Audit

Operational Excellence Maturity Assessment

An interactive, evidence-based maturity assessment to benchmark daily management, continuous improvement capability, metrics discipline, and improvement velocity — with clear scoring, evidence fields, and a built-in 90-day improvement planner.

Interactive Tool

Operational Excellence Maturity Assessment

This assessment helps teams and leaders quickly and consistently benchmark operational excellence capability across governance, visual management, problem solving, data discipline, capability, and results. Use honest evidence notes for each item. Scores use a 0–4 scale (0 = not present, 1 = ad hoc / inconsistent, 2 = defined but uneven, 3 = consistently applied, 4 = routinely improved and sustained). At the end you can capture prioritized gaps and a 90-day improvement plan.

This interactive audit is designed to be completed by a small team (leader + frontline representative + CI lead). Save responses to build organizational memory and to compare sites or quarters.

0 = not present; 1 = ad hoc/inconsistent; 2 = defined but uneven adoption; 3 = consistently applied; 4 = routinely improved and sustained. Use evidence notes to justify scores.
How well daily management and CI initiatives are linked to clear business objectives and visible leader engagement (0–4)
1.0 10.0
Short notes or evidence (documents, examples, meeting cadence, owner names)
Quality of daily huddles, role clarity, escalation paths, and routine problem follow-up (0–4)
1.0 10.0
Examples: huddle frequency, agenda, attendance, escalation logs
Presence and usefulness of visual boards, standard work documents, and job aids on the floor (0–4)
1.0 10.0
Examples: photos, standard work files, observed deviations
Are KPIs meaningful at the operator level and do they trigger clear actions? (0–4)
1.0 10.0
Examples: huddle boards, KPI definitions, escalation examples
Availability and consistent use of structured problem solving and coaching (0–4)
1.0 10.0
Examples: recent A3s, coaching logs, before/after results
Are solved problems sustained and embedded into standard work? (0–4)
1.0 10.0
Examples: audit results, rework rates, recurrence logs
Accuracy, timeliness, and clarity of core KPIs used in huddles and decisions (0–4)
1.0 10.0
Examples: data source, reconciliation notes, known gaps
How easily frontline teams and leaders can access the data they need (0–4)
1.0 10.0
Examples: dashboards, MES screens, manual logs
Availability of role-based training, coaching, and development for CI and daily management (0–4)
1.0 10.0
Examples: training rosters, competency checks, coaching records
Are local teams empowered and accountable for improvement outcomes? (0–4)
1.0 10.0
Examples: owner assignments, follow-up logs, recognition examples
Health of the improvement pipeline and ability to turn ideas into sustained results (0–4)
1.0 10.0
Examples: project funnel, lead times, completed projects with impact
Is CI generating measurable, tracked impact on the most important KPIs? (0–4)
1.0 10.0
Attach or describe recent metric changes and supporting data
Summarize 2–3 strengths to preserve and scale
Summarize 3–5 priority gaps observed across sections
Choose the areas you want to prioritize immediately.
If yes, the saved assessment will flag this for a facilitator or an agent to create a draft plan (requires additional capability).
Capture owners, actions, measures, and due dates for the next 90 days. Use this to convert gaps into experiments and PDSA cycles.
Any other notes, attachments, or stakeholders to involve
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