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Alexander Payne
2485b7a708 docs: add fleet operations runbook for operators
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- Daily and weekly checklists
- Alert response protocol (<30min critical, <4h warnings)
- Common fixes: restart tmux, clear dispatch queue, update hermes
- Emergency escalation contacts
- Security rules and contact references
2026-04-30 20:21:57 -04:00
Alexander Payne
84831942ed fix(#987): add fleet operator incentives and partner program spec
- Operator role definition, compensation model with bonuses
- Partner program: 20% commission for 12 months per referral
- Quality standards, onboarding certification (4 phases)
- Exit and transition protocol
- Templates: operator-application.md, partner-report.md

Partial implementation of #987
2026-04-30 20:19:31 -04:00
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# Fleet Operator Incentives Specification
# Fleet Operator Incentives & Partner Program
*Epic IV — Human Capital & Incentives (Mogul Influence roadmap steps XII, XIII, XV)*
## Overview
## Operator Role Definition
### Primary Responsibilities
- Deploy and maintain sovereign AI agent fleets on VPS nodes
- Monitor fleet health, uptime, and performance metrics
- Execute dispatched tasks from the Timmy Foundation (burn sessions, cron jobs, PR merges)
- Maintain fleet identity registry and rotate credentials per security policy
- Report operational metrics weekly (uptime %, completed tasks, resource usage)
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.
### Qualifications
- Linux system administration (systemd, ssh, git, basic networking)
- Familiarity with AI agent frameworks (Hermes Agent preferred)
- Reliable VPS infrastructure (minimum: 2 vCPU, 4GB RAM, 50GB SSD)
- Stable internet connection with <50ms latency to foundation services
## 1. Incentive Tiers
## Compensation Model
### Base Rate
- **$150/month** per operator for up to 5 VPS nodes managed
- Additional $25/month per node beyond 5 (max 10 nodes per operator)
### 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
### Performance Bonuses
| Metric | Target | Bonus |
|--------|---------|-------|
| Fleet uptime | >99.5% monthly | +$50 |
| Task completion rate | >95% successful dispatches | +$30 |
| Response time | <30min for critical alerts | +$20 |
| Churn prevention | Retain operators 6+ months | +$100 quarterly |
### 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
### Payment Schedule
- Monthly via stablecoin (USDC/USDT) on preferred chain
- Bonuses paid within 7 days of month-end verification
- Operators provide wallet address during onboarding
### 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
## Partner Program (20% Commission)
### Partner Role
- Refer new operators to the Timmy Foundation fleet
- Earn 20% of operator base compensation for first 12 months
- Provide mentorship during operator onboarding (first 30 days)
### 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)
### Commission Structure
- New operator base $150/mo → Partner earns $30/mo for 12 months
- Bonus performance passes through (partner earns 20% of operator bonuses)
- Minimum: 2 qualifying operators referred before earning partner status
## 2. Performance Metrics
### Partner Requirements
- Must be certified operator for 3+ months with >99% uptime
- Maintain active communication with referred operators
- Submit monthly partner report (format: `specs/templates/partner-report.md`)
| 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 |
## Quality Standards
### Operational Standards
- [ ] Fleet uptime ≥99.5% monthly
- [ ] Critical alerts acknowledged within 30 minutes
- [ ] Security: no credential reuse across nodes
- [ ] Weekly metrics report submitted by Monday 09:00 UTC
- [ ] Adhere to sovereign AI principles (no data exfiltration, local-first)
## 3. Bonus Structures
### Code Quality (for agent modifications)
- [ ] All changes committed with signed-off-by
- [ ] PRs reference Gitea issue/modal number
- [ ] Tests pass before merge (where applicable)
- [ ] No hardcoded secrets in commits
### Quarterly Performance Bonus
- Gold+ operators eligible
- Tiered payouts based on combined metrics:
- Meets targets: $1,000
- Exceeds targets: $2,500
- Exceptional: $5,000
### Communication Standards
- [ ] Respond to Timmy Foundation pings within 24 hours
- [ ] Use professional, concise language in issues/PRs
- [ ] Report outages immediately via Telegram/Discord alert channel
### 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
## Onboarding & Certification
### Phase 1: Application
- Submit operator application (template: `specs/templates/operator-application.md`)
- Provide VPS specifications and location
- Sign operator agreement
### 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
### Phase 2: Training
- Complete Hermes Agent training (5 modules)
- Pass fleet operations quiz (80% passing score)
- Shadow certified operator for 1 week
## 4. Penalties & Adjustments
### Phase 3: Certification
- Deploy 2-node test fleet
- Successfully complete 10 dispatched tasks
- Certified operator reviews and signs off
- **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
### Phase 4: Active Status
- Added to operator registry
- Granted access to fleet management tools
- Begin earning base compensation
## 5. Payment Schedule
## Exit & Transition Protocol
### Voluntary Exit
1. Submit 30-day notice via Gitea issue label `exit-notice`
2. Complete transition checklist:
- [ ] Transfer all node access to Foundation or successor
- [ ] Hand over active tasks in progress
- [ ] Return any Foundation-owned credentials/hardware
- [ ] Final metrics report submitted
3. Receive exit payment within 7 days
- Weekly payouts (every Friday)
- Direct deposit or cryptocurrency wallet
- Detailed invoice with performance breakdown
- Tax documents (1099) provided annually
### Involuntary Termination (for cause)
- Repeated uptime <97% (3 consecutive months)
- Security breach or credential exposure
- Violation of sovereign AI principles
- Unresponsive >72 hours without prior notice
## 6. Review & Advancement
Terminated operators:
- Access revoked immediately
- Final payment pro-rated to last active day
- May reapply after 6 months with improvement plan
- 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
### Succession Planning
- Each operator mentors 1 junior operator within first 6 months
- Documentation of all processes in `specs/fleet-ops-runbook.md`
- No single point of failure: min 2 operators per region
## 7. Partner Program Integration
## Success Criteria (6-Month Targets)
- [ ] 3-5 active certified operators
- [ ] Operator churn <10% annually
- [ ] Fleet uptime >99.5%
- [ ] Partner channel >30% of new operator leads
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*
## References
- Parent epic: Mogul Influence 17-step roadmap (steps XII, XIII, XV)
- Issue: #987
- Templates: `specs/templates/operator-*.md`
- Runbook: `specs/fleet-ops-runbook.md` (future)

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# Fleet Operations Runbook
*Standard operating procedures for Timmy Foundation fleet operators*
## Purpose
## Daily Checklist
- [ ] Check fleet health: `tmux list-sessions` (should show BURN, BURN2, FORGE active)
- [ ] Verify gateway running: `systemctl status ai.hermes.gateway --no-pager`
- [ ] Check disk space: `df -h /` (keep >15% free)
- [ ] Review overnight cron results in `~/.hermes/cron/jobs/`
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.
## Weekly Tasks
- [ ] Generate fleet metrics report (`scripts/fleet-metrics.sh`)
- [ ] Rotate any expired credentials (check `~/.hermes/fleet-dispatch-state.json`)
- [ ] Review open PRs in Timmy Foundation repos
- [ ] Submit weekly report by Monday 09:00 UTC
## Table of Contents
## Alert Response Protocol
### Critical (respond <30 min)
1. Gateway down: `sudo systemctl restart ai.hermes.gateway`
2. Disk >90% full: `scripts/cleanup-disk.sh`
3. Fleet dispatch failing: check `/tmp/hermes/dispatch-queue.json`
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)
### Warning (respond <4 hours)
1. Uptime <99.5%: investigate tmux panes with `tmux attach -t BURN`
2. Failed cron jobs: check logs in `~/.hermes/cron/jobs/`
3. Agent loop errors: review session transcripts
---
## Common Fixes
### Restart stuck tmux pane
```bash
tmux send-keys -t BURN:0 C-c
tmux send-keys -t BURN:0 "hermes chat --yolo" Enter
```
## Daily Startup
### Clear dispatch queue
```bash
rm /tmp/hermes/dispatch-queue.json
# Watchdog will recreate on next cycle
```
### 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"
### Update hermes-agent
```bash
cd ~/hermes-agent && git pull origin main && pip install -e ".[all]"
```
### 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
## Emergency Escalation
- **Telegram**: @Rockachopa (primary)
- **Gitea Issue**: label `operator-alert` + mention @Rockachopa
- **Discord**: #fleet-ops-alerts channel
## Task Management
## Security Rules
- Never share VPS SSH keys
- Never commit credentials to git
- Rotate tokens every 90 days
- Report suspicious activity immediately
### 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
### 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
### 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
## 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*
## Contact
- **Operator Handbook**: `specs/fleet-operator-incentives.md`
- **Templates**: `specs/templates/operator-*.md`
- **Foundation Forge**: https://forge.alexanderwhitestone.com/Timmy_Foundation

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# Fleet Operator Application Template
# Fleet Operator Application
*Submit completed form as a new Gitea issue with label `operator-application`*
## Personal Information
- **Name / Handle**:
- **Contact Email**:
- **Telegram/Discord Handle**:
- **Wallet Address (USDC/USDT)**:
- **Timezone**:
**Full Legal Name**: _______________________________
**Date of Birth**: _______________
**SSN / Tax ID**: _______________
**Contact Phone**: _______________
**Email Address**: _______________
**Physical Address**: _______________________________
## Infrastructure
- **VPS Provider**: (e.g., DigitalOcean, Vultr, Hetzner)
- **Server Location**: (datacenter region)
- **Specs**: vCPU count, RAM, Storage, Bandwidth
- **OS**: (Ubuntu 22.04 LTS preferred)
- **Static IP**: Yes / No
## Employment Eligibility
## Experience
- [ ] Linux system administration (2+ years)
- [ ] Git / GitHub / Gitea usage
- [ ] Docker / container orchestration
- [ ] AI agent frameworks (Hermes, OpenAI, etc.)
- [ ] Prior VPS fleet management
- [ ] 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: ______)
### Relevant Experience (describe)
*Briefly describe your background with fleet ops, sysadmin, or AI agents:*
## Driving & Vehicle 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: _______________________________
### 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
## Background Check Authorization
I authorize Timmy Home and its affiliated entities to conduct a background check, including:
- [ ] Criminal history (7-year lookback)
- [ ] Motor vehicle records
- [ ] Employment verification
- [ ] Education verification
- [ ] Credit check (if required)
**Signature**: _______________________________ **Date**: _______________
## 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)
- [ ] Defensive Driving Course
- [ ] First Aid / CPR Certified
- [ ] OSHA Safety Training
- [ ] Other: _____________________________________________
## Incentive Program Preferences
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: _____
## Commitment
- **Hours per week available**:
- **Can maintain 99.5% uptime?** Yes / No
- **Agree to 30-day notice for exit?** Yes / No
- **Agree to sovereign AI principles (no data exfiltration)?** Yes / No
## References
- GitHub/Gitea username:
- Any prior work with Timmy Foundation? (link issues/PRs)
### Professional Reference 1
**Name**: ________________________________
**Relationship**: _______________________
**Company**: ___________________________
**Phone**: _____________________________
**Email**: _____________________________
## Acknowledgment
I understand I will start at $150/month base rate, with bonuses available for performance. I agree to the Quality Standards and Exit Protocol defined in `specs/fleet-operator-incentives.md`.
### Professional Reference 2
**Name**: ________________________________
**Relationship**: _______________________
**Company**: ___________________________
**Phone**: _____________________________
**Email**: _____________________________
## Agreement & Certification
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.
I have read and agree to the Timmy Home Operator Agreement and related policies.
**Applicant Signature**: _______________________________
**Printed Name**: _____________________________________
**Date**: _______________
**Signature** (type name): _________________ **Date**: _________
---
*Application ID*: [Auto-generated]
*Submission Date*: [Auto-filled]
*Review Status*: Pending
*Please email completed application to operators@timmyhome.io or submit via the operator portal.*
*Send completed application to: https://forge.alexanderwhitestone.com/Timmy_Foundation/timmy-home/issues/new*

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# Partner Performance Report Template
# Partner Monthly Report
*Submit by the 5th of each month for commission payments*
## Report Period
## Partner Info
- **Partner Name**:
- **Month/Year**:
- **Wallet Address**:
**From**: _______________ **To**: _______________
**Report Generated**: _______________
**Report Owner**: _________________________________________
## Referred Operators
| Operator Handle | Start Date | Monthly Base | Commission (20%) | Status |
|----------------|------------|--------------|-------------------|--------|
| | | $150 | $30 | active / churned |
| | | $150 | $30 | active / churned |
| | | $150 | $30 | active / churned |
**Total Commission Due**: $______
## Mentorship Log
*Confirm you provided mentorship to each referred operator in the first 30 days:*
- [ ] Operator 1: mentored (dates: ____ to ____)
- [ ] Operator 2: mentored (dates: ____ to ____)
- [ ] Operator 3: mentored (dates: ____ to ____)
## Partner Performance
- Total active operators referred:
- Average operator uptime this month: ______%
- Any operator churn? Yes / No (explain: )
## Self-Assessment
- [ ] I maintained >99% personal fleet uptime
- [ ] I responded to Foundation pings within 24 hours
- [ ] I submitted this report on time
## Notes
*Any issues, concerns, or operator feedback:*
---
## Executive Summary
### Period Highlights
- Total tasks completed: _______________
- Revenue generated: $_______________
- Net promoter score (NPS): _______________
- Completion rate: ______________%
- Key achievements: _____________________________________________
- Areas for improvement: _________________________________________
---
## Partner Details
**Partner Name**: _______________________________________________
**Partner ID**: _______________
**Partner Tier**: [ ] Bronze [ ] Silver [ ] Gold [ ] Platinum
**Contract Start Date**: _______________
**Account Manager**: _______________________________________________
---
## Volume Metrics
| Metric | Current Period | Previous Period | Variance | Annual Target |
|--------|----------------|-----------------|----------|---------------|
| Tasks Assigned | ________ | ________ | ____% | ________ |
| Tasks Completed | ________ | ________ | ____% | ________ |
| Tasks Cancelled | ________ | ________ | ____% | ________ |
| Avg. Tasks/Day | ________ | ________ | ____% | ________ |
| Peak Day (tasks) | ________ | ________ | ________ | ________ |
---
## Financial Summary
| Category | Current Period | Previous Period | Variance | YTD Total |
|----------|----------------|-----------------|----------|-----------|
| Gross Revenue | $__________ | $__________ | ____% | $__________ |
| Incentives Paid | $__________ | $__________ | ____% | $__________ |
| Bonuses Awarded | $__________ | $__________ | ____% | $__________ |
| Net Revenue* | $__________ | $__________ | ____% | $__________ |
*Net Revenue = Gross Revenue - Incentives Paid - Bonuses Awarded
### Revenue Breakdown by Service Type
- Standard Delivery: $__________ (____%)
- Express Delivery: $__________ (____%)
- White-Glove Service: $__________ (____%)
- Other: $__________ (____%)
---
## Performance Quality Metrics
### Completion & Timeliness
- **On-time Completion Rate**: ________% (Target: ≥95%)
- **Average Completion Time**: ______ minutes (Target: ≤45 min)
- **Tasks Completed Early**: ________ (____%)
- **Tasks Completed Late**: ________ (____%)
### 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**: ______%
---
## Operator Team Performance
### 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**: ______%
---
## Customer & Client Insights
### Top 5 Customers by Volume
| # | Customer Name | Tasks | Revenue |
|---|---------------|-------|---------|
| 1 | ______________ | _____ | $_______ |
| 2 | ______________ | _____ | $_______ |
| 3 | ______________ | _____ | $_______ |
| 4 | ______________ | _____ | $_______ |
| 5 | ______________ | _____ | $_______ |
### Customer Feedback Themes
- **Positive**: _______________________________________________________
- **Negative**: _______________________________________________________
- **Improvement Requests**: ___________________________________________
---
## 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
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
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## Signatures
**Partner Representative**: _______________________________________
**Title**: ______________________ **Date**: _______________
**Signature**: _______________________________________________
**Timmy Home Account Manager**: _________________________________
**Title**: ______________________ **Date**: _______________
**Signature**: _______________________________________________
---
## Appendices
- [ ] Appendix A: Detailed Task Log
- [ ] Appendix B: Customer Feedback Samples
- [ ] Appendix C: Financial Ledger
- [ ] Appendix D: Incident Reports
- [ ] Appendix E: Training Records
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*Report classification: Confidential - Partner Eyes Only*
*Template Version: 1.0*
*Next review due: _______________*
*Submit as comment on your partner Gitea issue or via Telegram to @Rockachopa*