Engagement flow

How a scorecard engagement moves

A clear path from first walkthrough to a board the shift owns — written for logistics coordinators preparing a briefing request.

Desk briefing

You describe corridors, peak days, and who owns the current board. We confirm whether a full design, review, or workshop fits better.
Walkthrough and documents

On site or remote, we watch a handover, photograph the wall, and collect trip sheets plus exception logs for two recent weeks.
Measure shortlist

Coordinators and shift leads choose a lean set of cells. Definitions are written in radio language and tied to named sources.
Pilot week

The draft board runs on live shifts. We adjust cut-offs that create false reds and trim cells that slow the update.
Handover and coaching

Two coaching sessions lock the Monday rhythm. Source notes stay in the binder; ownership stays with the desk.

Ready to begin

Most desks start with Operations Scorecard Design. If you already have a board, a Desk Scorecard Review may be the clearer first step.