Daily Management

Standard Work for Leaders Checklists

Production Board Checklist

Key Product(s) listed

Demand for the day defined

Capacity is known

Daily Assignments (lunch/breaks, assignments) completed

Evidence of "visual review" by Leader is posted

Leadership on point for the day identified

Normal/Abnormal status indicated

Leader Daily Huddle Agenda Checklist

Staffing and rotations

Updates regarding performance from the previous day

Review today's plan - note issues

Takes place at the production board; agenda synched with board

No longer that 15 min; standing up

Leader Standard Work Checklist Frequency

Essential "Must Do" standard work for EVERY Leader Daily Weekly Monthly

Review Financials & Report Variances (information/report specific) x

Operational Rounding x

Document & Follow Up on Issues/Concerns x

Document & Follow Up on PSA's & Defects x

Plan and Implement Kaizen x

Celebrate the People x

ConductPurposeful Genba Observations supported by VMPS tools x

Sweep Staff Readiness: Performance Evals, FFD, etc x

Review Press Ganey x

Leader Standard Work Checklist Frequency

Essential "Assigned" standard work for at least one Leader Daily Weekly Monthly

Conduct Daily Huddle with Standard Work x

Review & Sign Genba Production Board (throughout the day) x

Sweep Work Environment/Facility x

Sweep for WIP (electronic systems for urgent messages i.e., Outlook) x

Review Kronos (Overtime, no breaks, etc.) x

Plan & Schedule Staffing x

Perform Required Safety Audits & Checks x

Review NSPS for Leader Status x

Track & Trend Production Board Defects/Issues x

Update PeopleLink board x

 Daily Management
Standard Work for Leaders Checklists

Production Board Checklist ü Owner: Leader

Key Product(s) listed Purpose: To manage Production Board meetings

Demand for the day defined Audience: Direct & Indirect Reports

Capacity is known Frequency: Daily

Daily Assignments (lunch/breaks, assignments) completed Comments: Production Boards and associated huddles will differ by unit. Some will meet multiple
times in 24 hours, others will define capacity in terms of team ability and some will
experience significant demand changes.
Evidence of "visual review" by Leader is posted
The leader is responsible to ensure that each item is present on the Production Board
Leadership on point for the day identified and discussed during the huddle.
Normal/Abnormal status indicated

Leader Daily Huddle Agenda Checklist ü Owner: Leader

Staffing and rotations Purpose: To update supervisor/leadership on current status

Updates regarding performance from the previous day Audience: Supervisor (Senior Leader / Peer Leadership)

Review today's plan - note issues Frequency: Daily

Takes place at the production board; agenda synched with board Comments: These are items that are discussed with the leader's supervisor, peer leader or other
related level of leadership.
No longer that 15 min; standing up

Leader Standard Work Checklist Frequency Owner: Leader

Essential "Must Do" standard work for EVERY Leader Daily Weekly Monthly Purpose: Task list to ensure key work is completed

Review Financials & Report Variances (information/report specific) x Audience: na

Operational Rounding x Frequency: as determined

Document & Follow Up on Issues/Concerns x Comments: Used when a leadership role is shared across different shifts/days. Key work must be
consistent and communicated regardless of the shift/ day.
Document & Follow Up on PSA's & Defects x

Plan and Implement Kaizen x

Celebrate the People x

Conduct Purposeful Genba Observations supported by NSPS tools x

Sweep Staff Readiness: Performance Evals, Healthstream, etc x

Review patient satisfaction scores (e.g. Press Ganey) x

Leader Standard Work Checklist Frequency Owner: Designated Leader

Essential "Assigned" standard work for at least one Leader Owner Daily Weekly Monthly Purpose: Task list to ensure key work is completed

Conduct Daily Huddle with Standard Work x Audience: na

Review & Sign Genba Production Board (throughout the day) x Frequency: as determined

Sweep Work Environment/Facility x Comments: Used when a leadership role is shared across different
shifts/days. Key work must be consistent and
communicated regardless of the shift/ day.
Sweep for WIP (electronic systems for urgent messages i.e., Outlook) x

Review Kronos (Overtime, no breaks, etc.) x

Plan & Schedule Staffing x

Perform Required Safety Audits & Checks x

Review NSPS for Leader Status x

Track & Trend Production Board Defects/Issues x

Update PeopleLink board x