Templates for Continuous Process Improvement

 

What's New?

  1. Video: Tool Selection Matrix
    to choose the right
    Process Improvement Tool

    Tool Selection Matrix

    Added columns to filter by who is most likely to use each tool, which tools are most likely to be personalized, and when each tool is most likely to be used on a typical Lean Journey. (June 2016.)

  2. Updated Translations. (December 2016)

    All translations have been updated
    for Spanish, Portuguese, Chinese, French, and German.
    And a new system has been instituted to ensure that translations are updated on a faster cycle.

  3. Version 15 is released (June 2016)

    With many new features to fulfill the promise in our tag line:
    To continuously improve your tools for continuous improvement.
    More reliable and less obtrusive piracy protection.

  4. Insert Sheet (December 2016)
    Team Charter

    Block Diagram

    Training Matrix

    About 30 of your 150+ templates now have the option to be either:
    1) a stand-alone workbook (like all the other templates),
    or 2) a worksheet within ANY other Excel workbook.

    Simply click the button to 'Insert Sheet, and now your workbook has a new sheet.

    If you are the team leader, or a supervisor, or manager,
    perhaps you might want to insert a Team Charter sheet into your current workbook,

    or an Approvals sheet, or a Value Stream Plan, or an Action List, or a To Do List, or a Bowling Chart, or a Gantt Summary Milestone Chart, or a sheet to collect Issues and Ideas, or a Change Management sheet, or a Results Audit.

    If you are on the team responsible to produce measurable improvements,
    perhaps you might want to insert a Block Diagram sheet into your current workbook,

    or a Check Sheet, or a Flow Chart, or a Gemba Interview, or a Layout Diagram (Spaghetti Diagram), or Cycle Time Observations, or Muda Waste Observation, or a Pareto Chart, or a Process Analysis sheet, or a Root Cause Analysis Fishbone Diagram, or a Run Chart, or a SIPOC Diagram, or a Stick Figure Illustrator, or a Takt Time Calculator, or a Yamazumi Chart.

    If you need to train and coach your people to actually do things the new way,
    perhaps you might want to insert a Training Matrix sheet into your current workbook,

    or a TWI Job Breakdown, or a Checklist, or Operational Definitions,
    or a Revision Log.

  5. SQDC Header Sheets for your Team Huddle Boards

    Your Daily Stand Up Meetings are so much more motivating

    when the header sheet at the top of each column of your Huddle Board
    is an intuitive visual success tracking system. (December 2016)

    SQDC safetySQDC qualitySQDC deliverySQDC cost

  6. Link Cells — New feature to extend Excel Link Cells

    One of the most powerful features of Excel is the ability to link cells,
    so that the values in some cells get instantly updated
    the moment that the data changes in some other cells.

    That's one of the most common complaints
    from users of Minitab, QI Macros, and Sigma XL...

    When you use any of those to create a Run Chart, or Pareto Chart, or any other type of chart, they don't use Excel's cell linking capabilities. So every time your data changes, you need to manually regenerate your chart.

    One of the reasons is because a cell linked to cell that has a blank value won't correctly display the blank value. This innovative new feature fixes that problem... so that now your charts can instantly update every time that your data changes.

    Learn how

    (December 2016)

  7. Kanban CalculatorKanban Calculator — New template

    A clean, repeatable, teachable system
    to avoid common mistakes when calculating the correct number of kanbans
    to prevent stock outs, while maximizing throughput.

    Is extremely easy to use with the default settings,
    and yet can support uUnlimited types of lead time, unlimited sources of demand,
    user-defined formulas to calculate Buffer and Safety stocks. (October, 2016)

  8. Process AnalysisProcess Analysis — New template

    Easily hide and unhide popular lean metrics, and easily add unlimited rows of user-defined metrics, (using everything you know about familiar Microsoft Excel) for the Key Performance Indictors (KPI's) that are most important to measure, analyze, and improve for your unique process.

    (September 2016)

  9. Muda templateMuda Waste Observation — New template

    to observe the 8 Deadly Wastes.

    Very easy to use tool for waste walks, gemba walks, standing in a circle,
    and other methods that combine process observation with process analysis.

    (September 2016)

  10. Takt Time calculatorTakt Time Calculator — New template

    to calculate Takt Time, Work Time Available, and Pitch.

    Has the option to copy the worksheet to any other Systems2win template,
    or to link to standalone workbook (perhaps from multiple related documents).

    (September 2016)

  11. Training Matrix templateTraining Matrix — New features to make it easy to fulfill your Leadership Roles

    to track who needs to be competent with which lean tools and methods,
    and how are they coming with that? (June 2016)

  12. Easier Training

    The training web page for every template has been updated,
    to start with "Why and When to Use?"
    and the "How to use" sections repeat the fundamentals of how to find and open your templates,
    how to Open a Blank Sheet, and how to switch between language translations. (August 2016)

  13. YamzumiYamzumi

    Major upgrade. Can now handle unlimited Activities for unlimited Operators or teams. Zoom in to study selected operators. Many new ways to configure your chart the way you want it. At any time, change the details that you show on your chart for each Work Element. (Row number, Work Element description, time, and user-defined codes). Chart colors can now be based on either Value Add codes or your own user-defined Category codes. New Analysis section includes Smallest Possible Staff, and Employee Utilization. Now supports Product Mix for unlimited number of product or service deliverables. (September 2016)

  14. Functional FlowchartCross Functional Flowchart

    New Lead Time Chart, and Work Load Balancing chart. Andons to highlight when your plans won't meet your goals. Greatly improved features for Paths and Scenarios, to depict multiple conditions on a single flowchart. New feature to correctly calculate Lead Time and Cycle Time for Dead End processes. Better support for international users. Mistake-proofing and more intuitive ways to hide, add, or move rows or columns. Clearer training. (August 2016)

  15. Work InstructionsWork Instructions

    'Add Image' now has choice to add normal size image or wide image.
    Can now specify your desired Default Row Height.
    Better version control for Product Families.
    Many minor improvements. (April 2016)

    New training video (January 2016)

  16. Standard Work template Standard Work. Major upgrade to the Standard Work template.
    Time Observations can now be entered directly on the form -
    using either video or stopwatch.
    New 'Frequency' codes finally solve the most vexing problem of Standard Work Analysis: "How to handle things that happen infrequently?"
    Now elegantly handles machines that make multiple items per run cycle.
    New sections for 'Run Cycle Analysis' and 'Shift Cycle Analysis'.
    Andons turn bold italic red if your plans won't meet your goals. (January 2016)
  17. Standard Work Elements templateStandard Work Estimating. New template.

    New features allow you to use your Standard Work template to estimate times and costs for new product development, make-to-order, and/or standard cost accounting. New template to maintain master list of Standard Work Elements that can be exported to multiple documents created using your Standard Work template.

    (July 2016)

  18. value stream map

    Video: Hide/Show Rows

    Value Stream Mapping.

    New Lead Time Chart, Work Load Balancing Chart, and Andons that
    turn bold italic red when your plans won't meet your goals. (April 2016)

    Major upgrade to the Value Stream Mapping template.

    Hide or Show Rows for different target audiences (on the same map).

    When you click the button to 'Open a Blank Sheet', you now have the choice of:

    1) Simple (just draw)
    2) Power Tool (Draw, Measure, Analyze, Improve, and Manage)
    3) Supply Chain Map.

    (October 2015)

  19. OEE data collectionOEE Overall Equipment Effectiveness

    New form for manual collection of data
    that later gets entered into your OEE template for analysis.

    Also new features to print your user-defined Category and Reason codes for Rejects and Lost Time. And other minor improvements.

    (April 2016)

Personalization Upgrade Utility

Whenever you upgrade, the Personalization Upgrade Utility scans your old templates
to automatically transfer most common personalizations to your new upgraded templates —
so that you don't get stuck in an old version just because you made a few customizations.


What else is new?

Click the folder tabs below to see what else is new — by subject category.

Trials — What's New

Trial templates now include many of our most popular lean sigma tools —
including Lean Leadership tools, 5S, A3, FMEA, Value Stream Mapping, Standard Work, Work Instructions, Gantt Chart, SIPOC, Lean Assessment, Control Chart, fishbone diagram, SMED, Kaizen Audit, Values List, Excel learning tools, and more.

Download yours now — and check it out for yourself.

As a licensed customer...

you can download and install the latest trials any time

Check out the latest trial templates

Every template has recently been upgraded for the new easier, more intuitive user interface.

Self-Paced Learning Tools

2LearnExcel2LearnVSM

The 2Learn templates are designed to allow a supervisor to assign people to learn continuous improvement topics — and bring back the template with filled-in answers to learning questions — so that with one glance the supervisor can validate that the learner has learned. (And can be presumed to be ready to be a more valuable team member.)

Trial period can be extended

Even if you downloaded a Systems2win trial a long time ago, you can now check out what's new,
because it is now possible to request to extend your trial period.

 

How Systems2win upgrades work

When you upgrade your templates...

You can optionally send us your old portal,
and our Personalization Upgrade Utility Utility will scan through all of your old templates to automatically transfer the most common personalizations to your new templates.

(You still use your Customization Log to remind you to manually recreate any less common personalizations.)

You then receive a whole new fresh set of personalized templates
with ALL of the improvements that Systems2win has made since the last time that you upgraded,
smoothly interwoven with the personalizations you have made.

And you get another year of free phone & web support.

 

What if you don't want to wait?

We will send you annual maintenance reminders once a year,
but you can purchase an upgrade any time that you see something valuable
with special discounted pricing if it has been less than 6 months since your last upgrade.

When you use our feedback form to share an idea for improvement (or a minor annoyance)...
it is not uncommon for the template to be modified and released the very next day.
And as a thank you for your idea, you get a free upgrade for that template.

If it's just a bug fix that you need...
that can often be fixed by simply updating your add-in to the latest version at any time — for free.


Do the math

Compare the surprisingly low price of upgrades to the cost of an in-house programmer...
or the waste of your valuable time trying to "create templates" instead of solving your root problems.


It is our goal to earn your trust to serve as your outsource partner —
to help you continually improve YOUR systems for continuous improvement.
                                                                     Dean Ziegler — Founder of Systems2win

Improvements affecting all templates

In addition to the many improvements to specific templates...
this page documents improvement affecting all templates

 

Version 15 Upgrade

June 2016 — New piracy protection

December 2016 — Insert Sheet

Team Charter

Block Diagram

Training Matrix

About 30 of your 150+ templates now have the option to be either:
1) a stand-alone workbook (like all the other templates),
or 2) a worksheet within ANY other Excel workbook.

Simply click the button to 'Insert Sheet, and now your workbook has a new sheet.

If you are the team leader, or a supervisor, or manager,
perhaps you might want to insert a Team Charter sheet into your current workbook,

or an Approvals sheet, or a Value Stream Plan, or an Action List, or a To Do List, or a Bowling Chart, or a Gantt Summary Milestone Chart, or a sheet to collect Issues and Ideas, or a Change Management sheet, or a Results Audit.

If you are on the team responsible to produce measurable improvements,
perhaps you might want to insert a Block Diagram sheet into your current workbook,

or a Check Sheet, or a Flow Chart, or a Gemba Interview, or a Layout Diagram (Spaghetti Diagram), or Cycle Time Observations, or Muda Waste Observation, or a Pareto Chart, or a Process Analysis sheet, or a Root Cause Analysis Fishbone Diagram, or a Run Chart, or a SIPOC Diagram, or a Stick Figure Illustrator, or a Takt Time Calculator, or a Yamazumi Chart.

If you need to train and coach your people to actually do things the new way,
perhaps you might want to insert a Training Matrix sheet into your current workbook,

or a TWI Job Breakdown, or a Checklist, or Operational Definitions,
or a Revision Log.

Link Cells — New feature to extend Excel Link Cells

One of the most powerful features of Excel is the ability to link cells,
so that the values in some cells get instantly updated
the moment that the data changes in some other cells.

That's one of the common complaints
from users of Minitab, QI Macros, and Sigma XL...

When you use any of those to create a Run Chart, or Pareto Chart, or any other type of chart, they don't use Excel's cell linking capabilities. So every time your data changes, you need to manually regenerate your chart.

One of the reasons is because a cell linked to cell that has a blank value won't correctly display the blank value. This innovative new feature fixes that problem... so that now your charts can instantly update every time that your data changes.

 

Version 14 Upgrade

September 2015

New way to open templates:

* Open ALL templates through Systems2win menu > Systems2win Templates
* Simpler, faster learning
* So simple that no training video is needed for how to find and open

New sync:

* The entire portal and every template is duplicated on each user's computer
* Faster file access - especially for remote users
* No AutoSync reminders - only sync when your leader personalizes a master template

Easier installation:

* After using another user's Administrator permissions,
   simply open an Excel file to automatically finish installation.
* Now supports Excel 2016 and Windows 10

Version 13 Upgrade

July 2015 — Templates are now in XLSX format, so you no longer need to enable macros when you open a workbook.

Version 12 Upgrade

November 2014 — You can now install on either the 32-bit or 64-bit version of Excel. Templates are now delivered in .xlsm format for smaller file sizes. The COM add-in has been replaced with a combination of XLAM and XLL. This is the most substantial upgrade in our 12 year history.

Tool Selection Matrix

July 2016. Added columns to filter by who is most likely to use each tool, which tools are most likely to be personalized, and when each tool is most likely to be used on a typical Lean Journey.

March 2013 — New tool to select the right tool.

Tool Selection Matrix

Tool Matrix

Checklist template

November 2014 — New template that makes it easy to create your own custom checklists — that have all the useful features of every Systems2win template — and all the familiarity so that if your users already know how to use ANY Systems2win template; they already know how to use your new custom template.

Checklist template

Checklist template

New Systems2win menu

March 2013 — New Systems2win menu and many other new
features to support Excel 2013. (Mar 2013)

 

Conditional Formatting

March 2013 — Conditional Formatting now supports Excel 2013 and all international language versions of Excel — for all those red, yellow, green conditional formats that are so popular for Lean Visual Management.

 

Language Translations

July 2011 — With click of a button, any Systems2win Excel template can now be in the language of your choice.

Learn more about Language Translations.

Language Translations

Major Portal Upgrade

January 2011 — Major upgrade to the portal user interface, including:

  • New folders, training, and systems to easily store alternative versions of templates (perhaps multiple versions of customized Systems2win templates, and/or templates from other sources)
  • Support for Alternative User Interfaces
  • A cleaner, more intuitive user interface — with more obvious and intuitive links to helpful online training — in those moments when you're most likely to need it
  • More well-thought-out systems — to better organize and make sense of the many tools that are key to successfully applying lean principles
  • New QuickStart video

Multi-Language User Interfaces

Personalization Upgrade Utility

December 2010 — From now on, whenever you upgrade, the new Personalization Upgrade Utility will automatically scan your old templates to automatically transfer most common personalizations to your new upgraded templates — so that you don't get stuck in an old version just because you made a few customizations.

Customization Log

June 2011. Every Excel template now has its own CLog worksheet — that automatically brings it to your attention if there are any customizations that you need to manually attend to each time you upgrade.

Feb 2005. Template to make software upgrades easier by maintaining a concise log of customizations

Customization Log template
Learn more

Blank Template

November 2010 — New template to design your own custom templates with Systems2win's professional features that your user's have come to expect.

Blank Excel template

Multi-User Setup Checklist

August 2010

New template to help your Continuous Improvement Leaders get off to a great start when you first install or upgrade your Systems2win templates

Quick Start Leader template

Excel 2010

August 2010 — Now supports Excel 2010

 

March 2010 — Improved installer

  • Reboot no longer required
  • Activation now happens automatically as part of installation
  • Option to install in silent mode (without no user prompts)
  • Alternative installation approach that does not require granting the user temporary administrative privileges
  • Easy to deploy using SMS or your favorite packaging & deployment application
  • New template and system for your IT Department to provide your users with clear instructions for YOUR company's policies for where to store their working and archive documents — and what to name them

Improved search features

  • to increase the probability of your user finding the right template when using the search capabilities of your internal LAN, WAN, or intranet.

New web site

  • to increase the probability of your user finding the help and training they need on our web site
    (with over 30 videos and 200 pages of online training)

January 2010 — Removed digital signatures

Excel Self-paced Learning

October 2009 — 2LearnExcel

The 2Learn series of templates is designed to allow a supervisor to validate with one glance that the learner has learned what they need to know about Excel to effectively use Systems2win templates — and be a more valuable team member.

You can preview the trial version of this template.
As a licensed customer, you can download and install the latest trials any time.

2LearnExcel

October 2009 — Innovated several new ways to make it easier for the IT Department of a large company to more easily and quickly mass install a large number of users.

Changed Systems2win sync utility (that synchronizes your personalized templates to all of your users) — so that it only prompts every 14 days (instead of 7), and allows the option to say no.

Updated, expanded, and simplified Sync Setup Options.
(Particularly useful for large companies with different types of users spread all over the world with different connectivity to the corporate LANs, WAN, and/or SharePoint)

August 2009 — Yet another upgrade to simplify the Sample and Help pages on every template.

July 2009 — Much more dropdown data validation — many templates

Once we were able to do some special programming to overcome the Microsoft bug that disables dropdown data validation from working on copied worksheets — we went nuts adding this extremely valuable feature to many templates that could benefit from:

  • Faster data entry
  • Fewer mistakes
  • No typos — for much more useful data filtering

Training tip: Rather than copying worksheets in the usual way — always use the new Systems2win menu > Copy Sheet

Dropdown lists for faster data entry and fewer mistakes

Version 7 upgrade

December 2008 — Improved ease of use, and laid the foundational infrastructure to make possible the dramatic improvements to value stream mapping, swim lane cross functional flowchart, and more.

Simplified installation — especially for large numbers of users — perhaps sharing and synchronizing templates using SharePoint, Citrix, server policies, and/or Systems2win Sync.

November 2008 —
Revision Log — Copy this Revision Log worksheet to any other document created from any Systems2win template — for easy document revision control.

Revision Log template

November 2008 —
* Easier installation
* New Systems2win menu item for Styles — provides instant training for how to use Excel Styles — for faster, easier, and more consistent cell formatting.
* We have also been busy behind the scenes again — making our (already—outstandingly stable) software even more bullet-proof in unusual installation environments like Citrix, the various flavors of Vista, and multi-national and multi-language versions of Windows and Office.

August 2008 —
* Reintroduced site licensing (as a low-cost option to per seat licensing)
* New easier user interface and online training links.
* Added dropdown data validation to many templates.
* Open a Blank Template button ensures that a fresh worksheet is always one button click away.

Improved training videos Lean video

June 2008 — Every training video has been updated & improved. Long videos have been split into several shorter videos — to make it easier to find the snippet you're looking for. And new videos continue to be added.

Version 6 upgrade

March 2008 — Version 6 is released with per-seat licensing — thereby making it less expensive for a single user or small company to purchase more templates, and easier for a large company to try them with a few users before committing to an enterprise-wide roll out.

Version 5 upgrade

October 2007.

New Systems2win menu in Word and Excel.
Benefits:
* Several easy ways to find & open templates.
* New stencil of Link Icons — to easily insert highly visual hyperlinks in any Excel or Word document (older templates give Link Icons only in Excel)
* Smaller file sizes — because stencil of shapes is now in a shared menu — rather than duplicated in each workbook.
* New flag icons — to easily link to multi-language documents.

Code separated from data. Most code has been separated into add-ins (rather than being embedded in each workbook). Benefits:
* Easier upgrades. From now on, you will usually be able to take advantage of upgrades without transferring data from your old working documents to your new templates.
* Update anytime. You can update your add-in code at any time, [and upgrade your (personalized) templates when you upgrade].
* Easier for your IT Dept to ensure compliance with your License Agreement, by preventing accidental distribution of templates to unlicensed users.

Easily sync templates in each local PC with master templates in your S2winPortal. Benefits:
* Easily distribute personalized templates to all of your users.
* You can even use our Sync system to distribute your own (non-Systems2win) personalized templates! (think HR vacation request forms...)
* Easier for laptop users to always have access to your company's latest Systems2win templates — even when disconnected from your network.

Even better compatibility with more versions of Windows and Office.
* All templates now support Office 2007+.
* Better support for International languages, and international versions of Windows and Office.

More and easier help.
* More consistent user interface.
* Separate worksheets for Sample and Help.
* Even easier for users to find help.

Link icons
Stencil of Link Icons to easily
make hyperlinks to related documents

Language icons
Flag icons to link to documents
in multiple languages

Version 4 upgrade for every Excel template

Between March and July 2007 — every Excel template was upgraded for even easier and clearer online training, digitally signed macros, better support for user-defined personalization and language translation, Office 2007+ features, Excel's scenario features, and many ease-of-use enhancements.

November, 2006. Minor upgrade completed for every Excel template. Replaced all remnant Visual Basic 4.0 code. Improved user interface and training.

Video based online training

Fall 2006. Much of our (already-helpful) searchable-text online training has been supplemented with Flash video demonstrations — with human voice instruction and demonstration — thereby making these already-intuitive Word and Excel templates even easier to use and faster to learn.
And keep your eye on us — because more training videos keep coming...

Lean videoLean videos
 (turn on sound)

August, 2006. Substantial upgrade to our Consultant Affiliate Program.

Version 3 upgrade for every Excel template
Summer, 2006. Every Systems2win Excel template received a major face lift

  • Many new ease-of-use features
  • Easier printing of online help and instructions
  • Video training to supplement the searchable text online training
  • More online help, for both Excel tips and educational training
  • Pop-up help for every column/row header
  • Mouse-click help for every graphic object
  • Many new features and tips to make printing easier, and to set print areas in creative ways to make tools more useful
  • Link icons — for easier hyperlinks, using instantly recognized graphic icons for each type of link
  • Easier linking between documents related to the same process
  • Mistake-proofing (data validation, color-coding cells containing formulas...)
  • Custom Formula Safe Zone

Version 2 upgrade

Every one of our 100+ templates was updated at some time or another during the year 2005.

  • Clearer instructions.
  • More and better online help.
  • More and better online education.
  • 130 page PowerPoint online training for Lean & Kaizen teachings — free with templates
  • Removed Excel 2000 and Macintosh limitations from most templates.

December 2004. Introduced Annual Maintenance Program

 

Value Stream Mapping

 

September 2016.

Takt Time Calculator. New template to calculate Takt Time, Work Time Available, and Pitch.

Has the option to copy the worksheet to any other Systems2win template,
or to link to standalone workbook (perhaps from multiple related documents).

Takt Time Calculator

October 2015.

Major upgrade to the Value Stream Mapping template. When you click the button to 'Open a Blank Sheet', you now have the choice of 1) Simple (just draw), 2) Power Tool (Draw, Measure, Analyze, Improve, and Manage, 3) Supply Chain Map. (October 2015)

February 2015.

Major upgrade to the Value Stream Mapping template. Major upgrade to value stream mapping training. New Design Guideline templates for VSM - Basic Design, VSM - Volume and Mix, and VSM - Shared Resources.

value stream map

July 2015.

The stand-alone Supply Chain Map template has been discontinued, and supply chain mapping functions and charts have been added as optional features within the standard value stream mapping template — that can be unhidden as needed.

Supply Chain Value Stream Map

April 2013.

More mistake proofing (for more human friendly guidance for how to fix what went wrong when you enter invalid data).
UOM Conversion now assumes value of 1 if left blank (so you can hide that row if every subcomponent has a 1:1 correlation with the top-level product, or unhide it if several subcomponents are needed per final assembly).
Sample data for Input Output analysis (so you can do SIPOC math on your value stream map — for lean green hazardous material reduction).

SIPOC
You can now do SIPOC math
on your value stream map

November 2009. 2LearnVSM
The fast way to learn value stream mapping.
Your supervisor assigns what you need to learn.
You learn it — with links to training pages, and quiz questions that turn green when you get the answer right.
Then you give it back to your supervisor — who with one glance can validate that you have learned what you needed to learn to be a more valuable team member.

Value Stream Mapping Learning Validation tool
August 2009. Major upgrade to support complex value stream mapping environments — such as high demand variability, high mix, and high customization.
Major upgrade to Product Family Matrix.
VSM Product Family Matrix

June 2009. New button to Add Columns for an unlimited number of processes.

Now supports triple-decker simultaneous processes.

Each process can now have its own Inventory Unit of Measure, (for example, a process might make wheels instead of cars), and therefore have its own metrics (such as Takt Time, Cycle Time, Process Lead Time...) measured in wheels instead of cars.

Lean Metrics now take into consideration Work Time Available that can be unique for each process. (For example one process might work 6 days a week while all the others work 5 days. And another process might work an extra shift one day a week...)

New metrics and on-line training for Lean Office — including dropdown data lists, and training for how to easily handle Quote to Cash analysis (as a simple button-click Scenario).

value stream map
More Info

December 2008 — version 7 upgrade.

There are a LOT more version 7 improvements — with details on the Value Stream Mapping page.

December 2008. Value Stream Mapping for the Supply Chain.

An entirely new template — that includes pre-programmed Lean metrics and charts for Supply Chain Value Stream Mapping.

This template comes with all of the other value stream map templates.

Supply Chain Value Stream Map

December 2008. Value Stream Plan

New template to manage your value stream with clearly-defined objectives, goals, measures, responsibilities, and deadlines

Value Stream Plan
Value Stream Plan

September 2008. The Value Stream Mapping Power Tool now has a Hide / Unhide Rows button — so that you can quickly unhide the rows containing the Lean calculations you need to answer your boss's question — and then quickly re-hide them so that your end deliverable isn't cluttered or confusing to people who haven't yet learned the value of all of those Lean calculations.

October 2007. Version 5 upgrade features improve both of these templates in many dramatic ways. (both the simple Value Stream Mapping drawing template and the VSM-PowerTool that has all Lean calculations pre-programmed).
* Button to instantly Add or Remove a Process (and all related Process boxes) with a single click
* 50 sequential processes (each with optional "double decker" simultaneous processes)
* Faster processing.
* Cycle Time Unit of Measure can now be seconds, minutes, or hours.
* Special version to support clients still using Excel 2000.
* Terrific new features for version control — stand-alone or integrated with ANY third-party version control software. (with or without ISO 9000 compliance)

Value Stream Map
Value Stream Mapping (continued)

June 2007. Value Stream Mapping training.

May 2007. New Trial Version Value Stream Mapping template released.

April 2007. Version 4 upgrade completed. Easier and clearer online training, digitally signed macros, better support for user-defined personalization and language translation, Office 2007+ features, Excel's scenario features, and many ease-of-use enhancements.
How to upgrade.

October 2006. Training video released.

October 2006. Incremented version number to version 4. Version 4 is required to work with the new application programming interface — that third-party application developers can use to integrate their software with this template.

October 2006. Corrected the Every Part Every Interval calculation (used to calculate optimal batch size).

May 2006. Now includes two different Value Stream Mapping templates:
1) A simple drawing tool
2) A power tool with all Lean calculations pre-programmed so that all you need to do is fill in your data.

June 2006. Free trial template is available for download.

March 2006. Our most popular template — the Value Stream Map — now performs all Lean calculations, and has many new ease-of-use and online training features — including an interactive Sample Help page with learning exercises.

Also see Improvements Affecting All Templates (by clicking that tab at the top of this page)

Lean Leadership

 

SQDC Header Sheets for your Team Huddle Boards

Your Daily Stand Up Meetings are so much more motivating

when the header sheet at the top of each column
of your Huddle Board
is an intuitive visual success tracking system. (December 2016)

SQDC safetySQDC quality

SQDC delivery
SQDC cost

Process Analysis template

September 2016. New Process Analysis template to easily hide and unhide popular lean metrics, and easily add unlimited rows of user-defined metrics, (using everything you know about familiar Microsoft Excel) for the Key Performance Indictors (KPI's) that are most important to measure, analyze, and improve for your unique process.

Process Analysis template

Muda Observation

September 2016. New template to observe the 8 Types of Waste.

Muda template

5S Assessment

July 2015 . On the Scorecard sheet, when you click the button to 'Choose Source Data', the Comments text box next to the radar chart now auto-populates with your summary Comments for your chosen date in time.

November 2012. Now able to scale to 7S if desired. User-defined rating criteria can now be defined using either simple text or User Substitutions, making it even easier to switch between different audit criteria for Office 5S, warehouse 5S, production 6S, etc.

August 2011. Many new features to make it even easier to convert to 6S, to define user-defined rating criteria, and to switch between multiple languages

January 2011. Added features to make it very easy to convert to 6S template if desired.

October 2010. New template.

3 tools in1:

  1. Serves as a 5S Audit Checklist
  2. Print Trend Charts
    to monitor and manage improvement over time
  3. Print Scorecard
    to publish radar chart and thermometer chart for any selected audit period

Print the Trend Charts and Radar Chart Scorecard to publish on your Team Accountability Board — to motivate your team members to continuously improve their 5S workplace organization.

5S trend charts

5S Radar Chart

Lean Assessment

July 2015 . On the Scorecard sheet, when you click the button to 'Choose Source Data', the Comments text box next to the radar chart now auto-populates with your summary Comments for your chosen date in time.

November 2012. User-defined Assessment Rating Criteria can now be personalized using either simple text or User Substitutions — making it even easier to switch between different assessment criteria for Office Assessment, Lean Healthcare, Field Service, and unlimited sets of user-defined Lean Assessment criteria — all in one template — in a way that your personalizations are automatically found and transferred to your new templates every time that you upgrade.

August 2011. Radar chart now supplemented with thermometer chart and trend charts — just like the 5S Assessment template. Easily change user-defined rating criteria.

July 2010. New template to periodically assess the progress of your lean journey.

Also doubles as an excellent way to mentally prepare for your weekly gemba walks.

Lean Assessment template

PDCA Coaching templates

March 2014. As part of your Improvement Kata habits, use the PDCA Coaching template for Learner and Coach to maintain a record of past experiments, results, and learnings, and to plan your next PDCA experiment.

And your Coach's Coach uses your PDCA Coaching Observations template to mentor both you and your Coach to more fully embody the teachings and habits of both the Improvement Kata and the Coaching Kata.

PDCA Coaching template

Cycle Time Observation worksheet

February 2014. New template.

To observe and analyze process Cycle Times — without detailed analysis of Work Elements performed by each operator.

Cycle Time Observation worksheet
Cycle Time Observations

Decision Making Tools

July 2013. New templates: Decision Matrix, Prioritization Matrix, Values List, Quadrant Chart.

Major upgrade to Decision PICK Matrix.

Learn more about Decision Making Tools

Decision PICK Matrix

Values List

July 2013. New template.

To narrow choices to a top alternative — especially when personal preferences are important.

Learn more about the Values List Worksheet

Values List

Quadrant Chart

July 2013. New template.

New template to visually understand relationships between any two factors affecting an issue.

Popular for Plan-Results, Importance-Performance, Effective-Achievable Analysis, and more.

Learn about the many different types of quadrant charts.

Quadrant Chart

Training Session Agenda and Planning Checklist

June 2013. New template.

To systematically prepare for training sessions — classroom or eLearning.

Learn more about the Training Session Planning Checklist

Training Session Planning template

One Good Idea — Storyboard

October 2012. New template.

Before & after storyboard.

Lean storyboard

Leader Standard Work

November 2013. Minor upgrade.

December 2011. Excel template to allow each leader to easily personalize their own standard work — using standardized tools and systems that will be especially valuable to large global enterprises.

July 2010. Word template. Serves as an excellent starting point for each lean leader to personalize their own daily checklist.

Leader standard work is an essential component of any lean management system.

Leader Standard Work

Block Diagram

January 2014. New template to create a simple, visual, high-level sketch of a process — showing only Major Steps, sequence, operators, inventory, cycle time, and perhaps just a little more optional information.

Block diagram template
Block Diagram

5S Sustainment Checklist

June 2014. Major upgrade.

August 2012. Major upgrade.

October 2010. New template.

Checklist to monitor and manage 5S cleaning and preventative maintenance habits.

5S Sustainment Checklist

5S Sustainment
Preventive Maintenance Checklist

5S Standard template

August 2012. New template.

To clarify expectations for 5S workplace organization and housekeeping, and/or to serve as a "before and after" storyboard.

Refer to this document from the Assessment Checklist —
so that many diverse work areas can share the same
(more generally worded) assessment criteria —
by referring to the (more detailed) 5S Standards unique to each work area.

5S Standard Excel template

5S Red Tags and Red Tag Log

September 2010. New template.

Provides a systematic approach to organize your 5S Sort activities.

5S Red Tags

Heijunka Load Leveling

July 2010. 4 new templates for heijunka load leveling.

Pitch Chart, Monthly Pitch Log, Job Log, and Pull Priority Queue Hourly Status Report.

Heijunka Load Leveling

Stick Figure A3 Illustrator

March 2009.

A very easy to use new template to illustrate A3 Reports with intuitive stick figure drawings,

Especially useful for Lean Office and Lean Healthcare

Stick Figure Illustrator

Gemba Interview

aka A3 Interview Questionnaire

March 2009. New template to systematically encourage both the observer and the process worker to come up with creative ideas for how to realize Lean Ideals by applying the 4 Rules In Use

Gemba Interivew

Process Observation Worksheets

March 2009. We now give you two different Time Observation Worksheets to choose from:

1) For highly repetitive short processes

2) For processes more vulnerable to process variances

Time Observation Worksheet

Lean Observation Worksheet

Spaghetti Map Layout Diagram

December 2006. Training video released.

April 2006. Now you can paste your Layout Diagram (Spaghetti Diagram) on a single page with your Standard Work Chart!

 

Layout Diagram

Lean Training Tools

 

Job Breakdown Sheet 

October 2009. New template for TWI Job Instructions training.

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

Skills & Training Cross-Training Matrix

July 2016. New features to make it easy to fulfill your Leadership Roles

to track who needs to be competent with which lean tools and methods,
and how are they coming with that?

September 2009. Added dropdown data validation.

November 2006. Major upgrade. Added user columns, Custom Formula Safe Zone, much improved help, training video, and more.

Training Matrix

TWI Pocket Cards 

October 2009. New templates to easily create your own personalized pocket cards for:

Easily personalize them for your company's best practices.
Perfectly sized for credit-card-size lamination.

Job Instructions Pocket Card

2LearnExcel

October 2009. New template for Excel learning validation.

1) To learn some of the most powerful and useful 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

Learn Excel
Learn Excel

Standard Operating Procedure template

2005. Improved online help for how to use numbered outline to easily correlate steps with flowchart boxes
and how to easily work with screenshots and images.

Standard Procedure template

Quality Improvement tools

 

Process Flow Diagram

August 2015. Can now be an optional worksheet within the FMEA workbook.

May 2012. New template to identify Sources of Variation, and desired Deliverables (ideal Functions) for each Process Step.

Process Flow Diagram template
Process Flow Diagram

Trend Charts template

July 2014. Easily drag a wide variety of pre-defined trend charts into and out of the Print Area for your easily-personalized Visual Scorecards.

Provides an excellent system to organize, archive, and analyze
a large amount of data, history, and trend charts.

November 2012. To analyze quality data in ways far beyond cheap free downloads. 3 pre-programmed Pareto Charts. Button for automated Period End Processing. Visual Scorecard easily personalized using everything you already know about Microsoft Excel.

Trend Chart template

Trend Chart template

Run Chart

March 2014. New Run Chart template.

To analyze data and trends over time.

Run Chart template

Tree Diagram

May 2013. New template.

Popular and diverse Six Sigma tool
to systematically direct your thinking to increasing levels of specific details.

See online training for different types of tree diagrams.

Tree Diagram template

Critical To Quality Tree Diagram

May 2013. The Critical to Quality Tree Diagram and the Measurement Selection Tree Diagram templates were updated to support newer versions of Excel.

Critical to Quality Tree Diagram

Control Chart

December 2012. New template to determine whether a process is in a stable state of control — highlighting statistically unlikely data points and trends that should be investigated to improve process stability.

Control Chart

Control Charts

Check Sheet

November 2012. New template to gather quality data using hand-written hash marks.

Check Sheet

Check Sheet

Pareto Chart

September 2012. Can now link real time data — so your chart instantly changes. Click the new button to copy chart to ANY document (including PowerPoint, Word...) Unlimited categories of horizontal or vertical data. Correctly groups all remaining categories in final bar labeled "Other".

October 2007. Now supports any version of Excel — 2002 or higher.

September 2006. Significant upgrade to make it even easier to create a Pareto Chart from any data in any spreadsheet.

Pareto Chart

Excel Pareto Chart

TPM Preventive Maintenance Checklist

June 2014. Major upgrade.

August 2012. New template.

Checklist for preventative maintenance tasks that occur on a monthly cycle or greater.

Preventive Maintenance Checklist template
Preventive Maintenance Checklist

Supplier Corrective Action Request

January 2011. New template does not pre-suppose that all of the rigid formality of the 8D process will be required. This simple Word template is structured as a one-page letter that simply requests the supplier to deal with a non-conformance issue.

Corrective Action
Corrective Action

House of Quality QFD

March 2010. Huge upgrade. Button to auto-resize the top of the house, number of columns & rows. Button to auto-generate the next page for each of the 4 phases of QFD. When you click a cell in the roof, it highlights the associated columns. Dropdown data validation... and more. Now available as a free trial.

Oct 2006. Significant upgrade to formulas, ease of use, and flexibility to serve all 4 phases of Quality Functional Deployment.

Aug 2005. New template to provide a guiding structure for a cross-functional product development team to rapidly design and deploy new products and services in a fraction of the time required by traditional methods.

QFD Excel template
Learn more

All DMAIC Six Sigma templates

October 2007. Version 5 upgrade improves every Six Sigma template in many dramatic ways.

June 2006. Major upgrade for all DMAIC Six Sigma Excel templates.

Also see Improvements Affecting All Templates
(by clicking that tab at the top of this page)

Pareto Chart

Root Cause Analysis Fishbone Diagram

October 2007. Now supports any version of Excel — 2002 or higher.

January 2007. Totally new version.

Easily import data into text boxes — from FMEA, or any Excel data source.

Easily expand working space by simply unhiding preformatted rows & columns.

Root Cause Analysis
Learn more

SIPOC Diagram

May 2012 — major upgrade.

Aug 2005. To provide an "at a glance" overview of a process, and identify the suppliers and inputs and customers and outputs of a process

SIPOC

Project Management tools

 

Hoshin Bowling Chart

July 2011. New Bowling Chart Excel template
originally introduced for Hoshin Kanri Policy Deployment,
but is the ideal tool for managing many types of time-phased projects.

 

Bowling Chart template

Project Charter templates

January 2011.

All of the Project Charter templates got a major upgrade.

Project Charter template

A3 Report

March 2009.

To identify and clarify problems, root causes, goals & targets, proposed countermeasures, and implementation plan, and approvals — all on one page.

A3 Report
A3 Report

A3 Standard Operating Procedure

Editable Word template to define your company's standard procedures for A3 Problem Solving

A3 Standard Operating Procedure template

Gantt Summary

April 2009. Can be used for simple project planning.

More commonly copied to A3 Report to summarize more detailed Gantt or To Do List.

Gantt Summary

Gantt Chart

August 2009

  • Hide/Unhide Rows button — allows you to quickly hide or show what you want your audience to see.

March 2009

  • Rebuilt this template completely from scratch — adding many new ease of use features

Excel templates for Project Management
More info

Gantt Chart — continued

November 2007

  • Dropdown data validation for People, Resources, Work Calendar Adjustment Factors, and Grid Lines.
  • One-click button to set Project Start Date and change grid lines.
  • Header rows now repeat at the top of each page.
  • Chart now has axis labels at both top & bottom.
  • Chart line shows Today's date.
  • Easier handling of comments.
  • More & better help.

October 2007. Version 5 upgrade affects this template in many dramatic ways.

October 2006. Training video released.

September 2006. The Gantt chart now has Work Calendar Adjustment factors — to enable consideration of weekends and holidays.

To Do List

June 2009 — Dropdown data validation, for:

  • Faster data entry
  • Fewer mistakes
  • No typos — for much more useful data filtering

Training tip: Rather than copying worksheets in the usual way — always use the new Systems2win menu > Copy Sheet

Conditional formatting — so that cell backgrounds instantly turn colors to match user-defined status codes.

Dropdown lists for faster data entry and fewer mistakes

PICK Decision-making Matrix

October 2007. New button to automatically label data points on the chart.

Decision Matrix

Agenda Minutes template

February 2007. Significant upgrade for features and ease of use.

New online training for Check In.

 

Agenda & Minutes template

Strategic Planning tools

 

Policy Deployment X Matrix

November 2013. Major upgrade now features a button to 'Generate a Working Document' that can be used by unlimited users that don't have a license for Systems2win.

January 2011. Major upgrade for the X Matrix template for Hoshin Kanri Policy Deployment.

2005. New Hoshin Kanri Planning template to greatly increase visibility (and actual real-life implementation) of your Balanced Scorecard measures.

Policy Deployment X Matrix
Hoshin Kanri template

Strategic Planning Worksheets

2005. Released series of 11 templates to help executives come prepared to your next round of strategic planning.

Strategic Planning template
Learn more

Lean tools

 

Kanban Calculator

October 2016. New template to systematically avoid common mistakes when calculating the correct number of kanbans to avoid stock outs and maximize throughput.

Kanban Calculator
Kanban Calculator

Yamazumi Chart

September 2016. Major upgrade. Can now handle unlimited Activities for unlimited Operators or teams. Zoom in to study selected operators. Many new ways to configure your chart the way you want it. At any time, change the details that you show on your chart for each Work Element. (Row number, Work Element description, time, and user-defined codes). Chart colors can now be based on either Value Add codes or your own user-defined Category codes. New Analysis section includes Smallest Possible Staff, and Employee Utilization. Now supports Product Mix for unlimited number of product or service deliverables.

December 2014. New template. To rearrange tasks to eliminate waste and balance work loads.

Yamazumi Chart
Yamazumi Chart template

Cross Functional Flowchart

August 2016. New Lead Time Chart, and Work Load Balancing chart. Andons to highlight when your plans won't meet your goals. Greatly improved features for Paths and Scenarios, to depict multiple conditions on a single flowchart. New feature to correctly calculate Lead Time and Cycle Time for Dead End processes. Better support for international users. Mistake-proofing and more intuitive ways to hide, add, or move rows or columns. Clearer training.

Cross functional flowchart template
More info

Swim Lane Cross Functional Flow Chart (continued)

August 2010. Now has user-defined fields.

December 2008. Version 7 upgrade.
Now automatically calculates over a dozen Lean Metrics when you enter your data.
New button to Import Old Comparison Data with the click of a button.

October 2007. Version 5 upgrade affects this template in many dramatic ways.
* New SkipSum formula makes swim lane calculations easy to maintain even when you insert or move columns.

Late 2005. Improved calculations to summarize cycle time and lead time — by total process and by swim lane.
(so you know how many man-hours are needed per Dept to staff your re-designed process)

2004. New template — Swim Lane Flowchart to clearly depict processes that cross functional workgroups

Work Instructions (aka Job Instructions)

April 2016. 'Add Image' now has choice to add normal size image or wide image.
Can now specify your desired Default Row Height. Better version control for Product Families. Many minor improvements.

June 2015. Major upgrade. New 'Hide / Show Rows' button allows you to maintain multiple items for a product family in a single workbook - instantly generating updates for all items with the click of a single button. New button to 'Add Rows' - including the ability to add a Header Row for a Page Break. Supports larger images, and more diverse ways to handle long work instructions.

June 2014. Old JobInstructions.xls template has been replaced with new WorkInst.xls template — that has more header fields, and better handling of international paper sizes.

Work Instructions template
Learn more

Visual Work Instructions (continued)

March 2013. Major upgrade to support Excel 2013.

March 2012. Improved features for using symbols and icons to supplement words.

July 2011. All Systems2win Excel templates are now available in multiple languages

July 2010. Improved header fields are less likely to require personalization. Some header fields now have dropdown lists.

March 2010. Step numbering can now skip cells containing additional clarification, or alternate ways of doing something, or conditional processing.

March 2009. Can now group shapes. (perhaps to inset a picture within a picture)

February 2009. Added Revision Log.

October 2007. Version 5 upgrade improves this template in dramatic ways.
* Terrific new features for version control — stand-alone or integrated with ANY third-party version control software. (with or without ISO 9000 compliance)

March 2007. Version 4 upgrade:
* Support Excel 2007+
* Allow pictures to be easily resized
* Supports live hyperlinks to related documents — even in ISO-9000 controlled released PDF's
* More & better user training

November 2006. New template to provide thorough training  — using both pictures and written instructions. A powerful training aid for training new-hires, temporaries, and cross-trained workers.

Standard Work Estimating

July 2016. New features allow you to use your Standard Work template to estimate times and costs for new product development, make-to-order, and/or standard cost accounting.

New template to maintain master list of Standard Work Elements that can be exported to multiple documents created using your Standard Work template.

Standard Work Elements
Standard Work Estimating

Standard Work Combination Sheet

December 2015. Major upgrade. Time Observations can now be entered directly on the form - using either video or stopwatch. New 'Frequency' codes finally solve the most vexing problem of Standard Work Analysis: "How to handle things that happen infrequently?" Now elegantly handles machines that make multiple items per run cycle. New sections for 'Run Cycle Analysis' and 'Shift Cycle Analysis'. Andons turn bold red italic if your plans won't meet your goals.

September 2015. Now allows you to analyze your video time observations in your preferred Time Unit of Measure: seconds, minutes, or hours.

January 2013. Major upgrade. Job Breakdown is now part of Standard Work template. All new training videos.

shapes

April 2012. Several new features to better support icons for safety, tools, equipment, hazardous materials, supplies, and anything else that is better communicated using symbols rather than words.

Re-designed Header fields and VC worksheet

Layout Diagram is now a worksheet within the Standard Work workbook.

New User-Defined section at the bottom of the Standard Work sheet.
Your user-defined fields and calculations are automatically found & transferred every time you upgrade.

Standard Work template

Standard Work Combination Sheet
Standard Work Sheet

Standard Work (continued)

October 2010. You can now illustrate your written Work Instructions with a group of pictures.

July 2010. Major upgrade. You can now easily add links to related training materials, documents, and videos. Word wrap within line items and Comments. Improved header fields are less likely to require personalization. Fields for hand-written approvals. Revision Control Log. Now supports Excel 2010.

October 2009. New features to support SMED setup time reduction.

July 2009. Added user-defined columns — which also make it much easier to insert hyperlinks to related training documents and videos.

January 2009. Dropdown data validation — so that you can create or import lists of standard industry work codes.

And you can optionally associate standard times with each standard work code.

October 2007. Version 5 upgrade improves this template in many dramatic ways.
* Now push a single button to auto-draw a Standard Work Combination Chart.
* Terrific new features for version control — stand-alone or integrated with ANY third-party version control software. (with or without ISO 9000 compliance)

December 2006. Training video released.

April 2006. Major upgrade. Many new ease-of-use features. Simpler and clearer instructions, mistake-proofing, pop-up help, more online help, learning exercises, and more!
And you can now paste your Layout Diagram (Spaghetti Diagram) on a single page with your Standard Work Chart!

2005. Major upgrade. Now has options:
a) to include multiple operators on single chart or separate charts
b) to include chart lines for Takt Time, Target Cycle Time, Cycle Time, and Cycle Time with Out of Cycle Work
c) to define your own header data
d) to integrate with another worksheet used for product mix and/or master scheduling 
e) to use either a Time Observation Worksheet or video input
f) to draw the chart with or without X axis labels
g) to include up to 200 lines on a single chart (and spread even larger processes over multiple charts)
h) to allow unlimited number of operators

2004. Standard Work Chart now auto-draws the chart

Machine Balance Chart template

February 2014. Major upgrade.

To ensure that equipment is capable of meeting your Target % of Takt Time, and to answer what-if questions regarding equipment loading decisions.

Machine Balancing template
Machine Balance Chart

Standard Work Audit

2004. To ensure that work is actually being done as per work instructions

Standard Work Audit template

Process Reengineering series

Dec 2005. Major upgrade. Now includes Value Add Analysis pie chart, Full Time Employee Equivalent calculations, and greatly improved help.

2004. New series of fill-in-the-blanks templates covering every concept taught in Ray Manganelli's Reengineering Handbook.
1) Process Reengineering Matrix
2) Jobs Design Matrix

Reengineering Matrix

Design for Six Sigma tools

 

FMEA Excel template

August 2015. FMEA template now includes Process Flow Diagram and Control Plan as optional worksheets within the same workbook with the FMEA. There is also new training for how to link cells to auto-populate data from other cells (for example to instantly change a superceded Control Method everywhere that it exists.

April 2012. Major upgrade. New Rating sheet, Team sheet, and support for data in multiple languages. And new template for Function/Requirement identification.

April 2011. New special features & training to filter then copy only your filtered data from one Master FMEA to multiple FMEA's for similar products & services.

October 2010. User-defined color thresholds. Improved training.

October 2009. Added dropdown data validation to almost every field.

Benefits: Speed data entry, reduce data entry errors, and make it easier to filter your data (to show only rows containing user-defined criteria)

December 2007. Added special features to overcome the Microsoft Excel bug that messes up dropdown data validation on copied worksheets.

FMEA Excel template
FMEA template

Control Plan

August 2015. Control Plan can now be an optional sheet within the FMEA workbook.

April 2012. Major upgrade.

October 2010. New template to more diligently control risks identified in the FMEA.

FMEA Control Plan Excel template
Control Plan

Process Flow Diagram

August 2015. Can now be an optional worksheet within the FMEA workbook.

May 2012. New template to identify Sources of Variation, and desired Deliverables (ideal Functions) for each Process Step.

Process Flow Diagram template
Process Flow Diagram

Cause and Effect Matrix

July 2014. Pareto chart now refreshes instantly.

October 2007. New macro button is even easier to use.

Cause and Effect Matrix

P-Diagram

May 2012. New template to prepare for FMEA.

P-Diagram
P-Diagram

Interface Matrix

May 2012. New template to prepare for DFMEA.

Interface Matrix template

Characteristic Matrix

aka Product Characteristics Matrix

May 2012. New template to prepare for PFMEA.

Characteristic Matrix template

Design Verification Plan and Report

aka DVP&R, DVPnR, DVPR

May 2012. New template for formalized testing of product or service to ensure compliance with all requirements.

DVP&R template

OEE Overall Equipment Effectiveness

April 2016. New form for manual collection of data that later gets entered into your OEE template for analysis. Also new features to print your user-defined Category and Reason codes for Rejects and Lost Time. And other minor improvements.

May 2010. New template for TPM Total Productive Maintenance —
to maximize the effectiveness of your bottleneck resources.

And unlike any other OEE software — this comes with an entire suite of continuous improvement tools — so you can actually solve the problems that OEE analysis uncovers.

OEE Excel template
Learn more

House of Quality QFD

March 2010. Huge upgrade. Button to auto-resize the top of the house, number of columns & rows. Button to auto-generate the next page for each of the 4 phases of QFD. When you click a cell in the roof, it highlights the associated columns. Dropdown data validation... and more. Now available as a free trial.

Oct 2006. Significant upgrade to formulas, ease of use, and flexibility to serve all 4 phases of Quality Functional Deployment.

Aug 2005. New template to provide a guiding structure for a cross-functional product development team to rapidly design and deploy new products and services in a fraction of the time required by traditional methods.

QFD Excel template
Learn more

 

Tip: If the above tabs don't work when you click them — then press the F5 key to refresh your screen.


This What's New page highlights only the most dramatic and newsworthy improvements

At Systems2win we are truly "all about continuous improvement", and every single week of the year, we release minor improvements to templates and online trainings.

 

Thank you for choosing Systems2win
to continuously improve your tools for continuous improvement


 

 

 

 

 

 

 

Every year, there are hundreds of major improvements
Upgrade now!

 

 

 

 
 

 

 

 

 

share

 

 

 

 

 

 

 

Why re-invent?

Why re-invent?