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Lean Tools, Training, and Systems

Quality Improvement Tools

Also known as qi tools, quality management tools, or quality assurance templates

The Seven Basic Quality Tools

The seven basic tools of quality

Pareto Chart

Pareto Chart template

Use your Pareto Chart template (Pareto.xlsx)
to identify the 20% of root causes for 80% of your problems,
so you know where to focus your continuous improvement efforts.

Easily enter or import either horizontal or vertical data.

Simply click the Copy Chart button to copy a picture of your chart to the clipboard where it can then be easily pasted to ANY other type of document.

(such as Word, PowerPoint, Visio, etc.)


Histogram Excel chart

Use a histogram to graphically illustrate the probability distribution of something happening.

And to determine whether or not your data fits a normal distribution.

And to determine whether or not your process is capable of meeting your specifications.

XY Scatter Plot

scatter plot

Use a Scatter Plot Diagram to analyze the relationship between two sets of data.

For example, the relationship between the inputs to a process and the resulting outputs from that process.

One common use of a scatter diagram is the Stratification Diagram to make patterns visible when data is coming from a wide variety of sources.

Another is to attempt to evaluate whether there might be a correlation between the two sets of data.

Flow Chart

Your Systems2win templates empower you with several different types of flow chart templates, including:

  • a simple flowchart to graphically illustrate "who does what", and what decisions to make along the way
  • a cross-functional flowchart that has pre-programmed math, to answer the most common questions for process improvement
  • many more types of flowcharts that you will find useful for specific challenges that you are likely to encounter as you progress on your Lean Journey

Check Sheet

Check Sheet template

Use your Check Sheet template (CheckSheet.xlsx)

to gather data when it happens where it happens, using hand written hash check marks.

Once your data is gathered,

you will usually want to summarize and analyze it using your Trends Scorecard (Trends.xlsx)
which is designed to be very easily personalized using everything you know about familiar Microsoft Excel.

Run Chart / Trend Chart / Control Chart

Run Chart Control Chart template

The Run Chart (RunChart.xlsx)
is possibly the single most popular of the 7 quality tools,
and your Trends Analysis template (Trends.xlsx)
takes it to new levels.

Your Control Chart template (ControlChart..xlsx)
allows you to choose between 3 special types of run chart
to determine whether a process is in a stable state of control.

An unstable process that is statistically out of control will exhibit patterns of variation (which will be highlighted in red) — to be investigated for possible 'special causes' — which should be systematically eliminated, so that the process becomes more and more stable.

Root Cause Analysis

aka Cause and Effect Diagram, Ishikawa Fishbone Diagram

Root Cause Analysis templates

Root Cause templates

Download free trial

Your Root Cause Analysis Mapping template (RootMap.xlsx)
Ishikawa Fishbone Diagram template (RootCause.xlsx)
and other Root Cause Analysis Tools make it easy to:

  1. Quickly record people's ideas as fast as they can generate them with "handwriting" that everyone can read
  2. Keep asking "why?" until you begin to arrive at the root causes for your problem so you can "dig out the roots" instead of "hacking at the leaves"
  3. Easily re-arrange ideas into logical groups, spawning even better ideas

And when the cause and effect analysis session is over, everyone (including the leader) can get right back to work, because everything is perfectly organized and ready to email to all team members, and to store electronically for future reference.

Additional Quality Improvement Tools

In addition to the seven basic tools of quality,

you and your team members are also empowered with many additional types of DMAIC tools, Lean tools, Six Sigma templates, and DFSS tools for more advanced quality management purposes.

Tool Selection Matrix

Use your Tool Selection Matrix (1ToolSelection.xlsx)

to see all 150+ tools, and to use Excel's powerful Filter features to select the right tool for whatever you need to do next

If your organization has not yet provided you with a license,
you can download your free trial now

Standardized QI Tools

As soon as you complete the New User Training,

you will know how to use many features that are common to every one of your 150+ Systems2win templates.

You will leverage the value you squeeze from your quality improvement tools

  1. by becoming a whole lot more competent with familiar Microsoft Excel
  2. by becoming familiar with the many ways that your Systems2win add-in extends the power of Excel

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Empower every one of your team members

with these seven basic quality tools







high paid guru

Standardized tools?
Oh no, man, everyone just
does their own thing
around here




cookie cutter

Consistent, standardized
help and training

When you learn one,
you've learned them all




Own Yours Now

If your organization has
not yet provided a license,
own yours now