Form

Gemba Walk Observation & Coaching Form

A lightweight, facilitator-friendly interactive gemba observation form that captures clear observations, a metric snapshot, coaching prompts, immediate improvement ideas, owner assignments, and an experiment-style follow-up plan so walk observations turn into owned experiments with measurable outcomes.

Interactive Tool

Gemba Walk Observation & Coaching Form

Use this form during a gemba walk to capture what you see, coach for learning, identify immediate improvements, and convert observations into owned experiments with clear measures and a follow‑up date. Be curious, specific, and focus on actions that the team can own. Avoid checklists for their own sake — capture an owner, a clear experiment (hypothesis), and how you will know it worked.

Enter date and time (e.g., 2026-08-27 09:15).
Where on the floor did you observe this? (line, cell, station)
Who is conducting this gemba walk?
Be factual and specific. Include who, what, when, where, and how. Avoid judgments. (2–4 short sentences works well)
Helps prioritize deeper problem solving vs quick fixes.
Name the metric that relates to this observation (e.g., OEE, cycle time, defects/hr, downtime).
Enter current observed value (numeric).
What would good look like for this metric?
Short note: when was the metric measured, what shift/lot/product, any relevant qualifiers.
Record the operator's perspective. Use coaching questions rather than assigning blame.
Capture immediate hypotheses from the operator or team.
Capture suggestions the operator offers for removal of obstacles or quick fixes.
Describe a small, safe change that can be tried right away to reduce harm or waste. Keep it specific and time-limited.
Use priority to help allocate attention and resources.
Write a short hypothesis: If we [change], then [expected measurable result].
List 1–3 measures that will show whether the experiment improved things.
Be explicit: what numeric change or outcome will count as success?
Who will own the follow-up and next experiment step?
Select the role of the owner.
Scale: 1 = not confident, 5 = very confident
1.0 10.0
When will the owner follow up or complete the quick experiment?
Date for the gemba leader to return and verify progress or measure results.
What should you look for on follow-up? Suggested checks or evidence to collect.
Decide whether this observation is visible to the whole team or private between coach and owner.
Optional: attach extra context, tags, or links to related issues (IDs, workorders).
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