Daily Management & Gemba Playbook

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1. { "Title": "Gemba Walk Checklist & Leader Script", "IntroductionHtml": "<section><h2>Purpose</h2><p>Use this checklist to make Gemba walks structured, respectful, and action-focused. Observe facts, coach with curiosity, capture any immediate issues, and assign clear ownership and a follow-up cadence so improvements stick.</p><h3>Leader script (short)</h3><p><strong>Opening:</strong> 'Hi — we’re doing a quick walk to understand how the process is working today. I’m here to learn and to help remove obstacles. Can you show me how this step is done?'</p><p><strong>While observing (use coaching phrases):</strong></p><ul><li>Ask a question: 'Can you walk me through what you're seeing here?'</li><li>Praise what works: 'I noticed X working well — tell me more about that.'</li><li>Probe for data: 'What did you expect to happen? What actually happened?'</li><li>Offer support: 'What would help you do this easier or safer?'</li></ul><p><strong>Closing:</strong> 'Thank you. I’ll capture what we saw and follow up on the immediate items we agreed on.' </p><h3>How to use this form</h3><p>Complete the pre-walk readiness checks, score quick tone checks for safety/quality/flow/morale, record observable facts (not opinions), and if you identify an issue, use the quick-capture fields to assign owner, priority, immediate containment, and follow-up date.</p></section>", "SubmitLabel": "Save Walk Entry", "SuccessMessage": "Gemba walk entry saved. Ensure follow-up items are tracked in your follow-up cadence.", "DataType": "GembaWalkEntry", "SchemaVersion": "1.0", "Fields": [ { "Key": "preWalkReady", "Label": "Pre-walk: Are you prepared to conduct a respectful, coaching-focused walk?", "FieldType": "yesno", "HelpText": "Confirm you have a clear purpose, permission to observe, and a 15–30 minute time budget.", "Required": true }, { "Key": "location", "Label": "Area / Line / Cell", "FieldType": "text", "HelpText": "Where will you walk (e.g., Packaging Line 2).", "Required": true }, { "Key": "dateTime", "Label": "Date & Time", "FieldType": "text", "HelpText": "Use a clear format (e.g., 2026-08-28 09:15).", "Required": true }, { "Key": "teamPresent", "Label": "People observed / present", "FieldType": "textarea", "HelpText": "Names and roles (brief)." }, { "Key": "focusArea", "Label": "Focus area", "FieldType": "select", "Options": [ { "Value": "safety", "Label": "Safety" }, { "Value": "quality", "Label": "Quality" }, { "Value": "flow", "Label": "Flow/Throughput" }, { "Value": "morale", "Label": "Morale/Engagement" }, { "Value": "other", "Label": "Other" } ], "HelpText": "Primary theme for this walk.", "Required": true }, { "Key": "safetyRating", "Label": "Safety (1 = concern, 5 = excellent)", "FieldType": "scale", "HelpText": "Quick tone-check on safety observed during the walk.", "Required": true, "Min": 1, "Max": 5 }, { "Key": "qualityRating", "Label": "Quality (1 = concern, 5 = excellent)", "FieldType": "scale", "HelpText": "Quick tone-check on quality observed during the walk.", "Required": true, "Min": 1, "Max": 5 }, { "Key": "flowRating", "Label": "Flow/Throughput (1 = blocked, 5 = smooth)", "FieldType": "scale", "HelpText": "Observe flow, handoffs, and any bottlenecks.", "Required": true, "Min": 1, "Max": 5 }, { "Key": "moraleRating", "Label": "Morale / Engagement (1 = low, 5 = high)", "FieldType": "scale", "HelpText": "Note team tone, engagement, and signs of stress.", "Required": true, "Min": 1, "Max": 5 }, { "Key": "keyObservations", "Label": "Key observations (facts only)", "FieldType": "textarea", "HelpText": "Record observable facts. Avoid interpretation or blame. Example: 'Machine X stopped 2 times in 30 min; operator performed workaround Y.'" }, { "Key": "coachingPhrase", "Label": "Starter coaching phrase used", "FieldType": "select", "Options": [ { "Value": "ask_about", "Label": "Question: 'Can you show me how X works?'" }, { "Value": "praise", "Label": "Praise: 'I saw something working well — tell me more.'" }, { "Value": "probe", "Label": "Probe: 'What did you expect to happen?" }, { "Value": "support", "Label": "Offer support: 'How can I help remove that obstacle?'" } ], "HelpText": "Which approach did you use to engage the team?" }, { "Key": "issueExists", "Label": "Is there an immediate issue to capture?", "FieldType": "yesno", "HelpText": "If yes, complete the quick-capture fields below. If multiple issues exist, submit separate entries or list them clearly in the description." }, { "Key": "issueDescription", "Label": "Issue description (brief)", "FieldType": "textarea", "HelpText": "One short sentence describing the problem (observable fact)." }, { "Key": "issueOwner", "Label": "Issue owner (name or role)", "FieldType": "text", "HelpText": "Who will own follow-up?" }, { "Key": "issuePriority", "Label": "Priority", "FieldType": "select", "Options": [ { "Value": "high", "Label": "High (safety/production stop/customer impact)" }, { "Value": "medium", "Label": "Medium (repeat defect, recurring delay)" }, { "Value": "low", "Label": "Low (opportunity or improvement idea)" } ], "HelpText": "Choose the priority for follow-up." }, { "Key": "immediateContainment", "Label": "Immediate containment / temporary fix taken", "FieldType": "textarea", "HelpText": "What was done now to make the situation safe or stop the immediate impact?" }, { "Key": "followUpDue", "Label": "Follow-up due (date or timeframe)", "FieldType": "text", "HelpText": "e.g., same day, 48 hours, next weekly huddle. Use a date if you prefer." }, { "Key": "followUpOwner", "Label": "Follow-up owner for verification", "FieldType": "text", "HelpText": "Who will verify the issue is closed?" }, { "Key": "followUpCadence", "Label": "Recommended follow-up cadence", "FieldType": "select", "Options": [ { "Value": "same_day", "Label": "Same day" }, { "Value": "24_48h", "Label": "24–48 hours" }, { "Value": "next_shift", "Label": "Next shift" }, { "Value": "weekly_huddle", "Label": "Weekly improvement huddle" }, { "Value": "other", "Label": "Other" } ], "HelpText": "How frequently should progress be reviewed?" }, { "Key": "leaderNotes", "Label": "Leader notes / commitments", "FieldType": "textarea", "HelpText": "What will you (the leader) commit to do, and when will you check back?" }, { "Key": "closing", "Label": "Closing reflection", "FieldType": "textarea", "HelpText": "One-sentence reflection: what was learned or the next step?" } ] }