AKA | N/A |
Classification | Data Collecting (DC) |
The observation technique is a direct and real-time method to determine and collect facts and data currently existing in a given workplace or situation.
Observations and interview responses are systematically recorded on a worksheet or form specifically developed for documenting the information. No assumptions or speculations are made by the observer during data collection. Observations often serve as background data for problem-solving or process-improvement efforts.
To obtain current data to verify existing problems or performance discrepancies.
To collect performance data needed by a team to continue the problem-solving process.
To study actual operations on location in order to fully document the process.
To validate historical data used in recent research activities.
→ | Select and define problem or opportunity |
→ | Identify and analyze causes or potential change |
Develop and plan possible solutions or change | |
→ | Implement and evaluate solution or change |
Measure and report solution or change results | |
Recognize and reward team efforts |
2 | Research/statistics |
Creativity/innovation | |
Engineering | |
Project management | |
Manufacturing | |
Marketing/sales | |
Administration/documentation | |
Servicing/support | |
1 | Customer/quality metrics |
3 | Change management |
before
Data Collection Strategy
Sampling Methods
Audience Analysis
Checklist
Time Study Sheet
after
Frequency Distribution (FD)
Checksheet
Activity analysis
Opportunity Analysis
Problem Specification
A multipurpose observation form or worksheet should be used to record observed technical data, work activities, process interactions or interview responses.
An ideal data collection technique if information filtering needs to be avoided.
STEP 1 First, review practices and procedures, job descriptions and work instructions, or product/service information relevant to the workplace or situation to be observed.
STEP 2 Discuss observation schedule, time and place, who and what will be observed with the appropriate managers or process owners.
STEP 3 Using a prepared observation worksheet or form, record observations. See example Types of Observations—Worksheets.
STEP 4 Lastly, examine recorded information, circle key data or events, and write a final report, using the observation worksheet as an attachment.
STEP 5 Date all observation worksheets.
Types of Observations—Worksheets