Lean Management Systems


Bowling Chart template

also known as a Bowler Chart or Hoshin Bowling chart

Although originally developed for Hoshin Kanri Policy Deployment,
this is an excellent visual management tool for any type
of continuous improvement project that involves time-phased objectives.

It can be helpful to think of a bowling chart as a time-phased To Do List.


Bowling Chart Excel template

Sample Bowling Chart example

How to use your

Bowling Chart Excel template

The fields are pretty intuitive. Even the special Systems2win fields not shown in the illustration above.

After reading a book about the subject, it is not uncommon for a person to spend a half day creating a homemade template based upon one of the book's illustrations.

That's the easy part.

Then when you attempt to actually use the template...

you quickly realize that the entire point of it is to provide intuitive red, yellow, green visual indicators.

Is your team is on the expected trajectory to "get to green" — or are you falling off track?

In other words, the value of this tool relies on the colors of those cells being correct:
red, yellow, or green.

and most Excel users simply don't have the expertise to program the Conditional Formatting
so that each cell correctly turns red, yellow, or green.

That's what the Systems2win template does for you.

It provides intelligently designed fields for you to enter YOUR desired targets,
and YOUR thresholds for when to turn the color red, yellow, or green.

Sample tab

Study the sample data
on the Sample sheet
in your template

The 'Sample' sheet has examples of correctly written
Conditional Formatting statements for both:

  • Desired direction of measure is up
  • Desired direction of measure is down

You can simply copy and paste the cells from the Sample worksheet to your Template worksheet (and then maybe change the cell formatting to fit your
data — for example, percent, number, or text...)

If you need to edit your own cells (for unusual data),
the Help sheet of your template has links to training
for how to use Excel features that you will use most commonly.

Action Items

(the whole point of this exercise)

For any Objective that has yellow or red results,
there should be an Action response.

(The Action section of the template is not pictured on this training page. See your template.)

8D Report templateSome responses might deserve one or more hyperlinks to related documents

Perhaps an 8D Report, Fishbone Diagram, A3 Report,
or other problem-solving tools.

And, of course, you can use the same convenient Link Icons that you use to link to related documents with any other Systems2win template.

face-in-hands Stress

Why are we trying to
re-invent tools that could be purchased so easily?

Why re-invent?

When all of this is available in such an inexpensive template...

  • Pre-programmed Conditional Formatting,
    and excellent help for how to edit your own
  • The pop-up help and on-line training
    that is consistent to all Systems2win templates
  • Switch between languages with the click of a button
  • The freedom to use everything you know about Excel to personalize
    this template to make it your own

... why on earth would you want to pay an in-house person to sit in a corner to try to re-invent an inferior lean bowling chart template?

Buy now


This Bowler Chart template comes with
all of the other Kaizen Continuous Improvement templates


with steep quantity discounts
to empower every team member

Suggested Reading and Resources

See suggested reading for Hoshin Kanri Policy Deployment