Value Stream Mapping Field Checklist & Data Capture Sheet

{ "Title": "Value Stream Mapping Field Checklist & Data Capture Sheet", "IntroductionHtml": "

Use this interactive checklist during a VSM gemba walk to capture reliable, sample-based shopfloor measurements and convert findings into prioritized Kaizen actions. Follow sampling guidance, enter step-level data as CSV rows (one step per line), note wastes and bottlenecks, then use the action template to create accountable improvements.

", "SubmitLabel": "Save VSM Data", "SuccessMessage": "VSM submission saved. Use the Kaizen action fields to create follow-up work and assign owners.", "DataType": "vsm_checklist_submission", "SchemaVersion": "1.0", "Fields": [ { "Key": "session_date", "FieldType": "text", "Label": "Session date", "HelpText": "YYYY-MM-DD or natural language (e.g., '2026-08-27' or 'this morning')", "Required": true }, { "Key": "location", "FieldType": "text", "Label": "Plant / Area / Line", "HelpText": "Where the VSM is being run (building, line, cell)", "Required": true }, { "Key": "process_name", "FieldType": "text", "Label": "Process name / product family", "HelpText": "What product family or process is being mapped", "Required": true }, { "Key": "team_lead", "FieldType": "text", "Label": "Team lead / owner", "Required": false }, { "Key": "facilitator", "FieldType": "text", "Label": "Facilitator", "Required": false }, { "Key": "observers", "FieldType": "textarea", "Label": "Observers / participants", "HelpText": "Names/roles of people present", "Required": false }, { "Key": "sampling_method", "FieldType": "select", "Label": "Recommended sampling method", "HelpText": "Pick the method you used to collect cycle/time data", "Options": [ {"Value": "continuous_observation", "Label": "Continuous observation (stopwatch observation of each cycle)"}, {"Value": "stopwatch_sampling", "Label": "Stopwatch sampling (sample cycles across operators)"}, {"Value": "time_study", "Label": "Time study - elemental breakdown"}, {"Value": "video_review", "Label": "Video capture & review"}, {"Value": "historical_data", "Label": "Historical system data / MES"} ], "Required": true }, { "Key": "sample_size", "FieldType": "number", "Label": "Sample size (number of cycles observed)", "HelpText": "Number of cycles or observations used to compute averages", "Required": true }, { "Key": "takt_time_sec", "FieldType": "number", "Label": "Takt time (seconds)", "HelpText": "Customer demand rate per production time (seconds). If unknown, leave blank and calculate separately.", "Required": false }, { "Key": "production_target_per_shift", "FieldType": "number", "Label": "Production target per shift", "Required": false }, { "Key": "observation_start_time", "FieldType": "text", "Label": "Observation start time", "Required": false }, { "Key": "observation_end_time", "FieldType": "text", "Label": "Observation end time", "Required": false }, { "Key": "step_data_csv", "FieldType": "textarea", "Label": "Step-level data (CSV rows)", "HelpText": "Enter one line per process step using CSV: StepName,CycleTime_s,WalkTime_s,WIP,Scrap,Changeover_min,QueueTime_s,Notes\nExample: 'Cutting,45,12,3,0,2,30,operator waits for material'", "Required": true }, { "Key": "total_lead_time_min", "FieldType": "number", "Label": "Total observed lead time (minutes)", "Required": false }, { "Key": "total_walk_time_min", "FieldType": "number", "Label": "Total walk / travel time observed (minutes)", "Required": false }, { "Key": "total_wip_count", "FieldType": "number", "Label": "Total WIP counted", "Required": false }, { "Key": "total_scrap_count", "FieldType": "number", "Label": "Total scrap / rework observed", "Required": false }, { "Key": "total_changeover_min", "FieldType": "number", "Label": "Total changeover time observed (minutes)", "Required": false }, { "Key": "key_wastes_observed", "FieldType": "checkbox", "Label": "Types of waste observed (check all that apply)", "Options": [ {"Value": "overproduction", "Label": "Overproduction"}, {"Value": "waiting", "Label": "Waiting"}, {"Value": "transport", "Label": "Transport"}, {"Value": "overprocessing", "Label": "Over-processing"}, {"Value": "inventory", "Label": "Inventory"}, {"Value": "motion", "Label": "Motion"}, {"Value": "defects", "Label": "Defects / Rework"}, {"Value": "unused_talent", "Label": "Unused talent"}, {"Value": "energy", "Label": "Energy / Resource waste"} ], "Required": false }, { "Key": "top_bottleneck_location", "FieldType": "text", "Label": "Top bottleneck step or location", "Required": false }, { "Key": "measurement_uncertainty_notes", "FieldType": "textarea", "Label": "Measurement notes & uncertainty", "HelpText": "Record factors that might bias measurements (e.g., short sample, correct shift, unusual downtime)", "Required": false }, { "Key": "identified_issues", "FieldType": "textarea", "Label": "Identified issues (observations)", "HelpText": "Concise bullet points of problems observed on the gemba", "Required": true }, { "Key": "root_cause_hypotheses", "FieldType": "textarea", "Label": "Root cause hypotheses", "HelpText": "Teams should capture likely causes; later verify with experiments", "Required": false }, { "Key": "proposed_countermeasures", "FieldType": "textarea", "Label": "Proposed countermeasures / quick experiments", "HelpText": "List specific countermeasures that can be trialed as Kaizen experiments", "Required": false }, { "Key": "estimated_lead_time_savings_min", "FieldType": "number", "Label": "Estimated lead time savings (min)", "Required": false }, { "Key": "estimated_cost_savings", "FieldType": "number", "Label": "Estimated cost savings (currency)", "HelpText": "Optional - use local currency and note assumptions", "Required": false }, { "Key": "ease_of_implementation", "FieldType": "scale", "Label": "Ease of implementation (1 = hard, 5 = easy)", "HelpText": "Estimate how easy it will be to implement the proposed countermeasure", "Required": false }, { "Key": "expected_risk", "FieldType": "select", "Label": "Expected operational risk", "Options": [ {"Value": "low", "Label": "Low"}, {"Value": "medium", "Label": "Medium"}, {"Value": "high", "Label": "High"} ], "Required": false }, { "Key": "resources_needed", "FieldType": "textarea", "Label": "Resources needed", "HelpText": "People, tools, materials, budget required", "Required": false }, { "Key": "owner", "FieldType": "text", "Label": "Owner (who will run the Kaizen)", "Required": false }, { "Key": "target_completion_date", "FieldType": "text", "Label": "Target completion date", "HelpText": "YYYY-MM-DD or informal", "Required": false }, { "Key": "priority", "FieldType": "select", "Label": "Priority", "Options": [ {"Value": "high", "Label": "High"}, {"Value": "medium", "Label": "Medium"}, {"Value": "low", "Label": "Low"} ], "Required": false }, { "Key": "create_kaizen_action", "FieldType": "yesno", "Label": "Create Kaizen action from this submission?", "Required": false }, { "Key": "follow_up_date", "FieldType": "text", "Label": "Follow-up / check date", "HelpText": "A date to review experiment results or progress", "Required": false }, { "Key": "additional_notes", "FieldType": "textarea", "Label": "Additional notes", "Required": false } ] }