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ADX Toolkit™

Go & See Planner

Use this tool to document what is actually happening where the work occurs before the team decides what needs to change.

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Go and See Worksheet Series (PDF)

The five printable sheets behind this planner. Free download: Go and See Worksheet Series (PDF).

1. 01 Field guide — What Go and See is and is not, the six observation categories — Safety, Quality, Process, People, Environment, Communication — and Before / During / After checklists.
2. 02 Observation worksheet — Repeatable observation blocks: category, Escalate / Trend flags, what you observed, location, evidence, immediate action, owner and due date.
3. 03 Leader questions & listening guide — Eight open questions, what to listen for, traps to avoid, and the signals to escalate now.
4. 04 Pattern review — Pattern table with evidence and frequency, a common-causes checklist, risk flags, likely-cause notes and a parking lot.
5. 05 Debrief & action plan — Action plan table — action, owner, due, status, how will we verify? — plus leadership follow-up prompts.