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Excel Templates, Training, and Coaching

Operational Excellence

Operational Excellence tools for operational excellence strategy and lean operations

Operations Excellence is an alternate term for Lean Manufacturing, Lean Office, and everything 'lean'.

Your goal is to reduce or eliminate the 7 Types of Waste by applying Lean Principles.


Operational Excellence Tools

Value Stream Mapping

Our free online value stream mapping training andOperational excellence videovideos teach you how to use "the language of Lean" to depict the flow of the thing being processed.

Cross Functional Flowchart

The most popular "drill down" from a value stream map is to a functional flow chart — which has a swim lane for each functional team involved with the process — showing an intuitive graphic depiction of who is doing what, when, where, and for how long.

Don't be surprised if your swim lane flow chart turns out to be the most used template in your operational excellence toolkit.


Operations Excellence

Visual Work Instructions

Improving a process has no value until the people doing the work actually do it the new way.

Visual Work Instructions are the ideal way to train people with both words and more intuitive pictures.

Process Analysis

Your Process Analysis template (Analysis.xlsx) makes it easy to unhide lean metrics to drive your current growth and hide metrics that might become important in the next phase of your journey.

A3 Reporting

An A3 Report tells the story of a process improvement event in an easy-to-follow format on a single sheet of paper.

The real power is in the A3 Problem Solving method — which will transform the way your people think and the way your managers lead.


Operational Excellence Strategy

Policy Deployment X Matrix

also known as Hoshin Kanri, or Hoshin Planning

To develop & implement strategic plans and unique competitive advantages — benefiting from input & ownership from all levels of the organization — in a way that greatly accelerates organizational learning and leadership development.

Policy Deployment X Matrix

Hoshin Planning
X Matrix template


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