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Gemba walk checklist

Structured observation on the floor

Date:

Area:

Leader:

Start / End: /

How to use this template

A Gemba walk is a structured visit to where value is created (“gemba” = “the real place”). The purpose is to see the actual process with your own eyes — not to read a report about it. The concept comes from Toyota, where Taiichi Ohno trained managers by having them stand and observe on the floor.

When do you use it?

Regularly — ideally a fixed time each week for operations managers. Not as a reaction to a crisis, but as a habit that builds understanding over time.

Time & participants

30-60 min. Go alone or with one other person — not a whole delegation that intimidates the floor.

Step by step

  1. Pick one area and one focus (e.g. flow or safety) before you go.
  2. Observe quietly first — see what is actually happening.
  3. Ask open questions of the people doing the work.
  4. Note facts, not judgements, in the observation sheet.
  5. Agree follow-up on urgent findings within 24 hours.
  6. Follow up next time — otherwise the walk loses its credibility.

Watch out

  • It is NOT an inspection — you are looking for system problems, not blame.
  • Don't jump in with the solution; ask the employee first.
  • Don't leave without following up — unkept promises kill trust.

Example

Instead of “Why is there clutter here?” ask “What is stopping you from keeping the area clear?” — it moves the conversation from blame to system.

Method: Taiichi Ohno / Toyota; cf. Jim Womack, “Gemba Walks” (2011).

Read: Leadership behaviour and Lean culture →

The purpose of a Gemba walk

SEE

Observe the actual process — not what is documented

ASK

Ask open questions of the employees — they know the process

RESPECT

Gemba is not an inspection — it is a learning round

Observations

Focus areaObservationAction / Follow-upOwnerDate
Safety & working environment
Order & cleanliness (5S)
Flow & waiting time
Standards followed?
Equipment & maintenance
Employee wellbeing
Quality & defects
Waste (TIMWOODS)

Key questions for employees

What is stopping you from doing your job well?

What is the most time-consuming part of your process?

What would you improve if you could?

Are there risks or safety issues you know about?

Summary

Most important observation

Urgent actions (within 24 hours)

Positive observations

Escalate to manager?

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Gemba walk checklist

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