Self Assessment Form
Please answer the following questions honestly. Answer them all and answer only one answer per question.  The results will not be accurate if you leave questions blank.

  
   

 
Name:  
Company:  
Phone:  
Email:  
       
How would you classify the size of your company?   Small   Medium Large
       
Do you track material usage by cost centers when they are issued to an employee?   Yes   No  Sometimes
       
Does your store room or tool crib inventory turn less than twice a year?   Yes   No  Unsure
       
Do you know where your high use items are going?   Yes   No  Not Definite
       
What is the average value of indirect material on hand?   < $1M   $1M - $3M > $3m
       
How much is typically spent annually by the company on indirect material?   < $1M   $1M - $3M > $3m
       
How many line items do you typically have in one tool crib / store room?   <1000   1000 - 10,000 > 10,000
       
How do you handle inventory tracking and replenishment?   Automatic   Manual Supplier
       
How much time is spent searching for tools or other indirect material?   Not Much   A Fair Amount A Good Deal
       
How accurate is your current cycle count of inventory?   Improvement
       Needed		   Accurate Very Accurate
       
How many trips a day do employees make to a tool crib or store room?   1 - 3   4 - 6 More than 6
       
How many employees are making these trips?   10 or less   11 to 50 51 or more
       
What percentage of tools must be returned by an employee?   10- 15%   16 - 30% 31% or more
       
How would you describe indirect material inventory levels at your facility?   Accurate and   
       Optimum		   Below Optimal Don't Know
       
How would you describe the organization of indirect material within your company?   Efficient   Acceptable Needs
      Improvement
       
How would you describe the ordering of indirect material within your company?   Efficient   Acceptable Needs
      Improvement
       
How would you describe the accountability of indirect material within your company?   Efficient   Acceptable Needs
      Improvement
       
Is inventory shrinkage apparent in your company?   Yes   No Don't Know
       
How often do you incur stock-outs?   Never   Sometimes Regularly
       
Is your MRO inventory controlled manually?   Yes   No  
       
What is the approximate average round trip time to the tool crib or store room in your company?   < 5 minutes   6 to 10 min >10 minutes
       
Do you know the average wait time to issue items from the tool crib or store room?   < 3 minutes   4 to 7 min >7 minutes
       
Do you feel you are under or over staffed in your store room?   Yes   No Not sure
       
How many purchase orders for indirect material are created each month?   <100   >100 Don't Know
       
On average how much time is spent each week re-stocking the tool crib or store room?   <10 hours   10-15 hours >15 hours
       
How would you describe your electronic communication to suppliers regarding indirect material?   Efficient   Acceptable Needs
      Improvement
       
Do you purchase indirect material from more than 30 suppliers on a regular basis?   Yes   No  Unsure
       
Do suppliers invoice each MRO shipment?   Yes   No  Unsure
       
Do you use multiple brands of equivalent products?   Yes   No  Maybe
       
Do you have the same items stocked under different part numbers?   Yes   No  Maybe
       
Have you designed your workflow in a cellular design?   Yes   No  
       
How many improvements have you implemented in your indirect material processes in the last 24 months? None 1 to 5  6 to 10
       
Do you feel your company faces the challenge of disorganization and inefficiencies with your indirect material?   Yes   No Maybe