How to use the Workplace organisation audit template

Start a board from it
Use this template opens a new Freero board with the Workplace organisation audit template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Workplace organisation audit”.
Follow the instruction on the board
“Walk the area together and score 1–5 against what you see, not what usually happens. Photograph before and after.”
Fill in each part
- Table Columns: Step · What we check · Score · Action · Owner
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 Workplace organisation audit 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.

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.
Floor walk notes
Notes from walking where the work happens: what you saw, what people told you, problems spotted and what you’ll follow up.
Inventory ABC classification
Sort stock items by the value they move each year, so the few that matter most get the closest control and counting.
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.