Kaizen Continuous Improvement tools for lean management


Lean Training Tools

Templates that make it easy to design a training program
and to cope with change management

The templates on this page come with either the Lean Tools bundle or the Kaizen bundle

Lean Training templates
that come with the purchase of any Systems2win templates

Training Matrix / Skills Matrix

Can Roger take a vacation? This tool is often used as a Cross Training Matrix to define and measure the skills and training that your people have vs. the skills and training they need.

View Training Matrix videoLean video

Training Matrix

Cross Training Matrix
More info

2 Learn Excel

Self-paced learning validation tool...

1) To learn some of the most powerful features of Microsoft Excel
2) To learn Systems2win's innovations that make Excel even more useful
3) To allow a Supervisor to validate that the Learner has learned — with
     one quick glance

 Download free trial Self Paced Excel Learning Tool

Learn Excel
2 Learn Excel — learn more
Lean Training templates
that come with the Kaizen Tools bundle

Lean Kaizen Training Presentation

Editable Kaizen PowerPoint that you can quickly personalize to provide (only) the Lean concepts that are needed for your next Learning Event

Learn more

Lean Kaizen Training PowerPoint

Training Session Agenda
and Training Session Planning Checklist

To prepare for any type of training session — classroom or eLearning.

Learn more about the Training Session Planning Checklist

Training Agenda and Planning template

Training Program Design Spec

To organize your plans for a multi-session training program
perhaps led by multiple trainers and facilitators.

Training Spec

Training Tidbits

An organized system to collect tidbits that should be incorporated (somewhere) in your upcoming training program.

Training Tidbits

Training Team Roles

Responsibilities and Performance Evaluation Criteria
for the various roles to develop and deliver training.

Easily personalized for your team, but might include:

the Executive Sponsor Change Agent, Training Designer, Instructor, Co-Leader, Logistics Coordinator, Content Expert, Post-Training Mentor, the Learners, On-Site Facilitator, On-Site Coordinator,
On Call Support Roles, and Continuous Improvement Leadership.

Why start with a blank page and a blinking cursor, when you could start with excellent insights from other successful teams? And then simply edit this simple Word template for the few things that might be different for your training team.

Training Team Roles
Training Team Roles
Word template

Session Evaluation (1)

If you don't ask for feedback, how will you know what to improve for next time? This is a field-proven feedback form to evaluate how well objectives were accomplished — and improve planning for future similar sessions.

training session evaluation template

Session Evaluation (2)

The success of meetings should be evaluated in many different ways — so we provide two evaluation feedback forms — and you can edit them as a starting point for personalizing more feedback forms of your own.

training session evaluation template
Lean Training templates
that come with the Lean Tools bundle

Work Instructions

To provide thorough training — using a combination of pictures and written instructions to minimize lost productivity and quality when
training new-hires, temporaries, and vacation replacements.

While the Standard Work Combination Sheet is the right tool for process analysis and improvement — this Visual Work Instructions template is the right tool for (far more detailed) training for new-hires, temporaries, and vacation replacements.

 Download free trial

View training videos

Work Instructions template
Work Instructions template

It automatically renumbers your steps
and re-shuffles your images whenever you regenerate your printed (or PDF) report

Standard Operating Procedure

Use this popular template to document how to perform any operation procedure.

It comes with online help for how to use Word's numbered outline features to easily number (and renumber) process steps.

Version 5 now supports Link Icons within Word documents

standard operating procedure software template
Procedure template
More info

TWI Training Within Industry TWI Job Instructions training method (part of Lean bundle)

Job Breakdown Sheet 

Instructor Notes used by the supervisor to prepare to effectively train using the TWI Job Instructions training method.

Job Breakdown Instructor Notes

Job Breakdown Instructor Notes
for using the TWI JI training method

TWI Job Instructions Pocket Card

Pocket Card to quickly remind supervisors how to follow the TWI Job Instructions training method.

Easily personalized, and then
perfectly sized for credit-card-size lamination.

Job Instructions Pocket Card

TWI Job Methods Pocket Card

Best practices reminder for how to improve a process

Easily personalized, but gives you a great start; succinctly summarizing modern lean methods that go way beyond original TWI teachings.

Job Instructions Pocket Card

TWI Job Relations Pocket Card

Common sense four-step process for how supervisors should resolve conflicts between people

Easily personalized, starting with a template similar to the original TWI Job Relations card

Job Instructions Pocket Card

Pocket Card for
second line supervisors

For second line supervisors
and Change Agents

Succinctly summarizes modern lean leadership teachings that you will find far more useful than the original TWI teachings for second line supervisors

Job Instructions Pocket Card

Bookmark = TrainingPPT

Lean Kaizen PowerPoint

Lean Kaizen Training

When you purchase the Kaizen Lean Leadership bundle of templates —
you get the editable version of our popular Kaizen ppt,
which you can use as the starting point for your own in-house Lean training,
to present many of the most common teachings, including:

All of this powerful online training is instantly available and free for every licensed user of your kaizen software — providing "the rest" of what your people need to get the most value from their already-easy-to-use fill-in-the-blanks Word and Excel templates.

Bookmark = Training

Tools for Lean Training
Online Training & Demo Videos

Training Videos


Additional training
relevant to these templates

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



Also see the entire bundles of
Lean tools for process improvement
and Kaizen tools for continuous improvement
that come bundled with these Lean Training tools

Make sure your sound is on
Video Help

Video: work instructions video
Training Session Agenda
and Planning Checklist

Training Matrix video Lean video

Work Instructions video work instructions video

Bookmark = adult

Adult Learning

Challenge #1)
To get past filters into short term memory

It is animal nature (not just human nature)...
distracted to constantly filter out the 99% of information
ceaselessly bombarding our 5 senses
to take notice of just the few threads of information
that we deem worthy of our attention.

The first challenge of adult learning is to keep Learners
interested enough and focused enough to actually
pay attention to what is being attempted to be taught.

Scientists call this Arousal,
but that word itself tends to distract the average Learner.

Challenge #2)
To get from short term to long term memory

Assuming that the Learner was even paying attention...
short term memory can retain only 3-7 chunks of information for 15 seconds.

The second challenge of adult learning is to help Learners retain and actually apply
what was (supposed to have been) learned.

Three factors that influence Adult Learning

1) Motivation


As you will notice in the Training Session Planning template,
the very first thing that every Instructor should do
at the very beginning of every Training Session
is to answer the unspoken question “What's in it for me?” (the Learner).

There are 2 primary ways to motivate:

  1. Provide hope — to solve a problem or avoid a problem
  2. Entice with opportunities —
    most commonly for personal growth or professional gain

The wise Instructor will ensure that every Learner knows a half dozen strong reasons for why this training is important —
and will repeatedly reinforce those reasons throughout the training —
using emotional stories, examples, and word pictures,
or, better yet, physical experiences that involve as many senses as possible —
keeping in mind that motivation is an emotion —
and it is therefore nothing short of impossible to trigger motivation without triggering emotion.

2) Prior Knowledge and Experience

People need "a place to put it"... "a hook to hang it on"...
or it's gone in 15 seconds.

Some people already have excellent learning skills and habits,
but one of the responsibilities of a teacher is to provide what the Learner is missing.

Here are a few ways to help Learners retain more:

Tree Diagram
Matrix template
  1. Organize your information

    Provide handouts — organized into logical section headings —
    following a logical learning sequence.

    Use visual spatial organization —
    involving the non-verbal, creative, problem-solving side of the brain —
    with visual tools like flowcharts, tree diagrams, or a matrix template.

    Provide templates —
    that organize what your Learners have learned into a fill-in-the-blanks worksheet

  2. Repeat

    Tell 'em what you're gonna tell 'em (so they can organize their minds in advance),
    then tell 'em, then tell 'em what you told 'em
    (or better yet, have them apply what they've learned)

    Repeat the important stuff again. And maybe again.

  3. Correlate with something they already know

    Use analogies, metaphors, stories...
    to help your Learners associate new content
    with something they're already familiar with

  4. Use memory aids

    Mnemonics. (Look it up. There is a whole body of knowledge for how to improve memory.)

    Acronyms. (Example: Three Letter Acronym = “TLA”)

    Rhymes. (Example: “It ain't quitting time 'til your work space shines.”)

    Humor. (Example: “In God we trust. Everyone else, bring data.”)

3) Application

Bike no hands

Ask questions.

Surprisingly, people learn just as well
whether they respond to a question out loud
or silently within their own mind.

Allow time for reflection.

Allow some quiet time for people to mentally digest.

Involve active learning — every 4 minutes.

People can't handle much more than 4 minutes of lecture
before needing to become actively involved again.

See our suggested readings for books that have dozens of ideas
for how to actively involve learners.

Do it.

Adult Learners learn best when they can immediately apply
what they've learned
ideally to solve a real-world problem in their everyday work.

How the Learner will "do it"
is very different for Training, Instruction, or Education.
(What's the difference?)


Get ALL templates on this page
as part of the Lean Tools bundle
and/or the Kaizen Tools bundle




two bikers

Not just templates.
Not just training.

But also systems
that you won't outgrow



What is the point
of changing processes
if people don't use them?


Own all 150+ templates


How much is it worth to have someone cross-trained so you can take a vacation?


How much is it worth to have everyone in your department or company cross-trained?





Beyond TWI

Your Systems2win training templates make it easy to preserve the best of the original TWI Training Within Industry teachings...

and also add new lean training tools that our forefathers couldn't have dreamed of in the 1940's.































pop up help

We can add our own pop-up help to supplement Systems2win's standard pop-up help?

And our help will be automatically found and transferred every time we upgrade? Wow.





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Why aren’t we seeing measurable results
from our Continuous Improvement efforts?

Now that you've used your Process Improvement tools
to dramatically improve
a process — what is your next logical step?

You've got to train
your people to do things
the new way.

The Systems2win
Lean Training Tools
help you through this
critical final phase of
process improvement.








These training templates
come with either the
Lean Tools
or the Kaizen tools