A reproducible, time‑boxed 15‑minute huddle with a short script, defined roles, escalation rules, a preformatted KPI data card, and an interactive form to capture the KPI snapshot, top 3 issues, containment or actions, and escalations so teams can record, follow up, and track progress.
{
"Title": "Daily Ops KPI Huddle (15-minute)",
"IntroductionHtml": "
Purpose
This 15‑minute huddle keeps shift teams focused on the critical metrics that drive performance: OEE, downtime, and quality. Use the timebox, roles, and preformatted data card to surface problems, assign owners, confirm containment, and decide if escalation is required.
Timebox & Flow
- Quick safety moment — 30s
- KPI snapshot — 2 min (OEE, downtime minutes, quality escapes)
- Top 3 issues review — 8 min (each issue: owner, containment, next action)
- Escalations — 2.5 min
- Quick coaching note — 1 min
Roles
- Facilitator: keeps the huddle on time, calls the data, and assigns actions.
- Data Lead: reads the KPI card or enters metrics into the form.
- Scribe: records owners, containment, and actions in the form for follow up.
Escalation Rule (quick)
If a stop‑work condition, safety hazard, or >15 minutes unplanned downtime without containment exists, escalate immediately to Maintenance or the Duty Manager. For recurring quality escapes or OEE loss >5% vs standard for the shift, escalate to the line supervisor and Quality within the same shift.
Preformatted KPI Data Card (use this for the KPI snapshot)
Shift: ______ Date: ______
OEE: ___% Downtime (min): ___ Quality escapes (#): ___
Top 3 Losses: 1) ______ 2) ______ 3) ______
",
"SubmitLabel": "Save Huddle",
"SuccessMessage": "Huddle saved. Actions and escalations have been recorded for follow-up.",
"DataType": "DailyOpsKPIHuddle",
"SchemaVersion": "1.0",
"Fields": [
{
"Key": "huddle_date",
"Label": "Date",
"FieldType": "text",
"Required": true,
"HelpText": "YYYY-MM-DD or use local date format"
},
{
"Key": "shift",
"Label": "Shift",
"FieldType": "select",
"Required": true,
"HelpText": "Select the current shift",
"Options": [
{ "Value": "morning", "Label": "Morning" },
{ "Value": "evening", "Label": "Evening" },
{ "Value": "night", "Label": "Night" },
{ "Value": "other", "Label": "Other" }
]
},
{
"Key": "facilitator",
"Label": "Facilitator (name)",
"FieldType": "text",
"Required": true
},
{
"Key": "data_lead",
"Label": "Data Lead (name)",
"FieldType": "text",
"Required": false,
"HelpText": "Person who reads/enters KPI card"
},
{
"Key": "safety_moment",
"Label": "Quick safety moment (30s)",
"FieldType": "textarea",
"Required": false,
"HelpText": "One short observation or reminder relevant to the shift"
},
{
"Key": "oee_percent",
"Label": "OEE (%)",
"FieldType": "number",
"Required": true,
"HelpText": "Enter current OEE percent for the shift",
"Min": 0,
"Max": 100
},
{
"Key": "downtime_minutes",
"Label": "Downtime (minutes)",
"FieldType": "number",
"Required": true,
"HelpText": "Total unplanned downtime minutes in the shift",
"Min": 0
},
{
"Key": "quality_escapes",
"Label": "Quality escapes (count)",
"FieldType": "number",
"Required": true,
"HelpText": "Number of defects that escaped to the next operation or customer",
"Min": 0
},
{
"Key": "top_issues_intro",
"Label": "Top 3 Issues — brief summary",
"FieldType": "textarea",
"Required": false,
"HelpText": "List the top 3 issues in one line each: '1) issue - primary impact'"
},
{
"Key": "issue_1_description",
"Label": "Issue 1 — Description",
"FieldType": "textarea",
"Required": false,
"HelpText": "Describe the issue briefly (what happened)"
},
{
"Key": "issue_1_owner",
"Label": "Issue 1 — Owner",
"FieldType": "text",
"Required": false,
"HelpText": "Person or role responsible for next action"
},
{
"Key": "issue_1_containment",
"Label": "Issue 1 — Containment (yes/no and brief) ",
"FieldType": "textarea",
"Required": false,
"HelpText": "Immediate steps taken to limit impact"
},
{
"Key": "issue_1_next_action",
"Label": "Issue 1 — Next action and due time/person",
"FieldType": "textarea",
"Required": false,
"HelpText": "Format: Owner - Action - Due (e.g., John - replace bearing - by 14:00)"
},
{
"Key": "issue_2_description",
"Label": "Issue 2 — Description",
"FieldType": "textarea",
"Required": false
},
{
"Key": "issue_2_owner",
"Label": "Issue 2 — Owner",
"FieldType": "text",
"Required": false
},
{
"Key": "issue_2_containment",
"Label": "Issue 2 — Containment",
"FieldType": "textarea",
"Required": false
},
{
"Key": "issue_2_next_action",
"Label": "Issue 2 — Next action and due",
"FieldType": "textarea",
"Required": false
},
{
"Key": "issue_3_description",
"Label": "Issue 3 — Description",
"FieldType": "textarea",
"Required": false
},
{
"Key": "issue_3_owner",
"Label": "Issue 3 — Owner",
"FieldType": "text",
"Required": false
},
{
"Key": "issue_3_containment",
"Label": "Issue 3 — Containment",
"FieldType": "textarea",
"Required": false
},
{
"Key": "issue_3_next_action",
"Label": "Issue 3 — Next action and due",
"FieldType": "textarea",
"Required": false
},
{
"Key": "escalation_needed",
"Label": "Escalation needed?",
"FieldType": "yesno",
"Required": true,
"HelpText": "Select Yes if the issue needs to be escalated beyond the shift"
},
{
"Key": "escalation_reason",
"Label": "Escalation — Reason / Notes",
"FieldType": "textarea",
"Required": false,
"HelpText": "Brief reason for escalation"
},
{
"Key": "escalation_to",
"Label": "Escalate to (if yes)",
"FieldType": "select",
"Required": false,
"Options": [
{ "Value": "maintenance", "Label": "Maintenance" },
{ "Value": "engineering", "Label": "Engineering" },
{ "Value": "quality", "Label": "Quality" },
{ "Value": "supervisor", "Label": "Line Supervisor" },
{ "Value": "manager", "Label": "Duty Manager" }
]
},
{
"Key": "coaching_note",
"Label": "Quick coaching note (1 min)",
"FieldType": "textarea",
"Required": false,
"HelpText": "A short operational or safety coaching point for the team"
},
{
"Key": "actions_assigned",
"Label": "Actions assigned (owner - action - due)",
"FieldType": "textarea",
"Required": false,
"HelpText": "List actions so they are clear for follow-up"
},
{
"Key": "follow_up_required",
"Label": "Follow-up required?",
"FieldType": "yesno",
"Required": false
},
{
"Key": "follow_up_date",
"Label": "Follow-up date/time",
"FieldType": "text",
"Required": false,
"HelpText": "When will the owner report back or when is the next check?"
},
{
"Key": "notes",
"Label": "Additional notes",
"FieldType": "textarea",
"Required": false
}
]
}