Standard Work

Purpose of this template Links

To analyze, improve, and maintain consistency - Link
for a repetitive process.
See online training for more purposes

Help & Training

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

Watch the Quick Start Training Videos

to learn what every user should know about any Systems2win template Video

License
This Excel document is licensed for use only on computers that have the Systems2win add-in installed Agreement
How to share your PDF document with unlimited users (with or without Systems2win installed) Link

Optional Links
To easily switch between languages, Link
and/or user-defined substitute phrases
In the Systems2win menu, select…
Translations and Substitutions > Link
Select Translations and Substitute Phrases for THIS Template
Example: Try it, and notice how this cell changes.

Training and Coaching Services Link

How to personalize your Systems2win templates Link
Provide your feedback & ideas Link
to empower leaders to continuously improve

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: Help, Page 1 of 346

 Instructions to use THIS template
Also refer to 'User-Defined Training' at the bottom of this page
Before you start… Links
Users of this template are expected to have already completed this foundational training
Initial Training - Quick Start Link
Excel Tips most valuable for using THIS template Link
Your leaders should have already personalized the 'DV' sheet in your master template - so that you are starting with Link
typical dropdown lists for YOUR company.
Online Training

See training online Link

Training Videos Link

There are 7 training videos.
Do not skip the first one.
Major Steps in bold

Default Units of Measure and Data

Cycle Time Unit of Measure
Cycle Time Unit of Measure is used for Link
Process Time, Cycle Time, and Takt Time.
Select from the dropdown list Seconds
If you change Cycle Time Unit of Measure, you must recalculate
To recalculate manually
You must choose one Cycle Time Unit of Measure CTRL+SHIFT+ALT+F9 Help
for all worksheets in this workbook, and stick with it.

Before doing anything else, you must first define your Default Units of Measure and Data
1) Cycle Time Unit of Measure (in the pink cell above)
2) Default Units of Measure and Data
(in the pink cells near the bottom of the StdWk sheet)

More training online Link

Additional Help
Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help Link
(in any language).
Training and Coaching Links
Ideally - each supervisor will personally train their people
tracking progress using your Cross Training Matrix template Link
Training and Coaching Services Link
are available from Systems2win's global network of qualified consultants
Request Free Consultation Link

© Systems2win. All rights reserved.

Suggested Reading
Suggested Reading Links

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: Help, Page 2 of 346

 Systems2win online training and videos Link
to learn more about this subject
Suggested Reading and Resources Link
to learn more about this subject
Systems2win Training & Support home page Link
with links to many free training videos
Glossary Link
150+ pages of online training for Lean Kaizen Link
Lean Methods for High Mix and High Demand Variability Link
Process Observation instructions Link
Process Design Objectives - Systems2win training Link
License Agreement Link
for your Systems2win templates
Systems2win Newsletter Link
for valuable tips, announcements, & webinar invitations

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: Help, Page 3 of 346

 Excel Training
Tips for using ANY Systems2win Excel template Links
Excel Training Link
2LearnExcel - Self-Paced Learning Tool Link
How to use the Systems2win menu Link
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
Tips unique to this template are red with three asterisks ***
How to use Excel as a drawing tool Link
without Visio
Icons
Easily copy & paste Standard Shapes:
Systems2win menu > Copy Shapes Link
Insert Hyperlinks Link
CTRL+K
Link Icons
Systems2win menu > Insert Link Icon
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.
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
Copy Cells, Rows or Columns
Insert Copied Cells Link
Move entire rows or columns Link
Right-click & drag entire row or column;
'Shift Down & Move'
*** Don't move individual cells, which will corrupt formulas Link
Instead use Copy, then Paste Special > Values Link
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 Link
Copy as picture Link
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.
To recalculate manually Link
CTRL+SHIFT+ALT+F9
Tip: Whenever your data doesn't look correct, first try to recalculate manually

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: Help, Page 4 of 346

 Charts Link
Filter Link
your data in useful ways
Split Window or Freeze Panes Link
to always have column or row labels visible as you scroll
Borders Link
For "paragraphs" within a cell Link
ALT+ENTER

© Systems2win. All rights reserved.

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: Help, Page 5 of 346

 User-Defined Training
Your leaders can personalize this section with your own training Help
User-Defined Training Links

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: Help, Page 6 of 346

 .
. Standard Work
Cycle Analysis - Shift
Title Process or Item Number User1
Description Description of the Process and/or Item
Author <name> User2
User3 <hide unused rows> User4
User5 Controlled? ISO 9000
User6 Release Status ▼NOT RELEASED
Revised 12/25/2021 Release Date 12/25/2021
ID Document Control No. 123XYZ Version Rev # 123
(could be handed off) Repeat 5.50 6.60 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

External setup per batch ◊ + √ • Optionally copy bullet

C/O ∆ (done by Supervisor) □Batch symbols from gold header above X
Internal setup per batch Scroll down for user-defined
C/O ∆ (Operator 1 responsibilities) □Batch 0.002 14.00 0.03 0.03 Frequency codes 1
See Systems2win menu > Copy
1 1 ▲ Cut: Load cutting machine 0.1 3.00 0.30 0.36 Shapes 1
'Walk' is ANY type of transport
2 □ Walk 3 meters 0.1 1.00 0.10 0.12 performed by an Operator 1
'Wait' = Operator has nothing to
3 ■ Wait for cutting machine to finish 0.1 4.00 0.40 0.48 do but wait for machine 1
√ Click the Link Icon to learn how
2 ▲ Deburr 0.1 4.00 0.40 0.48 to use Link Icons 1
Miter: Unload last cycle, and then
3 1 ▲ load the next one 0.1 6.00 0.60 0.72 + Be careful of sharp edges 1

2 □ Walk 0.1 2.00 0.20 0.24 1

Internal setup per batch √ Follow link to see help for
C/O ∆ (Operator 2 responsibilities) □Batch 0.002 14.00 0.03 0.03 SMED setup reduction 2
Notice that you can word wrap
Bend tube (Red dot is For long2comments
beyond - refer
lines, but only to
2 will
4 ▲ machine end time in next cycle) 0.1 5.00 0.50 0.60 Comments
show when below
you create a Chart 2
sheet (by selecting Systems2win
5 ▲ Weld frame 0.1 9.00 0.90 1.08 menu > Chart All Operators) 2
If you enter a number for
Perhaps use then
'Frequency', a different font color
Time '/Unit' is
6 ▲ Wash frame 0.1 4.00 0.40 0.48 to highlightby
calculated recent changes
multiplying Process 2
Mix ore 'Time' by your number divided by
▲ (3x per shift) 3 0.0003 242.00 0.07 0.09 'Demand' 2
▼JB = Job Breakdown sheet in
Paint & dry this workbook (for Step details)
X/O ▲ (Shared external process) (Shared
(use external batch
Systems2win menu process)
> 'Open ▲FC X
a Blank Sheet' to open a new Job
7 1 ▲ Assemble 0.1 9.00 0.90 1.08 Breakdown sheet) ▼JB 3
Inspect every part ▲ = Follow the link to a related
2 ∆ (done by internal operator) 0.1 3.00 0.30 0.36 document (for Step details) ▲WI 3

3 □ Walk back to start over 0.1 3.00 0.30 0.36 3

Do immediate rework Define YOUR list of document
4 ▼ (about 15 times per shift) 15 0.0015 26.00 0.04 0.05 types on the DV sheet ▲VIDEO 3

▲ Package ∆Shift 0.0001 180.00 0.02 0.02 ▲SOP 3

Do paperwork √ Learn how to include active
∆ (approximate time per shift) ∆Shift 0.0001 125.00 0.01 0.02 hyperlinks in your PDF's http://systems2win.com/c/portal/pdf.htm#links
3
Test the First Part ◊ shape = Quality, + Safety,
C/O ∆ (done by Supervisor) FirstPart √ make work easier X
Inspect every batch + Wear gloves at all times during
∆ (done by external inspector) □Batch this entire process ▲WI X

Sample Filename: 563286687.xlsx, From Systems2win template: StdWork.xlsx, Worksheet: Sample, Page 7 of 346
 ID Document Control No. 123XYZ Version Rev # 123
(could be handed off) Repeat 5.50 6.60 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

To avoid accidentally messing up formulas

1) Add, copy, delete or move entire rows
Don't use Insert > Rows. Use the button to Add Rows.
2) Don't move or cut single cells. Instead, use Copy, then Paste Special > Values.
3) If a row gets messed up - you can always copy the formulas from an undamaged row.

The shaded columns containing formulas must stay unprotected so that you can move or copy them along
with the rest of the row - but be careful not to accidentally delete or edit the formulas.

Sample Filename: 563286687.xlsx, From Systems2win template: StdWork.xlsx, Worksheet: Sample, Page 8 of 346
 ID Document Control No. 123XYZ Version Rev # 123
(could be handed off) Repeat 5.50 6.60 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

Sample Filename: 563286687.xlsx, From Systems2win template: StdWork.xlsx, Worksheet: Sample, Page 9 of 346
 ID Document Control No. 123XYZ Version Rev # 123
(could be handed off) Repeat 5.50 6.60 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

Work Time Available

Unit of Measure - WTA Shift Training videos
Hours/Shift 8 Hours
Breaks/Shift 40 Minutes
Unavailable Time/Shift 40 Minutes
Work Time Available 400 Minutes
Cycle Analysis - Shift
Unit of Measure - Demand Units
Demand/Shift 10000 Units

Takt Time 2.4 Seconds

Personal, Fatigue and Delay 1.2 Factor

Sample Filename: 563286687.xlsx, From Systems2win template: StdWork.xlsx, Worksheet: Sample, Page 10 of 346
 ID Document Control No. 123XYZ Version Rev # 123
(could be handed off) Repeat 5.50 6.60 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

Process Time/Unit 6.6 Seconds with Personal, Fatigue and Delay

Smallest Possible Staff 2.7 Workers
Override Workers - Actual 3 Workers
Andons 85% Process Time/Worker 2.2 Seconds
85% Utilization % 91.6% Percent
100%
Capacity/Shift 10912.9 Units
Cycle Analysis - Run Cycle
Process Time - Run Cycle 5.3 Seconds without Out of Cycle Work, or PF&D
Batch Size 500 Units
Out of Cycle Work/Shift 39.6199999999999 Minutes with Personal, Fatigue and Delay
Run Time Available/Shift 360.38 Minutes
Quantity/Run Cycle 10 Units Machines make 10 units per cycle
Takt Time / Run Cycle 21.6 Seconds
Target Cycle Time 21.6 Seconds

User-Defined
Approval Signatures
Approval 1
Approval 2
Improvement
Process Time - Before 8.1 Seconds Hyperlink to
∆ Change -22.8% Our Company's User-Defined Help
Unique User Fields

Sample Filename: 563286687.xlsx, From Systems2win template: StdWork.xlsx, Worksheet: Sample, Page 11 of 346
 ID Document Control No. 123XYZ Version Rev # 123
(could be handed off) Repeat 5.50 6.60 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

Work Instruction Comments

Step # 4.
How to handle long Work Elements or Comments
If word wrapped text exceeds two lines, you can refer to long comments in this Work Instructions
Comments textbox - referencing the appropriate Step Number and/or Work Element description.

Tip: Standard Work Instructions should be:

* Concise
* Useful brief reminders for experienced operators

Standard Work Instructions should NOT be:

* A replacement for a Work Standards Sheet - which defines in detail how to build a product according
to engineering specifications.
* A replacement for a Job Instruction Sheet - which is used to train new operators.

There are 2 popular options for detailed Job Instructions:

1) Select Systems2win menu > Open a Blank Sheet
which will open a new TWI Job Breakdown sheet right here within this same workbook
2) Use a Link Icon to link to a related document, most commonly created using your Systems2win Work
Instructions template or Standard Operating Procedure template.

Sample Filename: 563286687.xlsx, From Systems2win template: StdWork.xlsx, Worksheet: Sample, Page 12 of 346
 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: 563286687.xlsx, Worksheet: CLog, Page 13 of 346

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: CLog, Page 14 of 346
 Revision Log
<Title>
AutoFilter

Rev # Date Description Author . . .

z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z
z

Comments

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: RevLog, Page 15 of 346

Comments

AutoFilter

Rev # Date Description Author . . .

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: RevLog, Page 16 of 346

Data Validation Dropdown Lists
Operators
Type Description Rate Comments
10 Laborer $15.00
20 Craftsman $30.00
30 Manager $60.00

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 17 of 346
Standard Work Elements
Import Data
See training online

Note: If you use this template for Estimating, then

your leaders should have replaced the sample
Standard Work Elements with your own.

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 18 of 346
Standard Work Elements
Rev <Source Document> A 12/25/2016
ID Description Time Comments
01 Standard Work Elements 3
02 are (optionally) defined 5.3
03 on the DV sheet 4
101 Wait (seconds) 1
102 Walk (secs per meter) 0.2
103 Walk carrying load (secs/m) 0.3
150 Lift (secs per kilo) 0.05
201 Load a simple machine 1.5
202 Load a typical machine 3.1
203 Load a complex machine 7.4
210 Deburr (per spur) 0.3
220 Bend - easy 3
221 Bend - typical 5
222 Bend - complex 9
230 Weld (per rivet) 1.5
240 Wash - typical 4
301 Mix ore - recipe 1 240
302 Mix ore - recipe 2 190
401 Assemble - family 1 9
402 Assemble - family 2 12
501 Inspect Item - family 1 3.1
502 Inspect Item - family 2 2.7
511 Inspect Batch- family 1 600
512 Inspect Batch - family 2 660
601 Test First Part 80
602 Test Spot Check 100
801 Packaging (per case) 10
901 Shift setup - operator 15
902 Shft setup - supervisor 60
903 Paperwork 120
10 You have the option to 0
11 Lookup by Description, or 0
12 Lookup by ID 0

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 19 of 346
 Value Add
Symbols Code Description
▲ Value Add
∆ NVA
□ Walk
■ Wait
▼ Waste

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 20 of 346
 Category
Help Code Description
C/O Change Over
Category Your
Optionally use the Cat field to Filter
(in any way that you find useful) Codes
Here
Most commonly, you might Filter for:

1) Change Overs

2) Types of Waste

(The 7 Deadly Types of Waste,

and/or your own user-defined types of waste)

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 21 of 346
 Links
Symbols Code Description
▲AUDIT Work Element has a link to a Standard Work Audit form
▲FC Work Element has a link to a Flow Chart
▼JB Work Element has a Job Breakdown sheet in this workbook
▲JB Work Element has a link to a (separate) Job Breakdown document
▼LO Work Element has its own (more detailed) Layout sheet in this workbook
▲LO Work Element has a link to its own (more detailed) Layout Diagram
▲PP Work Element has a link to a PowerPoint presentation
▲SOP Work Element has a link to a Standard Operating Procedure document
▲STICK Work Element has a link to a Stick Figure illustration
▲TM Work Element has a link to a Training Matrix
▲VIDEO Work Element has a link to a video
▲VSM Work Element has a link to a Value Stream Map
▲WI Work Element has a link to a Work Instructions document
▲5S Work Element has a link to a 5S Assessment form
▲ Manually edit the type of linked document(s)

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 22 of 346
Controlled? Release Status
Code Code
NA (not controlled) RELEASED
ISO 9000 ▼EXPIRED
ISO 14001 ▼NOT RELEASED
FDA

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 23 of 346
Version
Code Description
Rev # <> Enter Revision Number
As Is Unreleased approximation of the way the process is currently done
As Was Never released approximation of the way the process was done
Proposed Proposed change - not yet released.
Proposed Phase 2 Proposed phase 2 change - not yet released.
Proposed Ideal Proposed ideal state - not yet released.

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 24 of 346
User1DV User2DV
Code Description Code Description
Define Define
Your Your
Own Own
User1DV User2DV
Codes Codes
on DV on DV
Worksheet Worksheet

Filename: 563286687.xlsx, From Systems2win template: StdWk.xlsx, Worksheet: DV, Page 25 of 346
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

.
Use Systems2win menu > 'Select Translations and
Substitutions' to select or refresh the phrases that
will be used in all sheets in this workbook.

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: 563286687.xlsx, Worksheet: TT, Page 26 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 27 of 346

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

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.

Template © Systems2win

© Systems2win. All rights reserved.

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 28 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 29 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 30 of 346

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.

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 31 of 346

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.

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 32 of 346

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.

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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

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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

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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

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)
3. To clarify relationships of the suppliers of inputs to
the process

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4. To identify process customers (internal and
external),
and the process outputs that they seek
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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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)

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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)

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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

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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

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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

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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

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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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 71 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 72 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 73 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 74 of 346

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

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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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 76 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 77 of 346

if

Symbols
▼

Customization Log

Write down brief reminders of any customizations

that are not automatically found and transferred, and
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for this workbook.
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The Personalization Upgrade Utility will

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time that you upgrade

only if you manually change this answer to "TRUE"

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The Systems2win template underlying this document
is licensed for use only
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Data Validation Dropdown Lists
<DV List Title>
Translation Table
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Selected Translation (never edit this column)

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Refer to 'Upgrade Instructions' - so that you know

how to use this User-Defined section in ways that will
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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
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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

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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

for ANY Systems2win template

Instructions to use ANY Systems2win template

Ensure that your computer is set up correctly

In the Systems2win menu, select…

Familiarize yourself with the training
Initial Training - Quick Start
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 you will do your work

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

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How to personalize your Systems2win templates
Watch the Quick Start Training Videos

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

to empower leaders to continuously improve

Suggested Reading

Systems2win online training and videos

Suggested Reading and Resources
to learn more about this subject

Systems2win Training & Support home page

with links to many free training videos

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

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 82 of 346

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,
and/or user-defined substitute phrases
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

Example: Try it, and notice how this cell changes.

User-Defined Training
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

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Tips for using ANY Systems2win Excel template

2LearnExcel - Self-Paced Learning Tool

How to use the Systems2win menu

that has many features to extend Excel

Use the special Systems2win utility to Copy a Sheet

Systems2win menu > Copy Sheet

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
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
for different versions of Excel

Excel Tips most valuable for using THIS template

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

Right-click > Hide or Unhide

Tip: Always look for hidden rows or columns
before inserting or copying new ones.
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

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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
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Systems2win menu > Insert Link Icon

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Try it! Change the row height of the thin gold line
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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

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*** 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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 87 of 346

*** 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

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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:
Systems2win menu > Copy Shapes
Where to find this document

Anything on this side of this line is subject to conflict

with the Custom Formula Zone
To optimize view size: View > Zoom

Scroll down for help and more shapes

Anything on this side of this line is subject to conflict

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
Add or Remove a Process
Do not edit any data below this line
OEE Filtered Data Analysis for
Any image wider than 2.1" will have its own row
when you 'Generate Report'.

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 89 of 346

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

Instructions to use THIS template

Advanced Training

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

this page
Major Steps in bold

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 90 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 91 of 346

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
Zone 2 bias -- n of n+1 points above +1 sigma or
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

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"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?

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 93 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 94 of 346

(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?

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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

Assign 'Action' tasks to

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 96 of 346

BANNERS

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 97 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 98 of 346

Buttons

Select Translations and Substitutions

Open a Blank Sheet

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 99 of 346

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

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Print Area 3

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 101 of 346

Systems2win menu
In the Systems2win menu, select…
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
Initial Training - Quick Start
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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 102 of 346

Setup
Installation FAQ's
Translations and Substitutions
Sheets

How to personalize your Systems2win templates

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

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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

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Standardize
Sustain
Safety

Total

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

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Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 107 of 346
Text Boxes
Contents

Click the Links to go to each section.

Click the link

Help

When you have finished reviewing

this

HELP & TRAINING

SAMPLE
where you will do your work

Click the button

Click this button
Click the button

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 108 of 346

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.

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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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 110 of 346

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

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

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1) Unprotect the sheet
2) Copy a similar blank row
using 'Insert Copied Cells'
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

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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

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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)

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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
Systems2win menu > Copy Sheet

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

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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.

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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.

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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

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Hide blank columns
Rating System for
Importance to Customer
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.

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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.
It is okay to edit field labels,
but do not insert, move, or delete
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

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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.

Important - when you hide, copy, or move

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

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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

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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.

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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

Systems2win menu > Copy 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.

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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

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Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 126 of 346
Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 127 of 346
Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 128 of 346
.

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Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 130 of 346
English
English

Systems2win is the Author of all columns other than

the User Substitutions.
Carefully follow Instructions before making any
changes.

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

.
Use Systems2win menu > 'Select Translations and
Substitutions' to select or refresh the phrases that
will be used in all sheets in this workbook.

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.

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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

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

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.

Template © Systems2win

© Systems2win. All rights reserved.

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 133 of 346

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

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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

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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.

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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.

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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.

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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

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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

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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

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)
3. To clarify relationships of the suppliers of inputs to
the process

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4. To identify process customers (internal and
external),
and the process outputs that they seek
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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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)

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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)

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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

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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

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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

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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

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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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 176 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 177 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 178 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 179 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 180 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 181 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 182 of 346

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)

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.

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

only if you manually change this answer to "TRUE"

Welcome
Poka Yoke Mistake Proofing
Extend Your Trial Period

Keyword search

The Systems2win Excel Add-in is required

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The Systems2win template underlying this document
is licensed for use only
If the Systems2win tab is not found in the Excel
Ribbon menu…
then you need to install the Systems2win Excel add-
in:

This Excel document is licensed for use only on

computers that have the Systems2win add-in
installed

How to share your PDF document with unlimited

users (with or without Systems2win installed)

If you do not own a license for Systems2win,

then you can request the sender to send you a PDF
version of this document
thereby complying with their License Agreement,
which says…

"Any working document created using a Systems2win

template that is distributed outside of your Licensed
Users must be in a non-editable format - such as
printed paper or a PDF."

License Violation
Own yours now
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must be installed.
Licensed for use only

Share this (free) template with anyone that has the

Excel add-in from Systems2win.com.
during the trial period.
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Template is licensed for use only with the
Systems2win Excel add-in.

Your trial period has expired

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

Selected Translation (never edit this column)

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 185 of 346

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

for ANY Systems2win template

Instructions to use ANY Systems2win template

Ensure that your computer is set up correctly

In the Systems2win menu, select…

Familiarize yourself with the training
Initial Training - Quick Start
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 you will do your work

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 186 of 346

How to personalize your Systems2win templates
Watch the Quick Start Training Videos

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

to empower leaders to continuously improve

Suggested Reading

Systems2win online training and videos

Suggested Reading and Resources
to learn more about this subject

Systems2win Training & Support home page

with links to many free training videos

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 187 of 346

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,
and/or user-defined substitute phrases
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

Example: Try it, and notice how this cell changes.

User-Defined Training
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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 188 of 346

Tips for using ANY Systems2win Excel template

2LearnExcel - Self-Paced Learning Tool

How to use the Systems2win menu

that has many features to extend Excel

Use the special Systems2win utility to Copy a Sheet

Systems2win menu > Copy Sheet

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
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
for different versions of Excel

Excel Tips most valuable for using THIS template

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 189 of 346

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

Right-click > Hide or Unhide

Tip: Always look for hidden rows or columns
before inserting or copying new ones.
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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 190 of 346

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

Systems2win menu > Insert Link Icon

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 191 of 346

*** 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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 192 of 346

*** 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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 193 of 346

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:
Systems2win menu > Copy Shapes
Where to find this document

Anything on this side of this line is subject to conflict

with the Custom Formula Zone
To optimize view size: View > Zoom

Scroll down for help and more shapes

Anything on this side of this line is subject to conflict

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
Add or Remove a Process
Do not edit any data below this line
OEE Filtered Data Analysis for
Any image wider than 2.1" will have its own row
when you 'Generate Report'.

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 194 of 346

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

Instructions to use THIS template

Advanced Training

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

this page
Major Steps in bold

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 195 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 196 of 346

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
Zone 2 bias -- n of n+1 points above +1 sigma or
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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 197 of 346

"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?

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 198 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 199 of 346

(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?

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 200 of 346

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

Assign 'Action' tasks to

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 201 of 346

BANNERS

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 202 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 203 of 346

Buttons

Select Translations and Substitutions

Open a Blank Sheet

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 204 of 346

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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 205 of 346

Print Area 3

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 206 of 346

Systems2win menu
In the Systems2win menu, select…
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
Initial Training - Quick Start
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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 207 of 346

Setup
Installation FAQ's
Translations and Substitutions
Sheets

How to personalize your Systems2win templates

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

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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

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Standardize
Sustain
Safety

Total

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

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Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 212 of 346
Text Boxes
Contents

Click the Links to go to each section.

Click the link

Help

When you have finished reviewing

this

HELP & TRAINING

SAMPLE
where you will do your work

Click the button

Click this button
Click the button

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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.

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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

Template © Systems2win. Filename: 563286687.xlsx, Worksheet: TT, Page 215 of 346

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

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

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1) Unprotect the sheet
2) Copy a similar blank row
using 'Insert Copied Cells'
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

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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

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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)

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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
Systems2win menu > Copy Sheet

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

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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.

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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.

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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

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Hide blank columns
Rating System for
Importance to Customer
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.

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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.
It is okay to edit field labels,
but do not insert, move, or delete
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

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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.

Important - when you hide, copy, or move

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

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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

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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.

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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

Systems2win menu > Copy 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.

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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

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 Job Breakdown
<Title (usually the Work Element)>
Description
ID
Author Revised
Revised

Release Date Version

Version

User-Defined Controlled? Controlled?

NA (not controlled)

Safety Equipment
Tools & Supplies
Parts & Materials
Approvals
User Field Hide user field if not used. Or copy if you need more.
Common Key Points

Major Steps Key Points ◊+√ Reasons

•
Logical safet Reas
steps y ◊ ons
What? that
advance
How? ◊
qualit
+
√
Why? for
key
the work y point
◊ Left hopper
1 Add base
√ Use green funnel
◊ Right hopper
2 Add ore
√ Use blue funnel
◊ Back hopper (red) in storage
• Red hopper auto feeds additive
room
3 Add additive ◊ If below minimum, result will be
◊ Check level in auto feed (above
bad mix
minimum?)
◊ Set to auto mode ◊ If not in auto mode, result will be
+ Step away bad mix
4 Start machine
◊ Press power on button ◊ Yellow or red light requires
◊ Ensure green light is on Maintenance

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 Common Key Points

Major Steps Key Points ◊+√ Reasons

•

◊
What? How?
"If the learner hasn't learned, the teacher hasn't+ taught"
√
Why?

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 Common Key Points

Major Steps Key Points ◊+√ Reasons

•

Pictures ◊
What?use the space below for picturesHow?
Optionally + Why?
or illustrations - either digital or hand sketched
√

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 Layout Diagram Title
Description
Author Revised <date> User1

0 10 20 30 40 50

10

20

30

40

50

Drawing Scale Takt Time Process Time Staff Level Cycle Time Lead Time Std WIP
X feet per square X secs/unit X secs/unit X workers Y secs/unit X hours X units
Related documents:

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 .
. Standard Work
Cycle Analysis - Shift
Title <Usually Process or Item #> User1
Description
Author User2
User3 <hide unused rows> User4
User5 Controlled? NA (not controlled)
User6 Release Status ▼NOT RELEASED
Revised 12/25/2017 Release Date 12/25/2016
ID <ID is printed at top of each page> Version
(could be handed off) Repeat 0.00 0.00 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

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 ID <ID is printed at top of each page> Version
(could be handed off) Repeat 0.00 0.00 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

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 ID <ID is printed at top of each page> Version
(could be handed off) Repeat 0.00 0.00 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

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 ID <ID is printed at top of each page> Version
(could be handed off) Repeat 0.00 0.00 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

Work Time Available

Unit of Measure - WTA Shift Training videos
Hours/Shift 8 Hours
Breaks/Shift 40 Minutes
Unavailable Time/Shift 40 Minutes
Work Time Available 400 Minutes
Cycle Analysis - Shift
Unit of Measure - Demand Units
Demand/Shift 100 Units

Takt Time 240.0 Seconds

Personal, Fatigue and Delay 1.2 Factor

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 ID <ID is printed at top of each page> Version
(could be handed off) Repeat 0.00 0.00 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

Process Time/Unit 0.0 Seconds with Personal, Fatigue and Delay

Smallest Possible Staff 0.0 Workers
Override Workers - Actual 1 Workers
Andons 90% Process Time/Worker 0.0 Seconds
90% Utilization % 0.0% Workers
100%
Capacity/Shift 0.0 Units
Cycle Analysis - Run Cycle
Process Time - Run Cycle 0.0 Seconds without Out of Cycle Work, or PF&D
Batch Size 50 Units
Out of Cycle Work/Shift 0 Minutes with Personal, Fatigue and Delay
Run Time Available/Shift 400 Minutes
Quantity/Run Cycle 1 Units
Takt Time / Run Cycle 240.0 Seconds
Target Cycle Time 240.0 Seconds

User-Defined
Approval Signatures
Approval 1
Unique User Fields

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 ID <ID is printed at top of each page> Version
(could be handed off) Repeat 0.00 0.00 ◊+√• Icons
Step # Cat VA Work Element Frequency Factor Time /Unit w/PFD Comments / Key Points Links Op

Work Instruction Comments

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Scratchsheet for Operator Subtotals
Time
Step # Cat VA Work Element X Factor Time /Unit w/PFD Comments Links Op

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 .
. Standard Work
.
. Run Cycle Analysis
<Title>

Operators
Totals 0 0 0 ◊+√• Icons 0
Step # Cat VA Work Element X Walk Work Wait Mach Comments / Key Points Links Op
0

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