Checklist

    Gemba Walk Checklist

    In short

    A gemba walk checklist is a short, repeatable list of what a leader looks for, asks and records when they go to the place where work is done. This one fits on a page: board review and theme before the walk, 15 questions grouped by safety, quality, delivery, cost and people during it, and actions with owners and dates after it.

    Key facts

    • Use: before, during and after a leader's gemba walk; one area, one theme, 20–45 minutes.
    • Who: team leaders daily, supervisors several times a week, site leaders weekly (leader standard work).
    • Output: observations, deviations from standard, actions with owners and dates on the team's tier board.
    • Format: HTML page you can print or save as PDF; runs as a mobile checklist in TeamAssurance.

    By Matt Mafrici, CEO and founder, TeamAssurance · Published

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    Before the walk

    ItemDone
    Theme chosen (a standard, a red measure, safety, flow through one process)☐
    Tier board reviewed: yesterday's reds, overdue actions, open escalations☐
    Time fixed in leader standard work; area told you are coming☐

    During the walk: 15 questions

    AreaQuestionNote
    SafetyIs anything unsafe right now?
    SafetyDoes the area match its 5S standard?
    SafetyIs the standard work visible and current?
    QualityHow do you know this output is good?
    QualityWhat was the last defect and what happened to it?
    QualityWhere does rework happen?
    DeliveryAre we on plan this hour; if not, why?
    DeliveryWhere did the time go?
    DeliveryWhat stopped the line last shift?
    CostWhere do you wait, search, walk or carry?
    CostWhat workaround do you use most?
    CostWhat is hardest to find?
    PeopleWhat gets in your way?
    PeopleWhat would you change?
    PeopleIs anyone doing a task they are not signed off for?

    How to behave on the walk

    • Watch several cycles before speaking.
    • Ask open questions and let silence do the work.
    • Write what you see, not what you conclude.
    • Thank people for showing you a problem.
    • Do not solve on the spot unless it is a safety issue.

    After the walk

    RecordOwnerDueTier
    Observation 1
    Deviation from standard
    Problem raised by the team
    Item to escalate
    One thing to recognise

    Why the checklist matters less than the rhythm

    A walk done at the same time every day with any reasonable checklist beats a perfect checklist used once. Put the walk in leader standard work, rotate the theme so every standard is seen over a month, and track the findings like any other standard: were walks done, what was found, which findings repeat.

    Step by step

    1. Prepare. Pick the theme and read the area's tier board so the walk goes to what is red, overdue or escalated.
    2. Observe. Stand at the work for several cycles and compare what happens with the standard before asking anything.
    3. Ask. Three to five questions from the list, chosen for the theme, then listen.
    4. Record. Observations, deviations and problems with owners and dates, at the place, with photos where useful.
    5. Follow up. Put the actions on the team's tier board and check them on the next walk.

    A worked example

    A packaging line team leader walks the line at 7:15 each morning with one theme. On a changeover-standard day she watches two changeovers, finds the label tension setting is being judged by eye, asks what would make it easier, and records a problem: no marked setting. The action, marking the setting on the machine and adding it to the changeover checklist, is owned by the setter, due in a week, and reviewed in the next three huddles until the jams stop.

    In TeamAssurance

    In TeamAssurance this checklist is a scheduled gemba walk assigned to the leader through leader standard work and completed on a phone or tablet at the place of work. Observations and photos are captured there, each finding becomes an action with an owner and due date on the team's tier board, and reports show which findings repeat across walks, lines and sites.

    FAQ

    Frequently asked questions

    How long should a gemba walk take?

    Twenty to forty-five minutes for one area and one theme. Longer walks cover more ground and see less.

    How often should the checklist be used?

    Team leaders daily, supervisors several times a week, site leaders at least weekly, as written in their leader standard work.

    Should operators know the walk is coming?

    Yes. The checklist is for understanding the work, not catching people out. A known routine makes the conversation honest.

    What is the difference between a gemba walk checklist and an audit checklist?

    An audit checklist scores compliance against a standard. A gemba walk checklist prompts observation and conversation; many leaders carry both.

    About the author

    Matt Mafrici

    CEO and founder, TeamAssurance

    Operations and continuous improvement practitioner; builds daily management systems with manufacturers, miners, food and pharmaceutical producers in Australia and abroad.

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