How to use the Floor walk notes template

Start a board from it
Use this template opens a new Freero board with the Floor walk notes template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Floor walk notes”.
Follow the instruction on the board
“Go to learn, not to inspect. Ask people to show you, write down what they say, and come back with an answer to every question raised.”
Fill in each part
- What we saw Facts: where, what, how long.
- What people said Their words, with names if they agree.
- Problems spotted Waste, risks, workarounds.
- Follow-ups What we’ll do and when we’ll report back.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Floor walk notes board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Field visit notes
Capture what you see on a site visit: the setting, people, tools and paper, the workarounds and the quotes worth keeping.
Value stream map
Follow one request through every step to delivery, with work time and wait time at each, to see where time really goes.
Improvement event plan
Plan a focused few days where a team fixes one process: scope, current state, ideas, changes tried and how they’re kept.
Workplace organisation audit
Score a work area on sort, set in order, shine, standardise and sustain, and agree the actions to lift each score.
Five whys
Ask "why?" until you reach a cause you can actually fix, writing down the evidence for each answer on the way.
Supplier-to-customer map
One process on a page: who supplies what goes in, the few main steps, what comes out and who receives it.