- **Missed Tasks due to Equipment**: ________
+- **Route Adherence Score**: ______%
 
-_________________________________________
+---
 
-## Partner Feedback
+## Operator Team Performance
 
-*Comments, suggestions, or success stories:*
+### Team Composition
+| Tier | Count | Change from prev. period |
+|------|-------|--------------------------|
+| Bronze | ________ | [ ] ↑ [ ] ↓ ____ |
+| Silver | ________ | [ ] ↑ [ ] ↓ ____ |
+| Gold | ________ | [ ] ↑ [ ] ↓ ____ |
+| Platinum | ________ | [ ] ↑ [ ] ↓ ____ |
+| **Total** | ________ | ________ |
 
-_________________________________________
+### Operator Productivity
+- **Top Performer**: ______________________ (______ tasks)
+- **Average Tasks/Operator/Day**: ________
+- **New Operators Added**: ________
+- **Operators Terminated**: ________
+- **Operator Retention Rate**: ______%
 
-_________________________________________
+---
 
-## Certification Status
+## Customer & Client Insights
 
-**Current Tier**: _________________
+### Top 5 Customers by Volume
+| # | Customer Name | Tasks | Revenue |
+|---|---------------|-------|---------|
+| 1 | ______________ | _____ | $_______ |
+| 2 | ______________ | _____ | $_______ |
+| 3 | ______________ | _____ | $_______ |
+| 4 | ______________ | _____ | $_______ |
+| 5 | ______________ | _____ | $_______ |
 
-**Eligibility for Promotion**: [ ] Yes [ ] No
+### Customer Feedback Themes
+- **Positive**: _______________________________________________________
+- **Negative**: _______________________________________________________
+- **Improvement Requests**: ___________________________________________
 
-**Next Review Date**: _____________
+---
+
+## Incident & Issue Log
+
+| Date | Incident Type | Description | Resolution | Cost Impact |
+|------|---------------|-------------|------------|-------------|
+| ______ | _____________ | ____________ | __________ | $__________ |
+| ______ | _____________ | ____________ | __________ | $__________ |
+| ______ | _____________ | ____________ | __________ | $__________ |
+
+**Total Incident Cost This Period**: $__________
+
+---
+
+## Compliance & Safety
+
+- Safety Training Completed: ________%
+- Safety Violations: ________
+- Near-Miss Reports: ________
+- Corrective Actions Outstanding: ________
+- Regulatory Compliance Status: [ ] Compliant [ ] Non-compliant
+
+---
+
+## Partner Program Benefits Utilization
+
+| Benefit | Utilized? | Frequency | ROI Assessment |
+|---------|-----------|-----------|----------------|
+| Co-marketing funds | [ ] Yes [ ] No | ________ | ________ |
+| Equipment leasing | [ ] Yes [ ] No | ________ | ________ |
+| Priority dispatch | [ ] Yes [ ] No | ________ | ________ |
+| Training program | [ ] Yes [ ] No | ________ | ________ |
+| Profit-sharing | [ ] Yes [ ] No | ________ | ________ |
+
+---
+
+## Review & Recognition
+
+### Performance Assessment
+**Overall Rating**: [ ] Exceeds Expectations [ ] Meets Expectations [ ] Needs Improvement
+
+**Strengths**:
+1. ___________________________________________
+2. ___________________________________________
+3. ___________________________________________
+
+**Areas for Development**:
+1. ___________________________________________
+2. ___________________________________________
+
+### Recognition & Awards
+- Employee of the Month: _________________________________
+- Safety Champion: ______________________________________
+- Customer Hero: _______________________________________
+
+---
+
+## Goals & Action Plan
+
+### Next Period Goals (30-60-90 day)
+
+| Goal Area | Objective | Success Metric | Owner | Due Date |
+|-----------|-----------|----------------|-------|----------|
+| Volume Growth | ______________________ | ______________ | ________ | ________ |
+| Quality Improvement | ______________________ | ______________ | ________ | ________ |
+| Safety | ______________________ | ______________ | ________ | ________ |
+| Training | ______________________ | ______________ | ________ | ________ |
+
+### Required Support from Timmy Home
+_________________________________________________________________
+_________________________________________________________________
+_________________________________________________________________
+
+---
 
 ## Signatures
 
-**Partner Representative**: _______________________
+**Partner Representative**: _______________________________________
+**Title**: ______________________ **Date**: _______________
+**Signature**: _______________________________________________
 
-**Date**: _________________________________________
+**Timmy Home Account Manager**: _________________________________
+**Title**: ______________________ **Date**: _______________
+**Signature**: _______________________________________________
 
-**Timmy Partner Success Manager**: _________________
+---
 
-**Date**: _________________________________________
+## Appendices
+
+- [ ] Appendix A: Detailed Task Log
+- [ ] Appendix B: Customer Feedback Samples
+- [ ] Appendix C: Financial Ledger
+- [ ] Appendix D: Incident Reports
+- [ ] Appendix E: Training Records
+
+---
+
+*Report classification: Confidential - Partner Eyes Only*
+*Template Version: 1.0*
+*Next review due: _______________*