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 phrases

for 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 priorities

Also 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 Quality

Also 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