Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

    BLT Walkthrough Audit
  • Enter in Department Name

  • Can a team member state the Team WIG?

  • Can team members state the Lead Measure(s)?

  • Do team members know if they are winning or losing?

  • Did you observe the Lead Measure being performed?

  • Is the scoreboard visible and up to date?

  • Did the team hold its WIG Huddle last week?

  • Did the team members seem engaged/excited about results?

  • Enter any additional comments or observations.

  • Scoreboard Audit
  • Enter Department Name

  • SCOREBOARD FORMAT

  • Does the Scoreboard shows the WIG?

  • Does the Scoreboard shows the Lead Measure(s)?

  • Does Scoreboard shows the Data Tracking Sheet?

  • Is the WIG on top and the Lead Measures underneath?

  • Are the WIG and Lead Measures written in the proper format?

  • Are the words on the left and the graphs on the right?

  • Is the WIG graph a line graph?

  • Are the Lead Measure graphs in bar chart format (showing at least 12 weeks of history)?

  • Is the data tracking sheet posted near the scoreboard, if possible?

  • Are the associates individually updating the data tracking sheet?

  • Enter any additional comments or observations.

  • SCOREBOARD INTERPRETATION

  • Can you tell within 5 seconds if the team is winning?

  • Can you tell where the current score is?

  • Can you tell where the target score is?

  • Are the graphs properly tracking performance (YTD for GSS/ESS/HP & Weekly for Lead Measures)?

  • Can an individual team member explain the scoreboard easily?

  • Is the Scoreboard being updated each week?

  • Enter any additional comments or observations.

  • SCOREBOARD DESIGN

  • Is the Scoreboard personalized to uniquely reflect the team?

  • Can the whole team see it easily and often?

  • Can it be updated easily?

  • Enter any additional comments or observations.

  • Lead Measure Evaluation Audit
  • Enter Department Name

  • Are the Lead Measure(s) directly targeted at the LAG Measure?

  • Is the level of performance set for the Lead Measure above the normal requirements of the day job?

  • Is the scorekeeping credible?

  • If the team increased either the frequency or the quality of the Lead Measure would they achieve greater results?

  • Is the Lead Measure a "team game" or a " leader game?"

  • Has the team executed the Lead Measure(s) at the desired level long enough to see the LAG Measure beginning to move?

  • Enter any additional comments or observations.

  • WIG Session Observation Audit
  • Enter Department Name

  • Was the WIG Session held as scheduled?

  • Was the Scoreboard updated prior to the session start?

  • Were all commitments entered and updated prior to session start?

  • Did the Leader report out first and model best practices?

  • Did each participant read off last week's commitment and report out next week's commitment?

  • Were the participants held accountable for follow-through?

  • Was the Scoreboard reviewed during the Session?

  • Was winning or losing clearly acknowledged?

  • Were successes celebrated?

  • Did the Session take less than 20 minutes?

  • Are the commitments Specific, Aligned and Timely?

  • Was the whirlwind kept out of the session?

  • For VIRTUAL SESSIONS

  • Did the Leader "Start" the session in the software or Print off the Report (if viewing the session using the software)?

  • Did each participant "Join" the session or was each participant checked off?

  • Enter any additional comments or observations.

  • WIG Huddle Observation Audit
  • Enter Department Name

  • Was the entire team gathered with the Leader?

  • Was the Scoreboard reviewed?

  • Did the Team commit to improving the Lead Measures?

  • Did the Leader recognize performance?

  • Did the Huddle take less than 5 minutes?

  • Enter any additional comments or observations.

  • Knowledge of BLT Associate Engagement Questions Audit
  • Ask three individuals the two BLT Associate Engagement Questions.

  • Enter Associate Name and Department

  • Are WIG Scoreboards reviewed on a weekly basis?

  • Does the Leader demonstrate a commitment to achieving the WIGs?

  • Enter Associate Name and Department

  • Are WIG Scoreboards reviewed on a weekly basis?

  • Does the Leader demonstrate a commitment to achieving the WIGs?

  • Enter Associate Name and Department

  • Are WIG Scoreboards reviewed on a weekly basis?

  • Does the Leader demonstrate a commitment to achieving the WIGs?

  • Enter any additional comments or observations.

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.