Audit Template

Operational Waste & Friction Audit Template

Interactive audit template to capture, size, prioritize, and convert sources of operational waste into measurable discovery experiments. Collect structured findings, estimate opportunity size, and produce an executive summary ready for stakeholders.

Interactive Tool

Operational Waste & Friction Audit

Use this structured audit to identify, quantify, and prioritize process waste and friction. Capture repeatable findings, estimate opportunity size, and convert insights into prioritized discovery experiments that feed your Discovery & Innovation Hub.

This interactive template helps you collect consistent data, compare opportunities, and prepare a short executive summary and recommended experiments for follow-through.

Name the process, customer journey, location, or system being audited. Be specific (e.g., 'Inbound Parts Receiving - Dock 3').
Who is responsible for this audit? Include role and contact info.
Date of the audit or observation (YYYY-MM-DD).
Start date for any metrics you record (optional).
End date for any metrics you record (optional).
List logs, systems, interviews, observations, timestamps, or reports used to identify or verify findings.
Sketch steps, handoffs, decision points, and typical paths — include cycle times when known.
Select all that apply.
Indicate how many structured findings you will record (max 3 per form to keep entries focused).
Describe the waste, where it occurs, and who is affected.
How often does this occur in the period you selected (e.g., 5 per week). Specify units in your description.
Include labor cost, rework material, waste disposal, etc.
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
1.0 10.0
For each finding estimate: annual_frequency × (time_lost_minutes/60) × labor_rate + materials_rework_cost × frequency = estimated annual cost. Record assumptions here.
Describe small, time-boxed experiments to test fixes or reduce uncertainty. Include owner, hypothesis, success measure, and expected duration.
Briefly summarize top findings, estimated annual impact, recommended experiments, and requested decisions or resources (3–6 sentences).
List immediate next steps, owners, deadlines, and success metrics.
Select Yes when you have timestamped evidence, logs, or direct observation to support the finding.
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