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Excel Templates, Training, and Systems

What's New?

  1. New Systems2win Coach (September 2018)

    Meet Dave Condinho, responsible for coaching Continuous Improvement Leaders and Coaches to lead value stream mapping events, kaizen events, 5S, standard work, FMEA, quality improvement, A3 problem solving, and other types of events for Continuous Process Improvement.

    With 9 years of experience as a Key Trainer for Toyota, Dave has personally led each of these types of events, and will serve as the leader and manager of the Systems2win global network of Affiliate consultants — to ensure that they deliver training and consulting services meeting Dave's standards.

  2. Functional FlowchartSwim Lane Functional Flowchart (August 2018)

    Cumlative Lead Time lets you know when each step is expected to happen. (for example day 11, day 12...) New features and training for alternative ways to handle complex sub-processes.

    Easier ways to calculate and analyze Lead Time, Queue Time, and Process Lead Time.

  3. Upgraded Web Site (May - July 2018)

    Every training page on the web site is being (painstakingly) improved and upgraded as it is converted to a format that is responsively formatted to fit any screen size (including your phone)

  4. Portal Home Page is back (July 2018)

    The very first item in the Templates list is now the portal home page... providing new users with concise training and links to training and videos to help new users get oriented quickly.

  5. Leader Standard WorkLeader Standard Work (March 2018)

    Major upgrade. Much easier to use, to understand, to coach, and to personalize.

  6. Lean Assessment (March 2018)

    Improved assessment criteria better match online training for a typical lean journey for Lean Transformation. Better system for comments and coaching for misses. Ability to hide any sections in the middle (not just the end).

  7. 5S Assessment, and 5S Sustainment (March 2018)

    More visual. Easier to use. Better system for comments and coaching for misses.

  8. Value Stream Mapping (February 2018)

    Video: Units of Measure

    Easier ways to calculate and analyze Lead Time, Queue Time, and Process Lead Time.

    Weekly Demand can now be converted to any time period (such as monthly or annual demand). More and better help, and intelligent formula rounding - to make analysis, comparisons, and decisions easier.

    Several features have been added to more clearly analyze processes that have a Process Unit of Measure that is different from the default Demand Unit of Measure for the product or service produced by the value stream.

    For example, a process might produce 4 'wheels' per 'go cart', or 24 'bottles' per 'case'.

    Systems2win is the only value stream mapping software to correctly analyze these (very common) types of value streams, and now does it even better. (April 2017)

  9. Standard Work (April 2018)

    Standard Work Video 7:
    Process Improvement

    The seven video training series has been completed, with videos for:

    1. Getting Started - Initial Data
    2. Time Observation
    3. Standard Work Instructions
    4. Work Load Balancing and Value Add Analysis
    5. Batch or Shift Cycle Analysis
    6. Run Cycle Analysis
    7. Improve
  10. Histogram (May 2018) histogram

    Now starts with vertical chart lines for Mean Average (in the center) and plus or minus 3 standard deviations (on the outside edges), and you can use the dropdown list at any time to switch to instead chart vertical lines for Target (in the center) and LCL and UCL on the outside edges.

    Also improved training for how to add a histogram to ANY Excel workbook, and then link the data so that your chart instantly updates as your data changes (without having to constantly manually refresh the chart).

  11. Pitch Pulse Rate (February 2018)

    All 5 templates that measure, analyze, and control the flow and pace of work have been updated for clearer understanding and management of the Pitch Puse Rate, (which is equally important, but less understood than the more popular Takt Time).

    Pitch Chart Monthly Pitch Log Takt time Calculator

    These improvements were made to the Value Stream Map, Swim Lane Cross Functional Flowchart, Pitch Chart, Monthly Pitch Log, and the Takt Time Calculator templates. Training has also been updated throughout the web site.

     

  12. Preventive Maintenance Checklists (February 2018)
    TPM checklist 5S Sustain

    The TPM Preventive Maintenance Checklist and 5S Sustainment Checklist now have dropdown lists that use check marks and X symbols for misses — to be as similar as possible to the symbols used for printed forms that are filled out in hand writing.

  13. Checklist template (February 2018)

    The generic checklist template also has a new row for similar check mark symbols. At any time, you can use your button to 'Insert Sheet' to insert a generic checklist worksheet into any workbook, and then easily personalize your checklist for any purpose.

  14. A3 Excel template (November 2017)

    Video: A3 Excel template

    The already-popular Word A3 template has been upgraded to more clearly guide the user through the 8 Steps of Problem Solving.

    And there is a new Excel A3 template, which gives you choice of using either Word or Excel. The Excel template is now expected to be more popular, primarily because of the powerful ability to use the button to Insert Sheet, to add almost any type of process improvement template within the same Excel workbook.

    There is also greatly expanded online training
    for A3 Problem Solving, 8 Step Problem Solving, and other problem solving tools and methods.

  15. Is Is Not Problem Analysis (November 2017)

    New template for detailed Problem Analysis.

    Can use Insert Sheet button to add to any Excel document.

  16. Approval form (November 2017) Approvals

    Upgraded template and training for Problem Solving Approval Process

    (which has been called "the single most important part of the Toyota system")

  17. 8D Problem Solving (November 2017)

    Upgraded template and training.

  • Systems2win chosen as Most Trusted Consulting Firm

    Systems2win is honored by Insights Success magazine for 10 Most Trusted Consultants of 2018

    10 Most Trusted Consultants

    Read the article

  • Personalization Upgrade Utility

    Whenever you upgrade, the Personalization Upgrade Utility scans your old templates to automatically transfer most common personalizations to your new upgraded templates — so that you don't get stuck in an old version just because you made a few customizations.

     

     


    testimonial quote

    all

    What else is new?

    If it has been a while since you have looked at what's new...

    then below are some arhives of past improvements.

    Also see Table of Contents

    Improvements affecting all templates

    In addition to the many improvements to specific templates...

    this section documents improvements affecting all templates

    Improvements Affecting All Templates

    Version 15 Upgrade

    June 2016 — New piracy protection

    December 2016 — Insert Sheet

    Team Charter

    Block Diagram

    Training Matrix

    About 30 of your 150+ templates now have the option to be either:

    1) a stand-alone workbook (like all the other templates), or
    2) a worksheet within ANY other Excel workbook.

    Simply click the button to 'Insert Sheet, and now your workbook has a new sheet.

    If you are the team leader, or a supervisor, or manager, perhaps you might want to insert a Team Charter sheet into your current workbook,

    or an Approvals sheet, or a Value Stream Plan, or an Action List, or a To Do List, or a Bowling Chart, or a Gantt Summary Milestone Chart, or a sheet to collect Issues and Ideas, or a Change Management sheet, or a Results Audit.

    If you are on the team responsible to produce measurable improvements, perhaps you might want to insert a Block Diagram sheet into your current workbook,

    or a Check Sheet, or a Flow Chart, or a Gemba Interview, or a Layout Diagram (Spaghetti Diagram), or Cycle Time Observations, or Muda Waste Observation, or a Pareto Chart, or Is Is Not Analysis, or a Process Analysis sheet, or a Root Cause Analysis Fishbone Diagram, or a Run Chart, or a SIPOC Diagram, or a Stick Figure Illustrator, or a Takt Time Calculator, or a Yamazumi Chart.

    If you need to train and coach your people to actually do things the new way,
    perhaps you might want to insert a Training Matrix sheet into your current workbook,

    or a TWI Job Breakdown, or a Checklist, or Operational Definitions, or a Revision Log.

    Link Cells — New feature to extend Excel Link Cells

    One of the most powerful features of Excel is the ability to link cells, so that the values in some cells get instantly updated the moment that the data changes in some other cells.

    That's one of the common complaints from users of Minitab, QI Macros, and Sigma XL...

    When you use any of those to create a Run Chart, or Pareto Chart, or any other type of chart, they don't use Excel's cell linking capabilities. So every time your data changes, you need to manually regenerate your chart.

    One of the reasons is because a cell linked to cell that has a blank value won't correctly display the blank value. This innovative new feature fixes that problem... so that now your charts can instantly update every time that your data changes.

     

    Version 14 Upgrade

    September 2015

    New way to open templates:

    * Open ALL templates through Systems2win menu > Systems2win Templates
    * Simpler, faster learning
    * So simple that no training video is needed for how to find and open

    New sync:

    * The entire portal and every template is duplicated on each user's computer
    * Faster file access - especially for remote users
    * No AutoSync reminders - only sync when your leader personalizes a master template

    Easier installation:

    * After using another user's Administrator permissions,
       simply open an Excel file to automatically finish installation.
    * Now supports Excel 2016 and Windows 10

    Version 13 Upgrade

    July 2015 — Templates are now in XLSX format, so you no longer need to enable macros when you open a workbook.

    Version 12 Upgrade

    November 2014 — You can now install on either the 32-bit or 64-bit version of Excel. Templates are now delivered in .xlsm format for smaller file sizes. The COM add-in has been replaced with a combination of XLAM and XLL. This is the most substantial upgrade in our 12 year history.

    Tool Selection Matrix

    Tool Matrix

    September 2017. User-defined columns to filter your tools in ways that are useful for your unique industry or organization

    January 2017. You can now open templates by clicking links within the Tool Selection Matrix itself

    which is especially convenient to open those few templates that remain visible after using Excel's Filter feature to narrow your choices — based on your industry, team roles, what you are wanting to accomplish, which tools are most likely to be personalized, and when each tool is most likely to be used on a typical Lean Journey.

    July 2016. New columns to filter by who is most likely to use each tool, which tools are most likely to be personalized, and when each tool is most likely to be used on a typical Lean Journey.

    March 2013 — New Tool Selection Matrix tool to select the right tool.

    Checklist template

    Checklist template

    November 2014 — New Checklist template that makes it easy to create your own custom checklists — that have all the useful features of every Systems2win template — and all the familiarity so that if your users already know how to use ANY Systems2win template; they already know how to use your new custom template.

    New Systems2win menu

    March 2013 — New Systems2win menu and many other new features to support Excel 2013. (Mar 2013)

    Conditional Formatting

    March 2013 — Conditional Formatting now supports Excel 2013 and all international language versions of Excel — for all those red, yellow, green conditional formats that are so popular for Lean Visual Management.

    Language Translations

    July 2011 — With click of a button, any Systems2win Excel template can now be in the language of your choice.

    Learn more about Language Translations.

    Personalization Upgrade Utility

    June 2011. Every Excel template now has its own Customization Log CLog sheet — that automatically brings it to your attention if there are any customizations that you need to manually attend to each time you upgrade.

    December 2010 — Whenever you upgrade, the new Personalization Upgrade Utility can automatically scan your old templates to automatically transfer most common personalizations to your new upgraded templates — so that you don't get stuck in an old version just because you made a few customizations.

    Version 10 Upgrade

    March 2010 — Improved installer

    • Reboot no longer required
    • Option to install in silent mode (without no user prompts)
    • Alternative installation approach that does not require granting the user temporary administrative privileges
    • Easy to deploy using SMS or your favorite packaging & deployment application
    • New template and system for your IT Department to provide your users with clear instructions for YOUR company's policies for where to store their working and archive documents — and what to name them

    Improved search features

    • to increase the probability of your user finding the right template when using the search capabilities of your internal LAN, WAN, or intranet.

    Excel Self-paced Learning

    2LearnExcel

    October 2009 — 2LearnExcel

    The 2Learn series of templates is designed to allow a supervisor to validate with one glance that the learner has learned what they need to know about Excel to effectively use Systems2win templates — and be a more valuable team member.

    You can preview the trial version of this template.
    As a licensed customer, you can download and install the latest trials any time.

    Version 8 Upgrade

    October 2009 — Innovated several new ways to make it easier for the IT Department of a large company to more easily and quickly mass install a large number of users.

    Updated, expanded, and simplified Sync Setup Options.

    (Particularly useful for large companies with different types of users spread all over the world with different connectivity to the corporate LANs, WAN, and/or SharePoint)

    July 2009 — Much more dropdown data validation — many templates

    Dropdown lists for faster data entry and fewer mistakes

    Once we were able to do some special programming to overcome the Microsoft bug that disables dropdown data validation from working on copied worksheets — we went nuts adding this extremely valuable feature to many templates that could benefit from:

    • Faster data entry
    • Fewer mistakes
    • No typos — for much more useful data filtering

    Version 7 upgrade

    December 2008 — Improved ease of use, and laid the foundational infrastructure to make possible the dramatic improvements to value stream mapping, swim lane cross functional flowchart, and more.

    Simplified installation — especially for large numbers of users — perhaps sharing and synchronizing templates using SharePoint, Citrix, server policies, and/or Systems2win Sync.

    Revision Log template

    November 2008 —

    Revision Log — Copy this Revision Log sheet to any other document created from any Systems2win template — for easy document revision control.

    Version 6 upgrade

    March 2008 — Version 6 is released with per-seat licensing — thereby making it less expensive for a single user or small company to purchase more templates, and easier for a large company to try them with a few users before committing to an enterprise-wide roll out.

    Version 5 upgrade

    October 2007.

    Link icons

    Stencil of Link Icons to easily make hyperlinks to related documents

    Language icons

    Flag icons to link to documents in multiple languages

    New Systems2win menu in Word and Excel.
    Benefits:
    * Several easy ways to find & open templates.
    * New stencil of Link Icons — to easily insert highly visual hyperlinks in any Excel or Word document (older templates give Link Icons only in Excel)
    * Smaller file sizes — because stencil of shapes is now in a shared menu — rather than duplicated in each workbook.
    * New flag icons — to easily link to multi-language documents.

    Code separated from data. Most code has been separated into add-ins (rather than being embedded in each workbook). Benefits:
    * Easier upgrades. From now on, you will usually be able to take advantage of upgrades without transferring data from your old working documents to your new templates.
    * Update anytime. You can update your add-in code at any time, [and upgrade your (personalized) templates when you upgrade].
    * Easier for your IT Dept to ensure compliance with your License Agreement, by preventing accidental distribution of templates to unlicensed users.

    Easily sync templates in each local PC with master templates in your S2winPortal. Benefits:
    * Easily distribute personalized templates to all of your users.
    * You can even use our Sync system to distribute your own (non-Systems2win) personalized templates! (think HR vacation request forms...)
    * Easier for laptop users to always have access to your company's latest Systems2win templates — even when disconnected from your network.

    Even better compatibility with more versions of Windows and Office.
    * Better support for International languages, and international versions of Windows and Office.

    More and easier help.
    * More consistent user interface.
    * Separate sheets for Sample and Help.
    * Even easier for users to find help.


    VSM

    Value Stream Mapping

    Value Stream Mapping
    value stream map

    February 2018. Easier ways to calculate and analyze Lead Time, Queue Time, and Process Lead Time.

    Weekly Demand can now be converted to any time period (such as monthly or annual demand). Formulas now have intelligent rounding - to make analysis and comparisons easier.

    Several features have been added to more clearly analyze processes that have a Process Unit of Measure that is different from the default Demand Unit of Measure for the product or service produced by the value stream. For example, a process might produce 4 'wheels' per 'go cart', or 24 'bottles' per 'case'. Systems2win is the only value stream mapping software to correctly analyze these (very common) types of value streams, and now does it even better.

    October 2015. When you click the button to 'Open a Blank Sheet', you now have the choice of 1) Simple (just draw), 2) Power Tool (Draw, Measure, Analyze, Improve, and Manage, 3) Supply Chain Map.

    February 2015. Major upgrade to the Value Stream Mapping template. Major upgrade to value stream mapping training. New Design Guideline templates for VSM - Basic Design, VSM - Volume and Mix, and VSM - Shared Resources.

    SIPOC

    You can now do SIPOC math
    on your value stream map

    April 2013.More mistake proofing (for more human friendly guidance for how to fix what went wrong when you enter invalid data).

    UOM Conversion now assumes value of 1 if left blank (so you can hide that row if every subcomponent has a 1:1 correlation with the top-level product, or unhide it if several subcomponents are needed per final assembly).

    Sample data for Input Output analysis (so you can do SIPOC math on your value stream map — for lean green hazardous material reduction).

    June 2009. New button to Add Columns for an unlimited number of processes.

    Now supports triple-decker simultaneous processes.

    Each process can now have its own Inventory Unit of Measure, (for example, a process might make wheels instead of cars), and therefore have its own metrics (such as Takt Time, Cycle Time, Process Lead Time...) measured in wheels instead of cars.

    Lean Metrics now take into consideration Work Time Available that can be unique for each process. (For example one process might work 6 days a week while all the others work 5 days. And another process might work an extra shift one day a week...)

    New metrics and on-line training for Lean Office — including dropdown data lists, and training for how to easily handle Quote to Cash analysis (as a simple button-click Scenario).

    September 2008. The Value Stream Mapping Power Tool now has a Hide / Unhide Rows button — so that you can quickly unhide the rows containing the Lean calculations you need to answer your boss's question — and then quickly re-hide them so that your end deliverable isn't cluttered or confusing to people who haven't yet learned the value of all of those Lean calculations.

    October 2007.
    * Button to instantly Add or Remove a Process (and all related Process boxes) with a single click
    * Unlimited sequential processes (each with optional "double decker" simultaneous processes)
    * Faster processing.
    * Cycle Time Unit of Measure can now be seconds, minutes, or hours.
    * New features for version control — stand-alone or integrated with ANY third-party version control software. (with or without ISO 9000 compliance)

    Takt Time Calculator

    September 2016.

    New Takt Time Calculator template to calculate Takt Time, Work Time Available, and Pitch.

    Has the option to copy the worksheet to any other Systems2win template, or to link to standalone workbook (perhaps from multiple related documents).

    Supply Chain Value Stream Map

    July 2015. The stand-alone Supply Chain Map template has been discontinued, and supply chain mapping functions and charts have been added as optional features within the standard value stream mapping template — that can be unhidden as needed.

    December 2008. Value Stream Mapping for the Supply Chain.

    An entirely new template — that includes pre-programmed Lean metrics and charts for Supply Chain Value Stream Mapping.

    Value Stream Mapping Learning Validation tool

    November 2009. 2LearnVSM

    The fast way to learn value stream mapping. Your supervisor assigns what you need to learn. You learn it — with links to training pages, and quiz questions that turn green when you get the answer right. Then you give it back to your supervisor — who with one glance can validate that you have learned what you needed to learn to be a more valuable team member.

    VSM Product Family Matrix August 2009. Major upgrade to support complex value stream mapping environments — such as high demand variability, high mix, and high customization.

    Major upgrade to Product Family Matrix.

    Value Stream Plan December 2008. Value Stream Plan

    New template to manage your value stream with clearly-defined objectives, goals, measures, responsibilities, and deadlines


    leader

    Lean Leadership

    Lean Leadership Tools and Systems
    Leader Standard Work

    Leader Standard Work

    March 2018. Major upgrade. Much easier to use and personalize.

    November 2013. Minor upgrade.

    December 2011. Excel Leader standard work template to allow each leader to easily personalize their own standard work, using standardized tools and systems that will be especially valuable to large global enterprises.

    July 2010. Word template. Serves as an excellent starting point for each lean leader to personalize their own daily checklist.

    SQDC Header Sheets for your Team Huddle Boards

    Your Daily Stand Up Meetings are so much more motivating when the header sheet at the top of each column of your Huddle Board is an intuitive visual success tracking system. (December 2016)

    SQDC safetySQDC qualitySQDC deliverySQDC cost

    Quadrant Chart

    Quadrant Chart

    July 2017. Highlights duplicate XY values that will overlap on the chart. New column for optional long Notes, to make it easier to keep your Chart Labels short. Improved training and sample data for how to handle situations that are commonly encountered.

    July 2013. New template.

    New template to visually understand relationships between any two factors affecting an issue.

    Popular for Plan-Results, Importance-Performance, Effective-Achievable Analysis, and more.

    Learn about the many different types of quadrant charts.

    Process Analysis template

    Process Analysis template

    September 2016. New Process Analysis template to easily hide and unhide popular lean metrics, and easily add unlimited rows of user-defined metrics, (using everything you know about familiar Microsoft Excel) for the Key Performance Indictors (KPI's) that are most important to measure, analyze, and improve for your unique process.

    Muda template

    Muda Observation

    September 2016. New Muda Observation template to observe the 8 Types of Waste.

    5S Assessment

    5S trend charts

    5S Radar Chart

    March 2018. Better system for comments and coaching for misses.

    July 2015 . On the Scorecard sheet, when you click the button to 'Choose Source Data', the Comments text box next to the radar chart now auto-populates with your summary Comments for your chosen date in time.

    November 2012. Now able to scale to 7S if desired. User-defined rating criteria can now be defined using either simple text or User Substitutions, making it even easier to switch between different audit criteria for Office 5S, warehouse 5S, production 6S, etc.

    August 2011. Many new features to make it even easier to convert to 6S, to define user-defined rating criteria, and to switch between multiple languages

    January 2011. Added features to make it very easy to convert to 6S template if desired.

    October 2010. New template.

    3 tools in1:

    1. Serves as a 5S Audit Checklist
    2. Print Trend Charts
      to monitor and manage improvement over time
    3. Print Scorecard
      to publish radar chart and thermometer chart for any selected audit period

    Print the Trend Charts and Radar Chart Scorecard to publish on your Team Accountability Board — to motivate your team members to continuously improve their 5S workplace organization.

    Lean Assessment

    Lean Assessment template

    March 2018. Improved assessment criteria better match online training for a typical lean journey for Lean Transformation. Better system for comments and coaching for misses. Ability to hide any sections in the middle (not just the end).

    July 2015 . On the Scorecard sheet, when you click the button to 'Choose Source Data', the Comments text box next to the radar chart now auto-populates with your summary Comments for your chosen date in time.

    November 2012. User-defined Assessment Rating Criteria can now be personalized using either simple text or User Substitutions — making it even easier to switch between different assessment criteria for Office Assessment, Lean Healthcare, Field Service, and unlimited sets of user-defined Lean Assessment criteria — all in one template — in a way that your personalizations are automatically found and transferred to your new templates every time that you upgrade.

    August 2011. Radar chart now supplemented with thermometer chart and trend charts — just like the 5S Assessment template. Easily change user-defined rating criteria.

    July 2010. New Lean Assessment template to periodically assess the progress of your lean journey.

    PDCA Coaching template

    PDCA Coaching templates

    March 2014. As part of your Improvement Kata habits, use the PDCA Coaching template for Learner and Coach to maintain a record of past experiments, results, and learnings, and to plan your next PDCA experiment.

    And your Coach's Coach uses your PDCA Coaching Observations template to mentor both you and your Coach to more fully embody the teachings and habits of both the Improvement Kata and the Coaching Kata.

    Cycle Time Observation worksheet

    Cycle Time Observation worksheet

    February 2014. New template for Cycle Time Observations

    To observe and analyze process Cycle Times — without detailed analysis of Work Elements performed by each operator.

    Decision Making Tools

    Decision PICK Matrix

    July 2013. New templates: Decision Matrix, Prioritization Matrix, Values List, Quadrant Chart.

    Major upgrade to Decision PICK Matrix.

    Learn more about Decision Making Tools

    Values List

    Values List

    July 2013. New template.

    To narrow choices to a top alternative — especially when personal preferences are important.

    Learn more about the Values List Worksheet

    Training Session Planning template

    Training Session Agenda and Planning Checklist

    June 2013. New Training Session Planning Checklist template.

    To systematically prepare to lead you next training session — classroom or eLearning.

    Lean storyboard

    One Good Idea — Storyboard

    October 2012. New template.

    Before & after storyboard.

    Block diagram template

    Block Diagram

    January 2014. New Block Diagram template to create a simple, visual, high-level sketch of a process — showing only Major Steps, sequence, operators, inventory, cycle time, and perhaps just a little more optional information.

    5S Sustainment Checklist

    5S Sustainment Checklist

    June 2014. Upgrade.

    October 2010. New template — 5S Sustainment Preventive Maintenance Checklist to monitor and manage 5S cleaning and preventative maintenance habits.

    5S Standard Excel template

    5S Standard template

    August 2012. New template to clarify expectations for 5S workplace organization and housekeeping, and/or to serve as a 'before and after' storyboard.

    5S Red Tags

    5S Red Tags and Red Tag Log

    September 2010. New template for 5S Red Tags, and 5S Red Tag Log.

    Provides a systematic approach to organize your 5S Sort activities.

    Heijunka Load Leveling

    Heijunka Load Leveling

    July 2010. 4 new templates for heijunka load leveling.

    Pitch Chart, Monthly Pitch Log, Job Log, and Pull Priority Queue Hourly Status Report.

    Stick Figure Illustrator

    Stick Figure Illustrator

    March 2009. A very easy to use template to illustrate A3 Reports, PowerPoints, and other lean tools with intuitive stick figure drawings,

    Especially useful for Lean Office and Lean Healthcare

    Gemba Interivew

    Gemba Interview

    aka A3 Interview Questionnaire

    March 2009. New template to systematically encourage both the observer and the process worker to come up with creative ideas for how to realize Lean Ideals by applying the 4 Rules In Use

    Time Observation WorksheetLean Observation Worksheet

    Process Observation Worksheets

    March 2009. You now have two different Time Observation Worksheets to choose from:

    1) For highly repetitive short processes

    2) For processes more vulnerable to process variances

    Layout Diagram

    Spaghetti Map Layout Diagram

    December 2006. Training video released.

    April 2006. Now you can paste your Layout Diagram (Spaghetti Diagram) on a single page with your Standard Work Chart.

    Policy Deployment X Matrix

    Policy Deployment X Matrix

    November 2013. New optional button to Generate a Working Document that can be used by unlimited users that don't have a license for Systems2win.

    January 2011. Major upgrade for the X Matrix template for Hoshin Kanri Policy Deployment.

    2005. New Hoshin Kanri Planning template to greatly increase visibility (and actual real-life implementation) of your Balanced Scorecard measures.

    Strategic Planning template

    Strategic Planning Worksheets

    2005. Released series of 11 templates to help executives come prepared to your next round of strategic planning.


    Training

    Lean Training Tools

    Lean Training Tools

    Skills & Training Cross-Training Matrix

    Training Matrix

    July 2016. New features to make it easy to fulfill your Leadership Roles

    to track who needs to be competent with which lean tools and methods,

    and how are they coming with that?

    September 2009. Added dropdown data validation.

    November 2006. Added user columns, Custom Formula Safe Zone, much improved help, and training video for your Training Matrix template.

    Job Breakdown Instructor Notes

    Job Breakdown Sheet

    October 2009. Template for TWI Job Instructions training.

    Instructor Notes used by the supervisor to prepare to effectively train using the TWI Job Instructions training method.

    TWI Pocket Cards 

    October 2009. Templates to easily create your own personalized pocket cards for:

    Job Instructions Pocket Card

    Easily personalize them for your company's best practices. Perfectly sized for credit-card-size lamination.

    Learn Excel

    2LearnExcel

    October 2009. Template for Excel learning validation.

    1. To learn some of the most powerful and useful features of Microsoft Excel.
    2. To learn Systems2win's innovations that make Excel even more useful.
    3. To allow a Supervisor to validate that the Learner has learned — with one quick glance.

    Download free trial

    Standard Procedure template

    Standard Operating Procedure template

    2005. Improved online help for how to use numbered outline to easily correlate steps with flowchart boxes and how to easily work with screenshots and images.


    QI

    Quality Improvement tools

    Quality Improvement tools
    Histogram

    Histogram

    January 2017. Excel Histogram to visually show and analyze the shape of the frequency distribution of your data

    And to determine whether or not the data fits a normal distribution curve

    And to evaluate whether your process is capable of meeting your specifications.

    Scatter Plot

    Scatter Plot

    January 2017. Scatter Plot to graphically show the relationship between two sets of data.

    And to determine whether the two variables might be correlated.

    Root Cause Analysis template

    Root Cause Analysis Map

    December 2016. Almost as fast and easy to use as the more well-known Fishbone Diagram, this Root Cause Analysis Tool is a better choice when you want to be more thorough.

    In addition to the (more informative) drawing area, there are also optional areas for Countermeasures, and (much) more thorough Problem Analysis.

    Process Flow Diagram template

    Process Flow Diagram

    August 2015. Can now be an optional worksheet within the FMEA workbook.

    May 2012. New Process Flow Diagram template to identify Sources of Variation, and desired Deliverables (ideal Functions) for each Process Step.

    Trend Chart template

    Trend Charts template

    July 2014. Easily drag a wide variety of pre-defined trend charts into and out of the Print Area for your easily-personalized Visual Scorecards.

    Provides an excellent system to organize, archive, and analyze a large amount of data, history, and trend charts.

    November 2012. New Trend Chart template to analyze quality data in ways far beyond cheap free downloads. 3 pre-programmed Pareto Charts. Button for automated Period End Processing. Visual Scorecard easily personalized using everything you already know about Microsoft Excel.

    Run Chart template

    Run Chart

    March 2014. New Run Chart template.

    To analyze data and trends over time.

    Tree Diagram

    Tree Diagram template

    May 2013. New template.

    Popular and diverse lean tool to systematically direct your thinking to increasing levels of specific details.

    See online training for different types of tree diagrams.

    Critical to Quality Tree Diagram

    Critical To Quality Tree Diagram

    May 2013. The Critical to Quality Tree Diagram and the Measurement Selection Tree Diagram templates were updated to support newer versions of Excel.

    Control Chart

    Control Chart

    December 2012. New Control Charts template to determine whether a process is in a stable state of control — highlighting statistically unlikely data points and trends that should be investigated to improve process stability.

    Check Sheet

    Check Sheet

    November 2012. New Check Sheet template to gather quality data using hand-written hash marks.

    Pareto Chart

    Pareto Chart

    September 2012. Can now link real time data — so your chart instantly changes. Click the new button to copy chart to ANY document (including PowerPoint, Word...) Unlimited categories of horizontal or vertical data. Correctly groups all remaining categories in final bar labeled 'Other'.

    September 2006. Significant upgrade to make it even easier to create an Excel Pareto Chart from any data in any spreadsheet.

    Preventive Maintenance Checklist template

    TPM Preventive Maintenance Checklist

    June 2014. Major upgrade.

    August 2012. New Preventive Maintenance Checklist template.

    Checklist for preventative maintenance tasks that occur on a monthly cycle or greater.

    Corrective Action

    Supplier Corrective Action Request

    January 2011. New Corrective Action template does not pre-suppose that all of the rigid formality of the 8D process will be required. This simple Word template is structured as a one-page letter that simply requests the supplier to deal with a non-conformance issue.

    QFD Excel template

    House of Quality QFD

    March 2010. Huge upgrade. Button to auto-resize the top of the house, number of columns & rows. Button to auto-generate the next page for each of the 4 phases of QFD. When you click a cell in the roof, it highlights the associated columns. Dropdown data validation... and more.

    Oct 2006. Significant upgrade to formulas, ease of use, and flexibility to serve all 4 phases of Quality Functional Deployment.

    Aug 2005. QFD House of Quality template to provide a guiding structure for a cross-functional product development team to rapidly design and deploy new products and services in a fraction of the time required by traditional methods.

    All DMAIC Quality Improvement templates

    Pareto Chart

    October 2007. Version 5 upgrade improves every Six Sigma template in many dramatic ways.

    June 2006. Major upgrade for all DMAIC Six Sigma Excel templates.

    Also see Improvements Affecting All Templates

    Root Cause Analysis Fishbone Diagram

    October 2007. Now supports any version of Excel — 2002 or higher.

    January 2007. Totally new version Root Cause Analysis fishbone template. Easily import data into text boxes — from FMEA, or any Excel data source. Easily expand working space by simply unhiding preformatted rows & columns.

    SIPOC

    SIPOC Diagram

    May 2012 — Upgrade.

    Aug 2005. SIPOC template to provide an 'at a glance' overview of a process, and identify the suppliers and inputs and customers and outputs of a process


    Project

    Project Management tools

    Project Management Tools
    A3 Report

    Problem Solving Tools

    November 2017. New Excel A3 template. Upgraded Word A3 template.

    Expanded online training for A3 Problem Solving, 8 Step Problem Solving, and other problem solving tools and methods. New training video.

    New Is Is Not Analysis template.

    Approvals

    Approval Form

    November 2017. Upgraded template and training for Problem Solving Approval Process

    (which has been called "the single most important part of the Toyota system")

    Bowling Chart template

    Hoshin Bowling Chart

    July 2011. New Bowling Chart Excel template — originally introduced for Hoshin Kanri Policy Deployment, but is the ideal tool for managing many types of time-phased projects.

     

    Project Charter template

    Project Charter templates

    January 2011.

    All of the Project Charter templates got a major upgrade.

    Gantt Summary

    Gantt Summary

    April 2009. Can be used for simple project planning.

    More commonly copied to A3 Report to summarize more detailed Gantt or To Do List.

    Excel templates for Project Management

    Gantt Chart

    August 2009

    • Hide/Unhide Rows button — allows you to quickly hide or show what you want your audience to see.

    March 2009

    • Rebuilt this template completely from scratch — adding many new ease of use features

    November 2007

    • Dropdown data validation for People, Resources, Work Calendar Adjustment Factors, and Grid Lines.
    • One-click button to set Project Start Date and change grid lines.
    • Header rows now repeat at the top of each page.
    • Chart now has axis labels at both top & bottom.
    • Chart line shows Today's date.
    • Easier handling of comments.
    • More & better help.

    September 2006. The Gantt chart now has Work Calendar Adjustment factors — to enable consideration of weekends and holidays.

    Dropdown lists for faster data entry and fewer mistakes

    To Do List

    June 2009 — Dropdown data validation, for:

    • Faster data entry
    • Fewer mistakes
    • No typos — for much more useful data filtering

    Conditional formatting — so that cell backgrounds instantly turn colors to match user-defined status codes.

    Decision Matrix

    PICK Decision-making Matrix

    October 2007. New button to automatically label data points on the Decision Matrix chart.


    lean

    Lean tools

    Lean Tools
    Cross functional flowchart template

    Cross Functional Flowchart

    August 2018. Cumlative Lead Time lets you know when each step is expected to happen. (for example day 11, day 12...) New features and training for alternative ways to handle complex sub-processes.

    February 2018. Easier ways to calculate and analyze Lead Time, Queue Time, and Process Lead Time.

    August 2016. New Lead Time Chart, and Work Load Balancing chart. Andons to highlight when your plans won't meet your goals. Greatly improved features for Paths and Scenarios, to depict multiple conditions on a single flowchart. New feature to correctly calculate Lead Time and Cycle Time for Dead End processes. Better support for international users. Mistake-proofing and more intuitive ways to hide, add, or move rows or columns. Clearer training.

    August 2010. Now has user-defined fields.

    December 2008. Version 7 upgrade.
    Now automatically calculates over a dozen Lean Metrics when you enter your data.
    New button to Import Old Comparison Data with the click of a button.

    October 2007. Version 5 upgrade affects this template in many dramatic ways.
    * New SkipSum formula makes swim lane calculations easy to maintain even when you insert or move columns.

    Late 2005. Improved calculations to summarize cycle time and lead time — by total process and by swim lane.
    (so you know how many man-hours are needed per Dept to staff your re-designed process)

    2004. Cross Functional Flowchart template to clearly depict processes that cross functional workgroups

    Kanban Calculator

    Kanban Calculator

    October 2016. New Kanban Calculator template to systematically avoid common mistakes when calculating the correct number of kanbans to avoid stock outs and maximize throughput.

    Yamazumi Chart

    Yamazumi Chart

    September 2016. Major upgrade. Can now handle unlimited Activities for unlimited Operators or teams. Zoom in to study selected operators. Many new ways to configure your chart the way you want it. At any time, change the details that you show on your chart for each Work Element. (Row number, Work Element description, time, and user-defined codes). Chart colors can now be based on either Value Add codes or your own user-defined Category codes. New Analysis section includes Smallest Possible Staff, and Employee Utilization. Now supports Product Mix for unlimited number of product or service deliverables.

    December 2014. Yamazumi Chart template template. To rearrange tasks to eliminate waste and balance work loads.

    Work Instructions template

    Work Instructions (aka Job Instructions)

    August 2017. When you click the button to 'Open a Blank Sheet', in your Work Instructions template, you now have the choice to either:

    1. Use the advanced features for Product or Service Families

      that allow you to maintain your work instructions for an entire Product Family on a single sheet, then click a button to generate sheets for every product in the family — correctly including and excluding Steps that are unique to some products within the family

    2. Or open a sheet without those advanced features

      thereby providing a simpler format for stand-alone processes
      that don't have variations for different products or services

    April 2016. 'Add Image' now has choice to add normal size image or wide image.
    Can now specify your desired Default Row Height. Better version control for Product Families. Many minor improvements.

    June 2015. New 'Hide / Show Rows' button allows you to maintain multiple items for a product family in a single workbook - instantly generating updates for all items with the click of a single button. New button to 'Add Rows' - including the ability to add a Header Row for a Page Break. Supports larger images, and more diverse ways to handle long work instructions.

    June 2014. Old JobInstructions.xls template has been replaced with new WorkInst.xls template — that has more header fields, and better handling of international paper sizes.

    March 2012. Improved features for using symbols and icons to supplement words.

    July 2011. All Systems2win Excel templates are now available in multiple languages

    July 2010. Improved header fields are less likely to require personalization. Some header fields now have dropdown lists.

    March 2010. Step numbering can now skip cells containing additional clarification, or alternate ways of doing something, or conditional processing.

    March 2009. Can now group shapes. (perhaps to inset a picture within a picture)

    February 2009. Revision Log.

    March 2007. Version 4 upgrade:
    * Allow pictures to be easily resized
    * Supports live hyperlinks to related documents — even in ISO-9000 controlled released PDF's

    November 2006. New Work Instructions template to provide thorough training  — using both pictures and written instructions. A powerful training aid for training new-hires, temporaries, and cross-trained workers.

    Standard Work Elements

    Standard Work Estimating

    July 2016. New features allow you to use your Standard Work template to estimate times and costs for new product development, make-to-order, and/or standard cost accounting.

    New Standard Work Estimating template to maintain master list of Standard Work Elements that can be exported to multiple documents created using your Standard Work template.

    Standard Work template

    Standard Work Combination Sheet

    Standard Work Combination Sheet

    May 2018. Finished series of 7 training videos.

    December 2015. Major upgrade for Standard Work template. Time Observations can now be entered directly on the form - using either video or stopwatch. New 'Frequency' codes finally solve the most vexing problem of Standard Work Analysis: "How to handle things that happen infrequently?" Now elegantly handles machines that make multiple items per run cycle. New sections for 'Run Cycle Analysis' and 'Shift Cycle Analysis'. Andons turn bold red italic if your plans won't meet your goals.

    September 2015. Now allows you to analyze your video time observations in your preferred Time Unit of Measure: seconds, minutes, or hours.

    January 2013. Job Breakdown is now part of Standard Work template.

    shapes

    April 2012. Several new features to better support icons for safety, tools, equipment, hazardous materials, supplies, and anything else that is better communicated using symbols rather than words.

    Re-designed Header fields

    Layout Diagram is now a worksheet within the Standard Work workbook.

    New User-Defined section at the bottom of the Standard Work sheet.
    Your user-defined fields and calculations are automatically found & transferred every time you upgrade.

    October 2010. You can now illustrate your written Work Instructions with a group of pictures.

    July 2010. You can now easily add links to related training materials, documents, and videos. Word wrap within line items and Comments. Improved header fields are less likely to require personalization. Fields for hand-written approvals. Revision Control Log.

    October 2009. New features to support SMED setup time reduction.

    July 2009. Added user-defined columns — which also make it much easier to insert hyperlinks to related training documents and videos.

    January 2009. Dropdown data validation — so that you can create or import lists of standard industry work codes.

    And you can optionally associate standard times with each standard work code.

    October 2007. Version 5 upgrade improves this template in many dramatic ways.
    * Now push a single button to auto-draw a Standard Work Combination Chart.

    April 2006. Many new ease-of-use features. Simpler and clearer instructions, mistake-proofing, pop-up help, more online help, learning exercises, and more.

    2005. Upgrade. Now has options:
    a) to include multiple operators on single chart or separate charts
    b) to include chart lines for Takt Time, Target Cycle Time, Cycle Time, and Cycle Time with Out of Cycle Work
    c) to define your own header data
    d) to integrate with another worksheet used for product mix and/or master scheduling 
    e) to use either a Time Observation Worksheet or video input
    f) to draw the chart with or without X axis labels
    g) to include up to 200 lines on a single chart (and spread even larger processes over multiple charts)
    h) to allow unlimited number of operators

    2004. Standard Work template now auto-draws the chart

    Machine Balancing template

    Machine Balance Chart template

    February 2014. Upgrade.

    Machine Balance Chart to ensure that equipment is capable of meeting your Target % of Takt Time, and to answer what-if questions regarding equipment loading decisions.

    Standard Work Audit template

    Standard Work Audit

    2016. Upgrade.

    2004. To ensure that work is actually being done as per work instructions

    Reengineering Matrix

    Process Reengineering series

    Dec 2005. Upgrade. Now includes Value Add Analysis pie chart, Full Time Employee Equivalent calculations, and improved help.

    2004. Series of fill-in-the-blanks templates covering every concept taught in Ray Manganelli's Reengineering Handbook.

    1. Process Reengineering Matrix
    2. Jobs Design Matrix

    DFSS

    DFSS Design for Six Sigma tools

    Design for Six Sigma tools
    FMEA Excel template

    FMEA Excel template

    July, 2017. Improved features for using Excel's Filter and Pivot Tables to analyze and filter your DFMEA's and PFMEA's. New features to allow you to Insert Sheets and Charts for Pareto analysis, Run charts, Histograms, etc.

    August 2015. FMEA template now includes Process Flow Diagram and Control Plan as optional worksheets within the same workbook with the FMEA. There is also new training for how to link cells to auto-populate data from other cells (for example to instantly change a superceded Control Method everywhere that it exists.

    April 2012. Upgrade. New Rating sheet, Team sheet, and support for data in multiple languages. And new template for Function/Requirement identification.

    April 2011. New special features & training to filter then copy only your filtered data from one Master FMEA to multiple FMEA's for similar products & services.

    October 2010. User-defined color thresholds. Improved training.

    October 2009. Added dropdown data validation to almost every field in the FMEA template

    FMEA Control Plan Excel template

    Control Plan

    August 2015. Control Plan can now be an optional sheet within the FMEA workbook.

    October 2010. New Control Plan template to more diligently control risks identified in the FMEA.

    Process Flow Diagram template

    Process Flow Diagram

    August 2015. Can now be an optional worksheet within the FMEA workbook.

    May 2012. New Process Flow Diagram template to identify Sources of Variation, and desired Deliverables (ideal Functions) for each Process Step.

    Cause and Effect Matrix

    Cause and Effect Matrix

    July 2014. Pareto chart now refreshes instantly in your Cause and Effect Matrix.

    P-Diagram

    P-Diagram

    May 2012. New P-Diagram template to prepare for FMEA.

    Interface Matrix template

    Interface Matrix

    May 2012. New template to prepare for DFMEA.

    Characteristic Matrix template

    Characteristic Matrix

    aka Product Characteristics Matrix

    May 2012. New template to prepare for PFMEA.

    DVP&R template

    Design Verification Plan and Report

    aka DVP&R, DVPnR, DVPR

    May 2012. New template for formalized testing of product or service to ensure compliance with all requirements.

    OEE Excel template

    OEE Overall Equipment Effectiveness

    October 2017. Can now handle processes that make multiple Batches of the same product within a single Shift.

    April 2016. New form for manual collection of data that later gets entered into your OEE template for analysis. Also new features to print your user-defined Category and Reason codes for Rejects and Lost Time. And other minor improvements.

    May 2010. New template for TPM Total Productive Maintenance — to maximize the effectiveness of your bottleneck resources.

    And unlike any other OEE software — this comes with an entire suite of continuous improvement tools — so you can actually solve the problems that OEE analysis uncovers.

    QFD Excel template

    House of Quality QFD

    March 2010. Button to auto-resize the top of the house, number of columns & rows. Button to auto-generate the next page for each of the 4 phases of QFD. When you click a cell in the roof, it highlights the associated columns. Dropdown data validation... and more. Now available as a free trial.

    Oct 2006. Significant upgrade to formulas, ease of use, and flexibility to serve all 4 phases of Quality Functional Deployment.

    Aug 2005. Quality Functional Deployment template to provide a guiding structure for a cross-functional product development team to rapidly design and deploy new products and services in a fraction of the time required by traditional methods.


    This What's New page highlights only the most dramatic and newsworthy improvements

    At Systems2win we are truly "all about continuous improvement", and every single week of the year, we release minor improvements to improve your templates, online trainings, videos, and systems for continuous process improvement.

     

    Thank you for choosing Systems2win
    to empower your leaders to continuously improve

     


     

     

     

     

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