Creating a Gemba Checklist

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A Gemba checklist is a list of items and questions used during a Gemba Walk.

The checklist:

  • helps you observe work processes on-site.

  • focuses on safety, quality and efficiency.

  • drives continuous improvement.

The Gemba Walk Assistant by iObeya allows to validate compliance or non-compliance of processes using cheklists. You can:  

  • customize Gemba checklists to fit your organization’s goals.

  • pre-configure each Gemba for seamless integration with your iObeya boards.

  • assign checklists to users concerned by Gemba Walk.

  • have a number of checklists and users to support deployment across all your sites.

In this article, learn how to create a Gemba checklist in the Gemba Walk Assistant by iObeya.

Warning:

You can define up to 50 Gemba checklists per platform:

  • Divide each checklist into up to 10 steps.

  • Divide each checklist step into up to 20 points to check.

To create a Gemba cheklist:

  1. Access the checklist configuration.

    Access Requirements:

    • An iObeya license is required to use Gemba Walk Assistant. See iObeya Licensing to find out more.

    • Please contact your iObeya consultants directly to receive the access link to the checklist configuration. Log in with your iObeya credentials.

  2. Click + Create a checklist.

    GW - creating a Gemba Cheklist 4.png

  3. Fill in the required information.

    1. Define your checklist name.

    2. Select the room and the board in which you want to map your Gemba Walk.

      Warning:

      Only the rooms and boards you have access to are listed.

      Note:

      All data provided during the Gemba Walk is recorded in the board you define here.

    3. Assign checklist to users concerned by Gemba Walk.

      Note:

      You can assign a Gemba checklist to up to 10 users responsible to carry out the Gemba Walks.

      Warning:

      Users assigned to a checklist need to have editing permissions on the board that is connected to the checklist to send problems to the board.

      Tips:

      If you want to test the checklists, do not forget to assign them to yourself.

  4. Define the steps to follow and the points to check for the Gemba Walk.

    For points to check, you can add:

    1. picture: attach images to provide visual references for specific areas or tasks that need attention during the Gemba Walk.

    2. counter: map your counter with a QCD indicator. The counters automatically update the indicators on the board based on the issues reported during the Gemba Walk, which provides real-time insights for continuous improvement.

      GW - counter.png

    Click ... to replace an image, edit a counter or delete them.

    GW - delete image.png

    Note:

    You can:

    • add up to 10 steps and 20 points to check for each step. To do this, click:

      • + Add a step.

      • + Add a point to check.

    • remove a step or a point: Click …> Delete.

      GW - delete steps.png

      When you delete a step, points to check for this step is also deleted.

  5. Enable the Publish toggle and confirm to publish your checklist.

    GW - publish button.png

    Your checklist is displayed on Gemba Walk Assistant application. See Conducting a Gemba Walk.

    Warning:

    Once you publish your checklist, you can no longer edit it in draft mode.