Make the daily huddle about what needs attention today
When improvement work is scattered across meetings, spreadsheets, and documents, follow-through gets lost. Bring KPIs, ideas, checks, and actions into one current view so the team can agree an owner and check what changed.
Daily review
A huddle is a working conversation, not a status recital.
Bring forward the signals that need attention, then leave with a clear owner or a question to investigate.
Read the signals
Review KPI readings, checks, and current idea flow.
Ask what changed
Use causes and context as prompts, not conclusions.
Name an owner
Agree who will take the next action the team chooses.
Return to it
Revisit progress at the next huddle.
Keep the improvement review consistent when the workload gets busy
KPI Spotlight
Open with the numbers that need a conversation. Each KPI is shown against its threshold and tagged Critical, At-Risk, On-Track, or Over-Achieving.
- Pulls current values from KPI entries.
- Classifies each KPI against its R/A/G threshold and lists At-Risk and Critical items first.
- Includes a Run 5 Whys shortcut on a KPI below target so the team can start a root-cause conversation.
- Reduces time spent collecting numbers before the meeting.
- Gives the team a shared view of metrics that are drifting.
- Creates a clear point to agree on an owner or escalation.
Ideas Pipeline
A current Plan / Do / Check / Act / Finished view of active improvement ideas, pulled from the prioritization board so the team can see where work is waiting.
- Five columns mirror the PDCA stages of ideas in the dashboard.
- Each card shows the linked KPI count and assignee.
- Open an idea in the Kanban board for triage or reassignment.
- Keeps the improvement pipeline visible in the daily review.
- Shows which column is holding work.
- Makes work in progress visible for the team to discuss.
Implementation Progress
See each idea currently in Do, Check, or Act with its stage progress, owner, and linked KPIs.
- Stage progress is a heuristic from the PDCA stage (Do=25, Check=60, Act=85).
- Shows the linked-KPI count beside each idea.
- Owner avatars show who to ask for an update.
- Gives the team a consistent progress reference for the discussion.
- Highlights ideas that have stalled.
- Provides the owner and current stage without a separate status round.
Kamishibai
Review the day's standard-work checks from Kamishibai cards, with owners, frequencies, and overdue or failed flags.
- Status is derived from the card's last completion and frequency.
- Frequency labels include Daily, Weekly, Bi-Weekly, and Quarterly.
- Failed and overdue cards are listed for follow-up.
- Brings standard-work checks into the daily review.
- Gives safety, quality, and process checks a regular follow-up point.
- Keeps the check history beside the current status.
5S Audits
Review the latest 5S score and category breakdown across Sort, Set in Order, Shine, Standardize, and Sustain, with optional KAI-suggested next steps.
- Pulls the latest audit for each zone with a score out of 100 and a per-category chart.
- Identifies the lowest-scoring category and links to its detail view.
- Links to schedule the next audit and review the 5S history.
- Brings 5S into the regular team review.
- Shows which of the five Ss has the lowest score.
- Keeps the Sustain category in the same review as the other four.
Causal Charts
Record which contributing cause may be linked to the metric. A 14-day heatmap and Pareto strip show the most frequent tallies for discussion.
- Click a day cell to add a tally and right-click to remove one.
- 14-day heatmap with totals and a Pareto strip showing the largest contributors.
- Jump from a cause to a fishbone when the team needs a fuller root-cause review.
- Records the team's working hypothesis as it is discussed.
- Shows the causes with the most tallies for a focused fishbone review.
- Keeps the tally history available when the team revisits the problem.
Strategic Link
Pro plan: Create and manage Hoshin plans
The Strategic Link topic shows objectives and linked KPIs from the active Hoshin matrix when the organization has Hoshin access.
- The Strategic Link topic is available in the Starter and Pro huddle; creating or managing Hoshin plans requires Pro.
- For organizations with Hoshin access, reads the active matrix for the current site or department and lists each objective with its correlated KPIs.
- Shows correlation strength as a progress bar; 100% means every KPI is mapped to an objective.
- Open a KPI from the topic for more context.
- Connects daily activity to annual strategy for organizations using Hoshin.
- Shows KPIs that are not linked to an objective.
- Keeps the active matrix visible between policy-deployment reviews.
Latest AI Report
Close the huddle with a KAI-written summary of KPI performance, idea throughput, waste categories, and suggested next steps.
- Regenerate today's report on demand; reports are scoped to the current site or department.
- Sections cover an executive summary, KPI analysis, Lean commentary, and next steps.
- Stale reports are labeled so you can tell whether the report is from today.
- Provides a written draft for the team to review alongside the source records.
- Keeps the close of the meeting focused on decisions and next steps.
- Surfaces patterns worth checking when KPIs, ideas, and audit data are read together.
A repeatable huddle gives improvement work a place to be reviewed, assigned, and followed up—so the program does not depend on someone chasing every update.