Tool Matrix

March 2013 - New tool to select the right tool.

Tool Selection Matrix

YouTube Videos

All training videos are now available in both YouTube and Flash format.

YouTube videos are faster loading, and can be played small or full screen.

Flash videos are useful for our customers that do have access to either YouTube, or perhaps even the Internet.

See Lean Videos

Make sure your sound is on
Video Help

Introduction to
Systems2win templates

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.

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

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

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.

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

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.

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

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.

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

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.

What's new in Versions 5 & 6  (video. turn on sound)

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.

Systems2win menu is available
whenever you open Excel or Word

Stencil of Link Icons to easily
make hyperlinks to related documents

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 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 facelift

• 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

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).

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.

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).

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 bundled with all of the other value stream map templates.

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

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)

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)

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

One Good Idea - Storyboard

October 2012. New template.

Before & after storyboard.

Lean Assessment

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.

Leader Standard Work

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.

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.

All Kaizen Lean Leadership tools

March 2009. 4 bundles have been repackaged into 1:

1. All Kaizen tools
2. All Project Management tools
3. All Strategic Planning tools
4. All Software Project tools

All of these (formerly) 4 bundles of templates have been re-packaged to be part of the one Kaizen Lean Leadership bundle.

So when you upgrade...

• If you already own ANY of these previously separately-packaged bundles -
  you get all of the others free when you upgrade
• If you have been monitoring this site for a while -
  it might now be more affordable for you to get started

Kaizen Lean Leadership
more info

January 2009. Major upgrade. Most Kaizen tools were converted from Word to Excel format - and have been dramatically improved for more helpful guidance and easier use.

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

Lean Kaizen PowerPoint

June 2008. The Kaizen bundle of templates now comes with an editable PowerPoint presentation for Kaizen and Lean training.

Kaizen tools

September 2006. Released video training for Kaizen tools.

May 2006. Major upgrade for all Lean and Kaizen Excel templates.

2005. Released the final templates to complete the Kaizen suite of Excel templates - providing everything needed to plan, implement, and follow up with Kaizen Events for continuous process improvement.

All Project Management templates

March 2009. The Project Management tools have been re-packaged to be part of the Kaizen Lean Leadership bundle - so that you have every tool needed to manage any type of project team - all in one bundle.

Nov 2006. The Project Management bundle of templates was split into two separate bundles: Project Management and Training Program Design.

April 2006. Major upgrade for all Project Management Excel templates - with many new time-saving features to keep your Project Team members working on their project - and not wasting days inventing project management tools.

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

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.

Project Charter templates

January 2011.

All of the Project Charter templates got a major upgrade.

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 Standard Operating Procedure

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

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 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

• Repackaged all Project Management tools to be included with Kaizen tools bundle

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.

PICK Decision-making Matrix

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

Agenda Minutes template

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

New online training for Check In.

All Strategic Planning templates

May 2009. Strategic Planning tools are now included in the Kaizen Lean Leadership bundle.

June 2006. Major upgrade for all Business Planning Excel templates.

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

Policy Deployment Matrix

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

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

Hoshin Kanri

Strategic Planning Worksheets

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

Learn more

All Software Project templates

May 2009. Software Project templates are now included in the Kaizen Continuous Improvement bundle.

July 2006. Major upgrade for all Software Project Excel templates.

2005. Released an entire series of 20+ templates - to select and implement enterprise software.

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

Learn More

Data Conversion Planning worksheet

July 2006. Significant upgrade to this versatile template that helps you plan and manage data conversion from your old software application to your new one.

5S Assessment

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 Sustainment Checklist

August 2012. Major upgrade.

October 2010. New template.

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

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 Red Tags and Red Tag Log

September 2010. New template.

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

Standard Work Combination Sheet

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

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 Standand 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.

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.

Standard Work Sheet

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

Cross Functional Flowchart

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.

And there is a new button to Import Old Comparison Data with the click of a button.

See Cross Functional Flowchart web page.

More info

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

Lean Training templates are now part of the Lean tools bundle

December 2009. All of the Lean Training templates are now part of the Lean tools bundle, so...

• If you currently own just the LN Lean tools bundle -
  you get the Lean Training bundle free when you upgrade
• If you currently own just the TR Training tools bundle -
  you get the Lean tools bundle free when you upgrade
• If you have been watching this site for a while...
  the price just went down - and maybe now you can afford to get in

The Lean tools bundle now contains everything you need to redesign a process - and then train and manage people to do things the new better way.

All Lean tools  (continued)

March 2009. The Process Engineering tools have been re-packaged to be part of the Lean tools bundle.

May 2006. Major upgrade for all Lean and Kaizen Excel templates.

Nov 2006. The Business Process Improvement bundle of templates was split into two separate bundles: Lean Kaizen and Process Engineering.

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

5S Scorecard

The 5S Checklist is now available as a free trial when you sign up for our newsletter.

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

A3 Interview

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

Lean Metrics ∆ Change Gap Analysis

January 2009. Replaced old Lean Design Objectives template with a dramatically improved Results Metrics template that makes it easy to link to multiple data sources to manage ∆ Change Gap Analysis

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

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!

Standard Work Audit

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

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

Visual Work Instructions (aka Job Instructions)

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)

Visual Work Instructions (continued)

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.

Lean Training templates are now part of the Lean tools bundle

December 2009. Training Program Design templates are now part of the Lean tools bundle, so...

• If you currently own just the LN Lean tools bundle - you get the Lean Training bundle free when you upgrade
• If you currently own just the TR Training tools bundle - you get the Lean tools bundle free when you upgrade
• If you have been watching this site for a while... the price just went down - and maybe now you can afford to get in

The Lean tools bundle now contains everything you need to redesign a process - and then train and manage people to do things the new better way.

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
for using the
 TWI JI training method

TWI Pocket Cards 

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

•  TWI Job Instructions training
• TWI Job Relations problem solving
• TWI Job Methods process improvement
• Second Line Supervisors and Change Agents

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

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

Skills & Training Cross-Training Matrix

September 2009. Added dropdown data validation.

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

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.

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.

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.

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 Charts

Check Sheet

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

Check Sheet

Quality Scorecard

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.

Check Sheet & Quality Scorecard

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.

Excel Pareto Chart

FMEA Excel template

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 mulltiple 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 template

Control Plan

April 2012. Major upgrade.

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

P-Diagram

May 2012. New template to prepare for FMEA.

Interface Matrix

May 2012. New template to prepare for DFMEA.

Characteristic Matrix

aka Product Characteristics Matrix

May 2012. New template to prepare for PFMEA.

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.

Preventive Maintenance Checklist

August 2012. New template.

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

OEE Overall Equipment Effectiveness

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

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

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8D Report - Problem Solving Worksheets

January 2011. New template to provide a systematic way for a team to permanently resolve an issue that has uncertain root cause - in a way that ensures that root causes have been identified and verified - and that both interim and permanent corrective actions are validated for effectiveness and instituted in a way that prevents a similar situation from ever recurring or escaping again.

8D Report

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

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.

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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)

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.

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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

Process Flow Diagram

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

Process Flow Diagram

Cause & Effect Matrix

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