Training & Support for your Systems2win templates


New User Training

and Learning Validation

to get the most from your Systems2win templates for process improvement

you can use any or all of these...

Three ways to learn

  1. Attend a live instructor-led New User Training webinar  (free — every month)
  2. Watch the pre-recorded New User Training webinar  (anytime, anywhere)
  3. Follow the links and do the learning exercises  (below)

Quick Start Initial Training

When you have completed this New User Training,
you should know what you need to know
to use any of your 150+ templates for continuous process improvement

Start with the Quick Start Training

As a new user of Systems2win templates for process improvement,
your first step is to complete the Quick Start Initial Training,

then come back here to complete these learning exercises to validate what you learned.

Learning Exercise: Find the definition of Target Cycle Time

Video: How to Find Help & Training for any Systems2win template

Use Google Site Search (in the upper right corner of every page)
to find all pages containing the phrase 'Target Cycle Time',
then use CTRL+F to find the phrase within those pages.

Learning Exercise: Use your Tool Selection Matrix template

Tool Selection Matrix

Find and open your Tool Selection Matrix. (1ToolSelection.xlsx)

Now use what you learn in the online training
for your Tool Selection Matrix
to play with Excel's Filter features
to narrow down your list of potential templates
for what you might need to do next.

Learning Exercise: Find Suggested Readings

Use the Help sheet in your VSM.xlsx template
to find the suggested readings for Value Stream Mapping.

Learning Exercise: Bookmark a few pages to come back to

You will want to complete the rest of this New User Training before getting side-tracked
into one of the (hundreds of) training pages for useful lean tools and best practices,
but now is a good time to at least take a glimpse.

Start with one of these main training pages

then follow a few links, and bookmark some pages to come back to soon.

Language Translations

If you don't care about language translations, then just skip this section.

After visiting the training page to learn how to switch between languages,
come back here to test what you have learned.

Video: Language Translations

Learning Exercise: View this page in Chinese

View this page in Chinese, then switch back to English.

Reminder: It is best to completely close Google Translate, rather than just selecting English,
so that you are viewing the original web page, rather than Google's English translation of it.

Learning Exercise: View video closed captions in another language

Reminder: Scroll down to the smaller YouTube video to switch languages.

Learning Exercise: Switch a template to Spanish

The trial version comes with the Spanish translation.

Your licensed templates will have those translations that your company purchased.

Microsoft Word Training

After reviewing the training page for how to get the most from your Microsoft Word templates,
come back here to validate what you have learned.

A3 Report

Learning Exercise: Form fields

Open your A3 template. (A3Report.docx)

Select any form field, then start typing.

Notice how the entire form field gets replaced with your text.

Learning Exercise: Printer setup for your A3 Report

Your Systems2win A3 Report is designed to easily print and tape together 2 sheets of letter-size paper.

If you have a printer or plotter capable of printing on 11x17 or A3 paper,
setup and test your printer to correctly print an A3 Report on a single sheet.

Learning Exercise: PDF

Using either Word or Excel, print a PDF.

Learn Excel

Excel Self-Paced Learning

Learn Excel

Find and open your 'Learn Excel' template. (2LearnExcel.xlsm)

Enable Macros

This and the QFD template are the only Systems2win templates that have macros,

so you will need to enable macros.

Bring it back green

The answers turn green when you enter the correct answer...

so "bring it back green".

Additional Learning Exercises

When you complete the above Learning Exercises,
you should know what you need to know
to really squeeze the juice out of your 150+ templates for process improvement.

To Do List template

Optional additional learning exercises

The 'Sample' page of the 'To Do List' template
gives you one more (optional) series of self-paced learning exercises

if (and only if) you might appreciate just a few more learning exercises
to further practice and test your mastery of Excel and Systems2win features.

Start using what you have learned

Remember those training pages that you bookmarked earlier?

Now is a great time to return to them, and start using what you have learned —
to solve some of your real-world problems, and improve some of your real-world processes.

Empower your people


Encourage others to complete this New User Training

If you don't want to be the only (overworked) person
that knows how to use Excel and Systems2win...

then assign your employees (or encourage your co-workers)
to also complete this New User Training and Learning Validation.

Lean Leadership

If you are not a Leader, just skip this section

Learning Question: Who is your Systems2win Primary Contact?

As defined in the training for Systems2win Leadership Roles...

  • Do every one of your Systems2win users know who is the Systems2win Primary Contact for your organization?
  • Training Matrix templateWho are the leaders that fill the other leadership roles?

Learning Exercise: Start the Cross Training Matrix for your team

Begin using your Training Matrix template
to plan and monitor the learning progress of your team members

two bikers

Training to get you started.
Tools you won't outgrow.



Thank you for choosing Systems2win

where our mission is

to help you continuously improve
your tools and systems for continuous improvement