Skip to main content

Lean Tools, Training, and Systems

Value Stream Plan Template

Also known as Value Stream Action Plan, Value Stream Transformation Plan, or Value Stream Work Plan

When and why to use your

Value Stream Planning template

yellow brick road

Road map for a typical
Lean Transformation

The 2nd of 4 phases in a typical lean journey is

"Design your value stream to flow"

In the value stream mapping phase

the final tool that you will use is your Value Stream Plan template

to continuously improve your value stream

by establishing clear objectives, responsibilities, and deadlines

and then holding people accountable for results.

Value Stream Plan template

Sample Value Stream Plan example

Project Planning template

This versatile template is also useful for planning and managing many other types of projects, such as:

Cross Functional Flow

Cross Functional Flowchart

Your Value Stream Map is the right tool

to see and manage flows between processes.

Your Cross Functional Flowchart

to see and manage flows within each process.

And your Value Stream Plan template is the right tool

to plan and follow up with action items for both types of projects.

Bowling Chart

Hoshin Teams

Any team or project that might consider using
a Gantt Chart or a Bowling Chart

should also consider using this template
to plan and manage any type of project or event.

How to use your

Value Stream Plan template

Before getting started

Your leaders might have already personalized the DV sheet in your master template so that you are starting with typical dropdown lists for YOUR company.

Dropdown lists for faster data entry and fewer mistakes

If you are launching a new team,

then use the same lean leadership tools and systems that you use to launch any team.

Find and open your template

Find and open your Value Stream Plan template


in the same way that you find and open your other 150+ Systems2win templates.

Excel Ribbon bar > Systems2win menu

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

When you're ready to start doing your own real work...

click the button to 'Open a Blank Sheet'

Excel Ribbon > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Systems2win menu > Open a BlankSheet

Rename your new sheet.

Or... Insert Sheet

As an alternative to opening a stand-alone document (as instructed above),

you also have the option to Insert Sheet into any other Excel workbook.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

Now your team is ready to get started with

Value Stream Planning

After each round of value stream map improvement

update your Value Stream Plan

As each Kaizen Event, Project, or Task is completed

keep your Value Stream Plan updated

(with special attention to ensuring that periodic reviews are completed as scheduled)

Every 3-6 months, do another Value Stream Mapping Event

A 12 month value stream mapping cycle is simply too long. Your team will get out of the habit of focusing on value stream flow, and 7 month old goals and guidelines simply become stale and neglected.

Why re-invent?

Why Re-invent?

Why re-invent?

If you have done a good job of value stream analysis and planning,
your team will have lots of assignments to complete in a short amount of time.

Does re-inventing a template really deserve to be at the top of their To Do List?

testimonial quote

Value Stream Management

See the many other value stream mapping tools and problem solving tools
that come bundled with this value stream planning template

When you've learned to use one,
you've learned to use them all





New User Training

Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates






Value Stream templates

The right tools to
Define, Measure, Analyze, Improve, and Control
your value stream maps

(not just draw them)




You already knew about Systems2win?

Why didn't you tell me?



Own Yours Now

Own your own professional tools
that you can take with you for the rest of your career