Training & Support for your Systems2win templates


New User Training

and Learning Validation

to get the most from your Systems2win templates for process improvement

you can use any or all of these...

Three ways to learn

  1. Watch the videos and do the Learning Exercises  (below)
  2. Watch the pre-recorded New User Training webinar  (anytime, anywhere, anyone)
  3. Attend a live instructor-led New User Training webinar  (free every month for licensed users)

Quick Start Initial Training

When you have completed this New User Training,
you should know what you need to know
to use any of your 150+ templates for continuous process improvement

Start with the Quick Start Training

As a new user of Systems2win templates for process improvement,
your first step is to complete the Quick Start Initial Training,

then come back here to complete these Learning Exercises to validate what you learned.


Video: How to Find and Open
your Systems2win Templates,
and How to use your
Tool Selection Matrix

Why do YOU care?

Why do you believe (hope?)
that Process Improvement will help your organization and your career?

If you have a big enough why, you'll figure out how

Learning Exercise: Find and Open a Template

Tool Selection Matrix


Find and open your Tool Selection Matrix. (1ToolSelection.xlsx)

And use it...
to find and open the most promising templates
to help you accomplish what you need to do next

Learning Exercise: Insert Sheet

Use the Insert Sheet button to insert a sheet into any other Excel workbook.

Learning Validation: Find a keyword phrase

Video: How to Find Help & Training for any Systems2win template

Use Google Site Search (in the upper right corner of every page)
to find all pages containing (any) search term that you care about.

Then use CTRL+F to find that same phrase within a page.

Use Site Search and CTRL+F to find help for ANYTHING

Learning Validation: Bookmark 1 page to come back to

You will want to complete the rest of this New User Training
before getting side-tracked into the many useful training pages,
but now is a good time to take a glimpse at the Systems2win Site Map ,
and to bookmark 1 page to come back to soon.

After bookmarking 1 page, come back here to finish your New User Training!!!

Microsoft Word Training

Let's start with your Word templates, because this training is pretty short

After reviewing the tips for your Microsoft Word templates,
come back here to validate what you have learned.

A3 Report

Learning Validation: Form fields

Open your A3 template. (A3Report.docx)

Select any form field, then start typing.

Notice how the entire form field gets replaced with your text.

Learning Validation: Printer setup for your A3 Report

Your Systems2win A3 Report is designed to easily print and tape together 2 sheets of letter-size paper.

If you have a printer or plotter capable of printing on 11x17 or A3 paper,
then setup and test your printer to correctly print an A3 Report on a single sheet.

Learning Validation: PDF

Using either Word or Excel, print a PDF.

Microsoft Excel Training

Excel Help — at the moment you need it

Help tab

Whenever you get stuck with ANY Excel feature...

Always remember to go to the 'Excel Tips' section of the 'Help' sheet.

To get this habit emblazed in your muscle memory...

Open 3 different Systems2win templates right now,
and notice how the 'Excel Tips' section has different tips for every unique template

Complete the Training Webinar

Complete the Excel Learning Exercises in the live or pre-recorded New User Training webinar.

Complete the Excel Self-Paced Learning Quiz

Learn Excel

Find and open your 'Learn Excel' template. (2LearnExcel.xlsm)

This and the QFD template are the only Systems2win templates that have macros,

so you will need to enable macros.

Bring it back green

The answers turn green when you enter the correct answer...

so 'bring it back green'.

riding a bike

Just Do It

Start using what you have learned

The best way for adult learning to "stick"

is to actually use what you just learned.

Choose a real-world problem in a real-world process

and start using your new tools to make your real world better.

two bikers

Training to get you started.
Tools you won't outgrow.



Thank you for choosing Systems2win

where our mission is

to help you continuously improve
your tools and systems for continuous improvement

(Optional) Additional Learning

To Do List template

When you complete the above Learning Exercises,
you should know what you need to know
to really squeeze the juice out of your 150+ templates for process improvement.

More Learning Exercises in your 'To Do List' template

The 'Sample' page of the 'To Do List' template
gives you a few more (optional) self-paced Learning Exercises
to further practice and test your mastery of Excel and Systems2win features.

(Optional) Language Translations

If you don't care about language translations, then just skip this section.

After visiting the training page to learn how to switch between languages,
come back here to test what you have learned.

Video: Language Translations

Learning Validation: View this page in another language

View this page in another language, then switch back to English.

Reminder: It is best to completely close Google Translate, rather than just selecting English,
so that you are viewing the original web page, rather than Google's English translation of it.

Learning Validation: Video captions in another language

Reminder: Scroll down to the smaller YouTube video to switch languages.

Learning Validation: Switch a template to Spanish

The trial version comes with the Spanish translation.

Your licensed templates will have those translations that your company purchased.

(Optional) Lean Leadership

If you are not a Leader, just skip this section

lead goose

Be a Leader

Have you reached out to your Systems2win Champion?

to support each other

Start the Cross Training Matrix for your team

Begin using your Training Matrix template
to plan and monitor the learning progress of your team members

Leaders that use their Training Matrix template

are 10 times more successful

than leaders that don't


Encourage others to complete this New User Training

If you don't want to be the only (overworked) person
that knows how to use Excel and Systems2win...

then assign your employees (or encourage your co-workers)
to also complete this New User Training and Learning Validation.