SIPOC Diagram: For ANY Systems2win Template

SIPOC Diagram
Purpose of this template Links
1. To provide an "at a glance" overview of a process.

2. To define the start and stop boundaries of a process (and project scope) Link
3. To clarify relationships of the suppliers of inputs to the process
4. To identify process customers (internal and external),
and the process outputs that they seek
5. To identify unintended wastes output by the process
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for ANY Systems2win template
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and/or user-defined substitute phrases
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Select Translations and Substitute Phrases for THIS Template
Example: Try it, and notice how this cell changes.
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Template © Systems2win. Filename: 563286665.xlsx, Worksheet: Help, Page 1 of 227

Instructions to use THIS template
Also refer to 'User-Defined Training' at the bottom of this page
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Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help Link
(in any language).
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Ideally - each supervisor will personally train their people
tracking progress using your Cross Training Matrix template Link
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are available from Systems2win's global network of qualified consultants
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that has many features to extend Excel
Use the special Systems2win utility to Copy a Sheet
Systems2win menu > Copy Sheet Link
This is the ONE thing that is different about using your Systems2win templates.
You can use everything you know about Excel
except that you must use this special utility to copy sheets
Known issues Link
for different versions of Excel
Excel Tips most valuable for using THIS template Links
How to use Excel as a drawing tool Link
without Visio
Hide or Unhide Rows or Columns Link
Right-click > Hide or Unhide
Tip: Always look for hidden rows or columns
before inserting or copying new ones.
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User-Defined Training
Your leaders can personalize this section with your own training Help
User-Defined Training Links
It is okay to insert more rows in the User-Defined Training section above.

SIPOC Diagram
TitleSample Process
Header Data Revised: 12/25/2021 Author: <name>
Suppliers Inputs Process Flow Outputs Customers
ABC Plastics Plastic Plastic cases Final Assembly
Must meet Quality Spec Timely kanban
Jet Fast Supplies XYZ 1.1 Get materials replenishment Field Service
Next day delivery High quality - few defects
Local Gas & Electric Deliver directly to shop Field Service requires Non-customer
floor small packaging stakeholders
Reliable Cartons
Shop supplies Wastes:
Lovely Labels 1.2 Prepare mold Air emissions
Electric power Water emissions
Landfill scrap
Boxes, wraps & labels Recycled and reused
For Field Service only materials
Enablers:
Mold 2.1 Inject plastic
Injection machine
Shop facility
Kanban containers & 3.1 Package end products

cards
For Final Assembly
Filename: 563286665.xlsx, From Systems2win template: SIPOC.xlsx, Worksheet: Sample, Page 6 of 227
Comments textbox
Comments can be printed or internal - by simply re-setting the Print Area.
Or add another Comments textbox, and have both printed and internal comments!
Filename: 563286665.xlsx, From Systems2win template: SIPOC.xlsx, Worksheet: Sample, Page 7 of 227
Link
Customization Log
Link
Write down brief reminders of any customizations that are not automatically found and transferred,
and therefore will need to be manually reproduced in your new template each time you upgrade.
(See online training)
It is okay to insert rows between the gold lines,
and your entries in this Customization Log will automatically be transferred to your new template
each time you upgrade.
Has this master template been personalized? 0 <<< Personalized?

The Personalization Upgrade Utility will Link
automatically find & transfer personalizations each time that you upgrade
only if you manually change this answer to "TRUE"
Link
If the 'Personalized' field on your 'CLog' sheet = TRUE,

then the next time you upgrade - the 'Upgrade Log' sheet in your MultiUserChecklist.xlsx workbook
will remind you to visit this page to make manual changes to your upgraded template.
Brief Description Links Where
Template © Systems2win. Filename: 563286665.xlsx, Worksheet: CLog, Page 8 of 227

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: CLog, Page 9 of 227
Translation Table
Selected Translation (never edit this column)
English - No Substitutions
Use Systems2win menu > 'Select Translations and

Substitutions' to select or refresh the phrases that
will be used in all sheets in this workbook.
.
Click the Links to go to each section.
INSTRUCTIONS to use this Translation Table
STRING TRANSLATIONS - COMMON

SHAPE TRANSLATIONS - COMMON
STRING TRANSLATIONS - UNIQUE

SHAPE TRANSLATIONS - UNIQUE
USER-DEFINED TRANSLATIONS
.
You can purchase language translations from

Systems2win.
If you select a 'User Substitution', then any cell that is

not blank in that 'User Substitution' column will
override the default translation for that row.
User Substitutions can be used for any creative use -

like switching between terminology for Production
vs. Office vs. Healthcare.
Template © Systems2win. Filename: 563286665.xlsx, Worksheet: TT, Page 10 of 227

The maximum number of substitutions allowed for
this template is
Systems2win is the Author of all columns other than

the User Substitutions.
Carefully follow Instructions before making any
changes.
DO NOT EDIT ANYTHING IN THE

'SELECTED TRANSLATION' COLUMN
because it will just be overwritten the next time you
select a translation
Use the 'Customization Log' to make a note of any

changes that you make that will not be automatically
transferred when you upgrade.
Rather than making changes in any language column,

make your changes in a 'User Substitution' column -
(so that your changes get automatically transferred
to your new template each time that you upgrade).
Do not insert, delete, or move any columns

on this TT sheet.
The only exception = it is OK to copy or move
columns within the 'User Substitutions' section
Do not insert, delete, or move rows
above the 'User-Defined' section.
It is OK to insert, delete, or move rows only in the

'User-Defined' section at the bottom of this sheet.
3 WAYS TO TRANSLATE
DIFFERENT TYPES OF DROPDOWN LISTS
ON THE DV SHEET
Follow ALL of the guidelines for How to Personalize

your Systems2win templates.
UPGRADE INSTRUCTIONS

How to keep your user-defined translations in sync
after each upgrade

then the next time you upgrade - the 'Upgrade Log'
sheet in your MultiUserChecklist.xlsx workbook will
remind you to visit this page to make manual
changes to your upgraded template.
Template © Systems2win

Use 'CTRL+F' to FIND keywords
Titles and Purposes of Systems2win templates

Master Template
<Title>
<Purpose>
Blank Template
To create your own custom templates, starting with

the Styles and features that are already familiar to
your users.
Checklist
Learn Excel
Learn Word
Self-Paced Learning

To learn useful features of Microsoft Excel,
and Systems2win's innovations to make Excel even
more useful.
Learn
Team Charter
To clearly define the scope of a project or team

in a format that is easily copied to PowerPoint.
Customization Log
To make software upgrades easier by maintaining a

log of customizations
Results Metrics
To clearly communicate process design objectives,

and to monitor progress toward achieving them.
Revision Log
Copy this Revision Log worksheet to any other

Systems2win workbook -
for an easy document revision tracking system.
Multi-User Setup Checklist

Upgrade Log
Your leaders use this checklist to ensure that your

Systems2win templates get set up correctly - for easy
sharing by multiple users.
Tool Selection Matrix
To choose the right tool
Value Stream Map

Value Stream Mapping Power Tool
1) to graphically illustrate the flow of the thing being

processed and the information needed to process it -
for one Product Family

2) to highlight problems and proposed
countermeasures - in highly visual ways
3) to focus direction for your lean transformation
teams
4) to serve as a dashboard to monitor and
continuously improve
Value Stream Management
Value Stream Mapping
Analysis and Planning for Lean Flow
Supply Chain Value Stream Map
To graphically illustrate the flow of inventory and

information for one Product Family - through a value
stream that involves multiple supply chain partners.
Supply Chain Map
Learn Value Stream Mapping
To learn some of the fundamental concepts of value

stream mapping,
and how to use the Systems2win value stream
mapping tools.
Takt Time Calculator
To calculate Work Time Available and Takt Time.

Product Family Matrix
To define your product and service families

(which is the first step in the Value Stream Mapping
process)
Value Stream Plan
To continuously improve the value stream - by

establishing clear objectives, responsibilities, and
deadlines - and then holding people accountable for
results.
Lean Assessment
To assess progress of lean transformation.

Values List

To narrow a list of options (usually to one choice) -
when personal preferences are most important.
Approvals
To clearly define approvals needed, obtained, and

still missing -
in a way that makes it easy to understand and follow
the scientific method.
Prioritization Matrix
When there are serious consequences for a wrong
choice
Balanced Measures Scorecard
Balanced Scorecard
To translate vision and strategy

into a coherent set of performance measures.
Policy Deployment X Matrix
X Matrix
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.
Hoshin Plan
Hoshin
Change Management
To develop strategies and incentives to embrace
change
Decision Matrix
To enable a team to make decisions

that are well-considered and well-documented.
Gantt Chart
To plan and control a project - with a graphic
timeline.
Gantt Summary Milestone Chart
Gantt Summary
Milestone Chart
Simple projects can be planned using this simple tool.

More commonly, you will copy this Milestone Chart
to an A3 Report
to provide an at-a-glance summary of a more-
detailed Gantt Chart or To Do List.
Job Log
Compare estimated to actual set up times and run

times per job - with explanations of reasons for each
miss - which are then used to continuously improve
the process.
Action List
Timeline
Assign and complete follow-up assignments - to

ensure the sustainability of process improvements.
Kaizen Agenda
A time-phased action plan for a Kaizen Event

Results Audit
30-Day Audit
To ensure that improvements are sustained
Event Plan
Event Plan Checklist
To plan for an Improvement Event
Potential Future Improvements
One central place to collect ideas for potential future

improvements, which can then periodically be
reviewed and prioritized for upcoming Events.
Training Session Planning Checklist

To design a training session.
Training Session Agenda
Event Schedule
To publish a calendar of upcoming events for
continuous improvement.
Organization Chart
To define organizational relationships - both formal
and informal.
Pitch Pulse Chart
To level the flow of work,

and to measure expected vs. actual output per pulse
cycle.

Monthly Pitch Pulse Log
To provide at-a-glance visual analysis of trends for

hour-by-hour attainment of the target production
rate (known as "pulse" or "pitch").
Boundary Diagram
Structure Tree
Pull Queue Hourly Status
To view trends over time - of how backed up the

queue of work requests are - leading to a work center
that responds to pull signals.
To Do List
A Leader can maintain a master list of assignments
for Team Members.
Issues and Ideas
To organize and resolve any type of issues & ideas

affecting your project or team.
Project Cost Estimating
To estimate the costs of a project.
Software Data Conversion
To plan and control transfer of data
from old software to new software.
Leadership Skills Assessment
To mentor lean leaders to improve their coaching
skills.
Process Analysis
To thoroughly understand & analyze a process
(before suggesting countermeasures)
5S Assessment
5S Scorecard
To maintain a clean, well-organized work

environment - for increased productivity, safety, and
the revelation of hidden problems.
5S Standard
To clarify expectations for 5S workplace organization

and housekeeping,
and/or to serve as a "before and after" storyboard.

5S Red Tag Log
Used for the first category of 5S - Sort.

Red Tags provide a system to label potentially
unneeded items, approve their suggested disposition,
and track what has been done.
5S Sustainment Checklist
Checklist for cleaning and preventative maintenance

Stick Figures Illustrator
A3 Illustrator
Illustrate A3 Reports and PowerPoints with stick
figure drawings
Gemba Interview
To interview the person doing the work.

Standard Work Instructions
To analyze, improve, and maintain consistency -

for a repetitive process.
To estimate standard process times.
Cross Functional Flowchart
To graphically depict the flow of a process that

crosses functional workgroups - to identify and
eliminate waste.
Flow Chart
To visually illustrate how a process flows

Process Flow Diagram
Process Flow
Job Instructions
Work Instructions
To provide thorough training for how to perform a

job -
with pictures and detailed written instructions.
Job Breakdown
TWI Training Within Industry
To teach someone how to do a job.
Layout Diagram

Spaghetti Diagrams - showing work paths and flow.
Work Area Floor Plans - for production lines,
warehouses, hospitals, offices…
Muda Waste Observation
To observe waste.
Process Observation
To observe a process or a value stream.
Cycle Time Observations
To observe process cycle times

(without details of operator work elements)
Standard Work Audit
To ensure that work is actually being done

the way management believes it is being done
Training Matrix
Cross Training Matrix
Job Design Matrix
Job Resources Matrix
Job Transitions Assessment
To re-design job responsibilities to fit re-designed

processes.
Process Reengineering Matrix
To clarify details that don't fit neatly into a flow

chart, and to untangle and re-design even the most
complex process.
Machine Balancing
To ensure that any machine cycle time does not

exceed Target % of Takt Time.
PDCA Coaching
For learner and coach to maintain a record of past

experiments, results, and learnings - and to plan the
next experiment.
Block Diagram
To provide a very simple sketch of a process.
PDCA Coaching Observations

Used by a Coach's Coach - to mentor PDCA Coaching.
Yamazumi
To rearrange tasks to eliminate waste and balance
work loads.
Header Sheets for a Huddle Board
Header sheets for each column of your Team Huddle

Board — as an intuitive, motivating, visual success
tracking system.
OEE Overall Equipment Effectiveness
OEE
To measure and improve the effectiveness of asset
utilization.
OEE Filtered Data Analysis for
Daily Events Log
Preventive Maintenance
Checklist for preventative maintenance tasks that

occur on a monthly cycle or greater.
House of Quality QFD
QFD
To rapidly design and deploy new products and
services.
Quadrant Chart
To visually understand relationships between two
factors affecting an issue.
Root Cause Analysis
To gain clearer understanding of possible root

causes,
and stimulate ideas for creative solutions.
Fishbone Diagram
Root Cause Analysis Map
SIPOC Diagram

2. To define the start and stop boundaries of a
process (and project scope)
3. To clarify relationships of the suppliers of inputs to
the process

4. To identify process customers (internal and
external),
5. To identify unintended wastes output by the
process
8D Problem Solving
8D
Problem Analysis
Action List
A systematic way for a team to permanently resolve

a problem
that has uncertain root causes.
Is / Is Not Problem Analysis
Cause & Effect Matrix
To identify the few process input variables that

provide the greatest opportunity to improve the key
process outputs.
FMEA Failure Mode Effects Analysis
To anticipate problems and minimize risks.
FMEA
Design FMEA
DFMEA
Process FMEA
PFMEA
Control Plan
After initial Corrective Actions have been made on

the FMEA,
use this Control Plan to more diligently control risks
that have high probability or severity.
P-Diagram
To analyze inputs and outputs,
and factors that can affect performance
Interface Matrix
To identify and clarify system interfaces.

Design Matrix
DVP&R
Design Verification Plan and Report
Formalized testing of product to assure compliance

with all requirements.
'Critical To' Tree Diagram

Critical to Quality
Critical to Satisfaction
To ensure that the product or process characteristics

that you measure and control will actually satisfy
your customers' desires.
Measurement Assessment Tree Diagram
To identify and stratify data that is (and is not) worth

measuring and controlling.
Tree Diagram
To systematically direct your thinking to increasing
levels of specific details.
Customer Segmentation
To identify and focus attention upon the customer

segments that generate the most value from the
product or service.
Measurement Selection Matrix
To choose the measures

that are most strongly linked to customer
requirements.
Operational Definitions
To ensure that everyone collects and interprets data
in a consistent way.
Pareto Chart
To identify the most common 20% of problems

causing 80% of your headaches - so that you know
where to focus your continuous improvement efforts.
Pareto
Relations Diagram
To identify root causes of a complex, non-linear
problem.
Trends Scorecard
Scorecard Data
A well-organized system to gather and analyze data.

One of the basic tools of quality.
Check Sheet
To collect data about quality problems when and
where they happen.
Voice of the Customer Translation

To translate potentially vague customer comments
into measurable design requirements
Bowling Chart
Timeline of monthly progress
toward year-end targets.
Characteristic Matrix
To identify process steps that can compromise
product characteristics
One Good Idea
Before and after storyboard
Control Chart
To determine whether a process is in control.
Run Chart
To analyze data and trends over time.

Histogram
To graphically illustrate the probability distribution of
something happening.
Kanban Calculator
To calculate the number of kanbans to optimize your
lean pull inventory system.
Scatter Plot
To graphically show the relationship between two
sets of data.
Word templates
Standard Operating Procedure
Evaluation Survey
Ground Rules for Working Together
Empowerment Boundaries
Presentation of Results
Brainstorming
TWI Pocket Cards

Leader Standard Work
A3 Report
Document Storage and Naming Conventions

Time Observations
Alternative User Interfaces
Agenda

Force Field Analysis
Lessons Learned
Word template
COMMON FIELD LABELS

What
Title
Subtitle
Purpose
Title Description
Workbook
Workbooks
Blank Forms
Worksheet
Sheet
Sheets
Extra Worksheet
Row
Hide Row
Column
Col
Filter
Filters
Description of Filters
Log
Log
Log #
Report
Button
Team Accountability Board
Task Assignment Board
Documentation
Trial
List
Selection
Free
Buy
Flowcharts
Digits

for each column
Forms, Screens and Databases
User-Defined
User
User Calc
User Field
Unique User Fields
Copy this row for unlimited user-defined

Category
Categories
Cat
Type
Type of Waste
User Fields
User Data
Class
Class Codes
Legend
User1
User2
User3
User4
User5
User6
User7
User8
User9
Cat1
Cat2
Cat3
Rule
Bundle
Customer Segment
.
.
.
User1DV
User2DV
User-defined Criteria

Process
Processes
Process(es)
Process Step
Delivery Processes
Critical Path Processes
Simultaneous Processes
Between Processes
Process Flow
Flow
Value Stream
VStream
Program
Programs
Action Programs
Project
Projects
Project Scope and Boundaries
Phase
Job
Jobs
Task
Tasks
Work Element
Work Elements
Standard Work Elements
Activity
Activities
Step
Steps
Steps / Images
Steps that create value
Steps - within process
Steps - between processes
Major Steps
Value Add Steps
Total Steps
Transportation Links
Work Breakdown Structure
WBS
Sequence
Seq
Kaizen Event

Event
Events
Event Name
Event Type
Process Name
Process Design
Before and after pictures
Routings
Bills of Materials
Kaizen
Lean
Scope
Pre-Production
Post-Production
Pre
Post
Utilization
Lean Journey
Critical Path
(could be handed off)
Kanban
Quantity per Kanban
Quantity per Order
Reorder Point
Non-Critical
Includes Pre and/or Post-Production
Routine Activities
Non-routine
Lean Transformation
Procedures
Standards
Best Practices
Product
Products
Service
Services
Product Family
Service Family
Product or Service Family
Product or Product Family
Product/ Family
Products & Services

Our Offering
Deliverables
# of Product Variations
Variation
Product Mix
System
Sub-system
Component
Product Characteristics
Size
Mix
Unit of Measure
Units of Measure
UOM
Default Unit of Measure
Default Units of Measure and Data
UOM Ratio
Default UOM
Process UOM
Factor
Problem
Problems
Problems per Unit
Define the Problem
Problem Summary
Additional Documentation of the Problem
How Big?
Is this a repeat problem?
Root Concerns
Voice of the Customer
Functional Requirements
Abnormalities
Basic tools of quality
Waste
User-Defined Waste
Sigma
Problem Solving
Six Sigma

Decision Making
Decision
Obstacles Parking Lot
Corrective and Preventive Actions
Problem Exposure
Chart
Charts
Chart Labels
Custom Charts
Trend Charts
Radar Chart
Waterfall Row #
Grid
Grid Lines
Chart Titles
Waterfall Chart
Trend Chart
Scatter Plot
c Chart
p Chart
u Chart
UCL
LCL
Chart Lines
Chart Data
Is the chart updated?
X Axis
Y Axis
Most
Many
Some
Customers notice reduced quality
Assessment
Performance
Performance
Performance Measures
Results
Actual Results
Production Results

Measured Performance
Results Status
Attained
Standard Work
Quality
Checklists
Results Broadcast
Continuous Improvement
Improvement
Number
Raw Score
Score
Scores
Total Average Score
Data
Optional Data
Data Labels
Header Data
Working Data
Vertical Data
Horizontal Data
Color
Sample Data
Rating
Ratings
Rating Scale
Target Rating Level
Quantity
Qty
Units
(units)
Rate
Cost
Cost per Unit
$
Activity Based Cost Analysis
Low
High
Range
Drawing Scale
Maturity Level
First Pass Yield
Sales Points

CD
(Difficulty of Transition)
Difficulty of Transition
Aptitude
History
History by Date
Customer Evaluation
Customer Eval
Target Level of Satisfaction
Composite
Desired Targets
Desired Direction of Measure
Desired Direction
Total Importance
Weighted Total Importance
Kano Analysis
Difficulty
Relationship
Stratification
Primary Segments
Sub-Segments
What, Where, When IS and IS NOT?
IS
IS NOT
Operational Definition
(What the measure IS)
What it IS NOT
Selected to Improve
Primary OEE Measures
Production
Control Characteristic
Question
Questions
Response & Ideas
Roof
Satisfaction
Pareto Data
more than the average
Competency Ratings
Total Quality Management
Continuously Improve
Checklist
Weight

Lowest
Repeatable
More
Loss
Productivity
Analysis
Unit
Yield
Rounding
Overproduction
Motion
Eschewed Talents
Source Data
Source
Lower number is better
Higher number is better
Target is best
Count
Relative
Lower
Upper
Standard Deviation
Skewness
Kurtosis
Reliability
Quality at the source
Risk Management
Risk Analysis
Software
Network
Internet
FAX
Printer
Plotter
Copier
Sticky notes
Interfaces
Print Orientation
Software Project
Inventory
Inventory (Standard WIP)

In Process
Std WIP
Work In Process
WIP
Part
Parts
Part Number
Part #
Item Number
Item #
Finished Goods
Raw Materials
ppm
Item
Material
Parts & Materials
Buffer
Safety
Safety and Environment
Safety Hazard
Noncompliance with regulations
Asset
Assets
Resource
Resources
Resources provided by
Machine, Device, or Tool
Machine/Asset
Machine Loads
Equipment
Safety Equipment
Computer
Equip/Tools
Shared
Tools & Supplies
Facilities & Supplies
Supplies
Instruments
Tools
Furniture
Paperwork
Templates & Tools

Policies and Documents
Money
Petty Cash
Pre-approval for urgent purchase of anything needed

Energy
Spatial
Safety / Tools
Pacemaker
Constraint
Outside
Description
Desc.
Title & Brief Description of Issue or Idea
Brief Description
Filter Description
Identification
ID
Code
Codes
Document Number
DCN
Controlled?
Version Control
ID Table
ID Code
(if needed)
(specify)
(optional)
Specify
Possibility
Demand
Demand per Shift
Demand per Week
Demand UOM
Demand/Wk - Common UOM
Demand/Wk - Unique UOM

Capacity
Process Capacity
Capacity/week
Capacity per Person
Current Capability
Input
Inputs
Outputs
In
Out
Batch Size
Pulse Batch Size
Ship Batch Size
Smallest Batch Size
Available
Unavailable
Availability
Capability
Delivery
Output
Batch
Andon
Bins
Links
Links
Hyperlinks
Links to Related Documents
Related Documents
Icons
Link
Insert Sheet and/or Link to
Information Systems
Systems
Technology
Field Label
Field No.
Field Length
New Software
Field Name
Data Source
Data Source Field Name

Data Type
Orig Data Source
Import Data Source
Special instructions for this field for this conversion

Header Fields
Named Cell
Number Format
Default Data
Step Label
General
General
with word wrap
Text
Currency
Company policies
Regulatory compliance
Union policies
Information
Filename
to find and open using the Systems2win menu
Also Known As
Tips Label
How
Comments
Comments, and Ideas to Eliminate Waste
Comments &
Links
Notes
Key Points
Message
Issues & Ideas
Other
Observation
Differences
Don't Edit
Comments / Key Points
Ideas
Design
Observations
Safety Warnings

Add unlimited rows
Other Considerations
Tools, Methods and Teams
Demand Load Leveling
Flexibility
Labor Planning
Mature, known Design. Tested and reliable in similar
conditions.
Cross Training
Online Training
Training
Instructions
Video
Training Aids
At a Glance
Learning Validation
Learning Topic
Learning Phase
Question or Task
Your Response
Learning
Validation
More Info
Organizational Learning Perspective
Internal Processes Perspective
Training Before the Event
Team Training
Train the Workers
Language Translation
Translation
Training Presentation
Handouts
Team "Ice Breaker"
Required Attendance Notice
Courtesy Invitation
Entertainment
Instructor Notes
Learning Game
Language
Primary Language
Show all

Expand Your Thinking
Registration
Prerequisites
Homework
What was Learned
Helpful Tips
Training & Skills Required
Definitions
Evaluation of Learning
Exclusive Training
Available only to Systems2win users — by clicking

this Link in this Help sheet
Training Design
Show
Coaching
Lean Culture
Rapid Product Development
Corrective Action Needed

Corrective Actions and Comments
CAR
Actions Completed
Action
Sample Size
Frequency
Error Check
Quantity tested / defective
How many objects have the defect?
(list part #s and descriptions)
How many defects per object?
Defect
Defects
Good
Good Units Produced
Reject
Rejects
Reject Category
Rework
Not Needed
Duplicate
Worn

Scrap
Obsolete
Disposition
Discard
Move to Red Tag Storage
Move to: ____________
Return
Returns
Return (needed after all)
RMA
NCMR
Purchase
% Complete & Accurate
Potential Failure Mode
Potential Failure Effect
Severity
Occurrence
Detection
Difficulty of Detection
Control Method
Detection Method
Reaction Plan
Actions Recommended
Action Plan
Event Control
Cleaning
Prevention Method
Failure Rate
Process Control
Design Control
Severity of Effect of Failure Mode
Noise Factors
Piece to Piece Variation
Interactions with Other Systems
Customer Usage and Duty Cycle
Degradation Over Time
Environment
Control Factors
Ideal Functions
Error States
System within the Boundary Diagram
Sources of Variation
Test Method

Test Plan
Test Report
Acceptance Criteria
Correct
Error
Err
If that doesn't work
Predictions
Defective
Failure
Absenteeism
Normal
Structure Analysis
Function Analysis
Failure Analysis
Action Priority Codes
Bad
The team MUST either
The team SHOULD
The team COULD
identify actions to improve prevention and/or
detection
justify and document why not
Prevention Controls
Total loss of productivity. Either major downtime or
100% scrap.
Substantially decreased productivity and/or high
scrap rate.
Failure Mode
Vulnerable to human error.
Plan
Do
Check
Act
Planning
Plan
Planned
Alternatives
Countermeasures

Scenario
Path
Override
Impact
Objective Measures of Impact
Factors Affecting Effort
Is emergency response needed?
Implement & Verify Interim Containment Actions

Identify & Verify
Short description of proposed future improvement

Proposed Permanent Corrective Actions
to prevent Recurrence
to prevent Escape
30-Day Action List
Always To Do
Bring As Is?
Communication Plan
Communication
Constrained Resource Analysis
Specification
Specifications
Tolerance
Tolerances
Factors to Consider
Additional Criteria
Yes/No
Req
Y/N
Optional
Document and Analyze the Current State
Improve and Test the New Process
Clean Up and Present
S&OP (units)
Process Specifications
Required
Add details to
Brainstorm
Strategic Planning
Policy Deployment
Strategic
Effective

Achievable
Strategic Alignment
Effectiveness
Achievability
Implementation Plan
Collect current state data
Solicit improvement ideas
Prepare training materials
Ensure that preparation assignments are being
completed
Review data gathered and ideas received.

Clarify if needed.
Confirm that EVERYTHING is ready
Test equipment
Play catchball until agreement is reached for

Option
Job Requirements
Job Descriptions
Requirement
Process Requirement
Labor
Establish the Team
Staff Unavailability
Availability Strategy
Peak Volume Strategy
Incentives
Individual Assessments
Evaluations
Potential Concerns
Approaches to Gain Acceptance
Measures of Acceptance
Facilitate Transition
Optimize Performance
Measures of Improvement
Attendance
6S

5S
5 Whys
Objective Tests
Error-Proofing
No Observed Failures
Error-Proofed
Accidents
Date of Last Accident
Poke Yoke
RED TAG
Days since last accident
(visual, touch, or sound)
High Confidence
Verified
Verification
Audit Criteria
Audit questions that can't be phrased in a way so

that "yes" is the desired answer
Eval. Measurement Technique
Discipline
Lean Management
Gemba Walk
Gemba Walk Topic
Lean Management Systems
Visual Controls
Implement & Validate
Permanent Corrective Actions
Prevent Recurrence
Similar Systems
Congratulate & Celebrate
If Problem Recurs or Side Effects are Noticed

Error-free
Visual Scorecard
Little or no effort
Showing some effort, but unacceptable results

Minimum acceptable
Very good

Must receive outstanding scores for 5 audits in a row
to reach this level
Inspection
Inspection Instructions/Forms
Maintenance Schedule
Production Scheduling/Control
Unacceptable
Showing effort
Just Acceptable
Sustained Excellence
Gages
Engineering Change Approval
PPAP Production Part Approval Process

Very
Moderately
Moderate
Minor
Remote
Almost Impossible
Almost Certain
Major
Extremely
Hazardous
None
No discernable effect
Annoyance
Loss of
Degradation of
an Essential Function
a Convenience Function
Function
Prioritized
Unprioritized
Prioritized List
Unprioritized List
Satisfier
Dissatisfier
Delighter
Simple
Audits
No Action Needed

Automated Detection Controls immediately notify
the worker.
Test first piece
Automatic production lock
is detected.
Transportation
Air travel
Parking
Transportation and Handling
Height
Width
Row height
Column width
Change Row Height to resize text box
Why
Reason
Reasons
Reasons for Misses
Root Cause
Root Causes
Potential Cause
Possible Root Causes
Possible Cause Theories
Ultimate Root Cause(s)
Determine Root Cause(s)
How did this Occur?
How did this Escape?
Current situation (why does this need to be
improved?)
Cause
Unknown
Where
Company

Location
Location(s)
Department
Dept
Functional Area
Functional Areas
Work Area
Work Center
Work Station
WS
Machine
Distance
Between
Within
Distance Within
Distance Between
Feet
Meters
Miles
Kilometers
Conference room
Break out rooms
Rooms
Hotel
Gemba
Teleconference
Web conference
Red Tag storage area
Shelves & bins
Enter data here
Office
Page Navigation
Top
Floor Space
Up
Down
Grey
Above
Below
upper left quadrant
upper right quadrant
Stand Up Meetings
Visible

Visibility
Parent
Function To Parent Level
Requirement From Lower Level
do not exist.
Identical Process
Similar Process
Similar Conditions
Different Conditions
Downstream
Identical
Almost Identical
When
Date
Date (orig)
Version
Revised
Rev
Revision Number
Rev #
Release Date
Release Status
Release Approval Status
Status
Status/Notes
State
Process State
Old State
Old
Expiration Date
Due Date
Due
Scheduled Date
Scheduled
Target Date
Dates & Times Needed
Completion Date
Completed
Done Date
Done
Resolve Date

Final Closure
Class Date
Class Hours
Study Hours
Today
Before
After
Start Date
End Date
Released
Key Date
Date Identified
Before you start…
Not Started
Analyzed
Stabilized
Standardized
Visual
Self Healing
Revision
Date of Expiration or Next Review
Proposal
Now
No experience
New
Limited experience
New application.
Expected to perform
Proven
Unproven
After Processing.
Proven Product Design and Development Verification
Procedure.
New usage profile.
Same usage profile as a previous product.

Procedure is uncertain
wih it.
with modifications to it.
Not validated.
New design innovation, material, use, or operating
condition.
Not specific for this new application.

Process is known but problematic.
Ineffective
Few
Time
Period
Year
yr
Years
yrs
Annual
Month
mo
Months
mos
Monthly
Week
week
Weeks
weeks
wk
wks
Weekly
Day
day
Days
days
Time Period
Work Days
wDays
Periodic
Calendar Days
cDays
Daily
Every day
Shift
shift
Shifts
shifts
Hour
Hours
hours

hrs
hr
Hourly
Minutes
minutes
mins
min
Seconds
seconds
secs
sec
(in seconds)
Lead Time UOM Converter
to switch between
Jumping Off Point
Prior Year
This Year
Year To Date
YTD
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Before each gemba walk
On a periodic basis
perhaps monthly
perhaps weekly
perhaps daily
First
Last
Soon After
Pre-Event
Post-Event
Kick-off Presentation
Interim Briefing(s)

Final Presentation
Celebration
Working meals
Permanent
Next
Number of Rolling Periods
Process Change at Row
Dead End
Barriers to Flow
Less Frequent
Work Time Available

WTA
Available Time
Avail Time
Unavailable Time
Work Time Available/day
WTA/day
Work Time Available/shift
WTA/shift
Work Days/week
Days/week
Lead Time Work Days
Shifts/day
Hours/shift
Mins/shift
Mins/day
Mins/week
Break
Breaks
Break minutes/shift
Breaks & Out of Cycle Work
Start Time
Start
Restart
Planned Start Time
End Time
End
Overtime
Work Time Available/week
WTA/Week

Start & End
Out of Cycle Work
Run Time Available
Run Cycle
Cycle Analysis
Personal, Fatigue and Delay
Run
Run Cycle Analysis
Meals
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Duration
Duration Days
Queue Time
Lead Time
Lead Time
LT
Work Calendar Adjustment Factor
WCA
Process Lead Time
Process Lead Time
Process Time
Process Time
Effort Hours
Effort
Value Add Time

Value Add
Value Add?
VA
NVA
Cycle Time
Cycle Time
CT
Cycle Time Unit of Measure
Cycle Time
Unit of Measure
Cycle Time UOM
CT UOM
Effective Cycle Time
Target Cycle Time
Takt Time
Takt Time
Target %
Pulse (Pitch)
Pulse Cycle
Pulse Cycle End Time
Value % of Time
Activity Ratio
Ideal Cycle Time
Ideal CT in Minutes
Actual CT in Minutes
Time per Cycle
Quantity per Cycle
Work Pace
Lead Time - Takt calc
Operator Cycle Time
If you change Cycle Time Unit of Measure, you must
recalculate
Cycle Time Unit of Measure is used for

Process Time, Cycle Time, and Takt Time.
Non Value Add
Current
Prior

Prior Months
Prior Periods Avg
Current Month
Current Period Avg
Current Time Period
Current Period
Prior Periods
Incident
Work
Work
Walk
Walk
Wait
Wait
Machine Time
Mach
Incidental
Waiting
Machine Cycle Time

Effective Machine Cycle Time
Time Avail. for Change Overs
Change Over
Change Overs
CO
Change Over Time per Day
Longest Change Over Time
Change Over Cycle Time
Unload, Load & Start
Batch Setup (mins)
Batch Change Over Time Goal
Run Time (mins)
Quick Changeovers
External Operators
Time Per Change Over
Load Balancing
Lost Time
Lost Time Events
Downtime
Machine Downtime

Downtime Threshold
Planned Downtime
PD
Unplanned Downtime
UD
Standby
SB
Planned Uptime
Loading Effectiveness
Operating Time
Productive Time
Downtime Loss
Performance Loss
Ideal Operating Time
Net Operating Time
Performance Time
Quality Time Loss
Lost Time Category
Lost Time Reason
Lost Productivity
Scheduling Priority
Scheduling Control Point

Implementation Schedule (months)
Implementation Plan Review
Review
Time Needed per Week
Guaranteed Turnaround Time
Smart use of "excess" capacity
Intervals/wk
At the beginning of each

At the end of each
At specified times
Any time
Release of Design
Start of Production
Cannot detect
Not checked

Long History
Unlikely to detect
Who
Name
Person
Person, Title, or Team
Who or CRUDS Code
Contact Info
Phone
Email
Emails
Reminder Email
Job Title
Role
Roles
Team Roles
Responsibilities
Skills
Knowledge
Knowledge Threshold
Mentoring Skills
Not Doing
Novice
Learning
Competent
Expert
Lean Leadership
Author
Responsible
Resp
Responsible Team Member
Primary Responsibility
Responsible (Role)
Accountable
Accountable Executive
Executive
Executive Sponsor
Champion

Value Stream Manager
Coach
Process Owner
Team
Shift or Team
Team Member
Team Members
Team Membership
Team Formation
Team Leader
Leader
Leaders
Project Leader
Mentor
Facilitator
Coordinator
Co-Leader
Observer
Manager
Management
Supervisor
Supervisor Name
Instructor
Learner
Learner Name
What do you call your workers?
Workers
Employees
# of Workers
Operators
Operator
Op
Staff
Staff Level
Smallest Possible Staff
On-Call Support
Candidates
Learners
Leadership
Executive Leadership
Team Leadership
Launch a New Team
People Development

Daily Management
Visual Management
Project Management
Worker
# of
Smallest Possible
Ethical Leadership
Teams
Customer
Customers
Customer(s)
for Typical Customer
Customers Perspective
Supplier
Suppliers
Competitor
Competitors
Employee
Employer
Stakeholders
Stakeholder Roles
Stakeholders Perspective
Representatives of every group of affected
stakeholders
Supplier or Customer
Auditor
Initials, Date & Time
Periodic Review
Leader Reviews
Recipients
Recipients & Methods of Communication
Approval
Request
Initiator
Initial Approval
Approval Signatures
Authorization to Begin This Project
Authorization to Implement

People with primary decision-making authority for
proposed changes
Review and approve all changes
Approve
Notify
Publicly recognize and thank
those that most deserve it
Approval 1
Approval 2
Approval 3
Approval 4
Who1
Who2
Who3
Measures
Measure
Measures & Targets
Metric
Metrics
Objective
Objectives
Objectives, Measures & Targets
Process Design Objectives
Goal
Goals
Target
Targets
Learning Objectives
Strategic Challenge
Next Target Condition
Current Condition
Subjectively measured Collateral Benefits

Anticipated
Observed
Goals Impacted
Reputation / Goodwill
Current Conditions
Desired Conditions

Priority
Pri
Our Priority Ranking
Importance
Imp
Importance to Customer
Rank
Formula
Formulas
Percent
Ratio
Average
Averages
Avg
Summary
Sum
Sums
Subtotal
Subtotals
Total
Totals
Grand Total
Change
∆ Change
Critical Path Totals
Sub-Stream Totals
Value Stream Totals
Value
Correlation
Correlations
Trend
Trends
Cumulative
Cum.
Summary by
Max
Peak
Ideal
Typical
Adjusted
Summarize

Probability
Standard
Median
All
Large
Include in Value Stream Totals?
Small
Mode
Detailed
Details
Standardize and Share Success
Projected
Actual
Variance
Var.
Gap
Estimating
Red
Yellow
Green
Modifiers
and
&
or
per
#
of
by
for
in
to
and/or
then
with
without
0
!NOT
and more
from

if
Symbols
▼
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Hide or Unhide Rows or Columns

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Copy Cells, Rows or Columns
Insert Copied Cells
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Move individual cells
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Copy cells (less than an entire row or column)

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Copy (CTRL+C), then Paste (CTRL+V)
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Filter
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How to Bend an Arrow
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How to use Excel hierarchy diagrams
To Copy Visible Cells Only
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the Start Date for the Phase + 14 days. Or you might
write IF statements.
See Sample worksheet for examples.
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*** You cannot Insert, Delete, Copy, or Move
columns in this workbook
You can:
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template
Master Data Entry Sheet
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the 'Template' sheet)
Then 'Generate Report' only when ready to print to
paper or PDF.
To manually resize an image, drag its lower right
corner.
To automatically resize row heights, use the button

to 'Renumber Steps'. Do not use AutoFit Row
Heights.
ALT+ENTER for paragraphs.
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Confidential and proprietary. Do not use or disclose
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Sketch layout of work area
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Working Document
Some features have been removed
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sheet is missing data

Advanced Training
Also refer to 'User-Defined Training' at the bottom of

this page
Major Steps in bold

Training and Coaching
Ideally - each supervisor will personally train their
people
are available from Systems2win's global network of

qualified consultants
The right side of your A3 should usually remain blank

until the left side has been approved.
The most important thing to learn about this
template is
Users of this template are expected to have already
completed this foundational training
tracking progress using your Cross Training Matrix
template
Training and Coaching Services
and the VC worksheet should have YOUR company's

header field labels,
and header field default data
(which can be overwritten in the header field of any
sheet)
Before using this tool…

your Leaders should have already personalized this
template
Change Printer
Systems2win menu > 'Change Printer' will

temporarily change your default printer:
a) only for Excel
b) only for this session
(it will revert back to your Windows default printer
the next time you open Excel)
See example on the 'Sample' sheet.
Fill in the printed checklist in handwriting
as you physically inspect the gemba

Transcribe the scores

from your handwritten checklist into the 'Score'
column
Ponder and reflect

to continuously improve
Add or update tasks
on your Team Accountability Board.
Archive the handwritten checklists in a 3-ring binder
as part of routine Leader Standard Work.
Any point above UCL or below LCL (+/- 3 sigma)

Bias -- n points in a row above or below the Average
Center Line
Trend -- n points in a row increasing or decreasing

Oscillation -- n points in a row alternating up and
down
Zone 1 bias -- n of n+1 points above +2 sigma or
below -2 sigma
below -1 sigma
Hugging -- n points in a row inside 1 sigma (Zone 3)
Jumping -- n points in a row outside 1 sigma (Zone 3)
Logical steps
that advance
the work
Tips: + safety
◊ quality
√ ease
• Reasons for key points

"If the learner hasn't learned, the teacher hasn't
taught"
Perhaps use brainstorming
See training for List Reduction

Create list of items to be prioritized
Compare two items at a time
Define the decision that needs to be made
Make decision
Ensure that everyone understands and agrees

Follow the online instructions
Do a Coaching Cycle
Do the Learning Experiment
Header Row for a Page Break
Has every worker been trained to do things the new

way?
Are workers performing the work in accordance with

the most recent Standard Work Instructions?
Is everyone welcoming the new process without
resistance?
Is the area manager following the Leader Standard

Work to monitor and support compliance with the
new process?
Are consequences in place for not following the new
process?
Are the lean management systems adequate?

Working well?
Has every line item been completed?
Has the Process Analysis audit been completed?

(with its Corrective Actions to supplement this Audit)
Are workers pleased with the improvements?

Do they feel that their work has been simplified?

Have any unforeseen consequences arisen?
Positive or negative.
Check with downstream customers.
Completion of this Audit will also require review of

several other documents, including…
which can be found in the shared folder that contains

all documents related to this Event:
Follow the Steps on the sheet
Use the 'Action' sheet to assign Tasks.

See the sheet
Optionally link to related documents, photos,

sketches, flowcharts
to help define the problem.
Summarize the problem in measurable terms

using words understood by the customer.
Then summarize here:
Interim Actions taken
How effectiveness of each action was verified
% Effectiveness
Link to sheets or workbooks
for your chosen methods for root cause analysis.
Perhaps…
Perhaps with separate sheets for Occurrence vs.
Detection.
5 Whys for each 'Possible Cause Theory' on the
'Problem' sheet
In addition to verifying each Possible Root Cause on
the 'Problem' sheet…
Summarize the ultimate root cause(s) for how this
occurred,
and how you verified that this was actually the root
cause.
Summarize the Escape Point

(where the problem should have been detected and
contained)
and the ultimate root cause(s) for how this escaped
In addition to Tasks assigned on the 'Action' sheet,

summarize proposed countermeasures
to prevent recurrence.
to eliminate root causes, without new problems.

to completely eliminate any possibility of future
escape.
or the Decision Matrix where you chose which Actions
to take.
Provide documentation to substantiate success
of Corrective Actions for Occurrence & Escape.

Describe the changes made to specific policies &
documents
to prevent recurrence or escape
and provide links to the relevant documents.

If a document is not updated, enter "NA". (Don't hide
or delete the row)
List similar systems that might have potential for a
similar defect
and assign 'Action' Tasks to prevent similar defects

from happening in similar systems.
Perform Tasks assigned on the 'Action' sheet.
What objects have/don't have the problem?

What defects are/are not appearing?
What is happening/could be happening but is not?

Which locations/work centers?
Where/where not on the object?
When first noticed? Could have been noticed, but
was not?
When noticed/not noticed since?
When/when not in process sequence?

When/when not in life cycle?
completing only the Title, and sections:

Approve release -
if (and only if) this meets the criteria for
Get approvals from each supervisor to allocate time

for this.
Complete as much of the Problem Analysis as

possible.
Assign 'Action' tasks to
further define the problem

Choose & use any other methods for root cause
analysis.
Verify that the root causes are truly the root causes.
For each Proposed PCA…

Document how you verified the % Effectiveness
Concur that the effectiveness of each proposed
Corrective Action is verified.
Reach consensus for which Corrective Actions to
make permanent.
Establish system for long-term monitoring

Assess removal of
change specific documents
of a similar problem in similar systems.
of successful resolution
Re-open a new Revision of this workbook - and return
to

BANNERS

TABLE OF CONTENTS
Shapes
Custom Shapes
Kanbans
Information Flow
Healthcare
Editing
Movement
Snap To Grid Shapes
Snap Off Shapes
Additional Shapes
Flow Chart Shapes
Flow of the Thing Being
Processed
Our Rating Systems

Buttons
Select Translations and Substitutions
Open a Blank Sheet

Hide / Show Rows
Add Columns
Change Lead Time UOM
Import Old State Data
Print
Print Audit Checklist
Print Trends
Change Printer
Add to History
Choose Source Data
Print Rating Criteria

Add Image
Renumber Steps
Generate Report
Print Comments
Sort by Date/Shift
Generate Filtered Log
Import from Daily Log
Generate Filtered Sheet
Andons
Pre Post
Change # Rows and Columns
4 Phase QFD Wizard
Add or Remove Columns
Import Data
Show
Pareto Refresh
Add Rows
Configure Chart
Export Data
Chart All Operators
Chart Selected Operator(s)
Change Currency
Apply Chart Labels
Add or Remove Rows or Columns
Copy RevLog
to Target Workbook
Select Translations and Substitute Phrases for
THIS Template
Generate a Working Document
Period End Processing
Select Language of Data
Fix Row Heights
Recalculate
Copy Chart
Update Chart
Objects
Unprotect
Protect Sheet
Print Area 1
Print Area 2

Print Area 3

Systems2win menu
Initial Training
How to Find and Open Templates
Copy Sheet…
Insert Link Icon
Copy Shapes
Styles…
More
User Group
Road Map — Lean Transformation
Reset Gold Lines
Training
Sitemap — Training and Support
Videos
Excel Training
Drawing with Excel
Tips for Hyperlinks
Languages
Lean Glossary
How to Save As PDF
Unlock Sheets
Activate and Deactivate Systems2win…
Installation and Setup Instructions

Change Path to Systems2win Portal…
Sync Now
Select Language for the Systems2win Menu and

Dialogs
What's New
Upgrade
Who to Contact in our Company to Get Upgrades

Free Update
Suggestions
About Systems2win Templates
Templates
Systems2win Portal
Local Computer
Lean Training
Charts

Setup
Installation FAQ's
Translations and Substitutions
Sheets

Systems2win Functions
This Template
Set or Reset Filter
Open a Legacy Document
Systems2win Templates
Excel Ribbon menu > Systems2win tab >

Systems2win Leadership Roles
Insert Sheet…
Documents
Reference
Leadership
Improvement
Training for New Users

Lean Principles
Lean Flow
Think — Hansei
Muda — 7 Deadly Wastes
Hyperlinks and Data Links

CHART TITLES & LABELS
Cause & Effect Pareto
OEE Waterfall Chart - Summary Average
OEE Waterfall Chart for specified Row Number

Unplanned Down
Value Add Analysis

Operator Load Balance
Machine Balance
Impact Effort PICK Matrix
Quality Screen
Delivery Screen
Demand Amplification Screen
Work Balancing Chart
Sort
Straighten
Shine

Standardize
Sustain
Safety
Total

Duplicates
in the Systems2win menu, select…
Hide / Show Rows
Print
Link a Cell or Text Box to show the value of
another cell

Text Boxes
Contents

Click the link
Help
When you have finished reviewing

this
HELP & TRAINING

SAMPLE
Click the button

Click this button
Click the button

use the 'Template' sheet
(or a copy of it)
as the starting point
for YOUR work
Training
Training & Video
See training for this template — online
Purpose
Benefits
Learning Experiments
Learning Experiment:
Try it.
Follow the step-by-step instructions
Assignment:
to learn how to use basic and

advanced features of this template
Unhide Rows & Columns
Select the rows or columns on either side of the

hidden ones, then Right-click > Unhide.
Always look for hidden rows or columns before

inserting or copying new ones.
And get in the habit of hiding rows or columns -
rather than deleting them.
Set Page Breaks
Set Print Area
View > Page Break Preview
drag the blue borders to change the print area
and page breaks
How to set 'Page Breaks'
Cell Links
Any cell on this sheet can be instantly updated

with the value from any other cell on any Excel
worksheet.

Perhaps link to or from cells in the 'Custom
Formula Zone' of this or any other Systems2win
template.
Viewing Tips
View > Zoom
& Freeze Panes
Tips
Tip
How to do it
How to use Filter

Thin Gold Lines
Custom Formula Zone
The lower right quadrant of each sheet is the

zone where you can write your custom formulas
without conflict with the primary work area.
Own yours now
How to use Excel as a drawing tool

without Visio
How to Select Shapes

Multiple methods
How to Copy Shapes
How to get Help
for any shape
Custom Shapes
How to add your own

Try the other
150+ templates for
Kaizen Lean Six Sigma
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with a money back guarantee
Get fast answers
We know your time is valuable.

If you can't find what you're looking for
- call us for free tech support - even
during your trial period.
Full licensed version -

so when you purchase, there will be
no need to transfer your work from
your trial to your new licensed
template.
Tip: Don't do too much real work on a
trial template.
It is VERY IMPORTANT
to follow the
Excel Tips for THIS template
Instructions for how to use this tool
See Instructions on the 'Help' sheet
For more rows or columns
Copy a similar blank row or column

using 'Insert Copied Cells'
(Don't use 'Insert > Rows')

1) Unprotect the sheet
2) Copy a similar blank row
3) Reprotect the sheet
Unprotect the sheet
Reprotect the sheet
Pop-Up Help
Click any row or column header for pop-up help
Click the cells for pop-up help

Glossary
Styles
Styles can be particularly useful on this template

Systems2win menu > Styles
Avoid accidentally deleting formulas
Systems2win provides convenient ways to

identify cells containing formulas.
To recalculate manually
Tip: Whenever your data doesn't look correct,

first try to recalculate manually
CTRL+SHIFT+ALT+F9
Then recalculate
Import Old State
Comparison Data
Make sure that the other sheet is displaying the
Scenario that you want to import, and its data
has been recalculated
2) Click the 'Import Old State Comparison Data'
button, then recalculate
Best practices for the 'Who' code

1) Have codes for teams and roles,
(rather than specific people)
2) Have codes that start with "U" for "unspecified"

person or team that will become specified as the
time gets closer.
Optionally link to document(s) defining

responsibilities for each role.
Row Heights
Types of Arrows
Adjust width of this column to adjust width of chart

(This box doesn't print)
ALT+ENTER
For "paragraphs" within a cell
Training Videos
Kaizen Training
Training videos
Training video
Lean & Kaizen training
Online Education
Balanced Scorecard teachings & ideas
Cell Comments
Right-click > New Note
Request Free Consultation

Request Consultation

Dropdown lists are defined on the DV sheet.
Dropdown Lists
If an arrow appears when you click a cell, click

the arrow to select from the dropdown list.
Use this DV sheet to maintain your user-defined

dropdown lists.
Personalize Your Document
Add a Dropdown List
Simply Copy one of the cells below, and then
'Paste Special > Validation' on your other sheet.

Personalize
Sample Dropdown List
Personalize it
To insert cells
Right-click > Insert > Shift cells down
Link To Related Documents
You can (optionally) use Link Icons to link to

related documents or web pages.
Try it for yourself.
Personalize your own lists
Your leaders should have already personalized
the 'DV' sheet in your master template - so that
you are starting with typical dropdown lists for
YOUR company.
And then you can make additional changes for

this unique working document. (if needed)

Change the Codes in the Sample Dropdown List,
and notice how your changes show up in the
dropdown list in the white cell above.
Styles
Copy Sheet
To copy a sheet in any Systems2win template,
you should always use
which protects you from a whole series of known

bugs with Excel's usual 'Copy Sheet' command.
Instructions
Online Instructions
See complete instructions on the 'Help'
worksheet.
See the 'Advanced Training' section of the 'Help'
worksheet.
Month, Year
Comments
Quality Functional Deployment

Matrix
Importance
Competitive Analysis
Demanded Qualities
Category Level 1

Category
Man
Machine
Methods
Materials
Process Inputs
Customer Requirements
Potential Output Measurement Metrics
Objectives
Responsible
Problem Analysis
Each stakeholder representative "signs off" when

they agree that
the presenting problem and its root causes

appear to have been sufficiently analyzed.
Countermeasures
alternative countermeasures have been
sufficiently identified and improved upon.
Periodic Reviews
Keep scheduling periodic reviews (and copying

this column) until satisfied that the desired
improvements have proven to be sustained.
Maximum Impact
If you want your highest-rated alternative to have

an Impact rating lower than 10, (because none
your alternatives are THAT good), then you can
adjust the scale.

Timeline Shapes
Start
Quality Check
Milestone Completion
Not Used
This Systems2win template does not use a
'Template' worksheet.
All editing is done directly on the other
worksheets - (without the need to first copy a
'Template' worksheet).
If you add or delete rows

You will need to copy formulas from a blank row
for 'Cum. Goal' and 'Cum. Actual' and paste them
into the row just below where you added or
deleted.
Pulse Actual
column always needs a number -

even for Breaks
('Pulse Actual' for 'Breaks' is usually zero)
What?
How?
Why?
How?
Audit Procedure Instructions
Audit one job per day per team.

Audit several full process cycles. (not just one)
Audit one person for a few days, then another.
For any questions answered "no", corrective
action should be taken by the supervisor before
the end of the shift.

Your Chart will only work correctly after you…
Define your Project Start Date
Enter the 'Start Date' in the 'Total Project' row.

Select Systems2win menu > Configure Chart
Tip: If your 'Project Start Date' ever changes, you

need to do this again.
Important reminders
Don't insert rows - copy blank rows instead

(to include all formulas and formats)
Study all Excel Tips on the Help worksheet
Delete this textbox to begin editing
Hide unused sections

(don't delete)
How to hide and unhide rows and columns
Hide & unhide rows & columns

Copy the entire cell
that contains the text box and the
arrow
rather than copying the textbox and the
arrow individually
Link Cells
Concatentate Linked Cells

Hide blank columns
Rating System for
1-10 scale
(Whole numbers only)
Objectives
Measures & Targets
Action Programs
Action Items
to choose the sheet and date to analyze.
Color / Level Thresholds
The values you define here determine the colors

on all sheets in this workbook.
Don't copy this sheet
Do not edit the top Comments text box,

which gets auto-populated when you select
For greatest impact - hand write 'Additional

Comments' on the printed paper that you post on
your Team Accountability Board.
Level
Whenever you make a change to a workbook

that has a Revision Log:
1) Make an entry in the 'RevLog' sheet.

2) Save an archive copy of all old versions of
your document - following your company's
'Document Storage and Naming' conventions.
Tip: Use RevLog.xlsx to copy a 'RevLog' sheet to

any Systems2win template.
How to edit your own

Conditional Formatting
Using symbols
for red, yellow, green Visual Controls
Use this sheet as one central place to update

field labels and default data for every sheet in
this workbook.
Learn More
Personalize your header fields

It is okay to edit field labels,
but do not insert, move, or delete
rows or columns on the VC sheet.
rows or columns in this table.
Standard Work
Combination Table
Standard Work Analysis
To quickly hide and unhide marked rows
Absolute and Relative Cell References

How to change between them
Study the Examples

on this 'Sample' sheet
on the 'Sample' sheet
in the Lean Assessment template (Assess.xlsx)

Charts need 3 dates of History to display trend
lines.
Hide or unhide the history you want to chart.
Charts automatically resize
Special tips for how to personalize this type of

assessment template
Link to Pictures
Use a Link Icon to link to YOUR folder that

contains pictures related to this process.
Rating Criteria
Optionally define 5 levels of Rating Criteria for
each topic
Systems2win menu > Print Trends

to print History and Trends,
or 'Print Audit Checklist'
for the checklist only.
Also see 'RevLog' sheet
Important - when you hide, copy, or move

columns,
it is critical to keep related columns
together
Always keep a primary column together with the

calculation column to its right.

rows or columns,
it is critical to keep related columns and
rows together

Core Team
Repeat Data
DON'T MERGE CELLS
For Filter and Pivot Tables to work correctly -
identical data must be repeated in some
columns.
Data in Multiple Languages
In any Language Translation section…

(to the right)
Select the pink cell containing the name of your
desired Language, then
If a column exists in the Language Translations
section
then you must first do your editing in the Primary
Language
If a column does not exist in the Language
Translations section,
then you edit those columns in the main form.
Provide Training
perhaps using TWI Training Within Industry Job

Instruction methods
and/or Systems2win instructor-led training
Multiple Languages
See online help for how to create dropdown lists

in multiple languages
How to personalize text
Follow these instructions instead.

Pictures and Charts
Pictures
Diagram
Hide Unused Rows
Hide Unused Columns
Page Navigation

Hide unused rows and columns
One Row Per Shift

Chart Alignment
See Training on the Help sheet
See training online
Important
Important
To add or delete cells

Select cells
To Delete -- Ctrl+- (minus symbol)

To Insert -- Copy, then
Insert Copied Cells
Ctrl+Shift++ (plus symbol)
To copy a picture of your selected chart to the

clipboard, where you can then paste it to any
other document…
Stability Analysis
Rolling Time Periods

Flat Line Threshold
Copy as picture
To copy to Word, PowerPoint, Excel, or any

other document - you can copy cells as a static
picture, which can then be pasted just like any
other image.
Grey cells = Task not required on this day
List your options, with no attempt to prioritize

them.
Enter the ID number for your preferred choice.

For each pairing of items on your list, ask
"If you could have one of these but not the other,
which is more important?"
"Which is more important, and how much more?"

Select from the dropdown list
Training for Excel Shapes

Start Date = the MONDAY that starts this work

period, or the MONDAY before the start of this
work period.
Header fields marked with an asterisk (*) must be

edited on the 'DV' sheet.
Start Here
Follow Links
for Contact Info
and Role Clarification
To see your selected language in the main FMEA

form…
which sets the borders and cell formats for the

main FMEA form, and all Language Translations.
Before you analyze, print, or publish —

always click these buttons
(to calculate 'Max' Severity and 'Low' Detection)

Use the buttons in the Systems2win menu in the
Excel Ribbon bar.

Andon Button
See online training for how to print different

areas.
This Sample data assumes that (on the 'Help'

sheet) you have chosen the Cycle Time Unit of
Measure:
If you're not using translations, you can overwrite

any VLOOKUP formula with simple text.
It looks like white space... but every cell is used

for data entry or formulas.
Add Rows
Move, Copy, Hide or Delete Rows or
Columns

.

English
English

changes.
INSTRUCTIONS to use this Translation Table
STRING TRANSLATIONS - COMMON

SHAPE TRANSLATIONS - COMMON
STRING TRANSLATIONS - UNIQUE

SHAPE TRANSLATIONS - UNIQUE
USER-DEFINED TRANSLATIONS
.
You can purchase language translations from

Systems2win.
If you select a 'User Substitution', then any cell that is

not blank in that 'User Substitution' column will
override the default translation for that row.
User Substitutions can be used for any creative use -

like switching between terminology for Production
vs. Office vs. Healthcare.

The maximum number of substitutions allowed for
this template is

changes.
DO NOT EDIT ANYTHING IN THE

'SELECTED TRANSLATION' COLUMN
because it will just be overwritten the next time you
select a translation
Use the 'Customization Log' to make a note of any

changes that you make that will not be automatically
transferred when you upgrade.
Rather than making changes in any language column,

make your changes in a 'User Substitution' column -
(so that your changes get automatically transferred
to your new template each time that you upgrade).
Do not insert, delete, or move any columns

on this TT sheet.
The only exception = it is OK to copy or move
columns within the 'User Substitutions' section
Do not insert, delete, or move rows
above the 'User-Defined' section.
It is OK to insert, delete, or move rows only in the

'User-Defined' section at the bottom of this sheet.
3 WAYS TO TRANSLATE
DIFFERENT TYPES OF DROPDOWN LISTS
ON THE DV SHEET
Follow ALL of the guidelines for How to Personalize

UPGRADE INSTRUCTIONS

How to keep your user-defined translations in sync
after each upgrade

then the next time you upgrade - the 'Upgrade Log'
sheet in your MultiUserChecklist.xlsx workbook will
remind you to visit this page to make manual
changes to your upgraded template.
Template © Systems2win

Use 'CTRL+F' to FIND keywords
Titles and Purposes of Systems2win templates

Master Template
<Title>
<Purpose>
Blank Template
To create your own custom templates, starting with

the Styles and features that are already familiar to
your users.
Checklist
Learn Excel
Learn Word
Self-Paced Learning

To learn useful features of Microsoft Excel,
and Systems2win's innovations to make Excel even
more useful.
Learn
Team Charter
To clearly define the scope of a project or team

in a format that is easily copied to PowerPoint.
Customization Log
To make software upgrades easier by maintaining a

log of customizations
Results Metrics
To clearly communicate process design objectives,

and to monitor progress toward achieving them.
Revision Log
Copy this Revision Log worksheet to any other

Systems2win workbook -
for an easy document revision tracking system.
Multi-User Setup Checklist

Upgrade Log
Your leaders use this checklist to ensure that your

Systems2win templates get set up correctly - for easy
sharing by multiple users.
Tool Selection Matrix
To choose the right tool
Value Stream Map

Value Stream Mapping Power Tool
1) to graphically illustrate the flow of the thing being

processed and the information needed to process it -
for one Product Family

2) to highlight problems and proposed
countermeasures - in highly visual ways
3) to focus direction for your lean transformation
teams
4) to serve as a dashboard to monitor and
continuously improve
Value Stream Management
Value Stream Mapping
Analysis and Planning for Lean Flow
Supply Chain Value Stream Map
To graphically illustrate the flow of inventory and

information for one Product Family - through a value
stream that involves multiple supply chain partners.
Supply Chain Map
Learn Value Stream Mapping
To learn some of the fundamental concepts of value

stream mapping,
and how to use the Systems2win value stream
mapping tools.
Takt Time Calculator
To calculate Work Time Available and Takt Time.

Product Family Matrix
To define your product and service families

(which is the first step in the Value Stream Mapping
process)
Value Stream Plan
To continuously improve the value stream - by

establishing clear objectives, responsibilities, and
deadlines - and then holding people accountable for
results.
Lean Assessment
To assess progress of lean transformation.

Values List

To narrow a list of options (usually to one choice) -
when personal preferences are most important.
Approvals
To clearly define approvals needed, obtained, and

still missing -
in a way that makes it easy to understand and follow
the scientific method.
Prioritization Matrix
When there are serious consequences for a wrong
choice
Balanced Measures Scorecard
Balanced Scorecard
To translate vision and strategy

into a coherent set of performance measures.
Policy Deployment X Matrix
X Matrix
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.
Hoshin Plan
Hoshin
Change Management
To develop strategies and incentives to embrace
change
Decision Matrix
To enable a team to make decisions

that are well-considered and well-documented.
Gantt Chart
To plan and control a project - with a graphic
timeline.
Gantt Summary Milestone Chart
Gantt Summary
Milestone Chart
Simple projects can be planned using this simple tool.

More commonly, you will copy this Milestone Chart
to an A3 Report
to provide an at-a-glance summary of a more-
detailed Gantt Chart or To Do List.
Job Log
Compare estimated to actual set up times and run

times per job - with explanations of reasons for each
miss - which are then used to continuously improve
the process.
Action List
Timeline
Assign and complete follow-up assignments - to

ensure the sustainability of process improvements.
Kaizen Agenda
A time-phased action plan for a Kaizen Event

Results Audit
30-Day Audit
To ensure that improvements are sustained
Event Plan
Event Plan Checklist
To plan for an Improvement Event
Potential Future Improvements
One central place to collect ideas for potential future

improvements, which can then periodically be
reviewed and prioritized for upcoming Events.
Training Session Planning Checklist

To design a training session.
Training Session Agenda
Event Schedule
To publish a calendar of upcoming events for
continuous improvement.
Organization Chart
To define organizational relationships - both formal
and informal.
Pitch Pulse Chart
To level the flow of work,

and to measure expected vs. actual output per pulse
cycle.

Monthly Pitch Pulse Log
To provide at-a-glance visual analysis of trends for

hour-by-hour attainment of the target production
rate (known as "pulse" or "pitch").
Boundary Diagram
Structure Tree
Pull Queue Hourly Status
To view trends over time - of how backed up the

queue of work requests are - leading to a work center
that responds to pull signals.
To Do List
A Leader can maintain a master list of assignments
for Team Members.
Issues and Ideas
To organize and resolve any type of issues & ideas

affecting your project or team.
Project Cost Estimating
To estimate the costs of a project.
Software Data Conversion
To plan and control transfer of data
from old software to new software.
Leadership Skills Assessment
To mentor lean leaders to improve their coaching
skills.
Process Analysis
To thoroughly understand & analyze a process
(before suggesting countermeasures)
5S Assessment
5S Scorecard
To maintain a clean, well-organized work

environment - for increased productivity, safety, and
the revelation of hidden problems.
5S Standard
To clarify expectations for 5S workplace organization

and housekeeping,
and/or to serve as a "before and after" storyboard.

5S Red Tag Log
Used for the first category of 5S - Sort.

Red Tags provide a system to label potentially
unneeded items, approve their suggested disposition,
and track what has been done.
5S Sustainment Checklist
Checklist for cleaning and preventative maintenance

Stick Figures Illustrator
A3 Illustrator
Illustrate A3 Reports and PowerPoints with stick
figure drawings
Gemba Interview
To interview the person doing the work.

Standard Work Instructions
To analyze, improve, and maintain consistency -

for a repetitive process.
To estimate standard process times.
Cross Functional Flowchart
To graphically depict the flow of a process that

crosses functional workgroups - to identify and
eliminate waste.
Flow Chart
To visually illustrate how a process flows

Process Flow Diagram
Process Flow
Job Instructions
Work Instructions
To provide thorough training for how to perform a

job -
with pictures and detailed written instructions.
Job Breakdown
TWI Training Within Industry
To teach someone how to do a job.
Layout Diagram

Spaghetti Diagrams - showing work paths and flow.
Work Area Floor Plans - for production lines,
warehouses, hospitals, offices…
Muda Waste Observation
To observe waste.
Process Observation
To observe a process or a value stream.
Cycle Time Observations
To observe process cycle times

(without details of operator work elements)
Standard Work Audit
To ensure that work is actually being done

the way management believes it is being done
Training Matrix
Cross Training Matrix
Job Design Matrix
Job Resources Matrix
Job Transitions Assessment
To re-design job responsibilities to fit re-designed

processes.
Process Reengineering Matrix
To clarify details that don't fit neatly into a flow

chart, and to untangle and re-design even the most
complex process.
Machine Balancing
To ensure that any machine cycle time does not

exceed Target % of Takt Time.
PDCA Coaching
For learner and coach to maintain a record of past

experiments, results, and learnings - and to plan the
next experiment.
Block Diagram
To provide a very simple sketch of a process.
PDCA Coaching Observations

Used by a Coach's Coach - to mentor PDCA Coaching.
Yamazumi
To rearrange tasks to eliminate waste and balance
work loads.
Header Sheets for a Huddle Board
Header sheets for each column of your Team Huddle

Board — as an intuitive, motivating, visual success
tracking system.
OEE Overall Equipment Effectiveness
OEE
To measure and improve the effectiveness of asset
utilization.
Daily Events Log
Preventive Maintenance
Checklist for preventative maintenance tasks that

occur on a monthly cycle or greater.
House of Quality QFD
QFD
To rapidly design and deploy new products and
services.
Quadrant Chart
To visually understand relationships between two
factors affecting an issue.
Root Cause Analysis
To gain clearer understanding of possible root

causes,
and stimulate ideas for creative solutions.
Fishbone Diagram
Root Cause Analysis Map
SIPOC Diagram

2. To define the start and stop boundaries of a
process (and project scope)
3. To clarify relationships of the suppliers of inputs to
the process

4. To identify process customers (internal and
external),
5. To identify unintended wastes output by the
process
8D Problem Solving
8D
Problem Analysis
Action List
A systematic way for a team to permanently resolve

a problem
that has uncertain root causes.
Is / Is Not Problem Analysis
Cause & Effect Matrix
To identify the few process input variables that

provide the greatest opportunity to improve the key
process outputs.
FMEA Failure Mode Effects Analysis
To anticipate problems and minimize risks.
FMEA
Design FMEA
DFMEA
Process FMEA
PFMEA
Control Plan
After initial Corrective Actions have been made on

the FMEA,
use this Control Plan to more diligently control risks
that have high probability or severity.
P-Diagram
To analyze inputs and outputs,
and factors that can affect performance
Interface Matrix
To identify and clarify system interfaces.

Design Matrix
DVP&R
Design Verification Plan and Report
Formalized testing of product to assure compliance

with all requirements.
'Critical To' Tree Diagram

Critical to Quality
Critical to Satisfaction
To ensure that the product or process characteristics

that you measure and control will actually satisfy
your customers' desires.
Measurement Assessment Tree Diagram
To identify and stratify data that is (and is not) worth

measuring and controlling.
Tree Diagram
To systematically direct your thinking to increasing
levels of specific details.
Customer Segmentation
To identify and focus attention upon the customer

segments that generate the most value from the
product or service.
Measurement Selection Matrix
To choose the measures

that are most strongly linked to customer
requirements.
Operational Definitions
To ensure that everyone collects and interprets data
in a consistent way.
Pareto Chart
To identify the most common 20% of problems

causing 80% of your headaches - so that you know
where to focus your continuous improvement efforts.
Pareto
Relations Diagram
To identify root causes of a complex, non-linear
problem.
Trends Scorecard
Scorecard Data
A well-organized system to gather and analyze data.

One of the basic tools of quality.
Check Sheet
To collect data about quality problems when and
where they happen.
Voice of the Customer Translation

To translate potentially vague customer comments
into measurable design requirements
Bowling Chart
Timeline of monthly progress
toward year-end targets.
Characteristic Matrix
To identify process steps that can compromise
product characteristics
One Good Idea
Before and after storyboard
Control Chart
To determine whether a process is in control.
Run Chart
To analyze data and trends over time.

Histogram
To graphically illustrate the probability distribution of
something happening.
Kanban Calculator
To calculate the number of kanbans to optimize your
lean pull inventory system.
Scatter Plot
To graphically show the relationship between two
sets of data.
Word templates
Standard Operating Procedure
Evaluation Survey
Ground Rules for Working Together
Empowerment Boundaries
Presentation of Results
Brainstorming
TWI Pocket Cards

Leader Standard Work
A3 Report
Document Storage and Naming Conventions

Time Observations
Alternative User Interfaces
Agenda

Force Field Analysis
Lessons Learned
Word template
COMMON FIELD LABELS

What
Title
Subtitle
Purpose
Title Description
Workbook
Workbooks
Blank Forms
Worksheet
Sheet
Sheets
Extra Worksheet
Row
Hide Row
Column
Col
Filter
Filters
Description of Filters
Log
Log
Log #
Report
Button
Team Accountability Board
Task Assignment Board
Documentation
Trial
List
Selection
Free
Buy
Flowcharts
Digits

for each column
Forms, Screens and Databases
User-Defined
User
User Calc
User Field
Unique User Fields
Copy this row for unlimited user-defined

Category
Categories
Cat
Type
Type of Waste
User Fields
User Data
Class
Class Codes
Legend
User1
User2
User3
User4
User5
User6
User7
User8
User9
Cat1
Cat2
Cat3
Rule
Bundle
Customer Segment
.
.
.
User1DV
User2DV
User-defined Criteria

Process
Processes
Process(es)
Process Step
Delivery Processes
Critical Path Processes
Simultaneous Processes
Between Processes
Process Flow
Flow
Value Stream
VStream
Program
Programs
Action Programs
Project
Projects
Project Scope and Boundaries
Phase
Job
Jobs
Task
Tasks
Work Element
Work Elements
Standard Work Elements
Activity
Activities
Step
Steps
Steps / Images
Steps that create value
Steps - within process
Steps - between processes
Major Steps
Value Add Steps
Total Steps
Transportation Links
Work Breakdown Structure
WBS
Sequence
Seq
Kaizen Event

Event
Events
Event Name
Event Type
Process Name
Process Design
Before and after pictures
Routings
Bills of Materials
Kaizen
Lean
Scope
Pre-Production
Post-Production
Pre
Post
Utilization
Lean Journey
Critical Path
(could be handed off)
Kanban
Quantity per Kanban
Quantity per Order
Reorder Point
Non-Critical
Includes Pre and/or Post-Production
Routine Activities
Non-routine
Lean Transformation
Procedures
Standards
Best Practices
Product
Products
Service
Services
Product Family
Service Family
Product or Service Family
Product or Product Family
Product/ Family
Products & Services

Our Offering
Deliverables
# of Product Variations
Variation
Product Mix
System
Sub-system
Component
Product Characteristics
Size
Mix
Unit of Measure
Units of Measure
UOM
Default Unit of Measure
Default Units of Measure and Data
UOM Ratio
Default UOM
Process UOM
Factor
Problem
Problems
Problems per Unit
Define the Problem
Problem Summary
Additional Documentation of the Problem
How Big?
Is this a repeat problem?
Root Concerns
Voice of the Customer
Functional Requirements
Abnormalities
Basic tools of quality
Waste
User-Defined Waste
Sigma
Problem Solving
Six Sigma

Decision Making
Decision
Obstacles Parking Lot
Corrective and Preventive Actions
Problem Exposure
Chart
Charts
Chart Labels
Custom Charts
Trend Charts
Radar Chart
Waterfall Row #
Grid
Grid Lines
Chart Titles
Waterfall Chart
Trend Chart
Scatter Plot
c Chart
p Chart
u Chart
UCL
LCL
Chart Lines
Chart Data
Is the chart updated?
X Axis
Y Axis
Most
Many
Some
Customers notice reduced quality
Assessment
Performance
Performance
Performance Measures
Results
Actual Results
Production Results

Measured Performance
Results Status
Attained
Standard Work
Quality
Checklists
Results Broadcast
Continuous Improvement
Improvement
Number
Raw Score
Score
Scores
Total Average Score
Data
Optional Data
Data Labels
Header Data
Working Data
Vertical Data
Horizontal Data
Color
Sample Data
Rating
Ratings
Rating Scale
Target Rating Level
Quantity
Qty
Units
(units)
Rate
Cost
Cost per Unit
$
Activity Based Cost Analysis
Low
High
Range
Drawing Scale
Maturity Level
First Pass Yield
Sales Points

CD
(Difficulty of Transition)
Difficulty of Transition
Aptitude
History
History by Date
Customer Evaluation
Customer Eval
Target Level of Satisfaction
Composite
Desired Targets
Desired Direction of Measure
Desired Direction
Total Importance
Weighted Total Importance
Kano Analysis
Difficulty
Relationship
Stratification
Primary Segments
Sub-Segments
What, Where, When IS and IS NOT?
IS
IS NOT
Operational Definition
(What the measure IS)
What it IS NOT
Selected to Improve
Primary OEE Measures
Production
Control Characteristic
Question
Questions
Response & Ideas
Roof
Satisfaction
Pareto Data
more than the average
Competency Ratings
Total Quality Management
Continuously Improve
Checklist
Weight

Lowest
Repeatable
More
Loss
Productivity
Analysis
Unit
Yield
Rounding
Overproduction
Motion
Eschewed Talents
Source Data
Source
Lower number is better
Higher number is better
Target is best
Count
Relative
Lower
Upper
Standard Deviation
Skewness
Kurtosis
Reliability
Quality at the source
Risk Management
Risk Analysis
Software
Network
Internet
FAX
Printer
Plotter
Copier
Sticky notes
Interfaces
Print Orientation
Software Project
Inventory
Inventory (Standard WIP)

In Process
Std WIP
Work In Process
WIP
Part
Parts
Part Number
Part #
Item Number
Item #
Finished Goods
Raw Materials
ppm
Item
Material
Parts & Materials
Buffer
Safety
Safety and Environment
Safety Hazard
Noncompliance with regulations
Asset
Assets
Resource
Resources
Resources provided by
Machine, Device, or Tool
Machine/Asset
Machine Loads
Equipment
Safety Equipment
Computer
Equip/Tools
Shared
Tools & Supplies
Facilities & Supplies
Supplies
Instruments
Tools
Furniture
Paperwork
Templates & Tools

Policies and Documents
Money
Petty Cash
Pre-approval for urgent purchase of anything needed

Energy
Spatial
Safety / Tools
Pacemaker
Constraint
Outside
Description
Desc.
Title & Brief Description of Issue or Idea
Brief Description
Filter Description
Identification
ID
Code
Codes
Document Number
DCN
Controlled?
Version Control
ID Table
ID Code
(if needed)
(specify)
(optional)
Specify
Possibility
Demand
Demand per Shift
Demand per Week
Demand UOM
Demand/Wk - Common UOM
Demand/Wk - Unique UOM

Capacity
Process Capacity
Capacity/week
Capacity per Person
Current Capability
Input
Inputs
Outputs
In
Out
Batch Size
Pulse Batch Size
Ship Batch Size
Smallest Batch Size
Available
Unavailable
Availability
Capability
Delivery
Output
Batch
Andon
Bins
Links
Links
Hyperlinks
Links to Related Documents
Related Documents
Icons
Link
Insert Sheet and/or Link to
Information Systems
Systems
Technology
Field Label
Field No.
Field Length
New Software
Field Name
Data Source
Data Source Field Name

Data Type
Orig Data Source
Import Data Source
Special instructions for this field for this conversion

Header Fields
Named Cell
Number Format
Default Data
Step Label
General
General
with word wrap
Text
Currency
Company policies
Regulatory compliance
Union policies
Information
Filename
to find and open using the Systems2win menu
Also Known As
Tips Label
How
Comments
Comments, and Ideas to Eliminate Waste
Comments &
Links
Notes
Key Points
Message
Issues & Ideas
Other
Observation
Differences
Don't Edit
Comments / Key Points
Ideas
Design
Observations
Safety Warnings

Add unlimited rows
Other Considerations
Tools, Methods and Teams
Demand Load Leveling
Flexibility
Labor Planning
Mature, known Design. Tested and reliable in similar
conditions.
Cross Training
Online Training
Training
Instructions
Video
Training Aids
At a Glance
Learning Validation
Learning Topic
Learning Phase
Question or Task
Your Response
Learning
Validation
More Info
Organizational Learning Perspective
Internal Processes Perspective
Training Before the Event
Team Training
Train the Workers
Language Translation
Translation
Training Presentation
Handouts
Team "Ice Breaker"
Required Attendance Notice
Courtesy Invitation
Entertainment
Instructor Notes
Learning Game
Language
Primary Language
Show all

Expand Your Thinking
Registration
Prerequisites
Homework
What was Learned
Helpful Tips
Training & Skills Required
Definitions
Evaluation of Learning
Exclusive Training
Available only to Systems2win users — by clicking

this Link in this Help sheet
Training Design
Show
Coaching
Lean Culture
Rapid Product Development
Corrective Action Needed

Corrective Actions and Comments
CAR
Actions Completed
Action
Sample Size
Frequency
Error Check
Quantity tested / defective
How many objects have the defect?
(list part #s and descriptions)
How many defects per object?
Defect
Defects
Good
Good Units Produced
Reject
Rejects
Reject Category
Rework
Not Needed
Duplicate
Worn

Scrap
Obsolete
Disposition
Discard
Move to Red Tag Storage
Move to: ____________
Return
Returns
Return (needed after all)
RMA
NCMR
Purchase
% Complete & Accurate
Potential Failure Mode
Potential Failure Effect
Severity
Occurrence
Detection
Difficulty of Detection
Control Method
Detection Method
Reaction Plan
Actions Recommended
Action Plan
Event Control
Cleaning
Prevention Method
Failure Rate
Process Control
Design Control
Severity of Effect of Failure Mode
Noise Factors
Piece to Piece Variation
Interactions with Other Systems
Customer Usage and Duty Cycle
Degradation Over Time
Environment
Control Factors
Ideal Functions
Error States
System within the Boundary Diagram
Sources of Variation
Test Method

Test Plan
Test Report
Acceptance Criteria
Correct
Error
Err
If that doesn't work
Predictions
Defective
Failure
Absenteeism
Normal
Structure Analysis
Function Analysis
Failure Analysis
Action Priority Codes
Bad
The team MUST either
The team SHOULD
The team COULD
identify actions to improve prevention and/or
detection
justify and document why not
Prevention Controls
Total loss of productivity. Either major downtime or
100% scrap.
Substantially decreased productivity and/or high
scrap rate.
Failure Mode
Vulnerable to human error.
Plan
Do
Check
Act
Planning
Plan
Planned
Alternatives
Countermeasures

Scenario
Path
Override
Impact
Objective Measures of Impact
Factors Affecting Effort
Is emergency response needed?
Implement & Verify Interim Containment Actions

Identify & Verify
Short description of proposed future improvement

Proposed Permanent Corrective Actions
to prevent Recurrence
to prevent Escape
30-Day Action List
Always To Do
Bring As Is?
Communication Plan
Communication
Constrained Resource Analysis
Specification
Specifications
Tolerance
Tolerances
Factors to Consider
Additional Criteria
Yes/No
Req
Y/N
Optional
Document and Analyze the Current State
Improve and Test the New Process
Clean Up and Present
S&OP (units)
Process Specifications
Required
Add details to
Brainstorm
Strategic Planning
Policy Deployment
Strategic
Effective

Achievable
Strategic Alignment
Effectiveness
Achievability
Implementation Plan
Collect current state data
Solicit improvement ideas
Prepare training materials
Ensure that preparation assignments are being
completed
Review data gathered and ideas received.

Clarify if needed.
Confirm that EVERYTHING is ready
Test equipment
Play catchball until agreement is reached for

Option
Job Requirements
Job Descriptions
Requirement
Process Requirement
Labor
Establish the Team
Staff Unavailability
Availability Strategy
Peak Volume Strategy
Incentives
Individual Assessments
Evaluations
Potential Concerns
Approaches to Gain Acceptance
Measures of Acceptance
Facilitate Transition
Optimize Performance
Measures of Improvement
Attendance
6S

5S
5 Whys
Objective Tests
Error-Proofing
No Observed Failures
Error-Proofed
Accidents
Date of Last Accident
Poke Yoke
RED TAG
Days since last accident
(visual, touch, or sound)
High Confidence
Verified
Verification
Audit Criteria
Audit questions that can't be phrased in a way so

that "yes" is the desired answer
Eval. Measurement Technique
Discipline
Lean Management
Gemba Walk
Gemba Walk Topic
Lean Management Systems
Visual Controls
Implement & Validate
Permanent Corrective Actions
Prevent Recurrence
Similar Systems
Congratulate & Celebrate
If Problem Recurs or Side Effects are Noticed

Error-free
Visual Scorecard
Little or no effort
Showing some effort, but unacceptable results

Minimum acceptable
Very good

Must receive outstanding scores for 5 audits in a row
to reach this level
Inspection
Inspection Instructions/Forms
Maintenance Schedule
Production Scheduling/Control
Unacceptable
Showing effort
Just Acceptable
Sustained Excellence
Gages
Engineering Change Approval
PPAP Production Part Approval Process

Very
Moderately
Moderate
Minor
Remote
Almost Impossible
Almost Certain
Major
Extremely
Hazardous
None
No discernable effect
Annoyance
Loss of
Degradation of
an Essential Function
a Convenience Function
Function
Prioritized
Unprioritized
Prioritized List
Unprioritized List
Satisfier
Dissatisfier
Delighter
Simple
Audits
No Action Needed

Automated Detection Controls immediately notify
the worker.
Test first piece
Automatic production lock
is detected.
Transportation
Air travel
Parking
Transportation and Handling
Height
Width
Row height
Column width
Change Row Height to resize text box
Why
Reason
Reasons
Reasons for Misses
Root Cause
Root Causes
Potential Cause
Possible Root Causes
Possible Cause Theories
Ultimate Root Cause(s)
Determine Root Cause(s)
How did this Occur?
How did this Escape?
Current situation (why does this need to be
improved?)
Cause
Unknown
Where
Company

Location
Location(s)
Department
Dept
Functional Area
Functional Areas
Work Area
Work Center
Work Station
WS
Machine
Distance
Between
Within
Distance Within
Distance Between
Feet
Meters
Miles
Kilometers
Conference room
Break out rooms
Rooms
Hotel
Gemba
Teleconference
Web conference
Red Tag storage area
Shelves & bins
Enter data here
Office
Page Navigation
Top
Floor Space
Up
Down
Grey
Above
Below
upper left quadrant
upper right quadrant
Stand Up Meetings
Visible

Visibility
Parent
Function To Parent Level
Requirement From Lower Level
do not exist.
Identical Process
Similar Process
Similar Conditions
Different Conditions
Downstream
Identical
Almost Identical
When
Date
Date (orig)
Version
Revised
Rev
Revision Number
Rev #
Release Date
Release Status
Release Approval Status
Status
Status/Notes
State
Process State
Old State
Old
Expiration Date
Due Date
Due
Scheduled Date
Scheduled
Target Date
Dates & Times Needed
Completion Date
Completed
Done Date
Done
Resolve Date

Final Closure
Class Date
Class Hours
Study Hours
Today
Before
After
Start Date
End Date
Released
Key Date
Date Identified
Before you start…
Not Started
Analyzed
Stabilized
Standardized
Visual
Self Healing
Revision
Date of Expiration or Next Review
Proposal
Now
No experience
New
Limited experience
New application.
Expected to perform
Proven
Unproven
After Processing.
Proven Product Design and Development Verification
Procedure.
New usage profile.
Same usage profile as a previous product.

Procedure is uncertain
wih it.
with modifications to it.
Not validated.
New design innovation, material, use, or operating
condition.
Not specific for this new application.

Process is known but problematic.
Ineffective
Few
Time
Period
Year
yr
Years
yrs
Annual
Month
mo
Months
mos
Monthly
Week
week
Weeks
weeks
wk
wks
Weekly
Day
day
Days
days
Time Period
Work Days
wDays
Periodic
Calendar Days
cDays
Daily
Every day
Shift
shift
Shifts
shifts
Hour
Hours
hours

hrs
hr
Hourly
Minutes
minutes
mins
min
Seconds
seconds
secs
sec
(in seconds)
Lead Time UOM Converter
to switch between
Jumping Off Point
Prior Year
This Year
Year To Date
YTD
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Before each gemba walk
On a periodic basis
perhaps monthly
perhaps weekly
perhaps daily
First
Last
Soon After
Pre-Event
Post-Event
Kick-off Presentation
Interim Briefing(s)

Final Presentation
Celebration
Working meals
Permanent
Next
Number of Rolling Periods
Process Change at Row
Dead End
Barriers to Flow
Less Frequent
Work Time Available

WTA
Available Time
Avail Time
Unavailable Time
Work Time Available/day
WTA/day
Work Time Available/shift
WTA/shift
Work Days/week
Days/week
Lead Time Work Days
Shifts/day
Hours/shift
Mins/shift
Mins/day
Mins/week
Break
Breaks
Break minutes/shift
Breaks & Out of Cycle Work
Start Time
Start
Restart
Planned Start Time
End Time
End
Overtime
Work Time Available/week
WTA/Week

Start & End
Out of Cycle Work
Run Time Available
Run Cycle
Cycle Analysis
Personal, Fatigue and Delay
Run
Run Cycle Analysis
Meals
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Duration
Duration Days
Queue Time
Lead Time
Lead Time
LT
Work Calendar Adjustment Factor
WCA
Process Lead Time
Process Lead Time
Process Time
Process Time
Effort Hours
Effort
Value Add Time

Value Add
Value Add?
VA
NVA
Cycle Time
Cycle Time
CT
Cycle Time Unit of Measure
Cycle Time
Unit of Measure
Cycle Time UOM
CT UOM
Effective Cycle Time
Target Cycle Time
Takt Time
Takt Time
Target %
Pulse (Pitch)
Pulse Cycle
Pulse Cycle End Time
Value % of Time
Activity Ratio
Ideal Cycle Time
Ideal CT in Minutes
Actual CT in Minutes
Time per Cycle
Quantity per Cycle
Work Pace
Lead Time - Takt calc
Operator Cycle Time
If you change Cycle Time Unit of Measure, you must
recalculate
Cycle Time Unit of Measure is used for

Process Time, Cycle Time, and Takt Time.
Non Value Add
Current
Prior

Prior Months
Prior Periods Avg
Current Month
Current Period Avg
Current Time Period
Current Period
Prior Periods
Incident
Work
Work
Walk
Walk
Wait
Wait
Machine Time
Mach
Incidental
Waiting
Machine Cycle Time

Effective Machine Cycle Time
Time Avail. for Change Overs
Change Over
Change Overs
CO
Change Over Time per Day
Longest Change Over Time
Change Over Cycle Time
Unload, Load & Start
Batch Setup (mins)
Batch Change Over Time Goal
Run Time (mins)
Quick Changeovers
External Operators
Time Per Change Over
Load Balancing
Lost Time
Lost Time Events
Downtime
Machine Downtime

Downtime Threshold
Planned Downtime
PD
Unplanned Downtime
UD
Standby
SB
Planned Uptime
Loading Effectiveness
Operating Time
Productive Time
Downtime Loss
Performance Loss
Ideal Operating Time
Net Operating Time
Performance Time
Quality Time Loss
Lost Time Category
Lost Time Reason
Lost Productivity
Scheduling Priority
Scheduling Control Point

Implementation Schedule (months)
Implementation Plan Review
Review
Time Needed per Week
Guaranteed Turnaround Time
Smart use of "excess" capacity
Intervals/wk
At the beginning of each

At the end of each
At specified times
Any time
Release of Design
Start of Production
Cannot detect
Not checked

Long History
Unlikely to detect
Who
Name
Person
Person, Title, or Team
Who or CRUDS Code
Contact Info
Phone
Email
Emails
Reminder Email
Job Title
Role
Roles
Team Roles
Responsibilities
Skills
Knowledge
Knowledge Threshold
Mentoring Skills
Not Doing
Novice
Learning
Competent
Expert
Lean Leadership
Author
Responsible
Resp
Responsible Team Member
Primary Responsibility
Responsible (Role)
Accountable
Accountable Executive
Executive
Executive Sponsor
Champion

Value Stream Manager
Coach
Process Owner
Team
Shift or Team
Team Member
Team Members
Team Membership
Team Formation
Team Leader
Leader
Leaders
Project Leader
Mentor
Facilitator
Coordinator
Co-Leader
Observer
Manager
Management
Supervisor
Supervisor Name
Instructor
Learner
Learner Name
What do you call your workers?
Workers
Employees
# of Workers
Operators
Operator
Op
Staff
Staff Level
Smallest Possible Staff
On-Call Support
Candidates
Learners
Leadership
Executive Leadership
Team Leadership
Launch a New Team
People Development

Daily Management
Visual Management
Project Management
Worker
# of
Smallest Possible
Ethical Leadership
Teams
Customer
Customers
Customer(s)
for Typical Customer
Customers Perspective
Supplier
Suppliers
Competitor
Competitors
Employee
Employer
Stakeholders
Stakeholder Roles
Stakeholders Perspective
Representatives of every group of affected
stakeholders
Supplier or Customer
Auditor
Initials, Date & Time
Periodic Review
Leader Reviews
Recipients
Recipients & Methods of Communication
Approval
Request
Initiator
Initial Approval
Approval Signatures
Authorization to Begin This Project
Authorization to Implement

People with primary decision-making authority for
proposed changes
Review and approve all changes
Approve
Notify
Publicly recognize and thank
those that most deserve it
Approval 1
Approval 2
Approval 3
Approval 4
Who1
Who2
Who3
Measures
Measure
Measures & Targets
Metric
Metrics
Objective
Objectives
Objectives, Measures & Targets
Process Design Objectives
Goal
Goals
Target
Targets
Learning Objectives
Strategic Challenge
Next Target Condition
Current Condition
Subjectively measured Collateral Benefits

Anticipated
Observed
Goals Impacted
Reputation / Goodwill
Current Conditions
Desired Conditions

Priority
Pri
Our Priority Ranking
Importance
Imp
Rank
Formula
Formulas
Percent
Ratio
Average
Averages
Avg
Summary
Sum
Sums
Subtotal
Subtotals
Total
Totals
Grand Total
Change
∆ Change
Critical Path Totals
Sub-Stream Totals
Value Stream Totals
Value
Correlation
Correlations
Trend
Trends
Cumulative
Cum.
Summary by
Max
Peak
Ideal
Typical
Adjusted
Summarize

Probability
Standard
Median
All
Large
Include in Value Stream Totals?
Small
Mode
Detailed
Details
Standardize and Share Success
Projected
Actual
Variance
Var.
Gap
Estimating
Red
Yellow
Green
Modifiers
and
&
or
per
#
of
by
for
in
to
and/or
then
with
without
0
!NOT
and more
from

if
Symbols
▼
Customization Log
Write down brief reminders of any customizations

that are not automatically found and transferred, and
therefore will need to be manually reproduced in
your new template each time you upgrade. (See
online training)

and your entries in this Customization Log will
automatically be transferred to your new template
If the 'Personalized' field (above) = TRUE, then when

you upgrade, there will be an entry in the 'Upgrade
Log' sheet in the MultiUserChecklist.xlsx, which will
alert you to "See (hidden) Customization Log sheet"
for this workbook.
Has this master template been personalized?
The Personalization Upgrade Utility will

automatically find & transfer personalizations each
time that you upgrade

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Data Validation Dropdown Lists
<DV List Title>
Translation Table
English
English
Spanish
Portuguese (Brazil)
Chinese Simplified
French
German
Arabic

Rows are OK
Rows are wrong
No Substitutions
User Substitutions
This column does not contain any User Substitutions
This column contains User Substitutions

Maximum substitutions exceeded. Max =
Refer to 'Upgrade Instructions' - so that you know

how to use this User-Defined section in ways that will
easily transfer to your new template each time you
upgrade.
See training in the 'Instructions' section of this sheet.

Help
Additional Help
In addition to the pop-up help that appears when you

click the row or column headers
Relationships between Columns
There can be more than one
Can have its own row, or be on the same row as
Copy & paste an identical cell until there is a new

Scroll to view more Help

When using the PDCA scientific method to improve a
process
Help Text Boxes
+++Learning Experiment+++
It is okay to hide, but NEVER DELETE this 'Help' sheet
See User-Defined Training on the Help sheet

This column width should be
Do not edit below this thin gold line
Purpose of this template
When to use this tool
Help & Training
Empowering leaders to continuously improve

Instructions to use ANY Systems2win template
Ensure that your computer is set up correctly

Familiarize yourself with the training
to learn what every user should know about any
Systems2win template
Training specific to THIS template
is found on this 'Help' sheet and the 'Sample' sheet

is found on this 'Help' sheet

Where to Save and what to Name your working
document
Rename your sheet

Special features for users with disabilities
Some 'list items' in this template have not been

translated
Use the 'User-Defined' section of the TT worksheet to

create (and translate) your own personalized lists.
Provide your feedback & ideas

Suggested Reading
Systems2win online training and videos

Suggested Reading and Resources
Systems2win Training & Support home page
150+ pages of online training for Lean Kaizen

Lean Methods for High Mix and High Demand
Variability
Process Observation instructions
Process Design Objectives - Systems2win training

License Agreement
Systems2win Newsletter
for valuable tips, announcements, & webinar
invitations
The role of the Change Agent

the most important role in any continuous
improvement team
Balanced Measures Scorecard ideas
Problem Solving using an A3 Report
TWI Training Within Industry Job Instruction method

Standard Work
Systems2win training for how to use Excel

Software Selection & Implementation
Translations
To easily switch between languages,
Translated Labels
More training online
Tip: You can optionally use the 'User-Defined

Training' section at the bottom of this sheet to
provide additional help (in any language).
What is (and is not) translated?
See training online

See online training for ideas

Your leaders can personalize this section with your
own training
It is okay to insert more rows in the User-Defined

Training section above.
Excel Training

Tips for using ANY Systems2win Excel template
2LearnExcel - Self-Paced Learning Tool

How to use the Systems2win menu

This is the ONE thing that is different about using

except that you must use this special utility to copy
sheets
Hide or Unhide a Sheet
Several sheets are usually hidden in most

Systems2win templates:
TT (Translation Table), CLog (Customization Log), and
the 'Template' sheet
Link a Cell or Text Box to show the value of another
cell
Shrink To Fit
Formula Auditing
Systems2win menu > Highlight Cells > Containing
Formulas
to learn how (and why) to use Styles
Use Cell Comments to add user-defined pop-up help

to row and column headers
Known issues
Excel Tips most valuable for using THIS template

Tips unique to this template are red with three
asterisks ***
Hide or Unhide Rows or Columns

Don't Insert Rows or Columns
Important Tip: Rather than inserting a row or column,

it is almost always better to COPY a similar blank row
or column
thereby copying ALL formats and formulas.

Copy Cells, Rows or Columns
Insert Copied Cells
Copy Cells
Resize columns to view long text

Move entire rows or columns
Right-click & drag entire row or column;

'Shift Down & Move'
Move individual cells
It is easy to corrupt a formula, so first save a back up

and then experiment with various ways of moving
cells
Copy cells (less than an entire row or column)

Usually, you can use simple Copy
Copy (CTRL+C), then Paste (CTRL+V)
but it is often safer to use
Paste Special > Values or Formulas
*** If you use 'cut' or the regular 'paste', your

formulas and/or cell formats might get damaged.
Delete
How to choose the right way to delete
1) Use your Custom Formula Zone
2) Highlight cells containing formulas

If you accidentally delete a formula,
you can often repair it by simply copying a similar cell
Filter
your data in useful ways
Sort
Scenarios
Insert Hyperlinks
CTRL+K
Link Icons

Split Window or Freeze Panes
to always have column or row labels visible as you
scroll
Borders
Thin gold lines
to keep your ranges and lists intact
Try it! Change the row height of the thin gold line
below, then select
Systems2win menu > Reset Thin Gold Lines

How to Bend an Arrow
or another type of bent shape
How to use Excel hierarchy diagrams
To Copy Visible Cells Only
Select the Filtered area that you want to copy, then
Home > Find & Select > Go To Special > Visible Cells
Only
Unless you unprotect the worksheet...

(which you should only do for a short time if you
REALLY know what you're doing)
*** Do not insert, delete, copy, or move rows or
columns in this workbook!!!
You can:
Hide and Unhide rows and columns
Copy less than an entire row or column

*** Do not use 'Wrap Text' in this workbook
Or your chart will no longer align with rows.
Instead of 'Wrap Text' -

refer to notes in the Comments text box, or use a
Link Icon.
*** In this workbook… Do not use both 'Filter' and

'Hide Rows' at the same time.
The count needed to import from sheet to sheet will
be incorrect.
*** You should almost never move a cell in this

workbook
without moving the entire row.
How to unprotect a sheet
Every Process Box cell is related to:

a) 6 columns (The Process Box and the 5 columns to
the right)
b) 4 rows (the Process Box and the row above it, and
the 2 rows below it)
and these rows and columns must always stay

together.
Do not move or delete the first, second, or last

Process.
Re-protect your worksheet as soon as possible,

so that you don't accidentally damage formulas
*** To define predecessor relationships between

tasks
you can use any Excel calculation
For example: The Start Date for a task might be equal

to the End Date for the preceding task. Or equal to
the Start Date for the Phase + 14 days. Or you might
write IF statements.
See Sample worksheet for examples.
*** Don't move individual cells, which will corrupt
formulas
Instead use Copy, then Paste Special > Values

*** You cannot Insert, Delete, Copy, or Move
columns in this workbook
You can:
Hide and Unhide columns
Copy less than an entire column
The purpose of this unique learning tool is to teach

just about everything that you need to know about
Excel.
There are no special Excel tips for this template.
For any other Systems2win template -

you will want to come to this section to quickly
review the few Excel tips that are most valuable for
using THAT template.
*** To quickly copy a box
Copy & Paste an entire cell containing a similar blank
box and arrow
*** Do your editing in the formula bar

not directly in the cell.
(This is especially important when copying bullets)

Printer Page Setup
The default is to print everything on one page, and…
You have all the power of Excel's 'Page Setup'

features
to print any way you want to.
Merge Cells
*** Copy only values (not formulas and formats)

Paste Special > Values
Tips to avoid broken links
Transpose
between horizontal and vertical data
cannot be blank
Sample

Shapes above are affected by row hide, copy…
Favorite Shapes
To avoid distorting shapes, Column width =
To avoid distorting shapes, Column width = 45

Standard Shapes
Easily copy & paste Standard Shapes:
Where to find this document

with the Custom Formula Zone
To optimize view size: View > Zoom
Scroll down for help and more shapes

For instructions, see Systems2win 5SRedTag
template
Master Data Entry Sheet
Otherwise… do ALL of your editing here (on a copy of
the 'Template' sheet)
Then 'Generate Report' only when ready to print to
paper or PDF.
To manually resize an image, drag its lower right
corner.
To automatically resize row heights, use the button

to 'Renumber Steps'. Do not use AutoFit Row
Heights.
ALT+ENTER for paragraphs.
Don't leave any Instructions blank.
Confidential and proprietary. Do not use or disclose
outside of intended purpose.
To use empty space, use a clear text box grouped
with the image.
* Explain on back of tag
Do not edit any data below this line
Any image wider than 2.1" will have its own row
when you 'Generate Report'.

Sketch layout of work area
Legend of Color Codes
To select multiple objects, use the 'Select Objects'
arrow
Unhide Columns
Do not edit this section
Do not edit
Do not edit grey cells
Hide Columns
Always move or copy ENTIRE ROWS
Date
Description
Author
.
.
.
Do not edit blue cells
between the gold lines
above this line
below this line
Print Area
Examples
Template
HELP
from this working document

Working Document
Some features have been removed
Help for Systems2win working documents

sheet is missing data

Advanced Training
Also refer to 'User-Defined Training' at the bottom of

this page
Major Steps in bold

Training and Coaching
Ideally - each supervisor will personally train their
people
are available from Systems2win's global network of

qualified consultants
The right side of your A3 should usually remain blank

until the left side has been approved.
The most important thing to learn about this
template is
Users of this template are expected to have already
completed this foundational training
tracking progress using your Cross Training Matrix
template
Training and Coaching Services
and the VC worksheet should have YOUR company's

header field labels,
and header field default data
(which can be overwritten in the header field of any
sheet)
Before using this tool…

your Leaders should have already personalized this
template
Change Printer
Systems2win menu > 'Change Printer' will

temporarily change your default printer:
a) only for Excel
b) only for this session
(it will revert back to your Windows default printer
the next time you open Excel)
See example on the 'Sample' sheet.
Fill in the printed checklist in handwriting
as you physically inspect the gemba

Transcribe the scores

from your handwritten checklist into the 'Score'
column
Ponder and reflect

to continuously improve
Add or update tasks
on your Team Accountability Board.
Archive the handwritten checklists in a 3-ring binder
as part of routine Leader Standard Work.
Any point above UCL or below LCL (+/- 3 sigma)

Bias -- n points in a row above or below the Average
Center Line
Trend -- n points in a row increasing or decreasing

Oscillation -- n points in a row alternating up and
down
below -2 sigma
below -1 sigma
Hugging -- n points in a row inside 1 sigma (Zone 3)
Jumping -- n points in a row outside 1 sigma (Zone 3)
Logical steps
that advance
the work
Tips: + safety
◊ quality
√ ease
• Reasons for key points

"If the learner hasn't learned, the teacher hasn't
taught"
Perhaps use brainstorming
See training for List Reduction

Create list of items to be prioritized
Compare two items at a time
Define the decision that needs to be made
Make decision
Ensure that everyone understands and agrees

Follow the online instructions
Do a Coaching Cycle
Do the Learning Experiment
Header Row for a Page Break
Has every worker been trained to do things the new

way?
Are workers performing the work in accordance with

the most recent Standard Work Instructions?
Is everyone welcoming the new process without
resistance?
Is the area manager following the Leader Standard

Work to monitor and support compliance with the
new process?
Are consequences in place for not following the new
process?
Are the lean management systems adequate?

Working well?
Has every line item been completed?
Has the Process Analysis audit been completed?

(with its Corrective Actions to supplement this Audit)
Are workers pleased with the improvements?

Do they feel that their work has been simplified?

Have any unforeseen consequences arisen?
Positive or negative.
Check with downstream customers.
Completion of this Audit will also require review of

several other documents, including…
which can be found in the shared folder that contains

all documents related to this Event:
Follow the Steps on the sheet
Use the 'Action' sheet to assign Tasks.

See the sheet
Optionally link to related documents, photos,

sketches, flowcharts
to help define the problem.
Summarize the problem in measurable terms

using words understood by the customer.
Then summarize here:
Interim Actions taken
How effectiveness of each action was verified
% Effectiveness
Link to sheets or workbooks
for your chosen methods for root cause analysis.
Perhaps…
Perhaps with separate sheets for Occurrence vs.
Detection.
5 Whys for each 'Possible Cause Theory' on the
'Problem' sheet
In addition to verifying each Possible Root Cause on
the 'Problem' sheet…
Summarize the ultimate root cause(s) for how this
occurred,
and how you verified that this was actually the root
cause.
Summarize the Escape Point

(where the problem should have been detected and
contained)
and the ultimate root cause(s) for how this escaped
In addition to Tasks assigned on the 'Action' sheet,

summarize proposed countermeasures
to prevent recurrence.
to eliminate root causes, without new problems.

to completely eliminate any possibility of future
escape.
or the Decision Matrix where you chose which Actions
to take.
Provide documentation to substantiate success
of Corrective Actions for Occurrence & Escape.

Describe the changes made to specific policies &
documents
to prevent recurrence or escape
and provide links to the relevant documents.

If a document is not updated, enter "NA". (Don't hide
or delete the row)
List similar systems that might have potential for a
similar defect
and assign 'Action' Tasks to prevent similar defects

from happening in similar systems.
Perform Tasks assigned on the 'Action' sheet.
What objects have/don't have the problem?

What defects are/are not appearing?
What is happening/could be happening but is not?

Which locations/work centers?
Where/where not on the object?
When first noticed? Could have been noticed, but
was not?
When noticed/not noticed since?
When/when not in process sequence?

When/when not in life cycle?
completing only the Title, and sections:

Approve release -
if (and only if) this meets the criteria for
Get approvals from each supervisor to allocate time

for this.
Complete as much of the Problem Analysis as

possible.
further define the problem

Choose & use any other methods for root cause
analysis.
Verify that the root causes are truly the root causes.
For each Proposed PCA…

Document how you verified the % Effectiveness
Concur that the effectiveness of each proposed
Corrective Action is verified.
Reach consensus for which Corrective Actions to
make permanent.
Establish system for long-term monitoring

Assess removal of
change specific documents
of a similar problem in similar systems.
of successful resolution
Re-open a new Revision of this workbook - and return
to

BANNERS

TABLE OF CONTENTS
Shapes
Custom Shapes
Kanbans
Information Flow
Healthcare
Editing
Movement
Snap To Grid Shapes
Snap Off Shapes
Additional Shapes
Flow Chart Shapes
Flow of the Thing Being
Processed
Our Rating Systems

Buttons
Select Translations and Substitutions
Open a Blank Sheet

Hide / Show Rows
Add Columns
Change Lead Time UOM
Import Old State Data
Print
Print Audit Checklist
Print Trends
Change Printer
Add to History
Choose Source Data
Print Rating Criteria

Add Image
Renumber Steps
Generate Report
Print Comments
Sort by Date/Shift
Generate Filtered Log
Import from Daily Log
Generate Filtered Sheet
Andons
Pre Post
Change # Rows and Columns
4 Phase QFD Wizard
Add or Remove Columns
Import Data
Show
Pareto Refresh
Add Rows
Configure Chart
Export Data
Chart All Operators
Chart Selected Operator(s)
Change Currency
Apply Chart Labels
Add or Remove Rows or Columns
Copy RevLog
to Target Workbook
Select Translations and Substitute Phrases for
THIS Template
Period End Processing
Select Language of Data
Fix Row Heights
Recalculate
Copy Chart
Update Chart
Objects
Unprotect
Protect Sheet
Print Area 1
Print Area 2

Print Area 3

Systems2win menu
Initial Training
How to Find and Open Templates
Copy Sheet…
Insert Link Icon
Copy Shapes
Styles…
More
User Group
Road Map — Lean Transformation
Reset Gold Lines
Training
Sitemap — Training and Support
Videos
Excel Training
Drawing with Excel
Tips for Hyperlinks
Languages
Lean Glossary
How to Save As PDF
Unlock Sheets
Activate and Deactivate Systems2win…
Installation and Setup Instructions

Change Path to Systems2win Portal…
Sync Now
Select Language for the Systems2win Menu and

Dialogs
What's New
Upgrade
Who to Contact in our Company to Get Upgrades

Free Update
Suggestions
About Systems2win Templates
Templates
Systems2win Portal
Local Computer
Lean Training
Charts

Setup
Installation FAQ's
Translations and Substitutions
Sheets

Systems2win Functions
This Template
Set or Reset Filter
Open a Legacy Document
Systems2win Templates
Excel Ribbon menu > Systems2win tab >

Systems2win Leadership Roles
Insert Sheet…
Documents
Reference
Leadership
Improvement
Training for New Users

Lean Principles
Lean Flow
Think — Hansei
Muda — 7 Deadly Wastes
Hyperlinks and Data Links

CHART TITLES & LABELS
Cause & Effect Pareto
OEE Waterfall Chart - Summary Average
OEE Waterfall Chart for specified Row Number

Unplanned Down
Value Add Analysis

Operator Load Balance
Machine Balance
Impact Effort PICK Matrix
Quality Screen
Delivery Screen
Demand Amplification Screen
Work Balancing Chart
Sort
Straighten
Shine

Standardize
Sustain
Safety
Total

Duplicates
in the Systems2win menu, select…
Hide / Show Rows
Print
Link a Cell or Text Box to show the value of
another cell

Text Boxes
Contents

Click the link
Help
When you have finished reviewing

this
HELP & TRAINING

SAMPLE
Click the button

Click this button
Click the button

use the 'Template' sheet
(or a copy of it)
as the starting point
for YOUR work
Training
Training & Video
See training for this template — online
Purpose
Benefits
Learning Experiments
Learning Experiment:
Try it.
Follow the step-by-step instructions
Assignment:
to learn how to use basic and

advanced features of this template
Unhide Rows & Columns
Select the rows or columns on either side of the

hidden ones, then Right-click > Unhide.
Always look for hidden rows or columns before

inserting or copying new ones.
And get in the habit of hiding rows or columns -
rather than deleting them.
Set Page Breaks
Set Print Area
View > Page Break Preview
drag the blue borders to change the print area
and page breaks
How to set 'Page Breaks'
Cell Links
Any cell on this sheet can be instantly updated

with the value from any other cell on any Excel
worksheet.

Perhaps link to or from cells in the 'Custom
Formula Zone' of this or any other Systems2win
template.
Viewing Tips
View > Zoom
& Freeze Panes
Tips
Tip
How to do it
How to use Filter

Thin Gold Lines
Custom Formula Zone
The lower right quadrant of each sheet is the

zone where you can write your custom formulas
without conflict with the primary work area.
Own yours now
How to use Excel as a drawing tool

without Visio
How to Select Shapes

Multiple methods
How to Copy Shapes
How to get Help
for any shape
Custom Shapes
How to add your own

Try the other
150+ templates for
Kaizen Lean Six Sigma
Test drive them all
with a money back guarantee
Get fast answers
We know your time is valuable.

If you can't find what you're looking for
- call us for free tech support - even
during your trial period.
Full licensed version -

so when you purchase, there will be
no need to transfer your work from
your trial to your new licensed
template.
Tip: Don't do too much real work on a
trial template.
It is VERY IMPORTANT
to follow the
Excel Tips for THIS template
Instructions for how to use this tool
See Instructions on the 'Help' sheet
For more rows or columns
Copy a similar blank row or column

(Don't use 'Insert > Rows')

1) Unprotect the sheet
2) Copy a similar blank row
3) Reprotect the sheet
Unprotect the sheet
Reprotect the sheet
Pop-Up Help
Click any row or column header for pop-up help
Click the cells for pop-up help

Glossary
Styles
Styles can be particularly useful on this template

Systems2win menu > Styles
Avoid accidentally deleting formulas
Systems2win provides convenient ways to

identify cells containing formulas.
To recalculate manually
Tip: Whenever your data doesn't look correct,

first try to recalculate manually
CTRL+SHIFT+ALT+F9
Then recalculate
Import Old State
Comparison Data
Make sure that the other sheet is displaying the
Scenario that you want to import, and its data
has been recalculated
2) Click the 'Import Old State Comparison Data'
button, then recalculate
Best practices for the 'Who' code

1) Have codes for teams and roles,
(rather than specific people)
2) Have codes that start with "U" for "unspecified"

person or team that will become specified as the
time gets closer.
Optionally link to document(s) defining

responsibilities for each role.
Row Heights
Types of Arrows
Adjust width of this column to adjust width of chart

(This box doesn't print)
ALT+ENTER
For "paragraphs" within a cell
Training Videos
Kaizen Training
Training videos
Training video
Lean & Kaizen training
Online Education
Balanced Scorecard teachings & ideas
Cell Comments
Right-click > New Note
Request Free Consultation

Request Consultation

Dropdown lists are defined on the DV sheet.
Dropdown Lists
If an arrow appears when you click a cell, click

the arrow to select from the dropdown list.
Use this DV sheet to maintain your user-defined

dropdown lists.
Personalize Your Document
Add a Dropdown List
Simply Copy one of the cells below, and then
'Paste Special > Validation' on your other sheet.

Personalize
Sample Dropdown List
Personalize it
To insert cells
Right-click > Insert > Shift cells down
Link To Related Documents
You can (optionally) use Link Icons to link to

related documents or web pages.
Try it for yourself.
Personalize your own lists
Your leaders should have already personalized
the 'DV' sheet in your master template - so that
you are starting with typical dropdown lists for
YOUR company.
And then you can make additional changes for

this unique working document. (if needed)

Change the Codes in the Sample Dropdown List,
and notice how your changes show up in the
dropdown list in the white cell above.
Styles
Copy Sheet
To copy a sheet in any Systems2win template,
you should always use
which protects you from a whole series of known

bugs with Excel's usual 'Copy Sheet' command.
Instructions
Online Instructions
See complete instructions on the 'Help'
worksheet.
See the 'Advanced Training' section of the 'Help'
worksheet.
Month, Year
Comments
Quality Functional Deployment

Matrix
Importance
Competitive Analysis
Demanded Qualities
Category Level 1

Category
Man
Machine
Methods
Materials
Process Inputs
Customer Requirements
Potential Output Measurement Metrics
Objectives
Responsible
Problem Analysis
Each stakeholder representative "signs off" when

they agree that
the presenting problem and its root causes

appear to have been sufficiently analyzed.
Countermeasures
alternative countermeasures have been
sufficiently identified and improved upon.
Periodic Reviews
Keep scheduling periodic reviews (and copying

this column) until satisfied that the desired
improvements have proven to be sustained.
Maximum Impact
If you want your highest-rated alternative to have

an Impact rating lower than 10, (because none
your alternatives are THAT good), then you can
adjust the scale.

Timeline Shapes
Start
Quality Check
Milestone Completion
Not Used
This Systems2win template does not use a
'Template' worksheet.
All editing is done directly on the other
worksheets - (without the need to first copy a
'Template' worksheet).
If you add or delete rows

You will need to copy formulas from a blank row
for 'Cum. Goal' and 'Cum. Actual' and paste them
into the row just below where you added or
deleted.
Pulse Actual
column always needs a number -

even for Breaks
('Pulse Actual' for 'Breaks' is usually zero)
What?
How?
Why?
How?
Audit Procedure Instructions
Audit one job per day per team.

Audit several full process cycles. (not just one)
Audit one person for a few days, then another.
For any questions answered "no", corrective
action should be taken by the supervisor before
the end of the shift.

Your Chart will only work correctly after you…
Define your Project Start Date
Enter the 'Start Date' in the 'Total Project' row.

Select Systems2win menu > Configure Chart
Tip: If your 'Project Start Date' ever changes, you

need to do this again.
Important reminders
Don't insert rows - copy blank rows instead

(to include all formulas and formats)
Study all Excel Tips on the Help worksheet
Delete this textbox to begin editing
Hide unused sections

(don't delete)
How to hide and unhide rows and columns
Hide & unhide rows & columns

Copy the entire cell
that contains the text box and the
arrow
rather than copying the textbox and the
arrow individually
Link Cells
Concatentate Linked Cells

Hide blank columns
Rating System for
1-10 scale
(Whole numbers only)
Objectives
Measures & Targets
Action Programs
Action Items
to choose the sheet and date to analyze.
Color / Level Thresholds
The values you define here determine the colors

on all sheets in this workbook.
Don't copy this sheet
Do not edit the top Comments text box,

which gets auto-populated when you select
For greatest impact - hand write 'Additional

Comments' on the printed paper that you post on
your Team Accountability Board.
Level
Whenever you make a change to a workbook

that has a Revision Log:
1) Make an entry in the 'RevLog' sheet.

2) Save an archive copy of all old versions of
your document - following your company's
'Document Storage and Naming' conventions.
Tip: Use RevLog.xlsx to copy a 'RevLog' sheet to

any Systems2win template.
How to edit your own

Conditional Formatting
Using symbols
for red, yellow, green Visual Controls
Use this sheet as one central place to update

field labels and default data for every sheet in
this workbook.
Learn More
Personalize your header fields

rows or columns on the VC sheet.
rows or columns in this table.
Standard Work
Combination Table
Standard Work Analysis
To quickly hide and unhide marked rows
Absolute and Relative Cell References

How to change between them
Study the Examples

on this 'Sample' sheet
on the 'Sample' sheet
in the Lean Assessment template (Assess.xlsx)

Charts need 3 dates of History to display trend
lines.
Hide or unhide the history you want to chart.
Charts automatically resize
Special tips for how to personalize this type of

assessment template
Link to Pictures
Use a Link Icon to link to YOUR folder that

contains pictures related to this process.
Rating Criteria
Optionally define 5 levels of Rating Criteria for
each topic
Systems2win menu > Print Trends

to print History and Trends,
or 'Print Audit Checklist'
for the checklist only.
Also see 'RevLog' sheet

columns,
it is critical to keep related columns
together
Always keep a primary column together with the

calculation column to its right.

rows or columns,
it is critical to keep related columns and
rows together

Core Team
Repeat Data
DON'T MERGE CELLS
For Filter and Pivot Tables to work correctly -
identical data must be repeated in some
columns.
Data in Multiple Languages
In any Language Translation section…

(to the right)
Select the pink cell containing the name of your
desired Language, then
If a column exists in the Language Translations
section
then you must first do your editing in the Primary
Language
If a column does not exist in the Language
Translations section,
then you edit those columns in the main form.
Provide Training
perhaps using TWI Training Within Industry Job

Instruction methods
and/or Systems2win instructor-led training
Multiple Languages
See online help for how to create dropdown lists

in multiple languages
How to personalize text
Follow these instructions instead.

Pictures and Charts
Pictures
Diagram
Hide Unused Rows
Hide Unused Columns
Page Navigation

Hide unused rows and columns
One Row Per Shift

Chart Alignment
See Training on the Help sheet
See training online
Important
Important
To add or delete cells

Select cells
To Delete -- Ctrl+- (minus symbol)

To Insert -- Copy, then
Insert Copied Cells
Ctrl+Shift++ (plus symbol)
To copy a picture of your selected chart to the

clipboard, where you can then paste it to any
other document…
Stability Analysis
Rolling Time Periods

Flat Line Threshold
Copy as picture
To copy to Word, PowerPoint, Excel, or any

other document - you can copy cells as a static
picture, which can then be pasted just like any
other image.
Grey cells = Task not required on this day
List your options, with no attempt to prioritize

them.
Enter the ID number for your preferred choice.

For each pairing of items on your list, ask
"If you could have one of these but not the other,
which is more important?"
"Which is more important, and how much more?"

Select from the dropdown list
Training for Excel Shapes

Start Date = the MONDAY that starts this work

period, or the MONDAY before the start of this
work period.
Header fields marked with an asterisk (*) must be

edited on the 'DV' sheet.
Start Here
Follow Links
for Contact Info
and Role Clarification
To see your selected language in the main FMEA

form…
which sets the borders and cell formats for the

main FMEA form, and all Language Translations.
Before you analyze, print, or publish —

always click these buttons
(to calculate 'Max' Severity and 'Low' Detection)

Use the buttons in the Systems2win menu in the
Excel Ribbon bar.

Andon Button
See online training for how to print different

areas.
This Sample data assumes that (on the 'Help'

sheet) you have chosen the Cycle Time Unit of
Measure:
If you're not using translations, you can overwrite

any VLOOKUP formula with simple text.
It looks like white space... but every cell is used

for data entry or formulas.
Add Rows
Move, Copy, Hide or Delete Rows or
Columns

SIPOC Diagram
Title<Title>
Header Data Revised: <date> Author: <name>
10 <Verb> Process Step
Enablers: Wastes: Non-customer

stakeholders
Filename: 563286665.xlsx, From Systems2win template: SIPOC.xlsx, Worksheet: Template, Page 226 of 227
Comments
Enablers: Wastes: Non-customer

stakeholders
Filename: 563286665.xlsx, From Systems2win template: SIPOC.xlsx, Worksheet: Template, Page 227 of 227

SIPOC Diagram: For ANY Systems2win Template

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SIPOC Diagram: For ANY Systems2win Template

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SIPOC Diagram: For ANY Systems2win Template

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What is the purpose of a SIPOC diagram?

What is the purpose of a SIPOC diagram?

What are the 5 elements identified in a SIPOC diagram?

What are the 5 elements identified in a SIPOC diagram?

SIPOC Diagram

Purpose of this template Links

1. To provide an "at a glance" overview of a process.

Help & Training

Open a Blank Sheet

Ensure that your computer is set up correctly Link

Watch the Quick Start Training Videos

Training and Coaching Services Link

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: Help, Page 1 of 227

See training online Link

Training Videos Link

© Systems2win. All rights reserved.

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: Help, Page 3 of 227

© Systems2win. All rights reserved.

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: Help, Page 4 of 227

It is okay to insert more rows in the User-Defined Training section above.

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: Help, Page 5 of 227

Kanban containers & 3.1 Package end products

Has this master template been personalized? 0 <<< Personalized?

If the 'Personalized' field on your 'CLog' sheet = TRUE,

Brief Description Links Where

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: CLog, Page 8 of 227

Use Systems2win menu > 'Select Translations and

INSTRUCTIONS to use this Translation Table

STRING TRANSLATIONS - COMMON

STRING TRANSLATIONS - UNIQUE

You can purchase language translations from

If you select a 'User Substitution', then any cell that is

User Substitutions can be used for any creative use -

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: TT, Page 10 of 227

Systems2win is the Author of all columns other than

DO NOT EDIT ANYTHING IN THE

Use the 'Customization Log' to make a note of any

Rather than making changes in any language column,

Do not insert, delete, or move any columns

It is OK to insert, delete, or move rows only in the

Follow ALL of the guidelines for How to Personalize

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: TT, Page 11 of 227

If the 'Personalized' field on your 'CLog' sheet = TRUE,

© Systems2win. All rights reserved.

Titles and Purposes of Systems2win templates

To create your own custom templates, starting with

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: TT, Page 12 of 227

To clearly define the scope of a project or team

To make software upgrades easier by maintaining a

To clearly communicate process design objectives,

Copy this Revision Log worksheet to any other

Multi-User Setup Checklist

Your leaders use this checklist to ensure that your

Value Stream Map

1) to graphically illustrate the flow of the thing being

Template © Systems2win. Filename: 563286665.xlsx, Worksheet: TT, Page 13 of 227

Supply Chain Value Stream Map

To graphically illustrate the flow of inventory and

To learn some of the fundamental concepts of value