Lean Assessment
Excel templates to assess the progress of your lean implementation
There are several templates to assess the progress of your lean implementation.
The most popular is the 5S Assessment template,
which comes with the Lean Tools bundle of templates.
The most flexible is the Lean Assessment template,
which comes with the Kaizen Continuous Improvement bundle.
Both of these assessment templates are almost identical - except for the scope of the questions -
thereby leveraging your learning curve - when you learn one, you know how to use them both.
Lean Assessment template 
- Easy-to-understand-at-a-glance radar chart
- Easy dropdown assessment criteria
- Easily personalized with your own assessment criteria
- Completed by all levels of leadership on a periodic basis
- 5-minute review serves as terrific mental preparation for your weekly gemba walk
Why not download your free trial Assessment template - and try it yourself?
Bookmark = Training
Assessment TemplatesVideos & Training
Additional training relevant to these templatesThe Sample and Help worksheets of every template always contain training relevant to THAT template
|
Make sure your sound is on Assessment templates video How to personalize text |
Bookmark = personalize
How to personalize an Assessment template
This training is for templates released August 2011 or later.
If you have older templates, these features will become available when you upgrade.
In addition to the standard instructions for how to personalize your Systems2win templates,
here are some additional personalization features unique to Assessment templates...
Unprotect the worksheet
As delivered from Systems2win, the Template worksheet is protected without a password.
When you want to personalize your worksheet, simply unprotect it.
And then remember to protect it again when you're done making your personalizations,
(to protect your users from "shooting themselves in the foot" when using your template).
Use simple text or User Substitutions
Like every Systems2win template - you can simply overwrite the VLOOKUP formulas with your own personalized text - or it is usually wiser to use the Systems2win User Substitutions feature - so that your personalized text will be automatically found and transferred every time that you upgrade your templates.
Learn more about the several ways to personalize text.
Some text is not translated to multiple languages
To keep language translation costs down, some text is not translated -
especially for long assessment rating criteria that most people end up personalizing anyway.
To make upgrades easy, some English-only text is still linked to the Translation Table -
to make it easy for you to edit User Substitutions in a way that will be automatically found and transferred each time that you upgrade.
Learn more about the several ways to personalize text.
Hide or Unhide Category Sections
A "Category Section" starts with the yellow header row, and ends just above the next yellow header row.
Each Assessment template is designed to automatically adjust to anywhere between 5 and 12 Category sections.
How?
All you need to do is unhide any hidden Category Sections
(these rows might be hidden just above the bottom Total)
and then when you click the Choose Source Data button on the Scorecard worksheet,
the scorecard and radar chart
will automatically adjust to the number of yellow category headers that are unhidden on the source worksheet.
Example:
If you want your 5S Scorecard to be a 6S Scorecard - then simply unhide the rows for the Safety category.
The next time you click the Choose Source Data button on the Scorecard worksheet...
voila!!! There are now 6 columns in the thermometer chart, and 6 axes on the radar chart.
Additional tips:
- Do not delete or add Category sections. Hide and unhide only.
- The first 5 Category sections must remain unhidden. (for any Assessment template, not just 5S)
- Do not skip a Category. There must not be any hidden Categories between unhidden ones.
- If you hide a Category section, make sure it doesn't have any History data.
- If your number of unhidden Categories is different from the default number of unhidden Categories as originally delivered from Systems2win - then use your Customization Log to remind you to make the same changes to your new template each time that you upgrade.
User-defined Category Section headings
When you overwrite the Category Section headings (the yellow cells in the Category column),
then all of the other fields on that sheet will automatically change to your user-defined Category headings -
and so will the headings on the Scorecard worksheet, after you use the Choose Source Data button.
Tip: Rather than overwriting these Category Section headings with simple text, it is usually wiser to use User Substitutions - so that your changes are automatically found and transferred each time you upgrade.
Learn more about the several ways to personalize text.
User-Defined Rows within each Category Section
Each Category section can have any number of rows of your user-defined Audit Criteria.
Within each Category section, you can hide, unhide, add, delete, or move rows,
remembering to use your Customization Log to remind you to make the same changes to your new template each time that you upgrade.
Tips:
Do not use Insert > Rows
Instead
COPY a similar blank row
thereby copying ALL formats and formulas.
Before copying/adding rows - first make sure that you have unhidden all 10 of the pre-defined rows in each Category section.
Each Category section needs enough content to provide room for the default chart height of 2 inches.
Word wrap can help to increase cell height: (Alt+ENTER)
How to get chart height exactly 2 inches:
Select the chart (using CTRL+click)
Then right-click, Format Object > Size.
Links to related documents
If you add Link Icons to your master template,
then use your Customization Log to remind you to make the same changes to your new template each time that you upgrade.
Link to pictures
Suggestion: Use a Link Icon to link to YOUR folder that contains all pictures related to your process.
See example on the Sample sheet.
Multiple versions of the same template
Although it should usually be avoided if possible,
some teams might consider making multiple versions of the same template.
Example:
You might want Lean Assessment templates with different evaluation criteria for a value stream, a facility, a process, a team, the Lean Leadership Team, and your Executive Steering Committee.
How?
See online training for multiple versions of the same template.
Subtitle
If you have multiple versions of the same template,
you can optionally enter a subtitle in the space just below the primary template title at the top of the worksheet.
Example: The subtitles for your 5S templates might be "Office" and "Production".
