Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
- BLT Walkthrough Audit
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Enter in Department Name
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Can a team member state the Team WIG?
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Can team members state the Lead Measure(s)?
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Do team members know if they are winning or losing?
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Did you observe the Lead Measure being performed?
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Is the scoreboard visible and up to date?
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Did the team hold its WIG Huddle last week?
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Did the team members seem engaged/excited about results?
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Enter any additional comments or observations.
Scoreboard Audit
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Enter Department Name
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SCOREBOARD FORMAT
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Does the Scoreboard show the WIG?
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Does the Scoreboard show the WIG line graph?
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Does the Scoreboard show the Lead Measure graph(s)?
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Does the Scoreboard show the Lead Measure data tracking sheet(s)?
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Is the WIG on top and the Lead Measures underneath?
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Are the Lead Measure graphs on the left and the tracking sheets on the right?
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Are the Lead Measure graphs in bar chart format (showing at least 12 weeks of history)?
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Is the data tracking sheet posted near the scoreboard, if possible?
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Are the associates individually updating the data tracking sheet?
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Enter any additional comments or observations.
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SCOREBOARD INTERPRETATION
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Can you tell within 5 seconds if the team is winning?
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Are the graphs properly tracking performance (YTD for GSS/ESS/HP & Weekly for Lead Measures)?
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Can an individual team member explain the scoreboard easily?
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Is the Scoreboard being updated each week?
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Date of last update:
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Final comments or observations.
Lead Measure Evaluation Audit
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Enter Department Name
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Are the Lead Measure(s) directly targeted at the LAG Measure?
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Is the level of performance set for the Lead Measure above the normal requirements of the day job?
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Is the scorekeeping credible?
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If the team increased either the frequency or the quality of the Lead Measure would they achieve greater results?
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Is the Lead Measure a "team game" or a " leader game?"
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Has the team executed the Lead Measure(s) at the desired level long enough to see the LAG Measure beginning to move?
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Enter any additional comments or observations.
WIG Session Observation Audit
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Enter Department Name
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Was the WIG Session held as scheduled?
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Was the Scoreboard updated prior to the session start?
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Were all commitments entered and updated prior to session start?
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Did the Leader report out first and model best practices?
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Did each participant read off last week's commitment and report out next week's commitment?
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Were the participants held accountable for follow-through?
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Was the Scoreboard reviewed during the Session?
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Was winning or losing clearly acknowledged?
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Were successes celebrated?
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Did the Session take less than 20 minutes?
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Are the commitments Specific, Aligned and Timely?
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Was the whirlwind kept out of the session?
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For VIRTUAL SESSIONS
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Did the Leader "Start" the session in the software or Print off the Report (if viewing the session using the software)?
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Did each participant "Join" the session or was each participant checked off?
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Enter any additional comments or observations.
WIG Huddle Observation Audit
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Enter Department Name
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Was the entire team gathered with the Leader?
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Was the Scoreboard reviewed?
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Did the Team commit to improving the Lead Measures?
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Did the Leader recognize performance?
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Did the Huddle take less than 5 minutes?
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Enter any additional comments or observations.
Knowledge of BLT Associate Engagement Questions Audit
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Ask three individuals the two BLT Associate Engagement Questions.
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Enter Associate Name and Department
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Are WIG Scoreboards reviewed on a weekly basis?
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Does the Leader demonstrate a commitment to achieving the WIGs?
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Enter Associate Name and Department
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Are WIG Scoreboards reviewed on a weekly basis?
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Does the Leader demonstrate a commitment to achieving the WIGs?
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Enter Associate Name and Department
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Are WIG Scoreboards reviewed on a weekly basis?
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Does the Leader demonstrate a commitment to achieving the WIGs?
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Enter any additional comments or observations.
