Gemba Walk Observation & Coaching Form

{ "Title": "Gemba Walk Observation & Coaching Form", "IntroductionHtml": "

Use this form during a gemba walk to capture what you see, coach for learning, identify immediate improvements, and convert observations into owned experiments with clear measures and a follow‑up date. Be curious, specific, and focus on actions that the team can own. Avoid checklists for their own sake — capture an owner, a clear experiment (hypothesis), and how you will know it worked.

", "SubmitLabel": "Save Observation", "SuccessMessage": "Observation saved. Assigned owner, experiment and follow-up date recorded.", "DataType": "GembaObservationV1", "SchemaVersion": 1, "Fields": [ { "Key": "observation_date", "FieldType": "text", "Label": "Observation date & time", "HelpText": "Enter date and time (e.g., 2026-08-27 09:15).", "Required": true }, { "Key": "site_area", "FieldType": "text", "Label": "Site / Area / Line", "HelpText": "Where on the floor did you observe this? (line, cell, station)", "Required": true }, { "Key": "observer_name", "FieldType": "text", "Label": "Observer (name)", "HelpText": "Who is conducting this gemba walk?", "Required": true }, { "Key": "observation_summary", "FieldType": "textarea", "Label": "Observation — what did you see?", "HelpText": "Be factual and specific. Include who, what, when, where, and how. Avoid judgments. (2–4 short sentences works well)", "Required": true }, { "Key": "is_repeat_issue", "FieldType": "yesno", "Label": "Is this a repeat or recurring issue?", "HelpText": "Helps prioritize deeper problem solving vs quick fixes.", "Required": true }, { "Key": "metric_snapshot_metric", "FieldType": "text", "Label": "Metric / KPI observed", "HelpText": "Name the metric that relates to this observation (e.g., OEE, cycle time, defects/hr, downtime).", "Required": false }, { "Key": "metric_snapshot_current", "FieldType": "number", "Label": "Current value", "HelpText": "Enter current observed value (numeric).", "Required": false }, { "Key": "metric_snapshot_target", "FieldType": "number", "Label": "Target or expected value", "HelpText": "What would good look like for this metric?", "Required": false }, { "Key": "metric_snapshot_note", "FieldType": "textarea", "Label": "Quick context for the metric", "HelpText": "Short note: when was the metric measured, what shift/lot/product, any relevant qualifiers.", "Required": false }, { "Key": "coaching_prompt_observe", "FieldType": "textarea", "Label": "Coaching prompt — ask the operator: What happened?", "HelpText": "Record the operator's perspective. Use coaching questions rather than assigning blame.", "Required": false }, { "Key": "coaching_prompt_why", "FieldType": "textarea", "Label": "Coaching prompt — ask: Why do you think it happened?", "HelpText": "Capture immediate hypotheses from the operator or team.", "Required": false }, { "Key": "coaching_prompt_what_help", "FieldType": "textarea", "Label": "Coaching prompt — ask: What would help you do it differently now?", "HelpText": "Capture suggestions the operator offers for removal of obstacles or quick fixes.", "Required": false }, { "Key": "immediate_improvement_suggestion", "FieldType": "textarea", "Label": "Immediate improvement (quick win)", "HelpText": "Describe a small, safe change that can be tried right away to reduce harm or waste. Keep it specific and time-limited.", "Required": false }, { "Key": "improvement_priority", "FieldType": "select", "Label": "Priority", "HelpText": "Use priority to help allocate attention and resources.", "Required": false, "Options": [ {"Value": "high", "Label": "High"}, {"Value": "medium", "Label": "Medium"}, {"Value": "low", "Label": "Low"} ] }, { "Key": "experiment_hypothesis", "FieldType": "textarea", "Label": "Experiment hypothesis (if we try this...)", "HelpText": "Write a short hypothesis: If we [change], then [expected measurable result].", "Required": false }, { "Key": "experiment_measures", "FieldType": "textarea", "Label": "Measures to track", "HelpText": "List 1–3 measures that will show whether the experiment improved things.", "Required": false }, { "Key": "success_criteria", "FieldType": "textarea", "Label": "Success criteria", "HelpText": "Be explicit: what numeric change or outcome will count as success?", "Required": false }, { "Key": "owner_name", "FieldType": "text", "Label": "Assigned owner (name)", "HelpText": "Who will own the follow-up and next experiment step?", "Required": true }, { "Key": "owner_role", "FieldType": "select", "Label": "Owner role", "HelpText": "Select the role of the owner.", "Required": true, "Options": [ {"Value": "operator", "Label": "Operator"}, {"Value": "supervisor", "Label": "Supervisor"}, {"Value": "engineer", "Label": "Engineer"}, {"Value": "maintenance", "Label": "Maintenance"}, {"Value": "other", "Label": "Other"} ] }, { "Key": "owner_commitment", "FieldType": "scale", "Label": "Owner confidence (how confident is the owner this will help?)", "HelpText": "Scale: 1 = not confident, 5 = very confident", "Required": false }, { "Key": "due_date", "FieldType": "text", "Label": "Due date for action or experiment (YYYY-MM-DD)", "HelpText": "When will the owner follow up or complete the quick experiment?", "Required": true }, { "Key": "follow_up_check_date", "FieldType": "text", "Label": "Follow-up check date (YYYY-MM-DD)", "HelpText": "Date for the gemba leader to return and verify progress or measure results.", "Required": true }, { "Key": "follow_up_note", "FieldType": "textarea", "Label": "Follow-up note (for the next check-in)", "HelpText": "What should you look for on follow-up? Suggested checks or evidence to collect.", "Required": false }, { "Key": "visibility", "FieldType": "radio", "Label": "Visibility", "HelpText": "Decide whether this observation is visible to the whole team or private between coach and owner.", "Required": false, "Options": [ {"Value": "team", "Label": "Team-visible"}, {"Value": "private", "Label": "Private (coach & owner)"} ] }, { "Key": "additional_notes", "FieldType": "textarea", "Label": "Additional notes or context", "HelpText": "Optional: attach extra context, tags, or links to related issues (IDs, workorders).", "Required": false } ] }