Assessment

Operational Excellence Baseline Assessment Toolkit

A facilitated baseline assessment you can run with leaders and frontline representatives. Collects repeatable domain scores, evidence, and prioritized next steps; saves structured responses for tracking and export. Includes scoring rubric, guided interpretation, and a simple prioritization workflow to turn assessment results into an initial pilot plan.

Interactive Tool

Operational Excellence Baseline Assessment Toolkit

Welcome

This assessment helps teams quickly determine where to focus improvement efforts across safety, quality, delivery, cost/flow, reliability, and improvement capability. Use it as a facilitated workshop with leadership and frontline representatives. The form collects repeatable numeric scores, short evidence notes, and suggested next steps so you can compare results over time, export them for radar charts, and convert findings into an aligned pilot plan.

How to run this

  1. Invite 4–8 participants representing leadership and the front line.
  2. Read each domain description aloud, then have participants discuss and enter a consensus score (0–4).
  3. Capture short evidence and up to two immediate opportunities per domain.
  4. Agree a primary focus and two next actions before submitting.

Scoring rubric

0 = No capability or measurement; widespread gaps. 1 = Early stages; pockets of activity but inconsistent. 2 = Emerging; repeatable local practices exist, limited scale. 3 = Managed; standard work, metrics, and regular problem-solving. 4 = Sustained/Optimized; systematic, measured, continuous learning and improvements spread across teams.

Radar output and next steps

After collection, export responses to create a radar (spider) chart with each domain average. Use the chart to visualize imbalances and choose pilots that address high-risk/low-capability areas or leverage strong capabilities to help adjacent domains.

Name of the organization, plant, or site.
The specific team, production line, department, or location being assessed.
YYYY-MM-DD (facilitator can record date of the workshop).
Name of the person running the assessment.
Consider near-miss reporting, hazard controls, standard safety procedures, and engagement. Use the rubric to select a consensus score.
1.0 10.0
Short evidence (what you see): immediate opportunities (up to two).
Consider defect rates, inspection approach, standardized work for quality, and escalation/process controls.
1.0 10.0
Short evidence and up to two improvement opportunities.
Consider lead time, on-time deliveries, scheduling, and ability to meet customer commitments.
1.0 10.0
Short evidence and up to two improvement opportunities.
Consider waste categories, inventory levels, changeover, and flow constraints affecting cost and throughput.
1.0 10.0
Short evidence and up to two improvement opportunities.
Consider equipment uptime, preventive maintenance, backlog, and mean time to repair metrics.
1.0 10.0
Short evidence and up to two improvement opportunities.
Consider frontline problem-solving, standard work, training, visual management, and governance for CI.
1.0 10.0
Short evidence and up to two improvement opportunities.
Choose where to focus first based on this assessment.
List two concrete actions, who owns them, and expected short-term outcome. Example: 'Pilot 5S on line X — owner: A — outcome: reduce changeover time by 15%.'
Names/roles of people who should be involved in the next steps.
Facilitator: calculate the mean of the six domain scores and enter here (optional). This field helps produce a simple trend number for dashboards.
Short notes about governance required, barriers expected, or quick wins to protect momentum.
You can explore this tool now. Sign in or create an account to save your responses and return to them later.
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