Pop-up Help for the
Tool Selection Matrix
When you click any row or column header in any Systems2win Excel template, pop-up help appears.
On this page, we have duplicated the pop-up help for the Tool Selection Matrix,
to enable our many international users to easily translate that help into any language >>>>>

Pop-up Help for each of the gold column headers
Section: What
Filename — to find and open in your Systems2win Portal

Once you choose your desired template,
find and open it using
Excel ribbon bar > Systems2win tab > Systems2win Templates
or any of the alternative ways to find and open your templates
Title — Resize columns to view long text
The most common name
Also Known As — Use 'CTRL+F' to FIND keywords
This column is not translated...
which thereby enables you to use CTRL+F to Find key phrasesfor alternative names by which this template is sometimes known.
Tip: To read long phrases... temporarily expand the width of the column,
and then reduce column width again so everything fits nicely on your screen.
Section: Where
Where can this tool be found?
Bundle
You must own this 'bundle' to use this template
Blank = Foundational Tools (owned by everyone)
LN = Lean Standard Work
SS = Design for Six Sigma
VS = Value Stream Mapping
Licensed - Links
For each of the templates that you own,
there will be a Link that you can click
to open the template.

This is especially convenient to quickly open those templates that remain visible after using Excel's Filter feature to narrow down your choices.
Trial
F = Free (tell a friend)
T = Trial template
W = Worksheet within another trial template
when you click the cell,
the pop-up help will tell you which template the sheet is within
And you can try all 150+ templates with a money back guarantee
Trial - Links
Click the links to open Trial and Free templates.
Tip: Licensed users can also install the latest trial at any time
Section: Who
Who
A = All
X = Executive
S = Continuous Improvement Steering Group
C = Coaching (coach and learner)
T = Teams (leaders and members)
Who
This section indicates which tools are POPULAR for different types of organizations,
but ANY tool can be adapted for use in ANY environment.
x = popular
♥ = Very popular
Service / Office
Healthcare
Production
Small organizations
Large organizations
Section: Why
Purpose
Tip: To read long phrases... temporarily expand the width of the column,
and then reduce column width again so everything fits nicely on your screen.Learn Systems2win
Templates to help you learn how to use your Systems2win templates
Also follow the link (above) to the Quick Start Training and videos
Learn Excel
Templates to help you learn how to use Microsoft Excel
Also follow the link (above) to Systems2win's online training for how to use Excel
and then use CTRL+F to Find keywords in that training page
Executive Leadership
Templates to help you (as an Executive or Manager)
to be a more effective Change Agent for Continuous Improvement
Also follow the link (above) to online training
OpEx Leadership
Templates to help you be a more effective Change Agent
for Operational Excellence
(or Continuous Improvement, or Kaizen Promotion, or whatever your organization calls it)
Team Leadership
Templates to help you (as the Leader of a Team)
to be more effectively lead your team
to continuously improve everything your team does
Systems2win Leadership
Templates to help you maximize the return on your investment in your Systems2win templates for process improvement
Also follow the link (above) to online training
Launch a New Team
Templates commonly used when launching any type of new team that is chartered to improve any type of process
Also follow the link (above) to online training
Change Management
Templates to help your leaders anticipate the concerns that your stakeholders might have regarding potentially stressful change...
and to take countermeasure to minimize those concerns.
Also follow the link (above) to online training
People Development
Templates to help your leaders to more effectively develop the people they manage, to:
1) more effectively improve processes
2) coach the people they manage to more effectively improve processes
Value Stream Mapping
Templates commonly used for value stream mapping
Also follow the link (above) to online training
Strategic Alignment
Templates commonly used for Strategic Planning,
and for Deployment aligned with your strategic prioritiesAlso follow the link (above) to online training
Decision Making
Templates to help choose well-considered decisions for many diverse types of situations
Also follow the link (above) to online training
Daily Management
Templates commonly used on a frequent basis
using Lean Management best practices
Also follow the link (above) to online training
Visual Management
Templates commonly printed and published somewhere easily visible from the gemba
(often on a Team Board)
Also follow the link (above) to online training
5S Management
Templates commonly used for 5S Management
(to reveal problems - because hidden problems can't be fixed)
Also follow the link (above) to online training
Lean Assessment
Templates used for measuring the progress of a team on its Lean Journey
Also follow the link (above) to online training
Project Management
Templates used to plan and manage projects
A3 Management
Templates to standardize, simplify, and get more value from
any project or event that involves any type of A3 Report.
Also follow the link (above) to online training
Kaizen Event
Templates commonly used to plan and manage a Kaizen Event
Also follow the link (above) to online training
Kata Coach
Templates commonly used by the Learner, Coach, and 2nd Coach
when using the Kata Coaching approach to PDCA problem solving.
Also follow the link (above) to online training
Process Observation
Templates used to observe diverse types of processes
looking for diverse types of insights.
Also follow the link (above) to online training
Process Analysis
Templates to analyze diverse types of processes
in search of diverse types of opportunities for improvement.
Also follow the link (above) to online training
Root Cause Analysis
Templates to help you systematically identify the root causes of problematic symptoms
Problem Solving
Templates to apply diverse approaches
to conceive countermeasures for diverse types of problems.
Also follow the link (above) to online training
Expand your thinking
Almost every tool can be used to focus your thinking.
(aka Analyze, or Convergent Thinking)This column identifies tools that can also expand your thinking - to come up with creative ideas.
(aka Synthesize, or Divergent Thinking)Process Flow
Templates to achieve the single most important objective of a Lean Journey...
Lean Flow
Also follow the link (above) to online training
Quick Changeovers
Templates to reduce setup times
(to enable Lean Flow)
Load Balancing
Templates to analyze and spread workloads
for operators and/or machines
Standard Work
Templates to analyze and identify the currently-agreed best way to do things
and then document and standardize that "best known way"
Work Instructions
Templates to document how to do something
documented thoroughly enough to train a new-hire or a vacation replacement
Training Design
Templates to organize and prepare for a training program
perhaps consisting of just one training session,
or perhaps consisting of many inter-related sessions.Also follow the link (above) to online training
Quality
Templates to implement diverse best practices
to improve quality
Preventive Maintenance
Templates to systematically reduce unplanned downtime
Safety & Environment
Templates to minimize physical harm
to workers, community, and environment
FMEA / Design
Templates used for
Failure Modes and Effects Analysis
and Design for QualityAlso follow the link (above) to online training
Section: When
Phase of Lean Journey to Lean Transformation
(most used in this phase)
1 = Leadership (initial and ongoing)
2 = Designing each Value Stream to flow
3 = Analyze, Standardize, and Continuously Improve Processes
Plan
Identify problems, goals, metrics, and plans
Do it
Do the work -
the way the work was planned to be done.Check
Study, analyze, and reflect.
Are you getting the results you expect?
Act
Either Anchor the change (with standard work),
or Adjust (because things didn't work as planned)
Section: How
Personalize
X = Very likely to personalize your master template
x = Somewhat likely to personalize
P = This template is intended to serve as the starting point to create a PDF of your own Policies
T = The purpose of this template is to serve as a good starting point to personalize your own tools
Skills — Skill Level Required
1 = Easy
2 (or blank) = Average
3 = Higher Competence Required
Help
Hyperlinks to online Training