Trial RootCause Trial1

Template © Systems2win. Filename: document.xls, Worksheet: Help, Page 1 of 150

Root Cause AnalysisPurpose of this template Links

Help & Trainingfor ANY Systems2win templateInstructions to use ANY Systems2win template Links

Familiarize yourself with the trainingWhat every user should know about any Systems2win template

How to open a blank 'Template' sheet

Click the button to 'Open a blank Template sheet' >>>>>>>>>>>>where you will do all of your work

Ensure that your computer is set up correctlyMacros must be enabled

The Systems2win Add-in must be correctly installedWhere to Save and what to Name your working document Links

Rename your sheet, and Save your workbookin an Excel format that supports macros

using our company's Document Storage and Naming Conventions

How to download and use free PDF writing softwareHow to continuously improve your templates Links

How to personalize your Systems2win templatesProvide your feedback & ideas

to continuously improve your tools for continuous improvement

To gain clearer understanding of possible root causes,and stimulate ideas for creative solutions.

Any document created using a Systems2win template that is distributed outside of licensed users must be in a non-editable format,

such as printed paper or PDF


Instructions to use THIS templateAlso refer to 'User-Defined Training' at the bottom of this page

What is (and is not) translated?Major Steps in bold Links

Users of this template are expected to have already completed this foundational trainingQuick Start Training

Learn Excel - Self-Paced LearningHow to personalize your Systems2win templates

Excel Tips most valuable for using THIS templateFacilitate brainstorming

Online instructions*** To quickly copy a box

Copy & Paste an entire cell containing a similar blank box and arrow

Personalized Training & Mentoring Links

Ideally - each supervisor will personally train their people

Personalized Training & Mentoring

is also available from Systems2win or a qualified consultant

© Systems2win. All rights reserved.

Suggested ReadingSuggested Reading Links

Systems2win online training and videos

to learn more about this subjectSystems2win Training & Support home page

with links to many free training videosLicense Agreement

for your Systems2win templatesSystems2win Newsletter

for valuable tips, announcements, & webinar invitations

Translations

Select Translation Links

What is (and is not) translated?How to purchase Language Translations for your Systems2win templates

Additional features for language translation

Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help in any language.

using the TWI Job Instruction methodand will record progress using a Cross Training Matrix

Easily switch between languages, and/or"translations" for office, production, medical, or any user-defined purpose

Use the 'Select Translation' button >>>>>>>>>>>>>>>>>>>to select or refresh the translation that will be used for all sheets in this workbookExample of a User Substitution:Click the 'Select Translation' button, then select the first User Substitution, and notice how this cell changes.

How to unhide the TT sheetand edit the Translation Tables


Provide your feedback & ideas

for better translation



Tips for using ANY Systems2win Excel templateTips for using ANY Systems2win Excel template Links

Excel Training

Excel 2007+ instructions are highlighted in orange if different fromExcel 97-2003 instructions in green

How to make Office 2007+ easier to use2LearnExcel - Self-Paced Learning Tool

How to use the Systems2win menu

that has many features to extend ExcelUse the special Systems2win utility to Copy a Sheet

Systems2win menu > Copy Sheet

Hide or Unhide a Sheet

Format > Sheet > Hide or UnhideExcel 2007+: Home > Format > Hide & Unhide

Link a Cell or Text Box to show the value of another cellfor Translation Table and other linked data

Shrink To Fit

Formula Auditing

Systems2win menu > Highlight Cells > Containing FormulasStyles

Systems2win menu > Stylesto learn how (and why) to use Styles

Cell Comments

Right-click > Insert Comment

Known issues

for different versions of ExcelExcel Tips most valuable for using THIS template Links

Tips unique to this template are red with three asterisks ****** To quickly copy a box

Copy & Paste an entire cell containing a similar blank box and arrowHow to use Excel as a drawing tool

without VisioHide or Unhide Rows or Columns

Right-click > Hide or Unhide

Move entire rows or columns

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

Several sheets are usually hidden in most Systems2win templates:TT (Translation Table), CLog (Customization Log), and the 'Template' sheet

1. Select the cell or text box2. In the Formula Bar, type the equal sign (=)

3. Click the cell that you want to auto-update the value from, and ENTER

If translated words don't fit in a cell, you can either make the cell bigger, or Shrink to Fit.

Use Cell Comments to add user-defined pop-up help to row and column headers - in a way that gets automatically transferred to your new template

each time you upgrade.

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


© Systems2win. All rights reserved.

Right-click & drag entire row or column; 'Shift Down & Move'


User-Defined TrainingYour leaders can personalize this template with your own training

User-Defined Training Links

Personalization Upgrade Utility

Link Icons

User-Defined Training Links

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

When you upgrade your templates using Systems2win's Personalization Upgrade Utility, anything you add in the 'User-Defined Translations' section below will be copied automatically to the new upgraded version of this template.

You can also add Link Icons to link to any web page, or to link to your own Word documents, PDFs, PowerPoints, etc.and the 'Links' column in the User-Defined section will be automatically transferred to your new template when you upgrade.

Filename: document.xls, From Systems2win template: RootCause.xls, Worksheet: Sample, Page 7 of 150

Root Cause Analysis for Sample ProblemRevised: <date> Team: <name> Document Author: <name>

Why are sales low?

Machine

Objectives 1. Increase sales2. Reduce the time it takes to make a sale3. Be "easier to do business with"

Web site is outdated

No one in-house knows how to edit

web pages

Our webmaster is now part-time

consultant

Our phone system is difficult for

customers to use

Voice explanations are too long

Too many menu options

People are not empowered to do

what customer needs

Sales training recently cut

Competitors are cutting their costs

Competitors are implementing Lean

teachings

Sales people aren't motivated

Commissions recently cut

Competitors recently cut their prices

Man

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

MethodsMaterials

Our org structure is too fractured

Comments Comments can be printed or internal - by simply re-setting the Print Area.Or add another Comments textbox, and have both printed and internal comments!

Template © Systems2win. Filename: document.xls, Worksheet: TT, Page 8 of 150

Translation Table

Selected Translation (never edit this column)English - No Substitutions

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.Click the 'A' Links to go to each section.INSTRUCTIONS to use this Translation TableSTRING TRANSLATIONS - COMMONSHAPE TRANSLATIONS - COMMONSTRING TRANSLATIONS - UNIQUESHAPE TRANSLATIONS - UNIQUEUSER-DEFINED TRANSLATIONS

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Use the 'Select Translation' button to select or refresh the translation that will be used in all

sheets in this workbook.

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Use the 'Select Translation' button to select or refresh the translation that will be used in all sheets in this workbook.

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The 'Select Translation' button is found on both this sheet and the 'Help' sheet.

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You can purchase language translations from Systems2win.

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If you select a 'User Substitution' when using the 'Select Translation' button, then any cell that is not blank in that 'User Substitution' column will override the default translation for that row.

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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

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Systems2win is the Author of all columns other than the User Substitutions.Carefully follow Instructions before making any changes.

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DO NOT EVER EDIT ANYTHING IN THE'SELECTED TRANSLATION' COLUMNbecause it will just be overwritten the next time you select a translation

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Select Translation


INSTRUCTIONS to use this Translation Table

TABLE OF CONTENTS


Use 'CTRL+F' to FIND keywords

UPGRADE INSTRUCTIONS

Use the 'Customization Log' to make a note of any changes that you make that will not be automatically transferred when you upgrade.

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Rather than making changes in any language column, make your changes in a 'User Substitution' column -

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(so that your changes get automatically transferred to your new template each time that you upgrade).

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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

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Do not insert, delete, or move rows above the 'User-Defined' section.

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It is OK to insert, delete, or move rows only in the 'User-Defined' section at the bottom of this sheet.

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3 WAYS TO TRANSLATE DIFFERENT TYPES OF DROPDOWN LISTS ON THE DV SHEET

zOPTION 1) Add items to the list - perhaps duplicating items in different languages. For example: English codes "done, soon, now" and similar Spanish codes "hecho, pronto, ahora".

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OPTION 2) Add Descriptions in multiple languages for each code.Example: Codes 1-5 have description in both English and French.

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OPTION 3) Link from DV sheet to translated list items - in the User-Defined section of the TT sheetSee online training for examples.

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Follow ALL of the guidelines for How to Personalize your Systems2win templates.

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

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If the 'Customization Log' sheet contains data, then the next time you upgrade - the 'Upgrade Log' sheet in your MultiUserChecklist.xls workbook will remind you to visit this page to make manual changes to your upgraded template.

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When you upgrade, the entire 'User-Defined' section (at the bottom of this sheet) is automatically copied to your new template - but don't over-use this feature,

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because you will need to use Excel's 'Formula Auditing' on your legacy template to identify incoming links from other sheets, then manually recreate those links in your new master template.

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Template © Systems2win© Systems2win. All rights reserved.Titles and Purposes of Systems2win templatesMaster Template<Title><Purpose>Blank Template

Learn ExcelLearn WordSelf-Paced Learning

Team Charter

Customization Log

Results Metrics

Revision Log

Multi-User Setup ChecklistUpgrade Log

Value Stream MapValue Stream Mapping Power Tool

Tip: Incoming links from your DV sheet will transfer - but links from other sheets won't.

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Update your 'User Substitutions' for any rows that have been 'Revised' since the date of your previous most recent purchase or upgrade.

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To create your own custom templates, starting with the Styles and features that are already familiar to your users.

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To learn useful features of Microsoft Excel,and Systems2win's innovations to make Excel even more useful.

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To clearly define the scope of a project or teamin a format that is easily copied to PowerPoint.

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To make software upgrades easier by maintaining a log of customizations

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To clearly communicate process design objectives,and to monitor progress toward achieving them.

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Copy this Revision Log worksheet to any other Systems2win workbook - for an easy document revision tracking system.

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Your leaders use this checklist to ensure that your Systems2win templates get set up correctly - for easy sharing by multiple users.

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STRING TRANSLATIONS - COMMON


Value Stream ManagementValue Stream MappingSupply Chain Value Stream Map

Supply Chain MapLearn Value Stream Mapping

Product Family Matrix

Value Stream Plan

Lean AssessmentTo assess progress of lean transformation.Approvals

Balanced Measures ScorecardBalanced Scorecard

Policy Deployment X MatrixX Matrix

Hoshin PlanChange Management

1) to graphically illustrate the flow of the thing being processed and the information needed to process it - for one Product Family2) to highlight problems and proposed countermeasures - in highly visual ways

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3) to focus direction for your lean transformation teams 4) to serve as a dashboard to monitor and continuously improve

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To graphically illustrate the flow of inventory and information for one Product Family - through a value stream that involves multiple supply chain partners.

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To learn some of the fundamental concepts of value stream mapping, and how to use the Systems2win value stream mapping tools.

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To define your product and service families (which is the first step in the Value Stream Mapping process)

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To continuously improve the value stream - by establishing clear objectives, responsibilities, and deadlines - and then holding people accountable for results.

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To clearly define approvals needed, obtained, and still missing - in a way that makes it easy to understand and follow the scientific method.

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To translate vision and strategy into a coherent set of performance measures.

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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.

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Decision Matrix

Gantt Chart

To plan and control a project - with a graphic timeline.Gantt Summary Milestone ChartGantt SummaryMilestone Chart

Job Log

Kaizen Action List

Kaizen AgendaA time-phased action plan for a Kaizen EventKaizen AuditKaizen 30-Day AuditTo ensure that improvements are sustainedKaizen PlanKaizen Plan ChecklistTo plan for a Kaizen EventPotential Future Improvements

Kaizen Event Schedule

Organization Chart

Pitch Chart

To develop strategies and incentives to embrace change

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To enable a team to make decisionsthat are well-considered and well-documented.

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Simple projects can be planned using this simple tool.

More commonly, you will copy this Milestone Chart to an A3 Report to provide an at-a-glance summary of a more-detailed Gantt Chart or To Do List.

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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.

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1) Collect Issues & Ideas as they arise during a Kaizen Event - and then make sure that they get the attention they deserve - even if outside of the scope of this Event.

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2) Assign and complete follow-up assignments - to ensure the sustainability of process improvements.

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One central place to collect ideas for potential future improvements, which can then periodically be reviewed and prioritized for upcoming Events.

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To publish a calendar of upcoming events for continuous improvement.

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To define organizational relationships - both formal and informal.

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Monthly Pitch Log

Priorities Consensus

Pull Queue Hourly Status

To Do List

Issues & Ideas

Project Cost EstimatingTo estimate the costs of a project.Software Data Conversion

5S Assessment5S Scorecard

5S Red Tag Log

5S Sustainment ChecklistChecklist for cleaning and preventative maintenanceA3 Stick Figure IllustratorA3 Illustrator

A3 Gemba InterviewTo interview the person doing the work.Standard Work Instructions

Cross Functional Flowchart

To level the flow of work, and to measure expected vs. actual output per pitch cycle.

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To provide at-a-glance visual analysis of trends for hour-by-hour attainment of the target production rate (known as "pitch").

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To prioritize programs, projects, kaizens, or initiatives of any kind.

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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.

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A Leader can maintain a master list of assignments for Team Members.

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To organize and resolve any type of issues & ideas affecting your project or team.

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To plan and control transfer of datafrom old software to new software.

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To maintain a clean, well-organized work environment - for increased productivity, safety, and the revelation of hidden problems.

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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.

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Illustrate A3 Reports and PowerPoints with stick figure drawings

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To analyze, improve, and maintain consistency - for a highly repetitive process.

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To graphically depict the flow of a process that crosses functional workgroups - to identify and eliminate waste.

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Flow ChartTo visually illustrate how a process flowsProcess Flow DiagramProcess FlowJob InstructionsWork Instructions

TWI Job BreakdownTWI Training Within IndustryTo teach someone how to do a job.Layout Diagram

Process Observation WorksheetTo observe a process or a value stream.Standard Work Audit

Training MatrixCross Training MatrixJob Design MatrixJob Resources MatrixJob Transitions Assessment

Process Reengineering Matrix

Machine Balancing

OEE Overall Equipment EffectivenessOEE

OEE Filtered Data Analysis forDaily Events LogHouse of Quality QFDQFD

Root Cause Analysis

Fishbone DiagramSIPOC Diagram

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To provide thorough training for how to perform a job - with pictures and detailed written instructions.

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Spaghetti Diagrams - showing work paths and flow.Work Area Floor Plans - for production lines, warehouses, hospitals, offices…

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To ensure that work is actually being donethe way management believes it is being done

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To re-design job responsibilities to fit re-designed processes.

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To clarify details that don't fit neatly into a flow chart, and to untangle and re-design even the most complex process.

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To ensure that any machine cycle time does not exceed Target % of Takt Time.

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To measure and improve the effectiveness of asset utilization.

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To rapidly design and deploy new products and services.

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8D Problem Solving8DProblem AnalysisAction List

Cause & Effect Matrix

FMEA Failure Mode Effects AnalysisTo anticipate problems and minimize risks.FMEADesign FMEADFMEAProcess FMEAPFMEAControl Plan

P-Diagram

Interface MatrixTo identify and clarify system interfaces.Design MatrixDVP&RDesign Verification Plan and Report

"Critical To" Tree DiagramCritical to QualityCritical to SatisfactionTo ensure that you collect meaningful data.Measurement Assessment Tree 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 seek5. To identify unintended wastes output by the process

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A systematic way for a team to permanently resolve a problem that has uncertain root causes.

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To identify the few process input variables that provide the greatest opportunity to improve the key process outputs.

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After initial Corrective Actions have been made on the FMEA, use this Control Plan to more diligently control risksthat have high probability or severity.

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To analyze inputs and outputs,and factors that can affect performance

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Formalized testing of product to assure compliance with all requirements.

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To identify and stratify data that is (and is not) worth collecting.

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Customer Segmentation

Measurement Selection Matrix

Operational Definitions

Pareto Chart

ParetoRelations Diagram

Scorecard DataA well-organized system to gather and analyze data.Voice of the Customer Translation

Bowling Chart

Word templatesStandard Operating ProcedureEvaluation SurveyGround Rules for Working TogetherEmpowerment BoundariesPresentation of ResultsBrainstormingSoftware Design SpecificationTWI Pocket CardsLeader Standard WorkA3 Report

COMMON FIELD LABELSWhatTitle

Purpose

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To identify and focus attention upon the customer segments that generate the most value from the product or service.

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To choose the measures that are most strongly linked to customer requirements.

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To ensure that everyone collects and interprets data in a consistent way.

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To identify the most common 20% of problems causing 80% of your headaches - so that you know where to focus your continuous improvement efforts.

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To identify root causes of a complex, non-linear problem.

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To translate potentially vague customer commentsinto measurable design requirements

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Timeline of monthly progresstoward year-end targets.

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WorkbookWorkbooksBlank FormsWorksheetSheetSheetsExtra WorksheetRowHide RowColumnColFilterFiltersDescription of FiltersLogLogLog #ReportButtonTeam Accountability BoardTask Assignment BoardDocumentation

User-DefinedUserUser CalcUser FieldUnique User FieldsCopy this row for unlimited user-definedCategoryCategoriesCatTypeType of WasteUser FieldsUser DataClassClass CodesLegend

ProcessProcessesProcess(es)Process StepDelivery ProcessesCritical Path ProcessesSimultaneous ProcessesBetween Processes

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Process FlowFlowValue StreamVStreamProgramProgramsAction ProgramsProjectProjectsProject Scope and BoundariesPhaseJobJobsTaskTasksWork ElementWork ElementsStandard Work ElementsActivityActivitiesStepStepsSteps / ImagesSteps that create valueSteps - within processSteps - between processesMajor StepsValue Add StepsTotal StepsTransportation LinksWork Breakdown StructureWBSSequenceSeqKaizen EventEventEventsEvent NameEvent TypeProcess NameProcess DesignBefore and after picturesRoutingsBills of Materials

ProductProductsServiceServices

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Product FamilyService FamilyProduct or Service FamilyProduct or Product FamilyProduct/ FamilyProducts & ServicesOur OfferingDeliverables# of Product VariationsVariationProduct Mix

Unit of MeasureUnits of MeasureUOMDefault Unit of MeasureDefault Units of MeasureUnit of Measure Conversion FactorsUOM RatioDefault UOM

ProblemProblemsProblems per UnitDefine the ProblemProblem SummaryAdditional Documentation of the ProblemHow Big?Is this a repeat problem?Root ConcernsVoice of the CustomerFunctional RequirementsOutput / Service RequirementsO/SWasteUser-Defined Waste

Problem Solving

ChartChartsChart LabelsCustom ChartsTrend ChartsRadar ChartWaterfall Row #GridGrid Lines

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Quality Screen Chart LabelsDelivery Screen Chart Labels

AssessmentPerformancePerformancePerformance MeasuresResultsActual ResultsProduction ResultsMeasured PerformanceResults StatusAttainedStandard WorkQualityChecklistsResults BroadcastContinuous ImprovementImprovementNumberRaw ScoreScoreScoresTotal Average ScoreDataOptional DataData LabelsHeader DataWorking DataVertical DataHorizontal DataColorSample DataRatingRatingsRating ScaleTarget Rating LevelQuantityQtyUnits(units)RateCostCost per Unit$Activity Based Cost AnalysisLowHighRange

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Drawing ScaleMaturity LevelFirst Pass YieldSales PointsC D(Difficulty of Transition)Difficulty of TransitionAptitudeHistoryHistory by DateCustomer EvaluationCustomer EvalTarget Level of SatisfactionCompositeDesired TargetsDesired Direction of MeasureDesired DirectionTotal ImportanceWeighted Total ImportanceKano AnalysisDifficultyRelationshipStratificationPrimary SegmentsSub-SegmentsWhat, Where, When IS and IS NOT?ISIS NOT

What it IS NOTSelected to ImprovePrimary OEE MeasuresProduction Schedule to ActualControl CharacteristicQuestionQuestionsResponse & IdeasRoofSatisfactionPareto Datamore than the averageCompetency RatingsTotal Quality ManagementContinuously Improve

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Operational Definition(What the measure IS)

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SoftwareNetworkInternetFAXPrinterPlotterCopierSticky notesInterfaces

InventoryInventory (Standard WIP)

Std WIPWork In ProcessWIPPartPartsPart NumberPart #Item NumberItem #Finished GoodsRaw MaterialsppmItemMaterial

AssetAssetsResourceResourcesResources provided byMachine, Device, or ToolMachine/AssetMachine LoadsEquipmentSafety EquipmentComputerEquip/ToolsEquipment & Tools RequiredTools & SuppliesFacilities & SuppliesSuppliesInstrumentsToolsFurniture

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PaperworkTemplates & ToolsPolicies and DocumentsMoneyPetty CashPre-approval for urgent purchase of anything neededEnergySpatial

DescriptionDesc.Title & Brief Description of Issue or IdeaBrief DescriptionFilter Description

IdentificationIDCodeCodesDocument NumberDCNControlled?Version Control

(if needed)(specify)(optional)Specify

DemandDemand per ShiftDemand per WeekDemand UOMDemand in Common UOM

CapacityProcess CapacityCapacity/weekCapacity per PersonCurrent CapabilityInputInputsOutputsInOutBatch SizePitch Batch Size

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Ship Batch SizeSmallest Batch SizeAvailableUnavailableAvailabilityCapabilityDelivery

LinksLinksHyperlinksLinks to Related DocumentsRelated DocumentsIcons

Information SystemsSystemsTechnologyField LabelField No.Field Length

Data SourceData Source Field NameData TypeOrig Data SourceImport Data SourceSpecial instructions for this field for this conversionHeader FieldsNamed CellNumber FormatDefault DataStep LabelGeneral

TextCurrencyCompany policiesCompliance regulationsUnion policiesInformation

HowCommentsComments, and Ideas to Eliminate Waste

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New SoftwareField Name

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Generalwith word wrap

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NotesKey PointsMessageIssues & IdeasOtherObservationDifferencesDon't Edit

TrainingInstructionsVideoTraining Aids

Learning TopicLearning PhaseQuestion or TaskYour Response

More InfoOrganizational Learning PerspectiveInternal Processes PerspectiveTraining Before the EventTeam TrainingTrain the WorkersLanguage TranslationTranslationTraining PresentationHandoutsTeam "Ice Breaker"Required Attendance NoticeCourtesy InvitationEntertainmentInstructor NotesLearning GameLanguagePrimary Language

Corrective Action NeededCorrective Actions and CommentsCARActions CompletedActionSample Size

Comments & Links

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At a Glance Learning Validation

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LearningValidation

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FrequencyError CheckQuantity tested / defective

How many defects per object?DefectDefectsGoodGood Units ProducedRejectRejectsReject CategoryReworkNot NeededDuplicateWornScrapObsoleteDispositionDiscardMove to Red Tag StorageMove to: ____________ReturnReturnsReturn (needed after all)RMANCMRPurchase% Complete & AccuratePotential Failure ModePotential Failure EffectSeverityOccurrenceDetectionRisk PNControl MethodDetection MethodReaction PlanActions RecommendedAction PlanEvent ControlCleaningPrevention MethodFailure RateProcess ControlDesign ControlSeverity of Effect of Failure ModeNoise FactorsPiece to Piece Variation

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How many objects have the defect?(list part #s and descriptions)

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Interactions with Other SystemsCustomer Usage and Duty CycleDegradation Over TimeEnvironmentControl FactorsIdeal FunctionsError StatesSystem within the Boundary DiagramSources of VariationTest MethodTest PlanTest ReportAcceptance Criteria

PlanningPlanPlannedAlternativesCountermeasuresScenarioPathOverrideImpactObjective Measures of ImpactFactors Affecting EffortIs emergency response needed?Implement & Verify Interim Containment ActionsIdentify & VerifyShort description of proposed future improvementProposed Permanent Corrective Actionsto prevent Recurrenceto prevent Escape30-Day Action ListAlways To DoBring As Is?Communication PlanCommunicationConstrained Resource AnalysisSpecificationSpecificationsToleranceTolerancesFactors to ConsiderAdditional CriteriaYes/No

Optional

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ReqY/N

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Document and Analyze the Current StateImprove and Test the New ProcessClean Up and PresentS&OP (units)Process SpecificationsRequiredAdd details toBrainstormStrategic PlanningPolicy Deployment

Collect current state dataSolicit improvement ideasPrepare training materials

Confirm that EVERYTHING is readyTest equipmentPlay catchball until agreement is reached for

Job RequirementsJob DescriptionsRequirementProcess Requirement

LaborEstablish the TeamStaff UnavailabilityAvailability StrategyPeak Volume StrategyIncentivesIndividual AssessmentsEvaluationsPotential ConcernsApproaches to Gain AcceptanceMeasures of AcceptanceFacilitate TransitionOptimize PerformanceMeasures of ImprovementAttendance

6S5S5 Whys

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Ensure that preparation assignments are being completed

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Review data gathered and ideas received. Clarify if needed.

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Safety Equipment & NotesAccidentsDate of Last AccidentPoke YokeRED TAG

VerificationAudit Criteria

Eval. Measurement TechniqueDiscipline

Gemba WalkGemba Walk TopicLean Management SystemsVisual ControlsImplement & ValidatePermanent Corrective ActionsPrevent RecurrenceSimilar SystemsCongratulate & CelebrateIf Problem Recurs or Side Effects are NoticedError-freeVisual ScorecardLittle or no effort Showing some effort, but unacceptable resultsMinimum acceptableVery good

InspectionInspection Instructions/FormsMaintenance ScheduleProduction Scheduling/ControlUnacceptableShowing effortJust AcceptableSustained ExcellenceGagesEngineering Change ApprovalPPAP Production Part Approval ProcessVeryModeratelyModerateMinorRemoteAlmost Impossible

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Audit questions that can't be phrased in a way so that "yes" is the desired answer

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Must receive outstanding scores for 5 audits in a row to reach this level

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Almost Certainwithout warningwith warningHazardousNoneNo discernable effectAnnoyanceLoss ofDegradation ofPrimary FunctionSecondary FunctionFunction

Transportation Air travelParking

WhyReasonReasonsReasons for MissesRoot CauseRoot CausesPotential CausePossible Root CausesPossible Cause TheoriesUltimate Root Cause(s)Determine Root Cause(s)How did this Occur?How did this Escape?

Current situation (why does this need to be improved?)

WhereCompanyLocationLocation(s)DepartmentDeptFunctional AreaFunctional AreasWork AreaWork CenterWork StationWSMachineDistanceBetween

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WithinDistance WithinDistance BetweenFeetMetersMilesKilometersConference roomBreak out roomsRoomsHotelGembaTeleconferenceWeb conferenceRed Tag storage areaShelves & bins

WhenDateDate (orig)VersionRevisedRevRevision NumberRev #Release DateRelease StatusRelease Approval StatusStatusStatus/NotesStateProcess StateOld StateOldExpiration DateDue DateDueScheduled DateScheduledTarget DateDates & Times NeededCompletion DateCompletedDone DateDoneResolve DateFinal ClosureClass DateClass Hours

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Study HoursTodayBeforeAfterStart DateEnd DateReleasedKey DateDate Identified

TimePeriodYearyrYearsyrsAnnualMonthmoMonthsmosMonthlyWeekweekWeeksweekswkwksWeeklyDaydayDaysdays

Work DayswDays

Calendar DayscDaysDailyEvery dayShiftshiftShiftsshiftsHourHourshours

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hrshrHourlyMinutesminutesminsminSecondssecondssecssec(in seconds)Lead Time UOM Converterto switch betweenJumping Off PointPrior YearThis YearYear To DateYTDJanFebMarAprMayJunJulAugSepOctNovDecBefore each gemba walkOn a periodic basisperhaps monthlyperhaps weeklyperhaps dailyFirstLastSoon AfterPre-EventPost-EventKick-off PresentationInterim Briefing(s)Final PresentationCelebrationWorking mealsPermanent

Work Time AvailableWTA

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Available TimeAvail TimeUnavailable TimeWork Time Available/dayWTA/dayWork Time Available/shiftWTA/shiftWork Days/weekDays/weekLead Time Work DaysShifts/dayHours/shiftMins/shiftMins/dayMins/weekBreakBreaksBreak minutes/shiftBreaks & Out of Cycle WorkStart TimeStartRestartPlanned Start TimeEnd TimeEndOvertimeWork Time Available/weekWTA/Week

SundayMondayTuesdayWednesdayThursdayFridaySaturday

DurationDuration DaysQueue TimeLead TimeLead TimeLTWork Calendar Adjustment FactorWCAProcess Lead TimeProcess Lead Time

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Process Lead Time OverrideProcess TimeProcess TimeEffort HoursEffortValue Add TimeValue AddValue Add?Value Add IncludeVANVACycle TimeCycle TimeCTCycle Time Unit of Measure

Cycle Time UOMCT UOMEffective Cycle TimeTarget Cycle TimeTakt TimeTakt TimeTarget % of Takt TimePitchPitch CyclePitch Cycle End TimeValue % of TimeActivity RatioIdeal Cycle TimeIdeal CT in MinutesActual CT in MinutesTarget Minutes per UnitActual Minutes per UnitOperator Cycle TimeQueue Time - Takt calc

CurrentPriorPrior MonthsPrior Month AvgCurrent MonthCurrent Mo Avg

WorkWorkWalk

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Cycle TimeUnit of Measure

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WalkWaitWaitMachine TimeMachIncidental

Machine Cycle TimeEffective Machine Cycle TimeTime Avail. for Change OversChange OverChange OversCOChange Over Time per DayLongest Change Over TimeChange Over Cycle TimeLoad, Start, & UnloadBatch Setup (mins)Batch Change Over Time GoalRun Time (mins)Quick Changeover Setup Reduction

Lost TimeLost Time EventsDowntimeMachine DowntimeDowntime ThresholdPlanned DowntimePDUnplanned DowntimeUDStandbySBPlanned UptimeLoading EffectivenessOperating TimeProductive TimeDowntime LossPerformance LossIdeal Operating TimeNet Operating TimePerformance TimeQuality Time LossLost Time CategoryLost Time Reason

Scheduling Priority

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Scheduling Control PointImplementation Schedule (months)Implementation Plan ReviewReviewTime Needed per WeekEvery Part Every Interval

Intervals/wk

At the beginning of eachAt the end of eachAt specified timesAny time

WhoNamePersonPerson, Title, or TeamWho or CRUDS Code

Contact InfoPhoneEmailEmailsReminder Email

Job TitleRoleRolesTeam RolesResponsibilitiesSkillsKnowledge

AuthorResponsibleRespResponsible Team MemberPrimary ResponsibilityResponsible (Role)AccountableAccountable ExecutiveExecutiveExecutive SponsorChampion

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Value Stream Manager

Process OwnerTeamShift or TeamTeam MemberTeam MembersTeam MembershipKaizen Team FormationTeam LeaderLeaderLeadersProject LeaderMentorFacilitatorCoordinatorCo-LeaderObserverManagerManagementSupervisorSupervisor NameInstructorLearnerLearner NameWhat do you call your workers?WorkersEmployees# of WorkersOperatorsOperatorOpStaffStaff LevelSmallest Possible StaffOn-Call SupportCandidates

CustomerCustomersCustomer(s)for Typical CustomerCustomers PerspectiveSupplierSuppliersCompetitorCompetitorsEmployeeEmployerStakeholders

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Stakeholder RolesStakeholders Perspective

Representatives of every group of affected stakeholdersSupplier or Customer

AuditorInitials, Date & TimePeriodic ReviewLeader ReviewsInverted pyramidRecipientsRecipients & Methods of Communication

ApprovalRequestInitiatorInitial ApprovalApproval SignaturesAuthorization to Begin This ProjectAuthorization to Implement

Review and approve all changesApproveNotifyPublicly recognize and thankthose that most deserve it

MeasuresMeasureMeasures & TargetsMetricMetricsObjectiveObjectivesObjectives, Measures & TargetsProcess Design ObjectivesGoalGoalsTargetTargets

PriorityPriOur Priority Ranking

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People with primary decision-making authority for proposed changes

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ImportanceImpImportance to Customer

FormulaFormulasPercentRatioAverageAveragesAvgSummarySumSumsSubtotalSubtotalsTotalTotalsGrand TotalChange∆ ChangeCritical Path TotalsSub-Stream TotalsValue Stream TotalsValueCorrelationCorrelationsTrendTrendsCumulativeCum.Summary byMaxPeakIdealTypicalAdjustedSummarizeProbabilityStandard

ProjectedActualVarianceVar.Gap

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RedYellowGreen

Modifiersand&orper#ofbyforintoand/or

Symbols

Customization Log

WelcomePoka Yoke Mistake Proofing

Click this button >>>>>

Keyword search

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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)

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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.

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There is data in this sheet, so when you upgrade, there will be an entry in the 'Upgrade Log' sheet in the MultiUserChecklist.xls, which will alert you to "See (hidden) Customization Log sheet" for this workbook.

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User-Defined Keywords

then you need to install the Systems2win Excel add-in:

If you do not own a license for Systems2win,

License Violation

If you ignored the above instruction,

When you Search from your computer's Start menu or SharePoint,these are common search phrases for this template:

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Systems2winExcel Add-in Required

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The Systems2win template underlying this documentis licensed for use only by

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If your working document does not appear when you click this button…

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Option 1) Have your IT Department install your (already purchased) Systems2winInstall exe file

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Option 2) Purchase a license (or additional seats) from Systems2win

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Option 3) Download a free trial, which allows trial templates,(not licensed templates),to be used for a limited number of days

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Yes, it is okay for companies to exchange editable documents - as long as both users are licensed Systems2win users.But you wouldn't be seeing this screen if a valid Systems2win license was installed on this computer.

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then you can request the sender to send you a PDF version of this document

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thereby complying with their License Agreement, which says…

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"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."

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Thank you for supporting us so that we can continue to support you

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All the sheets in this workbook have been locked because it appears that a license violation has occurred.

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Please remember to never delete a Systems2win Help sheet.

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To recover your work, close this workbook without saving - or recover a recent backup.

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or somehow saved your workbook so that this message still appears when you re-open it…

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perhaps after completing a license compliance audit,

Data Validation Dropdown Lists<DV List Title>Translation TableEnglishEnglishSpanishPortuguese (Brazil)Chinese SimplifiedSelected Translation (never edit this column)Rows are OKRows are wrongNo SubstitutionsUser Substitutions

This column does not contain any User SubstitutionsThis column contains User SubstitutionsMaximum substitutions exceeded

See training in the 'Instructions' section of this sheet.HelpAdditional Help

Relationships between ColumnsThere can be more than oneCan have its own row, or be on the same row asCopy & paste an identical cell until there is a newScroll to view more Help

+++Learning Experiment+++

It is okay to hide, but NEVER DELETE this 'Help' sheetSee User-Defined Training on the Help sheetThis column width should beDo not edit below this thin gold linePurpose of this templateWhen to use this toolHelp & Trainingfor ANY Systems2win templateInstructions to use ANY Systems2win template

Systems2win can recover your file for a $50 data recovery fee

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as per the terms of your license agreement, which can be viewed at

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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.

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In addition to the pop-up help that appears when you click the row or column headers

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Ensure that your computer is set up correctlyMacros must be enabledThe Systems2win Add-in must be correctly installedFamiliarize yourself with the trainingQuick Start Training

Training specific to THIS templateis found on this 'Help' sheet and the 'Sample' sheetis found on this 'Help' sheetHow to open a blank 'Template' sheet

where you will do all of your work


How to download and use free PDF writing softwareHow to continuously improve your templatesHow to personalize your Systems2win templates


Suggested ReadingSystems2win online training and videosSuggested Reading and Resourcesto learn more about this subjectSystems2win Training & Support home pagewith links to many free training videos150+ pages of online training for Lean Kaizen

Process Observation instructionsProcess Design Objectives - Systems2win training

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What every user should know about any Systems2win template

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Click the button to 'Open a blank Template sheet' >>>>>>>>>>>>

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Where to Save and what to Name your working document

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You can share documents in Excel format with any user that owns a license for this Systems2win template

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Any document created using a Systems2win template that is distributed outside of licensed users must be in a non-editable format, such as printed paper or PDF

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in ways that are automatically found and mergedwith your new templates each time that you upgrade

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Some 'list items' in this template have not been translated

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Use the 'User-Defined' section of the TT worksheet to create (and translate) your own personalized lists.

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Lean Methods for High Mix and High Demand Variability

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License Agreementfor your Systems2win templatesSystems2win Newsletter

for valuable tips, announcements, & webinar invitationsThe role of the Change Agent

Balanced Measures Scorecard ideasProblem Solving using an A3 ReportTWI Training Within Industry Job Instruction methodStandard WorkSystems2win training for how to use ExcelSoftware Selection & ImplementationTranslations


What is (and is not) translated?


User-Defined Training


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the most important role in any continuous improvement team

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Use the 'Select Translation' button >>>>>>>>>>>>>>>>>>>to select or refresh the translation that will be used for all sheets in this workbook

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How to purchase Language Translations for your Systems2win templates

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If you would like to have this template translated into another language, contact Systems2win for a quote.

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Example of a User Substitution:Click the 'Select Translation' button, then select the first User Substitution, and notice how this cell changes.

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Your leaders can personalize this template with your own training

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Excel TrainingTips for using ANY Systems2win Excel template

Excel 97-2003 instructions in greenHow to make Office 2007+ easier to use2LearnExcel - Self-Paced Learning ToolHow to use the Systems2win menuthat has many features to extend ExcelUse the special Systems2win utility to Copy a SheetSystems2win menu > Copy Sheet

Hide or Unhide a SheetFormat > Sheet > Hide or UnhideExcel 2007+: Home > Format > Hide & Unhide


Shrink To Fit

Formula Auditing

to learn how (and why) to use Styles

You can also add Link Icons to link to any web page, or to link to your own Word documents, PDFs, PowerPoints, etc.

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and the 'Links' column in the User-Defined section will be automatically transferred to your new template when you upgrade.

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Excel 2007+ instructions are highlighted in orange if different from

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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

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1. Select the cell or text box2. In the Formula Bar, type the equal sign (=)3. Click the cell that you want to auto-update the value from, and ENTER

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Systems2win menu > Highlight Cells > Containing Formulas

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Known issuesfor different versions of ExcelExcel Tips most valuable for using THIS template

Hide or Unhide Rows or ColumnsRight-click > Hide or Unhide

Insert Rows or Columns

thereby copying ALL formats and formulas.Copy Rows or ColumnsInsert Copied Cells


Move individual cells

It is easy to corrupt a formula, so first save a back up

and then experiment with various ways of moving cellsCopy cells (less than an entire row or column)Usually, you can use simple CopyCopy (CTRL+C), then Paste (CTRL+V)but it is often safer to usePaste Special > Values or Formulas

DeleteHow to choose the right way to delete

Copy as picture

Use Cell Comments to add user-defined pop-up help to row and column headers - in a way that gets automatically transferred to your new template each time you upgrade.

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Tips unique to this template are red with three asterisks ***

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Important Tip: Rather than inserting a row or column,it is almost always better to COPY a similar blank row or column

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or right-click & drag entire row or column,then 'Shift Down & Copy'

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This is probably the single most important Excel skill you will ever learn

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*** If you use 'cut' or the regular 'paste', your formulas and/or cell formats might get damaged.

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1) Use your Custom Formula Safe Zone2) 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

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Filteryour data in useful waysSortScenariosInsert HyperlinksCTRL+KLink IconsSystems2win menu > Insert Link IconSplit Window or Freeze Panes

BordersThin gold linesto keep your ranges and lists intact

Systems2win menu > Reset Thin Gold LinesHow to Bend an Arrowor another type of bent shapeHow to use Excel hierarchical chartsTo Copy Visible Cells OnlySelect the Filtered area that you want to copy, thenEdit > GoTo > Special > Visible Cells Only

*** Do not use 'Wrap Text' in this workbookOr your chart will no longer align with rows.

To copy to Word, PowerPoint, or any other document - you can copy cells as a static picture, which can then be pasted just like any other image.

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to always have column or row labels visible as you scroll

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Try it! Change the row height of the thin gold line below, then select

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Excel 2007+: Home > Find & Select > Go To Special > Visible Cells Only

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Unless you unprotect the worksheet... (which you should only do for a short time if you REALLY know what you're doing)

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*** Do not insert, delete, copy, or move rows or columns in this workbook!!!

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You can:Hide and Unhide rows and columnsCopy less than an entire row or column

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The macro will not work properly if the number of rows or columns changes.

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Instead of 'Wrap Text' - refer to notes in the Comments text box, or use a Link Icon.

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*** 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.

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Instead use Copy, then Paste Special > Values

There are no special Excel tips for this template.

*** To quickly copy a box

*** Do your editing in the formula barnot directly in the cell.(This is especially important when copying bullets)Printer Page Setup

*** You should almost never move a cell in this workbookwithout moving the entire row.

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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)

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and these rows and columns must always stay together.

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

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Re-protect your worksheet as soon as possible, so that you don't accidentally damage formulas

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*** To define predecessor relationships between tasksyou can use any Excel calculation

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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.

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*** Don't move individual cells, which will corrupt formulas

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*** You cannot Insert, Delete, Copy, or Move columns in this workbook

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You can:Hide and Unhide columnsCopy less than an entire column

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The purpose of this unique learning tool is to teach just about everything that you need to know about Excel.

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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.

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The default is to print everything on one page, and…

Merge Cells*** Copy only values (not formulas and formats)Paste Special > ValuesTips to avoid broken links

SampleShapes above are affected by row hide, copy…Favorite ShapesTo avoid distorting shapes, Column width =To avoid distorting shapes, Column width = 45Standard ShapesEasily copy & paste Standard Shapes:Systems2win menu > Copy ShapesWhere to find this document

To optimize view size: View > Zoom

For instructions, see Systems2win 5SRedTag templateMaster Data Entry Sheet

ALT+ENTER for paragraphs.Don't leave any Instructions blank.

Management supports workers who support customers* Explain on back of tagAdd or Remove a ProcessDo not edit any data below this lineOEE Filtered Data Analysis forAndon ButtonSketch layout of work area

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You have all the power of Excel's 'Page Setup' featuresto print any way you want to.

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Anything on this side of this line is subject to conflict with the Custom Formula Safe Zone

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Do ALL of your editing here (on a copy of the 'Template' sheet)

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Then 'Generate Report' only when ready to print to paper or PDF.

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Name your worksheets as instructed in 'User Defined Training' on the Help sheet.

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After using the 'Add Image' button, images can be resized by dragging lower right corner.Rows can be any height. Do not use AutoFit Row Height.

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Confidential and proprietary. Do not use or disclose outside of intended purpose.

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Legend of Color Codes

Unhide Columns

TemplateHELP

Instructions to use THIS templateAdvanced Training

Major Steps in boldPersonalized Training & Mentoring

The most important thing to learn about this template is

Change Printer

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To select multiple objects, use the 'Select Objects' arrow

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

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If (at any time) you need a blank sheet,(perhaps for pictures, or supporting data…)click this button…

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Users of this template are expected to have already completed this foundational training

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and the VC worksheet should have YOUR company's header field labels, and header field default data

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(which can be overwritten in the header field of any sheet)

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Before using this tool…your Leaders should have already personalized this template

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The 'Change Printer' button will temporarily change your default printer:a) only for Excelb) only for this session(it will revert back to your Windows default printer the next time you open Excel)

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See example on the 'Sample' worksheet.Click the 'Print Audit Checklist' button (Optionally use the 'Change Printer' button first)Fill in the printed checklist in handwritingas you physically inspect the gembaTranscribe the scores

from your handwritten checklist into the 'Score' columnClick the button to 'Add To History'

Click the button to 'Print Trends'Analyze a snapshot of any day

Publish results where stakeholders can easily find them

Ponder and reflectto continuously improveAdd or update taskson your Team Accountability Board.Archive the handwritten checklist in a 3-ring bindereasily available to your supervisor's supervisor.

as part of routine Leader Standard Work.

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to transfer your data from the 'Score' column to a new 'History' column

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On the 'Scorecard' worksheet - use the 'Choose Source Data' button

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1) the 'Print Trends' button (for trends)2) the 'Scorecard' sheet (for time snapshot)

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Review results with your next-level manager and Value Stream Manager

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SHAPE TRANSLATIONS - COMMON


BANNERS

TABLE OF CONTENTSShapesCustom ShapesKanbansInformation FlowHealthcare

EditingMovementSnap To Grid ShapesSnap Off ShapesAdditional ShapesFlow Chart Shapes

Our Rating Systems

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Flow of the Thing Being Processed

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BUTTONS

Select TranslationOpen a blank 'Template' sheetOpen a blank sheetHide / Show RowsAdd ColumnsChange Lead Time Unit of MeasureImport Old State Comparison DataAdd or Remove a Process

Print Audit ChecklistPrint TrendsChange PrinterAdd to HistoryChoose Source DataPrint Rating CriteriaAdd ImageRenumber StepsGenerate Report

Sort by Date/ShiftGenerate Filtered LogImport from Daily LogGenerate Filtered WorksheetAndon

Change # Rows and Columns4 Phase QFD Wizard

Import Data

Pareto Refresh

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Configure Chart

Chart All OperatorsChart Selected Operator(s)

Apply Chart Labels

Generate a Working Document

Select Language of DataFix Row HeightsRecalculate

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Copy RevLogto Target Workbook

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CHART TITLES & LABELSCause & Effect Pareto

OEE Waterfall Chart - Summary AverageOEE Waterfall Chart for specified Row NumberUnplanned Down

Value Add AnalysisOperator Load Balance

Machine Balance

Impact Effort PICK Matrix

Quality ScreenDelivery ScreenDemand Amplification ScreenWork Balancing Chart

SortStraightenShineStandardizeSustainSafety

Total

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Text Boxes

Help

HELP & TRAINING

SAMPLE

Click the buttonClick this buttonClick the button

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When you have finished reviewing this

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click this button to open a blank sheet where you will do all of your editing

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Clickthisbutton

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Training & Video

PurposeBenefits

Learning Experiment:Try it.

Assignment:

Unhide Rows & Columns

Set Page BreaksSet Print AreaView > Page Break Preview

How to set 'Page Breaks'

Cell Links

Viewing Tips

TipsTipHow to do it

How to use Filter

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Follow the step-by-step instructions on the 'Help' sheet.

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Select the rows or columns on either side of the hidden ones, then Right-click > Unhide.

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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.

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drag the blue borders to change the print area and page breaks

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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 Safe Zone' of this or any other Systems2win template.

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View > ZoomFreeze Panes

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Custom Formula Zone

How to use Excel as a drawing toolwithout Visio

How to Select ShapesMultiple methods

How to Copy ShapesHow to get Helpfor any shape

Custom ShapesHow to add your own

Get fast answers

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This lower right quadrant of this sheet is the zone where you can write your custom formulas without conflict with the primary work area.

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Try the other 150+ templates forKaizen Lean Six Sigma

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Test drive them all with a money back guarantee

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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.

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Excel Tips for THIS template

Instructions for how to use this tool

For more rows or columns

Pop-Up HelpClick any row or column header for pop-up help

Glossary

StylesStyles can be particularly useful on this templateSystems2win menu > Styles

Avoid accidentally deleting formulas

To recalculate manually

CTRL+SHIFT+ALT+F9

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.

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It is VERY IMPORTANT to follow the

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Like all Systems2win templates - see Instructions on the 'Help' sheet

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Copy a similar blank row or columnusing 'Insert Copied Cells'(Don't use 'Insert > Rows')

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1) Unprotect the sheet2) Copy a similar blank rowusing 'Insert Copied Cells'3) Reprotect the sheet

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Systems2win provides 2 convenient ways to identify cells containing formulas.

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Tip: Whenever your data doesn't look correct, first try to recalculate manually

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Best practices for the 'Who' code

ALT+ENTERFor "paragraphs" within a cell

Kaizen TrainingKaizen training videos150+ pagesLean & Kaizen training

Online EducationBalanced Scorecard teachings & ideas

Cell CommentsRight-click > Insert Comment

Import Old StateComparison Data

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1) Make sure that the other sheet is displaying the Scenario that you want to import, and its data has been recalculated (CTRL+SHIFT+ALT+F9)

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2) Click the 'Import Old State Comparison Data' button, then recalculate(CTRL+SHIFT+ALT+F9)

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1) Have codes for teams and roles, (rather than specific people)

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2) Have codes that start with "U" for "unspecified" person or team that will become specified as the time gets closer.

zOptionally link to document(s) defining responsibilities for each role.

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Adjust width of this column to adjust width of chart(This box doesn't print)

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Dropdown Lists

Add a Dropdown List

PersonalizeSample Dropdown List

Personalize it

Right-click > Insert > Shift cells down

Link To Related Documents

Personalize your own lists

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If an arrow appears when you click a cell, click the arrow to select from the dropdown list.

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Use this DV sheet to maintain your user-defined dropdown lists.

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1) Easy dropdown choices2) Consistent terminology3) Avoid typo errors4) Easier to use Filter

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5) Your user-defined lists are automatically transferred to your new master template each time you upgrade

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To add a User-Defined Dropdown List to any cell(s) on another sheet - simply Copy one of the above cellsand then Paste it to your other sheet.

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Or use 'Paste Special > Validation'which will paste only the dropdown list - without affecting any other cell formatting.

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Select the white cell above, and then click the dropdown arrow that appears, which will then display the Sample Dropdown List.

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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.

To insert cells

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Keep Descriptions aligned with Codes.

There can't be any blanks in the middle of your Code lists.

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You can (optionally) use Link Icons to link to related documents or web pages.Try it for yourself.

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Styles

Copy Sheet


Instructions

See complete instructions on the 'Help' worksheet.

Month, Year

Comments

ImportanceCompetitive AnalysisDemanded QualitiesCategory Level 1

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.

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And then you can make additional changes for this unique working document. (if needed)

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Tip: Each workbook has its own Dropdown Lists. If your company's master lists have changed, you can simply copy & paste them from the master template to your (older) working document.

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We suggest that you use Style 2winBack3 (pink background) to differentiate your user-defined list items that are unique to this workbook.

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To copy a sheet in any Systems2win template, you should always use

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which protects you from a whole series of known bugs with Excel's usual 'Copy Sheet' command.

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(for instance, your dropdown lists might not work on the copied sheet if you forget to use our special Copy Sheet command)

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OnlineInstructions

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See the 'Advanced Training' section of the 'Help' worksheet.

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Quality Functional Deployment Matrix

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CategoryManMachineMethodsMaterials

Process Inputs

Customer RequirementsPotential Output Measurement Metrics

ObjectivesImportance

Responsible

Problem Analysis

Countermeasures

Periodic Reviews

Manual Maximum Value

Timeline Shapes

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Each stakeholder representative "signs off" when they agree that

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the presenting problem and its root causes appear to have been sufficiently analyzed.

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alternative countermeasures have been sufficiently identified and improved upon.

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Keep scheduling periodic reviews (and copying this column) until satisfied that the desired improvements have proven to be sustained.

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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 by entering a higher maximum value in this cell.

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Not Used

If you add or delete rows

Pitch Actual

Compare anything you want

Copy the grey cells from this Sample to your worksheet

What?How?Why?How?Audit Procedure Instructions

Your Chart will only work correctly after you…

Define your Project Start Date

Start Quality CheckMilestone Completion

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This Sytems2win 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).

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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.

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column always needs a number - even for Breaks

('Pitch Actual' for 'Breaks' is usually zero)

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Audit one job per day per team.Audit several full process cycles. (not just one)Audit one person for a few days, then another.

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For any questions answered "no", corrective action should be taken by the supervisor before the end of the shift.

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Enter the 'Start Date' in the 'Total Project' row. Unprotect the worksheet.Select the 'Configure Chart' button.

Tip: If your 'Project Start Date' ever changes, you need to do this again.

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Hide & unhide rows & columns

To refresh the Pareto Chart

3) Click the 'Pareto Refresh' button

Pareto Refresh will only work if...

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

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Copy the entire cell that contains the text box and the arrow

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rather than copying the textbox and the arrow individually

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1) Save your work (CTRL+S)2) Hide blank columns

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If your data is vertical - hide the blank COLUMNS that correspond to your vertical data.There is no need to hide blank ROWS.

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1) Save your work (CTRL+S)2) Unprotect the worksheet3) Hide blank rows (& perhaps columns)4) Click the 'Refresh Pareto' button5) Protect the worksheet

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1. There are no blanks between cells containing data

2. Macros are enabled

3. This sheet is not protected

4. Formulas affecting the macro have not been edited

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Hide blank columns

ObjectivesMeasures & TargetsAction ProgramsAction Items

Color / Level Thresholds

Don't copy this sheet

Level

5. No columns have been inserted or deleted

Tip: You can resize, hide, or unhide rows or columns except A through E.

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5. All required data has been entered (including 'Importance to Customer')

6. No rows or columns have been inserted or deleted.

See tips for editing THIS template.

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Rating System for Importance to Customer

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1-10 scale(Whole numbers only)

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Click the 'Choose Source Data' button to choose the sheet and date to analyze.

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The values you define here determine the colors on all sheets in this workbook.

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Use the 'Choose Source Data' button to analyze the data from any other sheet.

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For greatest impact - hand write your comments on the printed paper that you post on your Team Accountability Board.

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Click this 'Add To History' button after you have transcribed your scores from your handwritten Audit Checklist to the 'Score' column.

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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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How to edit your own

Conditional FormattingUsing symbolsfor red, yellow, green Visual Controls

Learn More

Personalize your header fields

Standard Work Analysis

Absolute and Relative Cell ReferencesHow to change between them

Study the Exampleson this 'Sample' sheeton the 'Sample' sheet

Charts need 3 dates of History to display trend lines.Hide or unhide the history you want to chart.Charts automatically resize

Link to Pictures

2) Save an archive copy of all old versions of your document - following your company's 'Document Storage and Naming' conventions.

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Tip: Use RevLog.xls to copy a 'RevLog' sheet to any Systems2win template.

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The Systems2win Add-in is required,and macros must be enabled

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Use this VC sheet as one central place to update field labels and default data for every sheet in this workbook.

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It is okay to edit field labels, but do not insert, move, or delete rows on the VC sheet.

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Standard Work Combination Table

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Use this button to quickly hide and unhide any rows marked "TRUE"

Special tips for how to personalize this type of assessment template


Rating Criteria

Also see 'RevLog' sheet

To insert hyperlinks - you must first unprotect the sheet

Core Team

Repeat DataDON'T MERGE CELLS

Data in Multiple LanguagesIn any Language Translation section…(to the right)

If a column exists in the Language Translations section

then you edit those columns in the main form.

Provide Training

Use a Link Icon to link to YOUR folder that contains pictures related to this process.

Each user of this template can optionally define their own 5 levels of rating criteria for each topic.

Click the 'Print Trends' buttonto print History & Trends,or the 'Print Audit Checklist'for the checklist only.

Important - when you hide, copy, or move rows or columns,it is critical to keep related columns and rows togetherAlways keep a primary column together with the calculation column to its right.

For Filter and Pivot Tables to work correctly - identical data must be repeated in some columns.

Select the pink cell containing the name of your desired Language, then

then you must first do your editing in the Primary Language

If a column does not exist in the Language Translations section,

perhaps using TWI Training Within Industry Job Instruction methods


and/or Systems2win instructor-led training

Multiple Languages

How to personalize text

Follow these instructions instead.

See online help for how to create dropdown lists in multiple languages


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STRING TRANSLATIONS - UNIQUE


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SHAPE TRANSLATIONS - UNIQUE


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EnglishEnglish

Click the 'A' Links to go to each section.INSTRUCTIONS to use this Translation TableSTRING TRANSLATIONS - COMMONSHAPE TRANSLATIONS - COMMONSTRING TRANSLATIONS - UNIQUESHAPE TRANSLATIONS - UNIQUEUSER-DEFINED TRANSLATIONS

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The 'Select Translation' button is found on both this sheet and the 'Help' sheet.

You can purchase language translations from Systems2win.

If you select a 'User Substitution' when using the 'Select Translation' button, then any cell that is not blank in that 'User Substitution' column will override the default translation for that row.

User Substitutions can be used for any creative use - like switching between terminology for Production vs. Office vs. Healthcare.

The maximum number of substitutions allowed for this template is


DO NOT EVER EDIT ANYTHING IN THE'SELECTED TRANSLATION' COLUMNbecause it will just be overwritten the next time you select a translation


INSTRUCTIONS to use this Translation Table

TABLE OF CONTENTS


Use 'CTRL+F' to FIND keywords

UPGRADE INSTRUCTIONS

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

OPTION 1) Add items to the list - perhaps duplicating items in different languages. For example: English codes "done, soon, now" and similar Spanish codes "hecho, pronto, ahora".

OPTION 2) Add Descriptions in multiple languages for each code.Example: Codes 1-5 have description in both English and French.

OPTION 3) Link from DV sheet to translated list items - in the User-Defined section of the TT sheetSee online training for examples.

Follow ALL of the guidelines for How to Personalize your Systems2win templates.

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


When you upgrade, the entire 'User-Defined' section (at the bottom of this sheet) is automatically copied to your new template - but don't over-use this feature,

because you will need to use Excel's 'Formula Auditing' on your legacy template to identify incoming links from other sheets, then manually recreate those links in your new master template.


Template © Systems2win© Systems2win. All rights reserved.Titles and Purposes of Systems2win templatesMaster Template<Title><Purpose>Blank Template

Learn ExcelLearn WordSelf-Paced Learning

Team Charter

Customization Log

Results Metrics

Revision Log

Multi-User Setup ChecklistUpgrade Log

Value Stream MapValue Stream Mapping Power Tool

Tip: Incoming links from your DV sheet will transfer - but links from other sheets won't.

Update your 'User Substitutions' for any rows that have been 'Revised' since the date of your previous most recent purchase or upgrade.

To create your own custom templates, starting with the Styles and features that are already familiar to your users.

To learn useful features of Microsoft Excel,and Systems2win's innovations to make Excel even more useful.

To clearly define the scope of a project or teamin a format that is easily copied to PowerPoint.

To make software upgrades easier by maintaining a log of customizations

To clearly communicate process design objectives,and to monitor progress toward achieving them.

Copy this Revision Log worksheet to any other Systems2win workbook - for an easy document revision tracking system.

Your leaders use this checklist to ensure that your Systems2win templates get set up correctly - for easy sharing by multiple users.

STRING TRANSLATIONS - COMMON


Value Stream ManagementValue Stream MappingSupply Chain Value Stream Map

Supply Chain MapLearn Value Stream Mapping

Product Family Matrix

Value Stream Plan

Lean AssessmentTo assess progress of lean transformation.Approvals

Balanced Measures ScorecardBalanced Scorecard

Policy Deployment X MatrixX Matrix

Hoshin PlanChange Management

1) to graphically illustrate the flow of the thing being processed and the information needed to process it - for one Product Family2) 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

To graphically illustrate the flow of inventory and information for one Product Family - through a value stream that involves multiple supply chain partners.

To learn some of the fundamental concepts of value stream mapping, and how to use the Systems2win value stream mapping tools.

To define your product and service families (which is the first step in the Value Stream Mapping process)

To continuously improve the value stream - by establishing clear objectives, responsibilities, and deadlines - and then holding people accountable for results.

To clearly define approvals needed, obtained, and still missing - in a way that makes it easy to understand and follow the scientific method.

To translate vision and strategy into a coherent set of performance measures.

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.


Decision Matrix

Gantt Chart

To plan and control a project - with a graphic timeline.Gantt Summary Milestone ChartGantt SummaryMilestone Chart

Job Log

Kaizen Action List

Kaizen AgendaA time-phased action plan for a Kaizen EventKaizen AuditKaizen 30-Day AuditTo ensure that improvements are sustainedKaizen PlanKaizen Plan ChecklistTo plan for a Kaizen EventPotential Future Improvements

Kaizen Event Schedule

Organization Chart

Pitch Chart

To develop strategies and incentives to embrace change

To enable a team to make decisionsthat are well-considered and well-documented.

Simple projects can be planned using this simple tool.

More commonly, you will copy this Milestone Chart to an A3 Report to provide an at-a-glance summary of a more-detailed Gantt Chart or To Do List.

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.

1) Collect Issues & Ideas as they arise during a Kaizen Event - and then make sure that they get the attention they deserve - even if outside of the scope of this Event.

2) Assign and complete follow-up assignments - to ensure the sustainability of process improvements.

One central place to collect ideas for potential future improvements, which can then periodically be reviewed and prioritized for upcoming Events.

To publish a calendar of upcoming events for continuous improvement.

To define organizational relationships - both formal and informal.


Monthly Pitch Log

Priorities Consensus

Pull Queue Hourly Status

To Do List

Issues & Ideas

Project Cost EstimatingTo estimate the costs of a project.Software Data Conversion

5S Assessment5S Scorecard

5S Red Tag Log

5S Sustainment ChecklistChecklist for cleaning and preventative maintenanceA3 Stick Figure IllustratorA3 Illustrator

A3 Gemba InterviewTo interview the person doing the work.Standard Work Instructions

Cross Functional Flowchart

To level the flow of work, and to measure expected vs. actual output per pitch cycle.

To provide at-a-glance visual analysis of trends for hour-by-hour attainment of the target production rate (known as "pitch").

To prioritize programs, projects, kaizens, or initiatives of any kind.

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.

A Leader can maintain a master list of assignments for Team Members.

To organize and resolve any type of issues & ideas affecting your project or team.

To plan and control transfer of datafrom old software to new software.

To maintain a clean, well-organized work environment - for increased productivity, safety, and the revelation of hidden problems.

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.

Illustrate A3 Reports and PowerPoints with stick figure drawings

To analyze, improve, and maintain consistency - for a highly repetitive process.

To graphically depict the flow of a process that crosses functional workgroups - to identify and eliminate waste.


Flow ChartTo visually illustrate how a process flowsProcess Flow DiagramProcess FlowJob InstructionsWork Instructions

TWI Job BreakdownTWI Training Within IndustryTo teach someone how to do a job.Layout Diagram

Process Observation WorksheetTo observe a process or a value stream.Standard Work Audit

Training MatrixCross Training MatrixJob Design MatrixJob Resources MatrixJob Transitions Assessment

Process Reengineering Matrix

Machine Balancing

OEE Overall Equipment EffectivenessOEE

OEE Filtered Data Analysis forDaily Events LogHouse of Quality QFDQFD

Root Cause Analysis

Fishbone DiagramSIPOC Diagram

To provide thorough training for how to perform a job - with pictures and detailed written instructions.

Spaghetti Diagrams - showing work paths and flow.Work Area Floor Plans - for production lines, warehouses, hospitals, offices…

To ensure that work is actually being donethe way management believes it is being done

To re-design job responsibilities to fit re-designed processes.

To clarify details that don't fit neatly into a flow chart, and to untangle and re-design even the most complex process.

To ensure that any machine cycle time does not exceed Target % of Takt Time.

To measure and improve the effectiveness of asset utilization.

To rapidly design and deploy new products and services.



8D Problem Solving8DProblem AnalysisAction List

Cause & Effect Matrix

FMEA Failure Mode Effects AnalysisTo anticipate problems and minimize risks.FMEADesign FMEADFMEAProcess FMEAPFMEAControl Plan

P-Diagram

Interface MatrixTo identify and clarify system interfaces.Design MatrixDVP&RDesign Verification Plan and Report

"Critical To" Tree DiagramCritical to QualityCritical to SatisfactionTo ensure that you collect meaningful data.Measurement Assessment Tree 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

4. To identify process customers (internal and external), and the process outputs that they seek5. To identify unintended wastes output by the process

A systematic way for a team to permanently resolve a problem that has uncertain root causes.

To identify the few process input variables that provide the greatest opportunity to improve the key process outputs.

After initial Corrective Actions have been made on the FMEA, use this Control Plan to more diligently control risksthat have high probability or severity.

To analyze inputs and outputs,and factors that can affect performance

Formalized testing of product to assure compliance with all requirements.

To identify and stratify data that is (and is not) worth collecting.


Customer Segmentation

Measurement Selection Matrix

Operational Definitions

Pareto Chart

ParetoRelations Diagram

Scorecard DataA well-organized system to gather and analyze data.Voice of the Customer Translation

Bowling Chart

Word templatesStandard Operating ProcedureEvaluation SurveyGround Rules for Working TogetherEmpowerment BoundariesPresentation of ResultsBrainstormingSoftware Design SpecificationTWI Pocket CardsLeader Standard WorkA3 Report

COMMON FIELD LABELSWhatTitle

Purpose

To identify and focus attention upon the customer segments that generate the most value from the product or service.

To choose the measures that are most strongly linked to customer requirements.

To ensure that everyone collects and interprets data in a consistent way.

To identify the most common 20% of problems causing 80% of your headaches - so that you know where to focus your continuous improvement efforts.

To identify root causes of a complex, non-linear problem.

To translate potentially vague customer commentsinto measurable design requirements

Timeline of monthly progresstoward year-end targets.


WorkbookWorkbooksBlank FormsWorksheetSheetSheetsExtra WorksheetRowHide RowColumnColFilterFiltersDescription of FiltersLogLogLog #ReportButtonTeam Accountability BoardTask Assignment BoardDocumentation

User-DefinedUserUser CalcUser FieldUnique User FieldsCopy this row for unlimited user-definedCategoryCategoriesCatTypeType of WasteUser FieldsUser DataClassClass CodesLegend

ProcessProcessesProcess(es)Process StepDelivery ProcessesCritical Path ProcessesSimultaneous ProcessesBetween Processes


Process FlowFlowValue StreamVStreamProgramProgramsAction ProgramsProjectProjectsProject Scope and BoundariesPhaseJobJobsTaskTasksWork ElementWork ElementsStandard Work ElementsActivityActivitiesStepStepsSteps / ImagesSteps that create valueSteps - within processSteps - between processesMajor StepsValue Add StepsTotal StepsTransportation LinksWork Breakdown StructureWBSSequenceSeqKaizen EventEventEventsEvent NameEvent TypeProcess NameProcess DesignBefore and after picturesRoutingsBills of Materials

ProductProductsServiceServices


Product FamilyService FamilyProduct or Service FamilyProduct or Product FamilyProduct/ FamilyProducts & ServicesOur OfferingDeliverables# of Product VariationsVariationProduct Mix

Unit of MeasureUnits of MeasureUOMDefault Unit of MeasureDefault Units of MeasureUnit of Measure Conversion FactorsUOM RatioDefault UOM

ProblemProblemsProblems per UnitDefine the ProblemProblem SummaryAdditional Documentation of the ProblemHow Big?Is this a repeat problem?Root ConcernsVoice of the CustomerFunctional RequirementsOutput / Service RequirementsO/SWasteUser-Defined Waste

Problem Solving

ChartChartsChart LabelsCustom ChartsTrend ChartsRadar ChartWaterfall Row #GridGrid Lines


Quality Screen Chart LabelsDelivery Screen Chart Labels

AssessmentPerformancePerformancePerformance MeasuresResultsActual ResultsProduction ResultsMeasured PerformanceResults StatusAttainedStandard WorkQualityChecklistsResults BroadcastContinuous ImprovementImprovementNumberRaw ScoreScoreScoresTotal Average ScoreDataOptional DataData LabelsHeader DataWorking DataVertical DataHorizontal DataColorSample DataRatingRatingsRating ScaleTarget Rating LevelQuantityQtyUnits(units)RateCostCost per Unit$Activity Based Cost AnalysisLowHighRange


Drawing ScaleMaturity LevelFirst Pass YieldSales PointsC D(Difficulty of Transition)Difficulty of TransitionAptitudeHistoryHistory by DateCustomer EvaluationCustomer EvalTarget Level of SatisfactionCompositeDesired TargetsDesired Direction of MeasureDesired DirectionTotal ImportanceWeighted Total ImportanceKano AnalysisDifficultyRelationshipStratificationPrimary SegmentsSub-SegmentsWhat, Where, When IS and IS NOT?ISIS NOT

What it IS NOTSelected to ImprovePrimary OEE MeasuresProduction Schedule to ActualControl CharacteristicQuestionQuestionsResponse & IdeasRoofSatisfactionPareto Datamore than the averageCompetency RatingsTotal Quality ManagementContinuously Improve

Operational Definition(What the measure IS)


SoftwareNetworkInternetFAXPrinterPlotterCopierSticky notesInterfaces

InventoryInventory (Standard WIP)

Std WIPWork In ProcessWIPPartPartsPart NumberPart #Item NumberItem #Finished GoodsRaw MaterialsppmItemMaterial

AssetAssetsResourceResourcesResources provided byMachine, Device, or ToolMachine/AssetMachine LoadsEquipmentSafety EquipmentComputerEquip/ToolsEquipment & Tools RequiredTools & SuppliesFacilities & SuppliesSuppliesInstrumentsToolsFurniture


PaperworkTemplates & ToolsPolicies and DocumentsMoneyPetty CashPre-approval for urgent purchase of anything neededEnergySpatial

DescriptionDesc.Title & Brief Description of Issue or IdeaBrief DescriptionFilter Description

IdentificationIDCodeCodesDocument NumberDCNControlled?Version Control

(if needed)(specify)(optional)Specify

DemandDemand per ShiftDemand per WeekDemand UOMDemand in Common UOM

CapacityProcess CapacityCapacity/weekCapacity per PersonCurrent CapabilityInputInputsOutputsInOutBatch SizePitch Batch Size


Ship Batch SizeSmallest Batch SizeAvailableUnavailableAvailabilityCapabilityDelivery

LinksLinksHyperlinksLinks to Related DocumentsRelated DocumentsIcons

Information SystemsSystemsTechnologyField LabelField No.Field Length

Data SourceData Source Field NameData TypeOrig Data SourceImport Data SourceSpecial instructions for this field for this conversionHeader FieldsNamed CellNumber FormatDefault DataStep LabelGeneral

TextCurrencyCompany policiesCompliance regulationsUnion policiesInformation

HowCommentsComments, and Ideas to Eliminate Waste

New SoftwareField Name

Generalwith word wrap


NotesKey PointsMessageIssues & IdeasOtherObservationDifferencesDon't Edit

TrainingInstructionsVideoTraining Aids

Learning TopicLearning PhaseQuestion or TaskYour Response

More InfoOrganizational Learning PerspectiveInternal Processes PerspectiveTraining Before the EventTeam TrainingTrain the WorkersLanguage TranslationTranslationTraining PresentationHandoutsTeam "Ice Breaker"Required Attendance NoticeCourtesy InvitationEntertainmentInstructor NotesLearning GameLanguagePrimary Language

Corrective Action NeededCorrective Actions and CommentsCARActions CompletedActionSample Size

Comments & Links

At a Glance Learning Validation

LearningValidation


FrequencyError CheckQuantity tested / defective

How many defects per object?DefectDefectsGoodGood Units ProducedRejectRejectsReject CategoryReworkNot NeededDuplicateWornScrapObsoleteDispositionDiscardMove to Red Tag StorageMove to: ____________ReturnReturnsReturn (needed after all)RMANCMRPurchase% Complete & AccuratePotential Failure ModePotential Failure EffectSeverityOccurrenceDetectionRisk PNControl MethodDetection MethodReaction PlanActions RecommendedAction PlanEvent ControlCleaningPrevention MethodFailure RateProcess ControlDesign ControlSeverity of Effect of Failure ModeNoise FactorsPiece to Piece Variation

How many objects have the defect?(list part #s and descriptions)


Interactions with Other SystemsCustomer Usage and Duty CycleDegradation Over TimeEnvironmentControl FactorsIdeal FunctionsError StatesSystem within the Boundary DiagramSources of VariationTest MethodTest PlanTest ReportAcceptance Criteria

PlanningPlanPlannedAlternativesCountermeasuresScenarioPathOverrideImpactObjective Measures of ImpactFactors Affecting EffortIs emergency response needed?Implement & Verify Interim Containment ActionsIdentify & VerifyShort description of proposed future improvementProposed Permanent Corrective Actionsto prevent Recurrenceto prevent Escape30-Day Action ListAlways To DoBring As Is?Communication PlanCommunicationConstrained Resource AnalysisSpecificationSpecificationsToleranceTolerancesFactors to ConsiderAdditional CriteriaYes/No

Optional

ReqY/N


Document and Analyze the Current StateImprove and Test the New ProcessClean Up and PresentS&OP (units)Process SpecificationsRequiredAdd details toBrainstormStrategic PlanningPolicy Deployment

Collect current state dataSolicit improvement ideasPrepare training materials

Confirm that EVERYTHING is readyTest equipmentPlay catchball until agreement is reached for

Job RequirementsJob DescriptionsRequirementProcess Requirement

LaborEstablish the TeamStaff UnavailabilityAvailability StrategyPeak Volume StrategyIncentivesIndividual AssessmentsEvaluationsPotential ConcernsApproaches to Gain AcceptanceMeasures of AcceptanceFacilitate TransitionOptimize PerformanceMeasures of ImprovementAttendance

6S5S5 Whys

Ensure that preparation assignments are being completed

Review data gathered and ideas received. Clarify if needed.


Safety Equipment & NotesAccidentsDate of Last AccidentPoke YokeRED TAG

VerificationAudit Criteria

Eval. Measurement TechniqueDiscipline

Gemba WalkGemba Walk TopicLean Management SystemsVisual ControlsImplement & ValidatePermanent Corrective ActionsPrevent RecurrenceSimilar SystemsCongratulate & CelebrateIf Problem Recurs or Side Effects are NoticedError-freeVisual ScorecardLittle or no effort Showing some effort, but unacceptable resultsMinimum acceptableVery good

InspectionInspection Instructions/FormsMaintenance ScheduleProduction Scheduling/ControlUnacceptableShowing effortJust AcceptableSustained ExcellenceGagesEngineering Change ApprovalPPAP Production Part Approval ProcessVeryModeratelyModerateMinorRemoteAlmost Impossible

Audit questions that can't be phrased in a way so that "yes" is the desired answer

Must receive outstanding scores for 5 audits in a row to reach this level


Almost Certainwithout warningwith warningHazardousNoneNo discernable effectAnnoyanceLoss ofDegradation ofPrimary FunctionSecondary FunctionFunction

Transportation Air travelParking

WhyReasonReasonsReasons for MissesRoot CauseRoot CausesPotential CausePossible Root CausesPossible Cause TheoriesUltimate Root Cause(s)Determine Root Cause(s)How did this Occur?How did this Escape?

Current situation (why does this need to be improved?)

WhereCompanyLocationLocation(s)DepartmentDeptFunctional AreaFunctional AreasWork AreaWork CenterWork StationWSMachineDistanceBetween


WithinDistance WithinDistance BetweenFeetMetersMilesKilometersConference roomBreak out roomsRoomsHotelGembaTeleconferenceWeb conferenceRed Tag storage areaShelves & bins

WhenDateDate (orig)VersionRevisedRevRevision NumberRev #Release DateRelease StatusRelease Approval StatusStatusStatus/NotesStateProcess StateOld StateOldExpiration DateDue DateDueScheduled DateScheduledTarget DateDates & Times NeededCompletion DateCompletedDone DateDoneResolve DateFinal ClosureClass DateClass Hours


Study HoursTodayBeforeAfterStart DateEnd DateReleasedKey DateDate Identified

TimePeriodYearyrYearsyrsAnnualMonthmoMonthsmosMonthlyWeekweekWeeksweekswkwksWeeklyDaydayDaysdays

Work DayswDays

Calendar DayscDaysDailyEvery dayShiftshiftShiftsshiftsHourHourshours


hrshrHourlyMinutesminutesminsminSecondssecondssecssec(in seconds)Lead Time UOM Converterto switch betweenJumping Off PointPrior YearThis YearYear To DateYTDJanFebMarAprMayJunJulAugSepOctNovDecBefore each gemba walkOn a periodic basisperhaps monthlyperhaps weeklyperhaps dailyFirstLastSoon AfterPre-EventPost-EventKick-off PresentationInterim Briefing(s)Final PresentationCelebrationWorking mealsPermanent

Work Time AvailableWTA


Available TimeAvail TimeUnavailable TimeWork Time Available/dayWTA/dayWork Time Available/shiftWTA/shiftWork Days/weekDays/weekLead Time Work DaysShifts/dayHours/shiftMins/shiftMins/dayMins/weekBreakBreaksBreak minutes/shiftBreaks & Out of Cycle WorkStart TimeStartRestartPlanned Start TimeEnd TimeEndOvertimeWork Time Available/weekWTA/Week

SundayMondayTuesdayWednesdayThursdayFridaySaturday

DurationDuration DaysQueue TimeLead TimeLead TimeLTWork Calendar Adjustment FactorWCAProcess Lead TimeProcess Lead Time


Process Lead Time OverrideProcess TimeProcess TimeEffort HoursEffortValue Add TimeValue AddValue Add?Value Add IncludeVANVACycle TimeCycle TimeCTCycle Time Unit of Measure

Cycle Time UOMCT UOMEffective Cycle TimeTarget Cycle TimeTakt TimeTakt TimeTarget % of Takt TimePitchPitch CyclePitch Cycle End TimeValue % of TimeActivity RatioIdeal Cycle TimeIdeal CT in MinutesActual CT in MinutesTarget Minutes per UnitActual Minutes per UnitOperator Cycle TimeQueue Time - Takt calc

CurrentPriorPrior MonthsPrior Month AvgCurrent MonthCurrent Mo Avg

WorkWorkWalk

Cycle TimeUnit of Measure


WalkWaitWaitMachine TimeMachIncidental

Machine Cycle TimeEffective Machine Cycle TimeTime Avail. for Change OversChange OverChange OversCOChange Over Time per DayLongest Change Over TimeChange Over Cycle TimeLoad, Start, & UnloadBatch Setup (mins)Batch Change Over Time GoalRun Time (mins)Quick Changeover Setup Reduction

Lost TimeLost Time EventsDowntimeMachine DowntimeDowntime ThresholdPlanned DowntimePDUnplanned DowntimeUDStandbySBPlanned UptimeLoading EffectivenessOperating TimeProductive TimeDowntime LossPerformance LossIdeal Operating TimeNet Operating TimePerformance TimeQuality Time LossLost Time CategoryLost Time Reason

Scheduling Priority


Scheduling Control PointImplementation Schedule (months)Implementation Plan ReviewReviewTime Needed per WeekEvery Part Every Interval

Intervals/wk

At the beginning of eachAt the end of eachAt specified timesAny time

WhoNamePersonPerson, Title, or TeamWho or CRUDS Code

Contact InfoPhoneEmailEmailsReminder Email

Job TitleRoleRolesTeam RolesResponsibilitiesSkillsKnowledge

AuthorResponsibleRespResponsible Team MemberPrimary ResponsibilityResponsible (Role)AccountableAccountable ExecutiveExecutiveExecutive SponsorChampion


Value Stream Manager

Process OwnerTeamShift or TeamTeam MemberTeam MembersTeam MembershipKaizen Team FormationTeam LeaderLeaderLeadersProject LeaderMentorFacilitatorCoordinatorCo-LeaderObserverManagerManagementSupervisorSupervisor NameInstructorLearnerLearner NameWhat do you call your workers?WorkersEmployees# of WorkersOperatorsOperatorOpStaffStaff LevelSmallest Possible StaffOn-Call SupportCandidates

CustomerCustomersCustomer(s)for Typical CustomerCustomers PerspectiveSupplierSuppliersCompetitorCompetitorsEmployeeEmployerStakeholders


Stakeholder RolesStakeholders Perspective

Representatives of every group of affected stakeholdersSupplier or Customer

AuditorInitials, Date & TimePeriodic ReviewLeader ReviewsInverted pyramidRecipientsRecipients & Methods of Communication

ApprovalRequestInitiatorInitial ApprovalApproval SignaturesAuthorization to Begin This ProjectAuthorization to Implement

Review and approve all changesApproveNotifyPublicly recognize and thankthose that most deserve it

MeasuresMeasureMeasures & TargetsMetricMetricsObjectiveObjectivesObjectives, Measures & TargetsProcess Design ObjectivesGoalGoalsTargetTargets

PriorityPriOur Priority Ranking

People with primary decision-making authority for proposed changes


ImportanceImpImportance to Customer

FormulaFormulasPercentRatioAverageAveragesAvgSummarySumSumsSubtotalSubtotalsTotalTotalsGrand TotalChange∆ ChangeCritical Path TotalsSub-Stream TotalsValue Stream TotalsValueCorrelationCorrelationsTrendTrendsCumulativeCum.Summary byMaxPeakIdealTypicalAdjustedSummarizeProbabilityStandard

ProjectedActualVarianceVar.Gap


RedYellowGreen

Modifiersand&orper#ofbyforintoand/or

Symbols

Customization Log

WelcomePoka Yoke Mistake Proofing

Click this button >>>>>

Keyword search



There is data in this sheet, so when you upgrade, there will be an entry in the 'Upgrade Log' sheet in the MultiUserChecklist.xls, which will alert you to "See (hidden) Customization Log sheet" for this workbook.


User-Defined Keywords

then you need to install the Systems2win Excel add-in:

If you do not own a license for Systems2win,

License Violation

If you ignored the above instruction,

When you Search from your computer's Start menu or SharePoint,these are common search phrases for this template:

Systems2winExcel Add-in Required

The Systems2win template underlying this documentis licensed for use only by

If your working document does not appear when you click this button…

Option 1) Have your IT Department install your (already purchased) Systems2winInstall exe file

Option 2) Purchase a license (or additional seats) from Systems2win

Option 3) Download a free trial, which allows trial templates,(not licensed templates),to be used for a limited number of days

Yes, it is okay for companies to exchange editable documents - as long as both users are licensed Systems2win users.But you wouldn't be seeing this screen if a valid Systems2win license was installed on this computer.

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."

Thank you for supporting us so that we can continue to support you

All the sheets in this workbook have been locked because it appears that a license violation has occurred.

Please remember to never delete a Systems2win Help sheet.

To recover your work, close this workbook without saving - or recover a recent backup.

or somehow saved your workbook so that this message still appears when you re-open it…


perhaps after completing a license compliance audit,

Data Validation Dropdown Lists<DV List Title>Translation TableEnglishEnglishSpanishPortuguese (Brazil)Chinese SimplifiedSelected Translation (never edit this column)Rows are OKRows are wrongNo SubstitutionsUser Substitutions

This column does not contain any User SubstitutionsThis column contains User SubstitutionsMaximum substitutions exceeded

See training in the 'Instructions' section of this sheet.HelpAdditional Help

Relationships between ColumnsThere can be more than oneCan have its own row, or be on the same row asCopy & paste an identical cell until there is a newScroll to view more Help

+++Learning Experiment+++

It is okay to hide, but NEVER DELETE this 'Help' sheetSee User-Defined Training on the Help sheetThis column width should beDo not edit below this thin gold linePurpose of this templateWhen to use this toolHelp & Trainingfor ANY Systems2win templateInstructions to use ANY Systems2win template

Systems2win can recover your file for a $50 data recovery fee

as per the terms of your license agreement, which can be viewed at

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.

In addition to the pop-up help that appears when you click the row or column headers


Ensure that your computer is set up correctlyMacros must be enabledThe Systems2win Add-in must be correctly installedFamiliarize yourself with the trainingQuick Start Training

Training specific to THIS templateis found on this 'Help' sheet and the 'Sample' sheetis found on this 'Help' sheetHow to open a blank 'Template' sheet

where you will do all of your work


How to download and use free PDF writing softwareHow to continuously improve your templatesHow to personalize your Systems2win templates


Suggested ReadingSystems2win online training and videosSuggested Reading and Resourcesto learn more about this subjectSystems2win Training & Support home pagewith links to many free training videos150+ pages of online training for Lean Kaizen

Process Observation instructionsProcess Design Objectives - Systems2win training

What every user should know about any Systems2win template

Click the button to 'Open a blank Template sheet' >>>>>>>>>>>>

Where to Save and what to Name your working document


You can share documents in Excel format with any user that owns a license for this Systems2win template

Any document created using a Systems2win template that is distributed outside of licensed users must be in a non-editable format, such as printed paper or PDF

in ways that are automatically found and mergedwith your new templates each time that you upgrade

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.


Lean Methods for High Mix and High Demand Variability


License Agreementfor your Systems2win templatesSystems2win Newsletter

for valuable tips, announcements, & webinar invitationsThe role of the Change Agent

Balanced Measures Scorecard ideasProblem Solving using an A3 ReportTWI Training Within Industry Job Instruction methodStandard WorkSystems2win training for how to use ExcelSoftware Selection & ImplementationTranslations


What is (and is not) translated?


User-Defined Training


the most important role in any continuous improvement team


Use the 'Select Translation' button >>>>>>>>>>>>>>>>>>>to select or refresh the translation that will be used for all sheets in this workbook

How to purchase Language Translations for your Systems2win templates



If you would like to have this template translated into another language, contact Systems2win for a quote.

Example of a User Substitution:Click the 'Select Translation' button, then select the first User Substitution, and notice how this cell changes.

Your leaders can personalize this template with your own training



Excel TrainingTips for using ANY Systems2win Excel template

Excel 97-2003 instructions in greenHow to make Office 2007+ easier to use2LearnExcel - Self-Paced Learning ToolHow to use the Systems2win menuthat has many features to extend ExcelUse the special Systems2win utility to Copy a SheetSystems2win menu > Copy Sheet

Hide or Unhide a SheetFormat > Sheet > Hide or UnhideExcel 2007+: Home > Format > Hide & Unhide


Shrink To Fit

Formula Auditing

to learn how (and why) to use Styles

You can also add Link Icons to link to any web page, or to link to your own Word documents, PDFs, PowerPoints, etc.

and the 'Links' column in the User-Defined section will be automatically transferred to your new template when you upgrade.


Excel 2007+ instructions are highlighted in orange if different from

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


1. Select the cell or text box2. In the Formula Bar, type the equal sign (=)3. Click the cell that you want to auto-update the value from, and ENTER


Systems2win menu > Highlight Cells > Containing Formulas


Known issuesfor different versions of ExcelExcel Tips most valuable for using THIS template

Hide or Unhide Rows or ColumnsRight-click > Hide or Unhide

Insert Rows or Columns

thereby copying ALL formats and formulas.Copy Rows or ColumnsInsert Copied Cells


Move individual cells

It is easy to corrupt a formula, so first save a back up

and then experiment with various ways of moving cellsCopy cells (less than an entire row or column)Usually, you can use simple CopyCopy (CTRL+C), then Paste (CTRL+V)but it is often safer to usePaste Special > Values or Formulas

DeleteHow to choose the right way to delete

Copy as picture

Use Cell Comments to add user-defined pop-up help to row and column headers - in a way that gets automatically transferred to your new template each time you upgrade.

Tips unique to this template are red with three asterisks ***


Important Tip: Rather than inserting a row or column,it is almost always better to COPY a similar blank row or column

or right-click & drag entire row or column,then 'Shift Down & Copy'

This is probably the single most important Excel skill you will ever learn


*** If you use 'cut' or the regular 'paste', your formulas and/or cell formats might get damaged.

1) Use your Custom Formula Safe Zone2) Highlight cells containing formulas

If you accidentally delete a formula, you can often repair it by simply copying a similar cell


Filteryour data in useful waysSortScenariosInsert HyperlinksCTRL+KLink IconsSystems2win menu > Insert Link IconSplit Window or Freeze Panes

BordersThin gold linesto keep your ranges and lists intact

Systems2win menu > Reset Thin Gold LinesHow to Bend an Arrowor another type of bent shapeHow to use Excel hierarchical chartsTo Copy Visible Cells OnlySelect the Filtered area that you want to copy, thenEdit > GoTo > Special > Visible Cells Only

*** Do not use 'Wrap Text' in this workbookOr your chart will no longer align with rows.

To copy to Word, PowerPoint, or any other document - you can copy cells as a static picture, which can then be pasted just like any other image.

to always have column or row labels visible as you scroll

Try it! Change the row height of the thin gold line below, then select

Excel 2007+: 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 columnsCopy less than an entire row or column

The macro will not work properly if the number of rows or columns changes.

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.


Instead use Copy, then Paste Special > Values

There are no special Excel tips for this template.

*** To quickly copy a box

*** Do your editing in the formula barnot directly in the cell.(This is especially important when copying bullets)Printer Page Setup

*** You should almost never move a cell in this workbookwithout moving the entire row.

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 tasksyou 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

*** You cannot Insert, Delete, Copy, or Move columns in this workbook

You can:Hide and Unhide columnsCopy 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.

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.



The default is to print everything on one page, and…

Merge Cells*** Copy only values (not formulas and formats)Paste Special > ValuesTips to avoid broken links

SampleShapes above are affected by row hide, copy…Favorite ShapesTo avoid distorting shapes, Column width =To avoid distorting shapes, Column width = 45Standard ShapesEasily copy & paste Standard Shapes:Systems2win menu > Copy ShapesWhere to find this document

To optimize view size: View > Zoom

For instructions, see Systems2win 5SRedTag templateMaster Data Entry Sheet

ALT+ENTER for paragraphs.Don't leave any Instructions blank.

Management supports workers who support customers* Explain on back of tagAdd or Remove a ProcessDo not edit any data below this lineOEE Filtered Data Analysis forAndon ButtonSketch layout of work area

You have all the power of Excel's 'Page Setup' featuresto print any way you want to.

Anything on this side of this line is subject to conflict with the Custom Formula Safe Zone

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.

Name your worksheets as instructed in 'User Defined Training' on the Help sheet.

After using the 'Add Image' button, images can be resized by dragging lower right corner.Rows can be any height. Do not use AutoFit Row Height.

Confidential and proprietary. Do not use or disclose outside of intended purpose.


Legend of Color Codes

Unhide Columns

TemplateHELP

Instructions to use THIS templateAdvanced Training

Major Steps in boldPersonalized Training & Mentoring

The most important thing to learn about this template is

Change Printer

To select multiple objects, use the 'Select Objects' arrow

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




If (at any time) you need a blank sheet,(perhaps for pictures, or supporting data…)click this button…

Users of this template are expected to have already completed this foundational training

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

The 'Change Printer' button will temporarily change your default printer:a) only for Excelb) only for this session(it will revert back to your Windows default printer the next time you open Excel)


See example on the 'Sample' worksheet.Click the 'Print Audit Checklist' button (Optionally use the 'Change Printer' button first)Fill in the printed checklist in handwritingas you physically inspect the gembaTranscribe the scores

from your handwritten checklist into the 'Score' columnClick the button to 'Add To History'

Click the button to 'Print Trends'Analyze a snapshot of any day

Publish results where stakeholders can easily find them

Ponder and reflectto continuously improveAdd or update taskson your Team Accountability Board.Archive the handwritten checklist in a 3-ring bindereasily available to your supervisor's supervisor.

as part of routine Leader Standard Work.

to transfer your data from the 'Score' column to a new 'History' column

On the 'Scorecard' worksheet - use the 'Choose Source Data' button

1) the 'Print Trends' button (for trends)2) the 'Scorecard' sheet (for time snapshot)

Review results with your next-level manager and Value Stream Manager





BANNERS

TABLE OF CONTENTSShapesCustom ShapesKanbansInformation FlowHealthcare

EditingMovementSnap To Grid ShapesSnap Off ShapesAdditional ShapesFlow Chart Shapes

Our Rating Systems

Flow of the Thing Being Processed



BUTTONS

Select TranslationOpen a blank 'Template' sheetOpen a blank sheetHide / Show RowsAdd ColumnsChange Lead Time Unit of MeasureImport Old State Comparison DataAdd or Remove a Process

Print Audit ChecklistPrint TrendsChange PrinterAdd to HistoryChoose Source DataPrint Rating CriteriaAdd ImageRenumber StepsGenerate Report

Sort by Date/ShiftGenerate Filtered LogImport from Daily LogGenerate Filtered WorksheetAndon

Change # Rows and Columns4 Phase QFD Wizard

Import Data

Pareto Refresh


Configure Chart

Chart All OperatorsChart Selected Operator(s)

Apply Chart Labels

Generate a Working Document

Select Language of DataFix Row HeightsRecalculate

Copy RevLogto Target Workbook


CHART TITLES & LABELSCause & Effect Pareto

OEE Waterfall Chart - Summary AverageOEE Waterfall Chart for specified Row NumberUnplanned Down

Value Add AnalysisOperator Load Balance

Machine Balance

Impact Effort PICK Matrix

Quality ScreenDelivery ScreenDemand Amplification ScreenWork Balancing Chart

SortStraightenShineStandardizeSustainSafety

Total



Text Boxes

Help

HELP & TRAINING

SAMPLE

Click the buttonClick this buttonClick the button

When you have finished reviewing this

click this button to open a blank sheet where you will do all of your editing

Clickthisbutton


Training & Video

PurposeBenefits

Learning Experiment:Try it.

Assignment:

Unhide Rows & Columns

Set Page BreaksSet Print AreaView > Page Break Preview

How to set 'Page Breaks'

Cell Links

Viewing Tips

TipsTipHow to do it

How to use Filter

Follow the step-by-step instructions on the 'Help' sheet.

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.

drag the blue borders to change the print area and page breaks

Any cell on this sheet can be instantly updated with the value from any other cell on any Excel worksheet.

Perhaps link to or from cells in the 'Custom Formula Safe Zone' of this or any other Systems2win template.

View > ZoomFreeze Panes


Custom Formula Zone

How to use Excel as a drawing toolwithout Visio

How to Select ShapesMultiple methods

How to Copy ShapesHow to get Helpfor any shape

Custom ShapesHow to add your own

Get fast answers

This lower right quadrant of this sheet is the zone where you can write your custom formulas without conflict with the primary work area.

Try the other 150+ templates forKaizen Lean Six SigmaTest drive them all with a money back guarantee

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.


Excel Tips for THIS template

Instructions for how to use this tool

For more rows or columns

Pop-Up HelpClick any row or column header for pop-up help

Glossary

StylesStyles can be particularly useful on this templateSystems2win menu > Styles

Avoid accidentally deleting formulas

To recalculate manually

CTRL+SHIFT+ALT+F9

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

Like all Systems2win templates - see Instructions on the 'Help' sheet

Copy a similar blank row or columnusing 'Insert Copied Cells'(Don't use 'Insert > Rows')

1) Unprotect the sheet2) Copy a similar blank rowusing 'Insert Copied Cells'3) Reprotect the sheet

Systems2win provides 2 convenient ways to identify cells containing formulas.

Tip: Whenever your data doesn't look correct, first try to recalculate manually


Best practices for the 'Who' code

ALT+ENTERFor "paragraphs" within a cell

Kaizen TrainingKaizen training videos150+ pagesLean & Kaizen training

Online EducationBalanced Scorecard teachings & ideas

Cell CommentsRight-click > Insert Comment

Import Old StateComparison Data1) Make sure that the other sheet is displaying the Scenario that you want to import, and its data has been recalculated (CTRL+SHIFT+ALT+F9)

2) Click the 'Import Old State Comparison Data' button, then recalculate(CTRL+SHIFT+ALT+F9)

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.

Adjust width of this column to adjust width of chart(This box doesn't print)


Dropdown Lists

Add a Dropdown List

PersonalizeSample Dropdown List

Personalize it

Right-click > Insert > Shift cells down

Link To Related Documents

Personalize your own 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.

1) Easy dropdown choices2) Consistent terminology3) Avoid typo errors4) Easier to use Filter

5) Your user-defined lists are automatically transferred to your new master template each time you upgrade

To add a User-Defined Dropdown List to any cell(s) on another sheet - simply Copy one of the above cellsand then Paste it to your other sheet.

Or use 'Paste Special > Validation'which will paste only the dropdown list - without affecting any other cell formatting.

Select the white cell above, and then click the dropdown arrow that appears, which will then display the Sample Dropdown List.

Change the Codes in the Sample Dropdown List, and notice how your changes show up in the dropdown list in the white cell above.

To insert cells

Keep Descriptions aligned with Codes.

There can't be any blanks in the middle of your Code lists.

You can (optionally) use Link Icons to link to related documents or web pages.Try it for yourself.


Styles

Copy Sheet


Instructions

See complete instructions on the 'Help' worksheet.

Month, Year

Comments

ImportanceCompetitive AnalysisDemanded QualitiesCategory Level 1

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)

Tip: Each workbook has its own Dropdown Lists. If your company's master lists have changed, you can simply copy & paste them from the master template to your (older) working document.

We suggest that you use Style 2winBack3 (pink background) to differentiate your user-defined list items that are unique to this workbook.

To copy a sheet in any Systems2win template, you should always use

which protects you from a whole series of known bugs with Excel's usual 'Copy Sheet' command.

(for instance, your dropdown lists might not work on the copied sheet if you forget to use our special Copy Sheet command)

OnlineInstructions

See the 'Advanced Training' section of the 'Help' worksheet.

Quality Functional Deployment Matrix


CategoryManMachineMethodsMaterials

Process Inputs

Customer RequirementsPotential Output Measurement Metrics

ObjectivesImportance

Responsible

Problem Analysis

Countermeasures

Periodic Reviews

Manual Maximum Value

Timeline Shapes

Each stakeholder representative "signs off" when they agree that

the presenting problem and its root causes appear to have been sufficiently analyzed.

alternative countermeasures have been sufficiently identified and improved upon.

Keep scheduling periodic reviews (and copying this column) until satisfied that the desired improvements have proven to be sustained.

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 by entering a higher maximum value in this cell.


Not Used

If you add or delete rows

Pitch Actual

Compare anything you want

Copy the grey cells from this Sample to your worksheet

What?How?Why?How?Audit Procedure Instructions

Your Chart will only work correctly after you…

Define your Project Start Date

Start Quality CheckMilestone Completion

This Sytems2win 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).

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.

column always needs a number - even for Breaks

('Pitch Actual' for 'Breaks' is usually zero)

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.

Enter the 'Start Date' in the 'Total Project' row. Unprotect the worksheet.Select the 'Configure Chart' button.

Tip: If your 'Project Start Date' ever changes, you need to do this again.


Hide & unhide rows & columns

To refresh the Pareto Chart

3) Click the 'Pareto Refresh' button

Pareto Refresh will only work if...

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

Copy the entire cell that contains the text box and the arrowrather than copying the textbox and the arrow individually

1) Save your work (CTRL+S)2) Hide blank columnsIf your data is vertical - hide the blank COLUMNS that correspond to your vertical data.There is no need to hide blank ROWS.

1) Save your work (CTRL+S)2) Unprotect the worksheet3) Hide blank rows (& perhaps columns)4) Click the 'Refresh Pareto' button5) Protect the worksheet

1. There are no blanks between cells containing data

2. Macros are enabled

3. This sheet is not protected

4. Formulas affecting the macro have not been edited


Hide blank columns

ObjectivesMeasures & TargetsAction ProgramsAction Items

Color / Level Thresholds

Don't copy this sheet

Level

5. No columns have been inserted or deleted

Tip: You can resize, hide, or unhide rows or columns except A through E.

5. All required data has been entered (including 'Importance to Customer')

6. No rows or columns have been inserted or deleted.

See tips for editing THIS template.

Rating System for Importance to Customer

1-10 scale(Whole numbers only)

Click the 'Choose Source Data' button to choose the sheet and date to analyze.

The values you define here determine the colors on all sheets in this workbook.

Use the 'Choose Source Data' button to analyze the data from any other sheet.

For greatest impact - hand write your comments on the printed paper that you post on your Team Accountability Board.

Click this 'Add To History' button after you have transcribed your scores from your handwritten Audit Checklist to the 'Score' column.

Whenever you make a change to a workbook that has a Revision Log:1) Make an entry in the 'RevLog' sheet.


How to edit your own

Conditional FormattingUsing symbolsfor red, yellow, green Visual Controls

Learn More

Personalize your header fields

Standard Work Analysis

Absolute and Relative Cell ReferencesHow to change between them

Study the Exampleson this 'Sample' sheeton the 'Sample' sheet

Charts need 3 dates of History to display trend lines.Hide or unhide the history you want to chart.Charts automatically resize

Link to Pictures

2) Save an archive copy of all old versions of your document - following your company's 'Document Storage and Naming' conventions.

Tip: Use RevLog.xls to copy a 'RevLog' sheet to any Systems2win template.

The Systems2win Add-in is required,and macros must be enabled

Use this VC sheet as one central place to update field labels and default data for every sheet in this workbook.

It is okay to edit field labels, but do not insert, move, or delete rows on the VC sheet.

Standard Work Combination Table

Use this button to quickly hide and unhide any rows marked "TRUE"

Special tips for how to personalize this type of assessment template


Rating Criteria

Also see 'RevLog' sheet

To insert hyperlinks - you must first unprotect the sheet

Core Team

Repeat DataDON'T MERGE CELLS

Data in Multiple LanguagesIn any Language Translation section…(to the right)

If a column exists in the Language Translations section

then you edit those columns in the main form.

Provide Training

Use a Link Icon to link to YOUR folder that contains pictures related to this process.

Each user of this template can optionally define their own 5 levels of rating criteria for each topic.

Click the 'Print Trends' buttonto print History & Trends,or the 'Print Audit Checklist'for the checklist only.

Important - when you hide, copy, or move rows or columns,it is critical to keep related columns and rows togetherAlways keep a primary column together with the calculation column to its right.

For Filter and Pivot Tables to work correctly - identical data must be repeated in some columns.

Select the pink cell containing the name of your desired Language, then

then you must first do your editing in the Primary Language

If a column does not exist in the Language Translations section,

perhaps using TWI Training Within Industry Job Instruction methods


and/or Systems2win instructor-led training

Multiple Languages

How to personalize text

Follow these instructions instead.

See online help for how to create dropdown lists in multiple languages


STRING TRANSLATIONS - UNIQUE


SHAPE TRANSLATIONS - UNIQUE



Template © Systems2win. Filename: document.xls, Worksheet: CLog, Page 148 of 150

Customization Log

Brief Description Links Where




Filename: document.xls, From Systems2win template: RootCause.xls, Worksheet: Template, Page 149 of 150

Root Cause Analysis <for what?>Revised: <date> Team: <name> Document Author: <name>

SuccinctlyDefine the problem

Machine

Objectives 1.

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Man

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

MethodsMaterials

Filename: document.xls, From Systems2win template: RootCause.xls, Worksheet: Template (2), Page 150 of 150

Root Cause Analysis <for what?>Revised: <date> Team: <name> Document Author: <name>

SuccinctlyDefine the problem

Machine

Objectives 1.

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Man

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

Cause

MethodsMaterials