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and Learning Validation
to get the most from your Systems2win templates for continuous process improvement
Three ways to learn
(anytime, anywhere, anyone)
(free every month for licensed users)
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.
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
Video: How to Find and Open
your Systems2win Templates,
and How to use your
Tool Selection Matrix
Learning Exercise: Find and Open a Template
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
Use Site Search
(in the upper right corner of every page)
to find pages containing a keyword phrase
Then use CTRL+F to find that same phrase within a page.
Use Site Search and CTRL+F to find help for ANYTHING
Video: How to Find Help & Training
for any Systems2win template
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 book marking 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 Microsoft Word templates, come back here to validate what you have learned.
Learning Validation: Form fields
Open your A3 Word template. (A3Report.docx)
Select any form field, then start typing.
Notice how the form field initially provides you with training guidance,
and then goes away as soon as you start replacing it 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.
Excel Help — the moment you need it
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 2 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.
Learn the most important Excel skill you will ever learn
In this video, you will learn the single most important Excel skill you will ever learn — how to use Insert Copied Cells to copy, and 'Insert Cut Cells' to move — rows or columns.
And you will learn how to move ranges of cells less than entire rows or columns — avoiding the dangers of messing up formulas when you do.
11 minute training video — turn on sound
Excel training video
Add, Copy, Move
rows, columns or cells
Complete the Excel Self-Paced Learning Quiz
to learn advanced features of Excel - and unique features of Systems2win templates
what you don't know
that you don't know
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'.
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.
Thank you for choosing Systems2win
where our mission is to help you continuously improve your tools and systems for continuous improvement
Training to get you started.
Tools you won't outgrow.
(Optional) Additional Learning
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.
Learning Exercises in your 'To Do List' template
After completing your the training above,
the Learning Exercises on the 'Sample' page of the 'To Do List' template are a fun and time-effective way to apply and reinforce what you have learned,
perhaps before moving on to other templates that interest you most.
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.
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.
Video: Language Translations
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.
If you are not a Leader, just skip this section
Be a Leader
Have you reached out to your Systems2win Champion?
to help you successfully fulfill your Systems2win Leadership Roles
Cross Train 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
(and encourage your co-workers)
to also complete this New User Training and Learning Validation
The price is usually justified with the 1 or 2 templates that you use most
The others are a really nice
"gift with purchase"
Join a Free Webinar
for licensed users
Training and Coaching
Consider Training and Coaching to support your teams to succeed
Schedule a Conference
Schedule a conference
to discuss your challenges
with an experienced lean advisor
If you are a leader
use your Training Matrix
to ensure that every team member completes this New User Training
Tell a Colleague