Kaizen Continuous Improvement tools for lean management

 

Lean Assessment

5S Assessment template
Lean Assessment template

Excel templates to assess the progress of your lean implementation

Your Systems2win templates make it easy to audit the progress of YOUR lean journey.

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

Lean assessment template

Sample Lean Assessment example

Lean Implementation Assessment template

Completed by all levels of leadership on a periodic basis

A 5-minute review of your Lean Assessment template
serves as mental preparation for your weekly gemba walk

Multiple sets of audit criteria in one template

Easily personalize your template for multiple sets of YOUR audit criteria

Your lean leaders then simply click a button to choose which type of audit they are doing

You can even click a button to switch between language translations

so you have consistent audit standards throughout your global organization

Features that a home-grown template simply won't have

Easy-to-understand-at-a-glance radar chart

that automatically scales between 5 and 12 radar branches.
You simply hide unused sections of your audit sheet.

Easy dropdown lists

for faster data entry with no typos

All of the lean systems that are common to all Systems2win templates

so you don't have to re-invent

 

Why not download the free trial Assessment template — and try it yourself?


 
 

Bookmark = Training

Assessment Templates

Videos & Training

Additional training
relevant to these templates

The Sample and Help worksheets of every template always contain training relevant to THAT template

 

 

 

 

 

 

Make sure your sound is on
Video Help

Assessment templates lean assessment

 

How to personalize text Excel video


Bookmark = personalize

How to personalize a Systems2win

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".

 

You can test drive the 5S assessment template when you download your free trials


The Lean Assessment template comes with the Kaizen Continuous Improvement bundle

The 5S Assessment template comes with the Lean tools


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

tangled octopus and snakes

Our IT Department didn't know
it was possible to have
version control
for Excel templates

Systems2win has systems
for that, too?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Or schedule a private conference for just your team

 

 

Systems2win webinars

The most time-effective way
to get a quick orientation to your Systems2win templates is to
join a free live webinar

 

 

 

 

Personal art

Your personalizations
get found and transferred
each time you upgrade

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5S Scorecard

Easily personalize your
5S and Lean Assessment forms
with YOUR audit criteria

 

 

 

 

 

 

 

 

 

 

Link Icons

Use your Systems2win
Link Icons
to link to related documents