Checklist

Daily Management & Gemba Leader Checklist

Interactive checklist and short-form report for leaders performing daily Gemba rounds and supporting visual daily management. Turn observations into recorded actions, coaching moments, and follow-up items that sustain improvement.

Interactive Tool

Daily Management & Gemba Leader Checklist

Use this quick interactive checklist during your Gemba rounds to convert observation into action. Aim for a 10–15 minute quick walk pattern covering 3–5 priority areas. Record exceptions, confirm standard work, capture coaching moments, assign owners, and document escalation needs. Suggested phrasing and escalation triggers are provided with fields.

Tip: Keep interactions short and respectful: listen first, ask focused questions, and leave with a clear follow-up.

Enter date (YYYY-MM-DD) or 'Today'
Select the shift you visited.
Quick walk pattern—note the priority areas for this round.
Optional: name the area not listed above.
Did you review the visible KPIs and exceptions on the start-of-shift board?
List any KPI exceptions observed (metric, value, impact). Leave blank if none.
Record up to 3 people you spoke with and their roles. Use first names when appropriate.
A short framed question to surface recent anomalies or improvements.
Briefly capture the change discussed and its implications.
Did you confirm standard work is available and followed at one representative station?
Name or ID of the station you verified.
Describe issues that require action. Be specific about location, problem, and observed impact.
Assign a clear owner for any open issue. Use a single name or role.
Enter a target date or shift for completion (e.g., 2026-09-01 or 'Next shift').
Leader judgment on urgency/impact for follow-up.
Select yes if the issue needs escalation beyond the team (safety risk, major quality/customer impact, equipment down).
Provide a concise reason and who should be notified. Suggested triggers: safety hazard, >4-hour downtime, customer-impacting defect, regulatory risk.
Record positive coaching comments and one improvement suggestion. Suggested phrasing: 'I noticed you did X—great because Y.' or 'I saw Z—what support would help you do it consistently?'
Did you hold a short brief to confirm actions and coaching points? Capture attendees below.
List who attended the end brief.
Approximate total minutes for this quick walk. Aim for 10–15 minutes for a standard quick round.
Rate the area overall based on safety, quality, delivery, and morale.
1.0 10.0
Anything else worth recording (e.g., material shortages, supplier issues, quick wins).
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