Audit

Operational Waste & Friction Audit — Interactive Checklist

A structured, interactive audit form for discovering friction, waste, and untapped potential across processes, handoffs, and customer journeys. Use it to capture evidence, score opportunities, and convert top findings into short experiments with owners and follow-up dates.

Interactive Tool

Operational Waste & Friction Audit — Interactive Checklist

Use this structured audit to discover friction, waste, and untapped potential across a process, handoff, or customer journey. Timebox the sprint, involve cross-functional participants, capture evidence, score opportunities, and convert top items into owned experiments.

Tip: Run this as a 1–2 day audit sprint. Complete one form per audit session. For each high-priority finding, create a follow-up experiment with a clear owner and measurable success criteria.

A short descriptive name (e.g., 'Inbound order fulfillment — Line A')
YYYY-MM-DD
Describe process boundaries, systems, teams, customer segment.
Names and roles of people involved in the walkthrough.
Typical 1 or 2
Systems, reports, logs, customer feedback used during the audit.
Key metrics to compare (cycle time, defect rate, throughput, customer wait time).
How many observation slots you are using in this submission. Use 1–6.
Where the issue occurs (station, system, handoff).
What you observed. Be specific and factual.
Counts, timestamps, screenshots, customer comments, photos, or sample records.
Estimated cost impact per week or month in your currency or unit.
How often the issue occurs per week or month.
How much it matters (1 = tiny, 5 = critical).
1.0 10.0
How easy would a small experiment or fix be? (1 = hard, 5 = easy).
1.0 10.0
How confident are you in the observation and estimates? (1 = low, 5 = high).
1.0 10.0
A short, timeboxed experiment to test an improvement.
Person or role responsible for next step.
YYYY-MM-DD
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
Which observations will become experiments? Who owns them and what's the target date?
Choose primary follow-up action
Context, risks, constraints, stakeholders to notify.
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