Audit

Operational Health Diagnostic (fillable audit)

An interactive, evidence-focused audit that scores capability across Safety, Quality, Delivery, Cost, and Reliability. Record numeric scores, capture supporting evidence, assign owners, and produce a prioritized list of improvement opportunities suitable for quarterly leadership-frontline reviews.

Interactive Tool

Operational Health Diagnostic (fillable audit)

This audit helps teams quickly reveal capability gaps across safety, quality, delivery, cost, and reliability, capture evidence for each score, and create prioritized, system-focused improvement leads. Encourage honest, evidence-based scoring and include both leaders and frontline representatives when running the audit.

YYYY-MM-DD or a friendly date. Required.
Where the audit is performed. Required.
List participants including frontline reps and leaders. Helpful for follow-up.
Use 1 (severe gap) to 5 (best practice). Record evidence for any score below 4. Example: 1 = serious nonconformance or immediate risk, 3 = controls exist but not consistently applied, 5 = standardized, monitored, and continuously improving.
Rate how well leaders set clear expectations, resourcing, line-of-sight, and follow-through.
Concrete examples or documents that support the score: meetings, KPIs, escalation behavior.
Who should lead improvements in this area? Use role or name.
A short, testable improvement idea or next step (who, what, by when).
Rate consistency and effectiveness of daily routines, huddles, and problem escalation.
Observed behaviours, routine boards, huddle notes, or examples of deviations.
Who on the frontline should own improvements here?
A short, testable improvement idea or next step (who, what, by when).
Assess existence, accessibility, and adherence to standard work and error-proofing.
Examples of written procedures, observed adherence, and revision history.
Owner for updating and maintaining standard work.
A short, testable improvement idea or next step (who, what, by when).
Rate preventive maintenance, backlog control, and equipment reliability practices.
Recent PM records, breakdown frequency, spare parts availability.
Who should lead reliability improvements?
A short, testable improvement idea or next step (who, what, by when).
Assess accuracy, timeliness, and usefulness of KPIs and visual management.
Examples of dashboards, metric discrepancies, or manual workarounds.
Who owns metric integrity and reporting?
A short, testable improvement idea or next step (who, what, by when).
Rate supplier quality, delivery reliability, and collaboration to resolve issues.
Missed deliveries, defect instances, or supplier improvement plans.
Who should coordinate supplier improvement?
A short, testable improvement idea or next step (who, what, by when).
Assess risk controls, incident follow-up, and hazard recognition culture.
Observations, recent incidents, near misses, and corrective actions.
Who should own safety follow-through?
A short, testable improvement idea or next step (who, what, by when).
Rate competence, onboarding, and ongoing skill development.
Records of training, observed skill gaps, or cross-training coverage.
Who should run capability improvement?
A short, testable improvement idea or next step (who, what, by when).
Assess whether CI is systematic, sustained, and connected to business goals.
Examples of sustained experiments, PDCA cycles, and improvement cadence.
Who should coordinate improvement portfolio?
A short, testable improvement idea or next step (who, what, by when).
Anything else auditors want to record about context, risks, or surprises.
Use this field to capture the top 3–5 opportunities with rationale, tentative priority (High/Medium/Low), and recommended owner. The platform may be configured to auto-generate this from scores and evidence in future releases.
Capture immediate follow-up actions, owners, and target dates.
Recommended date for re-audit or progress review.
List filenames, photos, or links to evidence stored elsewhere.
Name of person finalizing this audit.
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