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.
Sample Bowling Chart example
How to use your
Bowling Chart Excel template
Find and open your template
Find and open your
Bowling Chart template
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document
following the usual document storage and naming conventions established by your leaders
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Rename your new sheet.
Or... Insert Sheet
As an alternative to opening a stand-alone document (as instructed above),
you also have the option to Insert Sheet into any other Excel workbook.
If English is not your preferred language
Switch to your language, just like every Systems2win Excel template.
Now your team is ready to get started...
Make your Bowling Chart
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 this bowling chart 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.
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.
(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.)
Some responses might deserve one or more hyperlinks to related documents
And, of course, you can use the same convenient Link Icons that you use to link to related documents with any other Systems2win template.
Why are we paying our people to re-invent tools that can be purchased so easily?
When all of this is available in such an inexpensive template...
... 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?
This Bowler Chart template comes with many other
See suggested reading for Hoshin Kanri Policy Deployment