Systems2win Leadership Roles
What needs to be done to successfully implement Systems2win for multiple users
Table of Contents
Bookmark = primary
the primary contact for all things Systems2win
An enthusiastic senior or middle level manager with both:
using a wide variety of
tools and methods for process improvement
- Coaching skills
using a wide variety of
tools and methods for lean management
(This is not an IT position)
In smaller organizations
a single person might fill every one of the roles described on this page
In larger organizations
your Systems2win Champion might personally fill some of these roles,
and might coordinate the efforts of different individuals and teams
to perform each of the roles described on this page
Responsibilities of your Systems2win Champion
If the sub-roles are delegated, then there isn't a lot of time required, but it comes in spurts:
- Initial installation
- Initial leadership
- Ad hoc questions
and ongoing leadership
1) Ensure installation success
Ensure that every user gets successfully installed
It's pretty hard to get any value from your tools
if your users don't even have them installed
or upgraded to the latest version
Use your Multi-User Setup Checklist
to ensure that everything gets off to a great start
including some foundational guidance for your
Document Storage and Naming Conventions
2) Be the primary contact
Yes, all Systems2win users are free to
contact Systems2win support directly,
and yet your users will be so much more successful
if they have a motivated internal Systems2win Champion
as an additional resource for support and mentoring.
Your Champion is also the primary contact for correspondence to and from Systems2win.
so that each of your users receives helpful tips for getting started,
and notices of upcoming free trainings and newly released videos.
Use your Training Matrix template
and mentoring sessions (both periodically scheduled and ad hoc)
to ensure that each Team Leader completes their leadership responsibilities
to ensure that every one of their team members gets installed, trained, and supported
(as described in the next section)
And again... in a small organization, your Systems2win Champion might be the only Team Leader
Every Team Leader
Your Systems2win Champion should personally coach every team leader
to maintain their own Training Matrix
to ensure that every member of their team completes:
1) New User Training
As soon as everyone on each team has completed their initial training...
then there should be very little further time requirement for the Team Leaders.
The tools should actually save time and improve consistency to help each team leader perform their most important and urgent assignments
that have the greatest impact on their bottom-line performance evaluation.
so that your users don't get stuck with fundamental features common to every one of your 150+ Systems2win templates,
and they get the most from their broad and deep arsenal of tools.
New User Training is available as either:
- self-paced on-line learning, or
- a monthly (free) instructor-led training class
2) Tool-specific Training
Your Systems2win Champion should also coach and mentor each Team Leader to use their Training Matrix to identify which tools are relevant to the responsibilities of each team member.
And then track the (ever improving) competence ratings
for each tool that is helpful for each person's unique job responsiblities .
The tool-specific training completed by each team member
might be any combination of:
- Self-paced online training and videos
- Instructor-led private training
(facilitated by Systems2win or an Affiliate consultant)
- Instructor-led internal training
(facilitated by an internal trainer)
3) Leadership Coaching
In a lean cultural environment,
every leader should be (at all times) grooming next-level leaders.
Road map for a typical
The Executive Change Agent and Systems2win Champion
should establish internal systems for initial training and on-going coaching for:
- Lean leadership
- When and why to use different tools and methods
- How to use (and how to teach and coach each next-level leader to use)
for every step of a typical lean transformation.
If you have only a few users,
all with administrative permissions to install their own software...
only a few minutes of IT resources are needed
If you have lots of users with restricted permissions...
maybe a day
If you choose to write a custom installer script...
Systems2win IT Support
Assuming that you have more than 1 user...
your Systems2win IT Support person is responsible to
work closely with your Systems2win Champion to:
- Complete every line item in the Multi-User Setup Checklist
- Make the best Portal Setup Decision
- Correctly set up your portal on your server
- Ensure that every user gets the Systems2win Excel add-in successfully installed on their computer
And each time that you upgrade...
- Do it all again,
only this time following the upgrade setup instructions
Systems2win Personalization Leader
If you (optionally) personalize any of your Systems2win master templates...
then your Systems2win Personalization Leader will:
About half of Systems2win customers never personalize anything.
Training to personalize your first template takes a day.
Subsequent personalizations take less time.
- Learn how to personalize your Systems2win master templates
in ways that will allow your personalizations to be automatically found and transferred every time you upgrade
- Do it. Personalize them
using everything you know about familiar Microsoft Excel,
and the ways that your Systems2win templates
commonly extend the standard features of Excel
- Serve as the 'gatekeeper' for your master templates
perhaps coaching some of your other leaders to easily provide their suggested improvements that your Personalization Leader then incorporates into your master templates
- Ensure that all personalizations get successfully transferred each time that you upgrade
Tip: If you own the Systems2win Sync feature, then most of your personalizations will be automatically found and transferred to your new master templates each time that you upgrade.
To summarize again...
Your Systems2win Champion might perform some or all of the above responsibilities alone
and your Systems2win Champion always has ultimate final responsibility
for the successful completion of all of the above responsibilities — even if others are involved.
Your Systems2win Champion is also usually very much involved with
but is NOT ultimately responsible for...
the following responsibilities of the Executive Change Agent.
Bookmark = executive
Executive Change Agent
The role of the Change Agent
is described in detail in our Change Agent web page
Your Executive Change Agent has ultimate responsibility
for the success of your overall Continuous Improvement program
(of which, your Systems2win tools are an important, but incomplete part)
The success of your Systems2win Chamion
will be HIGHLY dependent upon the success of how well...
Your Change Agent Manages...
Head of Continuous Improvement
If your Executive Change Agent is not also directly responsible for leading continuous process improvement...
then your Change Agent will need to work very closely with that leader
Not sure that you're ready to be the best Executive Change Agent that you can be?
to open a confidential dialog
to ensure that every member of your Continuous Improvement Team
is fully aware of the tools that your company owns and knows how to use them to greatly enhance your visual management systems.
Head of Training
If your Executive Change Agent is not also directly responsible for leading the systems design and training for your tools and methods for continuous improvement and coaching...
then your Change Agent will need to
work VERY closely with those leaders.
The training and systems that come with your Systems2win templates will prove very helpful, but will be insufficient if your Systems2win tools and training are not seamlessly integrated into your larger programs for continuous improvement training, perhaps including (and not limited to):
- Training for Mental Models —
- Systems for standardized work, document control,
and Job Instruction training
to prevent backsliding into old habits
- Lean Management Systems
including Tools and Systems for Training
and perhaps some Private Training and Mentoring
to provide your teams with the support they need to get off to a successful start
of Systems2win Leadership
Serving in any of the above leadership roles can be
Good for your career
- Greatly increased mastery of tools and methods for continuous process improvement
- Valuable coaching and mentoring, directly from Systems2win
- Visibility to (and working relationship with) senior managers and top-level executives
- Development of leadership and motivational skills (that can't rely on "because I'm your boss")
- Development of a skill set that is highly valuable to any employer