Tool · Scorecard

Inventory Health
Scorecard.

A practical scorecard for the accuracy, location discipline, and exception-control gaps that quietly drain warehouse capacity. Score the current state, not the version you intend to build later. Twenty-five questions across five sections — total possible 50.

How to use it

Score each item 0, 1, or 2. 0 = not in place or mostly manual. 1 = partial, depends on the person or shift. 2 = in place, owned, used consistently. Use it before a launch call, during a Gemba walk, or as a quarterly health check.

Section 01

System Accuracy

Can the system be trusted before the floor starts working around it?

Section score
0 / 10
  • 01
    On-hand inventory is accurate enough that supervisors rarely need side lists or tribal knowledge.
  • 02
    Location accuracy is measured routinely and reviewed by area, product family, or velocity class.
  • 03
    Inventory statuses are clear: available, held, damaged, pending QC, staged, or otherwise restricted.
  • 04
    Unit of measure and packaging differences are visible before they create pick or replenishment errors.
  • 05
    The team can identify the highest-risk SKUs or locations without manually digging through reports.
Section 02

Location Discipline

Are locations controlled enough to protect pick speed and put-away flow?

Section score
0 / 10
  • 01
    Forward, reserve, staging, hold, and damage locations are visibly defined and used as intended.
  • 02
    Empty, blocked, mixed, unsafe, and overfilled locations are flagged quickly enough to act on them.
  • 03
    High-velocity SKUs are placed where the operation can actually use them efficiently.
  • 04
    Overflow and temporary locations have aging visibility, owners, and cleanup standards.
  • 05
    The operation can spot a bad put-away before it turns into a pick miss, search, or rework pallet.
Section 03

Exception Ownership

When inventory breaks flow, does someone own the next action?

Section score
0 / 10
  • 01
    Shorts, overages, damages, mislabels, holds, and unsafe locations have a clear owner and status.
  • 02
    Aging exceptions are visible by bucket, not hidden in a spreadsheet or inbox.
  • 03
    The team knows who decides whether product is released, moved, counted, corrected, or escalated.
  • 04
    Inventory issues from receiving, put-away, replenishment, picking, and shipping feed one control process.
  • 05
    Cross-shift handoffs include open inventory risks and next actions, not just completed counts.
Section 04

Flow Protection

Is inventory control protecting throughput while the work is happening?

Section score
0 / 10
  • 01
    Cycle counts and location checks are aimed at the areas most likely to stop flow.
  • 02
    Replenishment risk is visible before pickers run out of usable forward stock.
  • 03
    Inventory exceptions are connected to the operating impact: blocked pick, delayed load, rework, or lost time.
  • 04
    Leaders can see where inventory health is constraining inbound, outbound, or both.
  • 05
    The team can distinguish normal inventory work from urgent flow-protection work.
Section 05

Learning Loop

Does the operation prevent repeat inventory problems?

Section score
0 / 10
  • 01
    Inventory defects are trended by cause, area, SKU family, shift, or process step.
  • 02
    Root causes are verified at the Gemba before fixes are chosen.
  • 03
    Recurring issues become standard work, visual management, training, or system-rule changes.
  • 04
    The operation reviews inventory health on a weekly or monthly cadence with owners and due dates.
  • 05
    Improvements are measured against a baseline score so progress can be proven later.
Inventory Capacity Protection Score
0 / 50
0 of 25 questions answered
Status · Hidden capacity loss

Inventory conditions are likely creating delays, rework, search time, and avoidable interruptions. The floor is absorbing the gaps.

01
System Accuracy
0 / 10
02
Location Discipline
0 / 10
03
Exception Ownership
0 / 10
04
Flow Protection
0 / 10
05
Learning Loop
0 / 10

Want help turning this score into a plan? Share your lowest scoring section on a launch call — we'll point at the first accuracy, location, or exception-ownership gap to close, then re-score later to prove the change.