Turn operational friction into a clear starting point.

Record the organization, business unit, facility, executive sponsor, process owner, and submission date. Define the trigger, endpoint, product or service family, and core function.

The form supports manufacturing, warehousing and fulfillment, administrative workflows, maintenance, and customer service.

Collect lead time, cycle time, work-in-progress, first-pass yield, monthly scrap or rework cost, on-time delivery, and operating headcount. Record the target and data-source confidence alongside each estimate.

Rate the seven Lean wastes on a 1–5 severity scale: overproduction, waiting, transport, over-processing, inventory, motion, and defects. Add notes to explain the operational impact.

Document customer impact, financial and strategic relevance, team readiness, and safety or compliance risks.

The consultant-completed scorecard weights customer value and lead-time impact at 30%, financial and waste-reduction potential at 25%, strategic alignment at 25%, and implementation feasibility and readiness at 20%.

Recommendations range from immediate Kaizen work to a detailed VSM diagnostic, local standardized work or 5S, or deferral.

Download the PDF and use it to gather information with the process owner. Crosslane’s lead consultant completes the evaluation matrix and recommends the next step.

This is a downloadable PDF worksheet, not an online submission form. Use the contact page to arrange a discussion.