Training & Support for your Systems2win templates


Systems2win Leadership Roles

What needs to be done to successfully implement your Systems2win tools for multiple users


Table of Contents




Geese flying in V formation

Bookmark = primary

Systems2win Primary Contact

Your Primary Contact serves as...

the primary contact for all things Systems2win

Ideal Profile

The Ideal Profile is an enthusiastic senior or middle level manager with both:

  1. Competence and experience using a wide variety of tools and methods for process improvement
  2. Excellent coaching skills

(This is not an IT position)

In smaller organizations

a single person might fill every one of the roles described on this page.

In larger organizations

the Primary Contact might personally fill some of these roles,
and might coordinate the efforts of different individuals and teams
to perform each of the roles described on this page.

Responsibilities of your Systems2win Primary Contact

Time Requirements

If the sub-roles are delegated, then there isn't a lot of time required of the Primary Contact, but it comes in spurts:

  • Initial installation
  • Initial leadership
  • Ad hoc questions
    and ongoing leadership

1) Ensure installation success

Use the Multi-User Setup Checklist
to ensure that everything gets off to a great start.

2) Be the primary contact

Yes, all Systems2win users are free to
contact Systems2win support directly,

and yet your users will be so much more successful if they have a motivated internal Systems2win Primary Contact, as an additional resource for support and mentoring.

This one person will also be the primary contact for correspondence to and from Systems2win.

3) Lead

Use your Training Matrix template
and mentoring sessions (both periodically scheduled and ad hoc)
to ensure that each Team Leader completes their leadership responsibilities
to ensure that every one of their team members gets installed, trained, and supported

(as described in the next section)

And again... in a small organization, the Primary Contact might be the only Team Leader

Every Team Leader

Training Matrix

The Systems2win Primary Contact should personally coach
every team leader to maintain their own Training Matrix
to ensure that every member of their team completes:

  1. Installation
  2. Registration for the Customer Correspondence System

    so that each of your users receives helpful tips for getting started,
    and notices of upcoming free trainings and newly released videos.

    Option1) the Primary Contact emails a single list of every Systems2win user

    Minimum: name and email. Ideal: title, phone, and location.

    Option 2) in a very large organization, the Primary Contact might send a list of top-level Continuous Improvement Leaders, and then coach each to provide their own list of users

  3. New User Training

    Time Requirements

    As soon as everyone on each team has completed their initial training...

    then there should be very little further time requirement for the Team Leaders.

    The tools should actually save time and improve consistency to help each team leader perform their most important and urgent assignments

    that have the greatest impact on their bottom-line performance evaluation.

    Use the Training Matrix
    to ensure that each user completes the New User Training
    to learn the fundamental features common to every one of your 150+ Systems2win templates,
    so that your users get the most from their new power tools.

    New User Training is available as either:

    1. self-paced on-line learning, or
    2. a monthly (free) instructor-led training class
  4. Tool-specific Training

    Each Team Leader should use their Training Matrix to identify which tools are relevant to the responsibilities of each team member.

    And then track who has completed the training for each tool.

    The tool-specific training completed by each team member might be any combination of:

    1. Self-paced online training and videos
    2. Instructor-led private training
      (facilitated by Systems2win)
    3. Instructor-led internal training
      (facilitated by an internal trainer)

      perhaps using your Training Session Planning template,
      your Work Instructions template, your TWI Job Breakdown template,
      and/or any of your other training templates

      Training Session Agenda Work Instrutions TWI Job Breakdown
  5. Leadership Coaching
    yellow brick road

    Road map for a typical
    Lean Transformation

    In a lean cultural environment,
    every leader should be (at all times) grooming next-level leaders.

    The Executive Change Agent and Systems2win Primary Contact
    should establish internal systems for initial training and on-going coaching
    for how to use (and how to teach and coach each next-level leader to use) many of the tools and methods
    for standardized work, strategic alignment, problem solving,
    decision making, and lean management
    for every step of a typical lean transformation.


Time Requirements

If you have only a few users,
all with administrative permissions to install their own software...

only a few hours of IT resources are needed

If you have lots of users with restricted permissions...

maybe a day

If you choose to write a custom installer script...

see that training

Systems2win IT Contact

Assuming that you have more than 1 user...

the Systems2win IT Contact is responsible to
work closely with your Systems2win Primary Contact to:

And each time that you upgrade...

Systems2win Personalization Leader

If you (optionally) personalize any of your Systems2win master templates...
then your Systems2win Personalization Leader will:

Time Requirements

About half of Systems2win customers never personalize anything.

Training to personalize your first template takes a day or 2.

Faster for additional ones.

To summarize again...

Your Systems2win Primary Contact might perform some or all of the above responsibilities alone

and your Systems2win Primary Contact always has ultimate final responsibility
for the successful completion of all of the above responsibilities — even if others are involved.


Your Systems2win Primary Contact is also usually very much involved with
but is NOT ultimately responsible for...

the following responsibilities of the Executive Change Agent.

Bookmark = executive

Executive Change Agent

Your Executive Change Agent has ultimate responsibility
for the success of your overall Continuous Improvement program

(of which, your Systems2win tools are an important, but incomplete part)

The role of the Change Agent is described in detail in our Change Agent web page.

The success of your implementation of your Systems2win tools
will be HIGHLY dependent upon the success your Change Agent's management of the following roles.

Head of Continuous Improvement


Not sure that you're ready to be the best Executive Change Agent that you can be?

Contact us
to open a confidential dialog

If your Executive Change Agent is not also directly responsible for leading continuous process improvement...

then your Change Agent will need to work very closely with that leader

to ensure that every member of your Continuous Improvement Team
is fully aware of the tools that your company owns and knows how to use them to greatly enhance your visual management systems.

Head of Training

If your Executive Change Agent is not also directly responsible for leading the systems design and training for the dozens of diverse tools and methods used for continuous improvement and lean coaching...

then your Change Agent will need to
work VERY closely with those leaders.

The training and systems that come with your Systems2win templates will prove very helpful, but will be insufficient if your Systems2win tools and training are not seamlessly integrated into your larger programs for continuous improvement training, perhaps including (and not limited to):

Career Benefits

of Systems2win Leadership

Serving in any of the above leadership roles can be

Good for your career