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A 10-point diagnostic covering stock accuracy, warehouse standards, and supplier control.
View details ↓A physical warehouse and HSEQ audit, built for the floor, not just the spreadsheet.
View details ↓An editable, repeat-use sheet to score supplier performance every month.
View details ↓A 10-point diagnostic covering stock accuracy, warehouse standards, and supplier control. Work through it in about 30 minutes to see exactly where your operation stands today.
The 10 points are grouped into three areas. Stock accuracy covers system versus physical count discipline, cycle count frequency, and how dead or slow-moving stock is identified and managed. Warehouse standards cover storage and labeling practices, receiving and put-away controls, layout and space utilization, and whether safety stock and reorder points are actively maintained rather than set once and forgotten. Supplier control covers delivery reliability tracking, documentation and traceability, and how often management actually reviews these numbers rather than only reacting when something goes wrong.
A low score usually points to gaps in basic discipline, no cycle counting cadence, no formal reorder logic, or no supplier tracking at all, which are fast and low-cost to fix once identified. A middle score typically means the practices exist but are inconsistently followed. A high score means the fundamentals are solid and the next gains will come from tightening specific SKU-level or supplier-level policies rather than fixing broken basics.
How long does this take?
About 30 minutes, no data upload or account required.
Do I need to share anything with you?
No. This is fully self-guided and completely private, nothing is sent to us.
PDF or Excel, which should I use?
The PDF is for reading and scoring by hand. The Excel version tallies your score and rating automatically as you answer.
Is this really free?
Yes, no email required for either file.
What happens after I score myself?
If your result shows real gaps, both files link to a free, no-obligation discovery call so we can walk through next steps together.
Not sure where to start, or want a guided review instead? Book your free discovery call →
A 10-point floor audit covering layout, housekeeping, racking and equipment safety, and fire and emergency compliance. Built to be walked with a clipboard, not filled in at a desk.
Layout points cover aisle width, dedicated receiving and dispatch zones, and whether fast-moving items sit close to dispatch to reduce travel time. Housekeeping points cover walkway clearance, spill and leak response, and general 5S discipline. Racking and equipment safety points cover load rating signage, racking damage inspection, and forklift and material handling equipment condition. Fire and emergency compliance points cover extinguisher and hydrant access, emergency exit clearance, and whether staff have actually walked through the evacuation plan rather than just having one on file.
This checklist is designed to be walked physically, not filled in from memory at a desk, since gaps here are usually visible the moment you stand in the warehouse. A low score on fire and emergency items should be treated as urgent regardless of the overall total, since these carry regulatory and safety exposure that a strong score elsewhere does not offset.
How long does this take?
About 30 minutes, walking the floor rather than sitting at a desk.
Do I need to share anything with you?
No. This is fully self-guided and completely private, nothing is sent to us.
PDF or Excel, which should I use?
The PDF is for reading and scoring by hand on the floor. The Excel version tallies your score and rating automatically as you answer.
Is this really free?
Yes, no email required for either file.
What happens after I score myself?
If your result shows real gaps, both files link to a free, no-obligation discovery call so we can walk through next steps together.
Not sure where to start, or want a guided review instead? Book your free discovery call →
A repeat-use scorecard for on-time delivery, quality, pricing, responsiveness, and documentation. Score every supplier monthly or quarterly, track trend rather than a single snapshot.
This is the same six-dimension framework used in the online Vendor Evaluation Scorecard tool, weighted for delivery reliability (25%), quality and defect rate (20%), pricing competitiveness (20%), responsiveness and communication (15%), documentation and compliance (10%), and financial stability (10%). The Excel version tallies a weighted score automatically as you rate each dimension, the PDF version is for a manual walkthrough or for sharing with a vendor directly.
Track the same suppliers on the same sheet over several review cycles rather than starting fresh each time, the trend line matters more than any single score. A supplier drifting downward across two consecutive reviews is worth a direct conversation before it becomes a delivery failure, while a consistently high scorer is a candidate for the longer-term contracts and volume commitments discussed in our Procurement & Vendor Performance service.
How is this different from the other checklists?
It is built to be reused. Score as many suppliers as you like, every month, and the sheet keeps a running weighted score and rating for each one.
Do I need to share anything with you?
No. This is fully self-guided and completely private, nothing is sent to us.
PDF or Excel, which should I use?
The PDF explains the 5 criteria and how to score them. The Excel version is the actual repeat-use scorecard, with the weighted total and rating calculated automatically.
Is this really free?
Yes, no email required for either file.
What happens after I score my suppliers?
If your results show real risk, both files link to a free, no-obligation discovery call so we can walk through next steps together.
Not sure where to start, or want a guided review instead? Book your free discovery call →