Toyota Casi Listo

Muda Waste Observation
Purpose of this template Links

To observe waste. Link
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Template Systems2win. Filename: 361702526.xlsx, Worksheet: Help, Page 1 of 113

Instructions to use THIS template
Also refer to 'User-Defined Training' at the bottom of this page
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Users of this template are expected to have already completed this foundational training
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with typical dropdown lists for YOUR company.
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User-Defined Training Links
It is okay to insert more rows in the User-Defined Training section above.

Title Sample Office Process
Header Data Our Team Name, December 25, 2017
Type of Waste Observations Severity
Operational Definitions
Defects Incomplete paperwork was returned from downstream operation for clarification.
Products, services, or information that are
wrong, incomplete, or late. High
One of the 4 team members didn't show up for work today.
Overproduction
Too much, or too soon.
Goal = Deliver exactly what the customer Low
wants exactly when they want it.
Report was sent to every VP and manager. (rather than only those directly involved)
Waiting
Waiting for anything.
Tools, equipment, parts, materials,
information, approvals, people
3 requests from last week are still awaiting approvals.
Non Value Add
Any process steps that do not add value from
the perspective of the customer.
Tip
ALT+ENTER
Transportation and Handling For "paragraphs" within a cell
Any unnecessary movement of the thing being
processed.
Inventory
Piles of anything.
Parts, supplies, emails, paperwork, archives
2 team members had over 50 unanswered emails.
Motion
Any unnecessary movement of human
workers. Walking, searching, scrolling, High
shuffling
Betty went on a "search safari" for 25 minutes looking for misplaced report.
Eschewed Talents Management has yet to respond to complaints about flourescent lights near computers. Low
Underutilized skills and creativity.
Unsafe or unergonomic workplace. High
Confusing goals and measures.
There was not a single continuous improvement activity or suggestion last month form this team.
Comments
Filename: 361702526.xlsx, From Systems2win template: ObserveMuda.xlsx, Worksheet: Sample, Page 5 of 113
Translation Table
Selected Translation (never edit this column) English
English - No Substitutions English
Use Systems2win menu > 'Select Translations and Systems2win is the Author of all columns other than
Substitutions' to select or refresh the phrases that the User Substitutions.
will be used in all sheets in this workbook. Carefully follow Instructions before making any
changes.
.
.
Click the Links to go to each section. Click the Links to go to each section.
INSTRUCTIONS to use this Translation Table INSTRUCTIONS to use this Translation Table
STRING TRANSLATIONS - COMMON STRING TRANSLATIONS - COMMON

SHAPE TRANSLATIONS - COMMON SHAPE TRANSLATIONS - COMMON
STRING TRANSLATIONS - UNIQUE STRING TRANSLATIONS - UNIQUE

SHAPE TRANSLATIONS - UNIQUE SHAPE TRANSLATIONS - UNIQUE
USER-DEFINED TRANSLATIONS USER-DEFINED TRANSLATIONS
. .
. .
Use Systems2win menu > 'Select Translations and Use Systems2win menu > 'Select Translations and
Substitutions' to select or refresh the phrases that Substitutions' to select or refresh the phrases that
will be used in all sheets in this workbook. will be used in all sheets in this workbook.
You can purchase language translations from You can purchase language translations from
Systems2win. Systems2win.
If you select a 'User Substitution', then any cell that If you select a 'User Substitution', then any cell that
is not blank in that 'User Substitution' column will is not blank in that 'User Substitution' column will
override the default translation for that row. override the default translation for that row.
User Substitutions can be used for any creative use - User Substitutions can be used for any creative use -
like switching between terminology for Production like switching between terminology for Production
vs. Office vs. Healthcare. vs. Office vs. Healthcare.
Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 6 of 113

The maximum number of substitutions allowed for The maximum number of substitutions allowed for
this template is this template is
Systems2win is the Author of all columns other than Systems2win is the Author of all columns other than
the User Substitutions. the User Substitutions.
Carefully follow Instructions before making any Carefully follow Instructions before making any
changes. changes.
DO NOT EDIT ANYTHING IN THE DO NOT EDIT ANYTHING IN THE

'SELECTED TRANSLATION' COLUMN 'SELECTED TRANSLATION' COLUMN
because it will just be overwritten the next time you because it will just be overwritten the next time you
select a translation select a translation
Use the 'Customization Log' to make a note of any Use the 'Customization Log' to make a note of any
changes that you make that will not be automatically changes that you make that will not be automatically
transferred when you upgrade. transferred when you upgrade.
Rather than making changes in any language column, Rather than making changes in any language column,
make your changes in a 'User Substitution' column - make your changes in a 'User Substitution' column -
(so that your changes get automatically transferred (so that your changes get automatically transferred
to your new template each time that you upgrade). to your new template each time that you upgrade).
Do not insert, delete, or move any columns Do not insert, delete, or move any columns
on this TT sheet. on this TT sheet.
The only exception = it is OK to copy or move The only exception = it is OK to copy or move
columns within the 'User Substitutions' section columns within the 'User Substitutions' section
Do not insert, delete, or move rows Do not insert, delete, or move rows
above the 'User-Defined' section. above the 'User-Defined' section.
It is OK to insert, delete, or move rows only in the It is OK to insert, delete, or move rows only in the
'User-Defined' section at the bottom of this sheet. 'User-Defined' section at the bottom of this sheet.
3 WAYS TO TRANSLATE 3 WAYS TO TRANSLATE

DIFFERENT TYPES OF DROPDOWN LISTS DIFFERENT TYPES OF DROPDOWN LISTS
ON THE DV SHEET ON THE DV SHEET
Follow ALL of the guidelines for How to Personalize Follow ALL of the guidelines for How to Personalize
your Systems2win templates. your Systems2win templates.
UPGRADE INSTRUCTIONS UPGRADE INSTRUCTIONS

How to keep your user-defined translations in sync How to keep your user-defined translations in sync
after each upgrade after each upgrade
If the 'Personalized' field on your 'CLog' sheet = If the 'Personalized' field on your 'CLog' sheet =
TRUE, TRUE,
then the next time you upgrade - the 'Upgrade Log' then the next time you upgrade - the 'Upgrade Log'
sheet in your MultiUserChecklist.xlsx workbook will sheet in your MultiUserChecklist.xlsx workbook will
remind you to visit this page to make manual remind you to visit this page to make manual
changes to your upgraded template. changes to your upgraded template.
. .
. .
Template Systems2win Template Systems2win
Systems2win. All rights reserved. Systems2win. All rights reserved.

Use 'CTRL+F' to FIND keywords Use 'CTRL+F' to FIND keywords
Titles and Purposes of Systems2win templates Titles and Purposes of Systems2win templates
Master Template Master Template
<Title> <Title>
<Purpose> <Purpose>
Blank Template Blank Template
To create your own custom templates, starting with To create your own custom templates, starting with
the Styles and features that are already familiar to the Styles and features that are already familiar to
your users. your users.
Checklist Checklist
Learn Excel Learn Excel
Learn Word Learn Word
Self-Paced Learning Self-Paced Learning

To learn useful features of Microsoft Excel, To learn useful features of Microsoft Excel,
and Systems2win's innovations to make Excel even and Systems2win's innovations to make Excel even
more useful. more useful.
Learn Learn
Team Charter Team Charter
To clearly define the scope of a project or team To clearly define the scope of a project or team
in a format that is easily copied to PowerPoint. in a format that is easily copied to PowerPoint.
Customization Log Customization Log
To make software upgrades easier by maintaining a To make software upgrades easier by maintaining a
log of customizations log of customizations
Results Metrics Results Metrics
To clearly communicate process design objectives, To clearly communicate process design objectives,
and to monitor progress toward achieving them. and to monitor progress toward achieving them.
Revision Log Revision Log
Copy this Revision Log worksheet to any other Copy this Revision Log worksheet to any other
Systems2win workbook - Systems2win workbook -
for an easy document revision tracking system. for an easy document revision tracking system.
Multi-User Setup Checklist Multi-User Setup Checklist

Upgrade Log Upgrade Log
Your leaders use this checklist to ensure that your Your leaders use this checklist to ensure that your
Systems2win templates get set up correctly - for easy Systems2win templates get set up correctly - for easy
sharing by multiple users. sharing by multiple users.
Tool Selection Matrix Tool Selection Matrix
To choose the right tool To choose the right tool
which you then find and open using: which you then find and open using:
Value Stream Map Value Stream Map

Value Stream Mapping Power Tool Value Stream Mapping Power Tool
1) to graphically illustrate the flow of the thing being 1) to graphically illustrate the flow of the thing being
processed and the information needed to process it - processed and the information needed to process it -
for one Product Family for one Product Family

2) to highlight problems and proposed 2) to highlight problems and proposed
countermeasures - in highly visual ways countermeasures - in highly visual ways
3) to focus direction for your lean transformation 3) to focus direction for your lean transformation
teams teams
4) to serve as a dashboard to monitor and 4) to serve as a dashboard to monitor and
continuously improve continuously improve
Value Stream Management Value Stream Management
Value Stream Mapping Value Stream Mapping
Supply Chain Value Stream Map Supply Chain Value Stream Map
To graphically illustrate the flow of inventory and To graphically illustrate the flow of inventory and
information for one Product Family - through a value information for one Product Family - through a value
stream that involves multiple supply chain partners. stream that involves multiple supply chain partners.
Supply Chain Map Supply Chain Map
Learn Value Stream Mapping Learn Value Stream Mapping
To learn some of the fundamental concepts of value To learn some of the fundamental concepts of value
stream mapping, stream mapping,
and how to use the Systems2win value stream and how to use the Systems2win value stream
mapping tools. mapping tools.
Takt Time Calculator Takt Time Calculator
To calculate Work Time Available and Takt Time. To calculate Work Time Available and Takt Time.
Product Family Matrix Product Family Matrix
To define your product and service families To define your product and service families
(which is the first step in the Value Stream Mapping (which is the first step in the Value Stream Mapping
process) process)
Value Stream Plan Value Stream Plan
To continuously improve the value stream - by To continuously improve the value stream - by
establishing clear objectives, responsibilities, and establishing clear objectives, responsibilities, and
deadlines - and then holding people accountable for deadlines - and then holding people accountable for
results. results.
Lean Assessment Lean Assessment
To assess progress of lean transformation. To assess progress of lean transformation.

Values List Values List

To narrow a list of options (usually to one choice) - To narrow a list of options (usually to one choice) -
when personal preferences are most important. when personal preferences are most important.
Approvals Approvals
To clearly define approvals needed, obtained, and To clearly define approvals needed, obtained, and
still missing - still missing -
in a way that makes it easy to understand and follow in a way that makes it easy to understand and follow
the scientific method. the scientific method.
Prioritization Matrix Prioritization Matrix
When there are serious consequences for a wrong When there are serious consequences for a wrong
choice choice
Balanced Measures Scorecard Balanced Measures Scorecard
Balanced Scorecard Balanced Scorecard
To translate vision and strategy To translate vision and strategy

into a coherent set of performance measures. into a coherent set of performance measures.
Policy Deployment X Matrix Policy Deployment X Matrix
X Matrix X Matrix
To develop & implement strategic plans and unique To develop & implement strategic plans and unique
competitive advantages - benefiting from input & competitive advantages - benefiting from input &
ownership from all levels of the organization - in a ownership from all levels of the organization - in a
way that greatly accelerates organizational learning way that greatly accelerates organizational learning
and leadership development. and leadership development.
Hoshin Plan Hoshin Plan
Hoshin Hoshin
Change Management Change Management
To develop strategies and incentives to embrace To develop strategies and incentives to embrace
change change
Decision Matrix Decision Matrix
To enable a team to make decisions To enable a team to make decisions

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

More commonly, you will copy this Milestone Chart More commonly, you will copy this Milestone Chart
to an A3 Report to an A3 Report
to provide an at-a-glance summary of a more- to provide an at-a-glance summary of a more-
detailed Gantt Chart or To Do List. detailed Gantt Chart or To Do List.
Job Log Job Log
Compare estimated to actual set up times and run Compare estimated to actual set up times and run
times per job - with explanations of reasons for each times per job - with explanations of reasons for each
miss - which are then used to continuously improve miss - which are then used to continuously improve
the process. the process.
Action List Action List
Timeline Timeline
Assign and complete follow-up assignments - to Assign and complete follow-up assignments - to
ensure the sustainability of process improvements. ensure the sustainability of process improvements.
Kaizen Agenda Kaizen Agenda
A time-phased action plan for a Kaizen Event A time-phased action plan for a Kaizen Event
Results Audit Results Audit
30-Day Audit 30-Day Audit
To ensure that improvements are sustained To ensure that improvements are sustained
Event Plan Event Plan
Event Plan Checklist Event Plan Checklist
To plan for an Improvement Event To plan for an Improvement Event
Potential Future Improvements Potential Future Improvements
One central place to collect ideas for potential future One central place to collect ideas for potential future
improvements, which can then periodically be improvements, which can then periodically be
reviewed and prioritized for upcoming Events. reviewed and prioritized for upcoming Events.
Training Session Planning Checklist Training Session Planning Checklist

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

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

Monthly Pitch Log Monthly Pitch Log
To provide at-a-glance visual analysis of trends for To provide at-a-glance visual analysis of trends for
hour-by-hour attainment of the target production hour-by-hour attainment of the target production
rate (known as "pitch"). rate (known as "pitch").
Pull Queue Hourly Status Pull Queue Hourly Status
To view trends over time - of how backed up the To view trends over time - of how backed up the
queue of work requests are - leading to a work queue of work requests are - leading to a work
center that responds to pull signals. center that responds to pull signals.
To Do List To Do List
A Leader can maintain a master list of assignments A Leader can maintain a master list of assignments
for Team Members. for Team Members.
Issues and Ideas Issues and Ideas
To organize and resolve any type of issues & ideas To organize and resolve any type of issues & ideas
affecting your project or team. affecting your project or team.
Project Cost Estimating Project Cost Estimating
To estimate the costs of a project. To estimate the costs of a project.
Software Data Conversion Software Data Conversion
To plan and control transfer of data To plan and control transfer of data
from old software to new software. from old software to new software.
Leadership Skills Assessment Leadership Skills Assessment
To mentor lean leaders to improve their coaching To mentor lean leaders to improve their coaching
skills. skills.
Process Analysis Process Analysis
To thoroughly understand & analyze a process To thoroughly understand & analyze a process
(before suggesting countermeasures) (before suggesting countermeasures)
5S Assessment 5S Assessment
5S Scorecard 5S Scorecard
To maintain a clean, well-organized work To maintain a clean, well-organized work

environment - for increased productivity, safety, and environment - for increased productivity, safety, and
the revelation of hidden problems. the revelation of hidden problems.
5S Standard 5S Standard
To clarify expectations for 5S workplace organization To clarify expectations for 5S workplace organization
and housekeeping, and housekeeping,
and/or to serve as a "before and after" storyboard. and/or to serve as a "before and after" storyboard.
5S Red Tag Log 5S Red Tag Log

Used for the first category of 5S - Sort. Used for the first category of 5S - Sort.
Red Tags provide a system to label potentially Red Tags provide a system to label potentially
unneeded items, approve their suggested unneeded items, approve their suggested
disposition, and track what has been done. disposition, and track what has been done.
5S Sustainment Checklist 5S Sustainment Checklist
Checklist for cleaning and preventative maintenance Checklist for cleaning and preventative maintenance
Stick Figures Illustrator Stick Figures Illustrator
A3 Illustrator A3 Illustrator
Illustrate A3 Reports and PowerPoints with stick Illustrate A3 Reports and PowerPoints with stick
figure drawings figure drawings
Gemba Interview Gemba Interview
To interview the person doing the work. To interview the person doing the work.
Standard Work Instructions Standard Work Instructions
To analyze, improve, and maintain consistency - To analyze, improve, and maintain consistency -
for a repetitive process. for a repetitive process.
To estimate standard process times. To estimate standard process times.
Cross Functional Flowchart Cross Functional Flowchart
To graphically depict the flow of a process that To graphically depict the flow of a process that
crosses functional workgroups - to identify and crosses functional workgroups - to identify and
eliminate waste. eliminate waste.
Flow Chart Flow Chart
To visually illustrate how a process flows To visually illustrate how a process flows
Process Flow Diagram Process Flow Diagram
Process Flow Process Flow
Job Instructions Job Instructions
Work Instructions Work Instructions
To provide thorough training for how to perform a To provide thorough training for how to perform a
job - job -
with pictures and detailed written instructions. with pictures and detailed written instructions.
Job Breakdown Job Breakdown
TWI Training Within Industry TWI Training Within Industry
To teach someone how to do a job. To teach someone how to do a job.
Layout Diagram Layout Diagram
Spaghetti Diagrams - showing work paths and flow. Spaghetti Diagrams - showing work paths and flow.
Work Area Floor Plans - for production lines, Work Area Floor Plans - for production lines,
warehouses, hospitals, offices warehouses, hospitals, offices

Muda Waste Observation Muda Waste Observation
To observe waste. To observe waste.
Process Observation Process Observation
To observe a process or a value stream. To observe a process or a value stream.
Cycle Time Observations Cycle Time Observations
To observe process cycle times To observe process cycle times

(without details of operator work elements) (without details of operator work elements)
Standard Work Audit Standard Work Audit
To ensure that work is actually being done To ensure that work is actually being done
the way management believes it is being done the way management believes it is being done
Training Matrix Training Matrix
Cross Training Matrix Cross Training Matrix
Job Design Matrix Job Design Matrix
Job Resources Matrix Job Resources Matrix
Job Transitions Assessment Job Transitions Assessment
To re-design job responsibilities to fit re-designed To re-design job responsibilities to fit re-designed
processes. processes.
Process Reengineering Matrix Process Reengineering Matrix
To clarify details that don't fit neatly into a flow To clarify details that don't fit neatly into a flow
chart, and to untangle and re-design even the most chart, and to untangle and re-design even the most
complex process. complex process.
Machine Balancing Machine Balancing
To ensure that any machine cycle time does not To ensure that any machine cycle time does not
exceed Target % of Takt Time. exceed Target % of Takt Time.
PDCA Coaching PDCA Coaching
For learner and coach to maintain a record of past For learner and coach to maintain a record of past
experiments, results, and learnings - and to plan the experiments, results, and learnings - and to plan the
next experiment. next experiment.
Block Diagram Block Diagram
To provide a very simple sketch of a process. To provide a very simple sketch of a process.
PDCA Coaching Observations PDCA Coaching Observations
Used by a Coach's Coach - to mentor PDCA Coaching. Used by a Coach's Coach - to mentor PDCA Coaching.
Yamazumi Yamazumi
To rearrange tasks to eliminate waste and balance To rearrange tasks to eliminate waste and balance
work loads. work loads.

Header Sheets for a Huddle Board Header Sheets for a Huddle Board
Header sheets for each column of your Team Huddle Header sheets for each column of your Team Huddle
Board as an intuitive, motivating, visual success Board as an intuitive, motivating, visual success
tracking system. tracking system.
OEE Overall Equipment Effectiveness OEE Overall Equipment Effectiveness
OEE OEE
To measure and improve the effectiveness of asset To measure and improve the effectiveness of asset
utilization. utilization.
OEE Filtered Data Analysis for OEE Filtered Data Analysis for
Daily Events Log Daily Events Log
Preventive Maintenance Preventive Maintenance
Checklist for preventative maintenance tasks that Checklist for preventative maintenance tasks that
occur on a monthly cycle or greater. occur on a monthly cycle or greater.
House of Quality QFD House of Quality QFD
QFD QFD
To rapidly design and deploy new products and To rapidly design and deploy new products and
services. services.
Quadrant Chart Quadrant Chart
To visually understand relationships between two To visually understand relationships between two
factors affecting an issue. factors affecting an issue.
Root Cause Analysis Root Cause Analysis
To gain clearer understanding of possible root To gain clearer understanding of possible root
causes, causes,
and stimulate ideas for creative solutions. and stimulate ideas for creative solutions.
Fishbone Diagram Fishbone Diagram
Root Cause Analysis Map Root Cause Analysis Map
SIPOC Diagram SIPOC Diagram
1. To provide an "at a glance" overview of a process. 1. To provide an "at a glance" overview of a process.
2. To define the start and stop boundaries of a 2. To define the start and stop boundaries of a
process (and project scope) process (and project scope)
3. To clarify relationships of the suppliers of inputs to 3. To clarify relationships of the suppliers of inputs to
the process the process
4. To identify process customers (internal and 4. To identify process customers (internal and
external), external),
and the process outputs that they seek and the process outputs that they seek
5. To identify unintended wastes output by the 5. To identify unintended wastes output by the
process process
8D Problem Solving 8D Problem Solving
8D 8D

Problem Analysis Problem Analysis
Action List Action List
A systematic way for a team to permanently resolve A systematic way for a team to permanently resolve
a problem a problem
that has uncertain root causes. that has uncertain root causes.
Cause & Effect Matrix Cause & Effect Matrix
To identify the few process input variables that To identify the few process input variables that
provide the greatest opportunity to improve the key provide the greatest opportunity to improve the key
process outputs. process outputs.
FMEA Failure Mode Effects Analysis FMEA Failure Mode Effects Analysis
To anticipate problems and minimize risks. To anticipate problems and minimize risks.
FMEA FMEA
Design FMEA Design FMEA
DFMEA DFMEA
Process FMEA Process FMEA
PFMEA PFMEA
Control Plan Control Plan
After initial Corrective Actions have been made on After initial Corrective Actions have been made on
the FMEA, the FMEA,
use this Control Plan to more diligently control risks use this Control Plan to more diligently control risks
that have high probability or severity. that have high probability or severity.
P-Diagram P-Diagram
To analyze inputs and outputs, To analyze inputs and outputs,
and factors that can affect performance and factors that can affect performance
Interface Matrix Interface Matrix
To identify and clarify system interfaces. To identify and clarify system interfaces.
Design Matrix Design Matrix
DVP&R DVP&R
Design Verification Plan and Report Design Verification Plan and Report
Formalized testing of product to assure compliance Formalized testing of product to assure compliance
with all requirements. with all requirements.
'Critical To' Tree Diagram 'Critical To' Tree Diagram
Critical to Quality Critical to Quality
Critical to Satisfaction Critical to Satisfaction
To ensure that the product or process characteristics To ensure that the product or process characteristics
that you measure and control will actually satisfy that you measure and control will actually satisfy
your customers' desires. your customers' desires.
Measurement Assessment Tree Diagram Measurement Assessment Tree Diagram

To identify and stratify data that is (and is not) worth To identify and stratify data that is (and is not) worth
measuring and controlling. measuring and controlling.
Tree Diagram Tree Diagram
To systematically direct your thinking to increasing To systematically direct your thinking to increasing
levels of specific details. levels of specific details.
Customer Segmentation Customer Segmentation
To identify and focus attention upon the customer To identify and focus attention upon the customer
segments that generate the most value from the segments that generate the most value from the
product or service. product or service.
Measurement Selection Matrix Measurement Selection Matrix
To choose the measures To choose the measures

that are most strongly linked to customer that are most strongly linked to customer
requirements. requirements.
Operational Definitions Operational Definitions
To ensure that everyone collects and interprets data To ensure that everyone collects and interprets data
in a consistent way. in a consistent way.
Pareto Chart Pareto Chart
To identify the most common 20% of problems To identify the most common 20% of problems
causing 80% of your headaches - so that you know causing 80% of your headaches - so that you know
where to focus your continuous improvement where to focus your continuous improvement
efforts. efforts.
Pareto Pareto
Relations Diagram Relations Diagram
To identify root causes of a complex, non-linear To identify root causes of a complex, non-linear
problem. problem.
Trends Scorecard Trends Scorecard
Scorecard Data Scorecard Data
A well-organized system to gather and analyze data. A well-organized system to gather and analyze data.
One of the basic tools of quality. One of the basic tools of quality.
Check Sheet Check Sheet
To collect data about quality problems when and To collect data about quality problems when and
where they happen. where they happen.
Voice of the Customer Translation Voice of the Customer Translation
To translate potentially vague customer comments To translate potentially vague customer comments
into measurable design requirements into measurable design requirements
Bowling Chart Bowling Chart
Timeline of monthly progress Timeline of monthly progress
toward year-end targets. toward year-end targets.
Characteristic Matrix Characteristic Matrix

To identify process steps that can compromise To identify process steps that can compromise
product characteristics product characteristics
One Good Idea One Good Idea
Before and after storyboard Before and after storyboard
Control Chart Control Chart
To determine whether a process is in control. To determine whether a process is in control.
Run Chart Run Chart
To analyze data and trends over time. To analyze data and trends over time.
Histogram Histogram
To graphically illustrate the probability distribution of To graphically illustrate the probability distribution of
something happening. something happening.
Kanban Calculator Kanban Calculator
To calculate the number of kanbans to optimize your To calculate the number of kanbans to optimize your
lean pull inventory system. lean pull inventory system.
Scatter Plot Scatter Plot
To graphically show the relationship between two To graphically show the relationship between two
sets of data. sets of data.
Word templates Word templates

Standard Operating Procedure Standard Operating Procedure
Evaluation Survey Evaluation Survey
Ground Rules for Working Together Ground Rules for Working Together
Empowerment Boundaries Empowerment Boundaries
Presentation of Results Presentation of Results
Brainstorming Brainstorming
Software Design Specification Software Design Specification
TWI Pocket Cards TWI Pocket Cards
Leader Standard Work Leader Standard Work
A3 Report A3 Report
Document Storage and Naming Conventions Document Storage and Naming Conventions
Time Observations Time Observations
Alternative User Interfaces Alternative User Interfaces
Agenda Agenda
Force Field Analysis Force Field Analysis
Lessons Learned Lessons Learned
Word template Word template

COMMON FIELD LABELS COMMON FIELD LABELS
What What
Title Title
Subtitle Subtitle
Purpose Purpose
Title Description Title Description
Workbook Workbook
Workbooks Workbooks
Blank Forms Blank Forms
Worksheet Worksheet
Sheet Sheet
Sheets Sheets
Extra Worksheet Extra Worksheet
Row Row
Hide Row Hide Row
Column Column
Col Col
Filter Filter
Filters Filters
Description of Filters Description of Filters
Log Log
Log Log
Log # Log #
Report Report
Button Button
Team Accountability Board Team Accountability Board
Task Assignment Board Task Assignment Board
Documentation Documentation
Trial Trial
List List
Selection Selection
Free Free
Buy Buy
User-Defined User-Defined
User User
User Calc User Calc
User Field User Field
Unique User Fields Unique User Fields

Copy this row for unlimited user-defined Copy this row for unlimited user-defined
Category Category
Categories Categories
Cat Cat
Type Type
Type of Waste Type of Waste
User Fields User Fields
User Data User Data
Class Class
Class Codes Class Codes
Legend Legend
User1 User1
User2 User2
User3 User3
User4 User4
User5 User5
User6 User6
User7 User7
User8 User8
User9 User9
Cat1 Cat1
Cat2 Cat2
Cat3 Cat3
Rule Rule
Bundle Bundle
Customer Segment Customer Segment
. .
. .
. .
User1DV User1DV
User2DV User2DV
Process Process
Processes Processes
Process(es) Process(es)
Process Step Process Step
Delivery Processes Delivery Processes
Critical Path Processes Critical Path Processes
Simultaneous Processes Simultaneous Processes
Between Processes Between Processes
Process Flow Process Flow
Flow Flow

Value Stream Value Stream
VStream VStream
Program Program
Programs Programs
Action Programs Action Programs
Project Project
Projects Projects
Project Scope and Boundaries Project Scope and Boundaries
Phase Phase
Job Job
Jobs Jobs
Task Task
Tasks Tasks
Work Element Work Element
Work Elements Work Elements
Standard Work Elements Standard Work Elements
Activity Activity
Activities Activities
Step Step
Steps Steps
Steps / Images Steps / Images
Steps that create value Steps that create value
Steps - within process Steps - within process
Steps - between processes Steps - between processes
Major Steps Major Steps
Value Add Steps Value Add Steps
Total Steps Total Steps
Transportation Links Transportation Links
Work Breakdown Structure Work Breakdown Structure
WBS WBS
Sequence Sequence
Seq Seq
Kaizen Event Kaizen Event
Event Event
Events Events
Event Name Event Name
Event Type Event Type
Process Name Process Name
Process Design Process Design
Before and after pictures Before and after pictures
Routings Routings
Bills of Materials Bills of Materials
Kaizen Kaizen

Lean Lean
Scope Scope
Pre-Production Pre-Production
Post-Production Post-Production
Pre Pre
Post Post
Utilization Utilization
Lean Journey Lean Journey
Critical Path Critical Path
(could be handed off) (could be handed off)
Kanban Kanban
Quantity per Kanban Quantity per Kanban
Quantity per Order Quantity per Order
Reorder Point Reorder Point
Product Product
Products Products
Service Service
Services Services
Product Family Product Family
Service Family Service Family
Product or Service Family Product or Service Family
Product or Product Family Product or Product Family
Product/ Family Product/ Family
Products & Services Products & Services
Our Offering Our Offering
Deliverables Deliverables
# of Product Variations # of Product Variations
Variation Variation
Product Mix Product Mix
System System
Sub-system Sub-system
Component Component
Product Characteristics Product Characteristics
Size Size
Mix Mix

Unit of Measure Unit of Measure
Units of Measure Units of Measure
UOM UOM
Default Unit of Measure Default Unit of Measure
Default Units of Measure and Data Default Units of Measure and Data
UOM Ratio UOM Ratio

Default UOM Default UOM
Process UOM Process UOM
Factor Factor
Problem Problem
Problems Problems
Problems per Unit Problems per Unit
Define the Problem Define the Problem
Problem Summary Problem Summary
Additional Documentation of the Problem Additional Documentation of the Problem
How Big? How Big?
Is this a repeat problem? Is this a repeat problem?
Root Concerns Root Concerns
Voice of the Customer Voice of the Customer
Functional Requirements Functional Requirements
Waste Waste
User-Defined Waste User-Defined Waste
Sigma Sigma
Problem Solving Problem Solving
Six Sigma Six Sigma
Decision Making Decision Making
Decision Decision
Obstacles Parking Lot Obstacles Parking Lot
Corrective and Preventive Actions Corrective and Preventive Actions
Chart Chart
Charts Charts
Chart Labels Chart Labels
Custom Charts Custom Charts
Trend Charts Trend Charts
Radar Chart Radar Chart
Waterfall Row # Waterfall Row #
Grid Grid

Grid Lines Grid Lines
Chart Titles Chart Titles
Waterfall Chart Waterfall Chart

Trend Chart Trend Chart
Scatter Plot Scatter Plot
c Chart c Chart
p Chart p Chart
u Chart u Chart
UCL UCL
LCL LCL
Chart Lines Chart Lines
Chart Data Chart Data
Is the chart updated? Is the chart updated?
X Axis X Axis
Y Axis Y Axis
Assessment Assessment
Performance Performance
Performance Performance
Performance Measures Performance Measures
Results Results
Actual Results Actual Results
Production Results Production Results
Measured Performance Measured Performance
Results Status Results Status
Attained Attained
Standard Work Standard Work
Quality Quality
Checklists Checklists
Results Broadcast Results Broadcast
Continuous Improvement Continuous Improvement
Improvement Improvement
Number Number
Raw Score Raw Score
Score Score
Scores Scores
Total Average Score Total Average Score
Data Data
Optional Data Optional Data
Data Labels Data Labels

Header Data Header Data
Working Data Working Data
Vertical Data Vertical Data
Horizontal Data Horizontal Data
Color Color
Sample Data Sample Data
Rating Rating
Ratings Ratings
Rating Scale Rating Scale
Target Rating Level Target Rating Level
Quantity Quantity
Qty Qty
Units Units
(units) (units)
Rate Rate
Cost Cost
Cost per Unit Cost per Unit
$ $
Activity Based Cost Analysis Activity Based Cost Analysis
Low Low
High High
Range Range
Drawing Scale Drawing Scale
Maturity Level Maturity Level
First Pass Yield First Pass Yield
Sales Points Sales Points
CD CD
(Difficulty of Transition) (Difficulty of Transition)
Difficulty of Transition Difficulty of Transition
Aptitude Aptitude
History History
History by Date History by Date
Customer Evaluation Customer Evaluation
Customer Eval Customer Eval
Target Level of Satisfaction Target Level of Satisfaction
Composite Composite
Desired Targets Desired Targets
Desired Direction of Measure Desired Direction of Measure
Desired Direction Desired Direction
Total Importance Total Importance
Weighted Total Importance Weighted Total Importance
Kano Analysis Kano Analysis
Difficulty Difficulty

Relationship Relationship
Stratification Stratification
Primary Segments Primary Segments
Sub-Segments Sub-Segments
What, Where, When IS and IS NOT? What, Where, When IS and IS NOT?
IS IS
IS NOT IS NOT
Operational Definition Operational Definition
(What the measure IS) (What the measure IS)
What it IS NOT What it IS NOT
Selected to Improve Selected to Improve
Primary OEE Measures Primary OEE Measures
Production Production
Control Characteristic Control Characteristic
Question Question
Questions Questions
Response & Ideas Response & Ideas
Roof Roof
Satisfaction Satisfaction
Pareto Data Pareto Data
more than the average more than the average
Competency Ratings Competency Ratings
Total Quality Management Total Quality Management
Continuously Improve Continuously Improve
Checklist Checklist
Weight Weight
Lowest Lowest
Repeatable Repeatable
More More
Loss Loss
Productivity Productivity
Analysis Analysis
Unit Unit
Yield Yield
Rounding Rounding
Overproduction Overproduction
Motion Motion
Eschewed Talents Eschewed Talents
Source Data Source Data
Source Source
Lower number is better Lower number is better
Higher number is better Higher number is better
Target is best Target is best

Count Count
Relative Relative
Lower Lower
Upper Upper
Standard Deviation Standard Deviation
Skewness Skewness
Kurtosis Kurtosis
Software Software
Network Network
Internet Internet
FAX FAX
Printer Printer
Plotter Plotter
Copier Copier
Sticky notes Sticky notes
Interfaces Interfaces
Print Orientation Print Orientation
Software Project Software Project
Inventory Inventory
Inventory (Standard WIP) Inventory (Standard WIP)
Std WIP Std WIP

Work In Process Work In Process
WIP WIP
Part Part
Parts Parts
Part Number Part Number
Part # Part #
Item Number Item Number
Item # Item #
Finished Goods Finished Goods
Raw Materials Raw Materials
ppm ppm
Item Item
Material Material
Parts & Materials Parts & Materials
Buffer Buffer
Safety Safety
Asset Asset

Assets Assets
Resource Resource
Resources Resources
Resources provided by Resources provided by
Machine, Device, or Tool Machine, Device, or Tool
Machine/Asset Machine/Asset
Machine Loads Machine Loads
Equipment Equipment
Safety Equipment Safety Equipment
Computer Computer
Equip/Tools Equip/Tools
Shared Shared
Tools & Supplies Tools & Supplies
Facilities & Supplies Facilities & Supplies
Supplies Supplies
Instruments Instruments
Tools Tools
Furniture Furniture
Paperwork Paperwork
Templates & Tools Templates & Tools
Policies and Documents Policies and Documents
Money Money
Petty Cash Petty Cash
Pre-approval for urgent purchase of anything needed Pre-approval for urgent purchase of anything needed
Energy Energy
Spatial Spatial
Safety / Tools Safety / Tools
Pacemaker Pacemaker
Constraint Constraint
Outside Outside
Description Description
Desc. Desc.
Title & Brief Description of Issue or Idea Title & Brief Description of Issue or Idea
Brief Description Brief Description
Filter Description Filter Description
Identification Identification
ID ID
Code Code
Codes Codes

Document Number Document Number
DCN DCN
Controlled? Controlled?
Version Control Version Control
ID Table ID Table
ID Code ID Code
(if needed) (if needed)

(specify) (specify)
(optional) (optional)
Specify Specify
Possibility Possibility
Demand Demand
Demand per Shift Demand per Shift
Demand per Week Demand per Week
Demand UOM Demand UOM
Demand/Wk - Common UOM Demand/Wk - Common UOM
Demand/Wk - Unique UOM Demand/Wk - Unique UOM
Capacity Capacity
Process Capacity Process Capacity
Capacity/week Capacity/week
Capacity per Person Capacity per Person
Current Capability Current Capability
Input Input
Inputs Inputs
Outputs Outputs
In In
Out Out
Batch Size Batch Size
Pitch Batch Size Pitch Batch Size
Ship Batch Size Ship Batch Size
Smallest Batch Size Smallest Batch Size
Available Available
Unavailable Unavailable
Availability Availability
Capability Capability
Delivery Delivery
Output Output
Batch Batch
Andon Andon
Bins Bins

Links Links
Links Links
Hyperlinks Hyperlinks
Links to Related Documents Links to Related Documents
Related Documents Related Documents
Icons Icons
Link Link
Information Systems Information Systems

Systems Systems
Technology Technology
Field Label Field Label
Field No. Field No.
Field Length Field Length
New Software New Software
Field Name Field Name
Data Source Data Source
Data Source Field Name Data Source Field Name
Data Type Data Type
Orig Data Source Orig Data Source
Import Data Source Import Data Source
Special instructions for this field for this conversion Special instructions for this field for this conversion
Header Fields Header Fields
Named Cell Named Cell
Number Format Number Format
Default Data Default Data
Step Label Step Label
General General
General General
with word wrap with word wrap
Text Text
Currency Currency
Company policies Company policies
Regulatory compliance Regulatory compliance
Union policies Union policies
Information Information
Filename Filename
to find and open using the Systems2win menu to find and open using the Systems2win menu
Also Known As Also Known As

How How
Comments Comments
Comments, and Ideas to Eliminate Waste Comments, and Ideas to Eliminate Waste
Comments & Comments &
Links Links
Notes Notes
Key Points Key Points
Message Message
Issues & Ideas Issues & Ideas
Other Other
Observation Observation
Differences Differences
Don't Edit Don't Edit
Comments / Key Points Comments / Key Points
Ideas Ideas
Design Design
Observations Observations
Safety Warnings Safety Warnings
Add unlimited rows Add unlimited rows
Cross Training Cross Training

Online Training Online Training
Training Training
Instructions Instructions
Video Video
Training Aids Training Aids
At a Glance At a Glance
Learning Validation Learning Validation
Learning Topic Learning Topic
Learning Phase Learning Phase
Question or Task Question or Task
Your Response Your Response
Learning Learning
Validation Validation
More Info More Info
Organizational Learning Perspective Organizational Learning Perspective
Internal Processes Perspective Internal Processes Perspective
Training Before the Event Training Before the Event
Team Training Team Training
Train the Workers Train the Workers
Language Translation Language Translation
Translation Translation

Training Presentation Training Presentation
Handouts Handouts
Team "Ice Breaker" Team "Ice Breaker"
Required Attendance Notice Required Attendance Notice
Courtesy Invitation Courtesy Invitation
Entertainment Entertainment
Instructor Notes Instructor Notes
Learning Game Learning Game
Language Language
Primary Language Primary Language
Show all Show all
Expand Your Thinking Expand Your Thinking
Registration Registration
Prerequisites Prerequisites
Homework Homework
What was Learned What was Learned
Helpful Tips Helpful Tips
Training & Skills Required Training & Skills Required
Definitions Definitions
Evaluation of Learning Evaluation of Learning
Answers to the Learning Questions found in the Answers to the Learning Questions found in the
online training online training
Exclusive Training Exclusive Training
Available only to Systems2win users by clicking Available only to Systems2win users by clicking
this Link in this Help sheet this Link in this Help sheet
Training Design Training Design
Show Show
Corrective Action Needed Corrective Action Needed

Corrective Actions and Comments Corrective Actions and Comments
CAR CAR
Actions Completed Actions Completed
Action Action
Sample Size Sample Size
Frequency Frequency
Error Check Error Check
Quantity tested / defective Quantity tested / defective
How many objects have the defect? How many objects have the defect?
(list part #s and descriptions) (list part #s and descriptions)
How many defects per object? How many defects per object?
Defect Defect
Defects Defects

Good Good
Good Units Produced Good Units Produced
Reject Reject
Rejects Rejects
Reject Category Reject Category
Rework Rework
Not Needed Not Needed
Duplicate Duplicate
Worn Worn
Scrap Scrap
Obsolete Obsolete
Disposition Disposition
Discard Discard
Move to Red Tag Storage Move to Red Tag Storage
Move to: ____________ Move to: ____________
Return Return
Returns Returns
Return (needed after all) Return (needed after all)
RMA RMA
NCMR NCMR
Purchase Purchase
% Complete & Accurate % Complete & Accurate
Potential Failure Mode Potential Failure Mode
Potential Failure Effect Potential Failure Effect
Severity Severity
Occurrence Occurrence
Detection Detection
Risk PN Risk PN
Control Method Control Method
Detection Method Detection Method
Reaction Plan Reaction Plan
Actions Recommended Actions Recommended
Action Plan Action Plan
Event Control Event Control
Cleaning Cleaning
Prevention Method Prevention Method
Failure Rate Failure Rate
Process Control Process Control
Design Control Design Control
Severity of Effect of Failure Mode Severity of Effect of Failure Mode
Noise Factors Noise Factors
Piece to Piece Variation Piece to Piece Variation
Interactions with Other Systems Interactions with Other Systems

Customer Usage and Duty Cycle Customer Usage and Duty Cycle
Degradation Over Time Degradation Over Time
Environment Environment
Control Factors Control Factors
Ideal Functions Ideal Functions
Error States Error States
System within the Boundary Diagram System within the Boundary Diagram
Sources of Variation Sources of Variation
Test Method Test Method
Test Plan Test Plan
Test Report Test Report
Acceptance Criteria Acceptance Criteria
Correct Correct
Error Error
Err Err
If that doesn't work If that doesn't work
Predictions Predictions
Defective Defective
Failure Failure
Absenteeism Absenteeism
Normal Normal
Plan Plan
Do Do
Check Check
Act Act
Planning Planning
Plan Plan
Planned Planned
Alternatives Alternatives
Countermeasures Countermeasures
Scenario Scenario
Path Path
Override Override
Impact Impact
Objective Measures of Impact Objective Measures of Impact
Factors Affecting Effort Factors Affecting Effort
Is emergency response needed? Is emergency response needed?
Implement & Verify Interim Containment Actions Implement & Verify Interim Containment Actions
Identify & Verify Identify & Verify

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

Solicit improvement ideas Solicit improvement ideas
Prepare training materials Prepare training materials
Ensure that preparation assignments are being Ensure that preparation assignments are being
completed completed

Review data gathered and ideas received. Review data gathered and ideas received.
Clarify if needed. Clarify if needed.
Confirm that EVERYTHING is ready Confirm that EVERYTHING is ready
Test equipment Test equipment
Play catchball until agreement is reached for Play catchball until agreement is reached for
Job Requirements Job Requirements

Job Descriptions Job Descriptions
Requirement Requirement
Process Requirement Process Requirement
Labor Labor
Establish the Team Establish the Team
Staff Unavailability Staff Unavailability
Availability Strategy Availability Strategy
Peak Volume Strategy Peak Volume Strategy
Incentives Incentives
Individual Assessments Individual Assessments
Evaluations Evaluations
Potential Concerns Potential Concerns
Approaches to Gain Acceptance Approaches to Gain Acceptance
Measures of Acceptance Measures of Acceptance
Facilitate Transition Facilitate Transition
Optimize Performance Optimize Performance
Measures of Improvement Measures of Improvement
Attendance Attendance
6S 6S
5S 5S
5 Whys 5 Whys
Accidents Accidents
Date of Last Accident Date of Last Accident
Poke Yoke Poke Yoke
RED TAG RED TAG
Days since last accident Days since last accident

Verification Verification
Audit Criteria Audit Criteria
Audit questions that can't be phrased in a way so Audit questions that can't be phrased in a way so
that "yes" is the desired answer that "yes" is the desired answer
Eval. Measurement Technique Eval. Measurement Technique
Discipline Discipline
Gemba Walk Gemba Walk

Gemba Walk Topic Gemba Walk Topic
Lean Management Systems Lean Management Systems
Visual Controls Visual Controls
Implement & Validate Implement & Validate
Permanent Corrective Actions Permanent Corrective Actions
Prevent Recurrence Prevent Recurrence
Similar Systems Similar Systems
Congratulate & Celebrate Congratulate & Celebrate
If Problem Recurs or Side Effects are Noticed If Problem Recurs or Side Effects are Noticed
Error-free Error-free
Visual Scorecard Visual Scorecard
Little or no effort Little or no effort
Showing some effort, but unacceptable results Showing some effort, but unacceptable results
Minimum acceptable Minimum acceptable
Very good Very good
Must receive outstanding scores for 5 audits in a row Must receive outstanding scores for 5 audits in a row
to reach this level to reach this level
Inspection Inspection
Inspection Instructions/Forms Inspection Instructions/Forms
Maintenance Schedule Maintenance Schedule
Production Scheduling/Control Production Scheduling/Control
Unacceptable Unacceptable
Showing effort Showing effort
Just Acceptable Just Acceptable
Sustained Excellence Sustained Excellence
Gages Gages
Engineering Change Approval Engineering Change Approval
PPAP Production Part Approval Process PPAP Production Part Approval Process
Very Very
Moderately Moderately

Moderate Moderate
Minor Minor
Remote Remote
Almost Impossible Almost Impossible
Almost Certain Almost Certain
without warning without warning
with warning with warning
Hazardous Hazardous
None None
No discernable effect No discernable effect
Annoyance Annoyance
Loss of Loss of
Degradation of Degradation of
Primary Function Primary Function
Secondary Function Secondary Function
Function Function
Prioritized Prioritized
Unprioritized Unprioritized
Prioritized List Prioritized List
Unprioritized List Unprioritized List
Satisfier Satisfier
Dissatisfier Dissatisfier
Delighter Delighter
Simple Simple
Transportation Transportation
Air travel Air travel
Parking Parking
Transportation and Handling Transportation and Handling
Height Height
Width Width
Row height Row height
Column width Column width
Change Row Height to resize text box Change Row Height to resize text box
Why Why
Reason Reason

Reasons Reasons
Reasons for Misses Reasons for Misses
Root Cause Root Cause
Root Causes Root Causes
Potential Cause Potential Cause
Possible Root Causes Possible Root Causes
Possible Cause Theories Possible Cause Theories
Ultimate Root Cause(s) Ultimate Root Cause(s)
Determine Root Cause(s) Determine Root Cause(s)
How did this Occur? How did this Occur?
How did this Escape? How did this Escape?
Current situation (why does this need to be Current situation (why does this need to be
improved?) improved?)
Cause Cause
Where Where
Company Company
Location Location
Location(s) Location(s)
Department Department
Dept Dept
Functional Area Functional Area
Functional Areas Functional Areas
Work Area Work Area
Work Center Work Center
Work Station Work Station
WS WS
Machine Machine
Distance Distance
Between Between
Within Within
Distance Within Distance Within
Distance Between Distance Between
Feet Feet
Meters Meters
Miles Miles
Kilometers Kilometers
Conference room Conference room
Break out rooms Break out rooms
Rooms Rooms
Hotel Hotel
Gemba Gemba
Teleconference Teleconference

Web conference Web conference
Red Tag storage area Red Tag storage area
Shelves & bins Shelves & bins
Enter data here Enter data here
Office Office
Page Navigation Page Navigation
Top Top
Floor Space Floor Space
Up Up
Down Down
Grey Grey
Above Above
Below Below
When When
Date Date
Date (orig) Date (orig)
Version Version
Revised Revised
Rev Rev
Revision Number Revision Number
Rev # Rev #
Release Date Release Date
Release Status Release Status
Release Approval Status Release Approval Status
Status Status
Status/Notes Status/Notes
State State
Process State Process State
Old State Old State
Old Old
Expiration Date Expiration Date
Due Date Due Date
Due Due
Scheduled Date Scheduled Date
Scheduled Scheduled
Target Date Target Date
Dates & Times Needed Dates & Times Needed
Completion Date Completion Date
Completed Completed
Done Date Done Date
Done Done
Resolve Date Resolve Date

Final Closure Final Closure
Class Date Class Date
Class Hours Class Hours
Study Hours Study Hours
Today Today
Before Before
After After
Start Date Start Date
End Date End Date
Released Released
Key Date Key Date
Date Identified Date Identified
Before you start Before you start
Not Started Not Started
Analyzed Analyzed
Stabilized Stabilized
Standardized Standardized
Visual Visual
Self Healing Self Healing
Revision Revision
Date of Expiration or Next Review Date of Expiration or Next Review
Time Time
Period Period
Year Year
yr yr
Years Years
yrs yrs
Annual Annual
Month Month
mo mo
Months Months
mos mos
Monthly Monthly
Week Week
week week
Weeks Weeks
weeks weeks
wk wk
wks wks
Weekly Weekly
Day Day
day day

Days Days
days days
Time Period Time Period
Work Days Work Days
wDays wDays
Periodic Periodic
Calendar Days Calendar Days
cDays cDays
Daily Daily
Every day Every day
Shift Shift
shift shift
Shifts Shifts
shifts shifts
Hour Hour
Hours Hours
hours hours
hrs hrs
hr hr
Hourly Hourly
Minutes Minutes
minutes minutes
mins mins
min min
Seconds Seconds
seconds seconds
secs secs
sec sec
(in seconds) (in seconds)
Lead Time UOM Converter Lead Time UOM Converter
to switch between to switch between
Jumping Off Point Jumping Off Point
Prior Year Prior Year
This Year This Year
Year To Date Year To Date
YTD YTD
Jan Jan
Feb Feb
Mar Mar
Apr Apr
May May
Jun Jun
Jul Jul

Aug Aug
Sep Sep
Oct Oct
Nov Nov
Dec Dec
Before each gemba walk Before each gemba walk
On a periodic basis On a periodic basis
perhaps monthly perhaps monthly
perhaps weekly perhaps weekly
perhaps daily perhaps daily
First First
Last Last
Soon After Soon After
Pre-Event Pre-Event
Post-Event Post-Event
Kick-off Presentation Kick-off Presentation
Interim Briefing(s) Interim Briefing(s)
Final Presentation Final Presentation
Celebration Celebration
Working meals Working meals
Permanent Permanent
Next Next
Number of Rolling Periods Number of Rolling Periods
Process Change at Row Process Change at Row
Dead End Dead End
Barriers to Flow Barriers to Flow
Work Time Available Work Time Available

WTA WTA
Available Time Available Time
Avail Time Avail Time
Unavailable Time Unavailable Time
Work Time Available/day Work Time Available/day
WTA/day WTA/day
Work Time Available/shift Work Time Available/shift
WTA/shift WTA/shift
Work Days/week Work Days/week
Days/week Days/week
Lead Time Work Days Lead Time Work Days
Shifts/day Shifts/day
Hours/shift Hours/shift
Mins/shift Mins/shift
Mins/day Mins/day

Mins/week Mins/week
Break Break
Breaks Breaks
Break minutes/shift Break minutes/shift
Breaks & Out of Cycle Work Breaks & Out of Cycle Work
Start Time Start Time
Start Start
Restart Restart
Planned Start Time Planned Start Time
End Time End Time
End End
Overtime Overtime
Work Time Available/week Work Time Available/week
WTA/Week WTA/Week
Start & End Start & End
Out of Cycle Work Out of Cycle Work
Run Time Available Run Time Available
Run Cycle Run Cycle
Cycle Analysis Cycle Analysis
Personal, Fatigue and Delay Personal, Fatigue and Delay
Run Run
Run Cycle Analysis Run Cycle Analysis
Meals Meals
Sunday Sunday
Monday Monday
Tuesday Tuesday
Wednesday Wednesday
Thursday Thursday
Friday Friday
Saturday Saturday
Sun Sun
Mon Mon
Tue Tue
Wed Wed
Thu Thu
Fri Fri
Sat Sat
Duration Duration
Duration Days Duration Days

Queue Time Queue Time
Lead Time Lead Time
Lead Time Lead Time
LT LT
Work Calendar Adjustment Factor Work Calendar Adjustment Factor
WCA WCA
Process Lead Time Process Lead Time
Process Lead Time Process Lead Time
Process Lead Time Override Process Lead Time Override
Process Time Process Time
Process Time Process Time
Effort Hours Effort Hours
Effort Effort
Value Add Time Value Add Time
Value Add Value Add
Value Add? Value Add?
Value Add Include Value Add Include
VA VA
NVA NVA
Cycle Time Cycle Time
CT CT
Cycle Time Unit of Measure Cycle Time Unit of Measure
Unit of Measure Unit of Measure
Cycle Time UOM Cycle Time UOM
CT UOM CT UOM
Effective Cycle Time Effective Cycle Time
Target Cycle Time Target Cycle Time
Takt Time Takt Time
Takt Time Takt Time
Target % Target %
Pitch Pitch
Pitch Cycle Pitch Cycle
Pitch Cycle End Time Pitch Cycle End Time
Value % of Time Value % of Time
Activity Ratio Activity Ratio
Ideal Cycle Time Ideal Cycle Time
Ideal CT in Minutes Ideal CT in Minutes
Actual CT in Minutes Actual CT in Minutes
Time per Cycle Time per Cycle
Quantity per Cycle Quantity per Cycle
Takt and Cycle Time Takt and Cycle Time

Queue Time - Takt calc Queue Time - Takt calc
Operator Cycle Time Operator Cycle Time
If you change Cycle Time Unit of Measure, you must If you change Cycle Time Unit of Measure, you must
recalculate recalculate
Cycle Time Unit of Measure is used for Cycle Time Unit of Measure is used for
Process Time, Cycle Time, and Takt Time. Process Time, Cycle Time, and Takt Time.
Non Value Add Non Value Add
Current Current
Prior Prior
Prior Months Prior Months
Prior Periods Avg Prior Periods Avg
Current Month Current Month
Current Period Avg Current Period Avg
Current Time Period Current Time Period
Current Period Current Period
Prior Periods Prior Periods
Incident Incident
Work Work
Work Work
Walk Walk
Walk Walk
Wait Wait
Wait Wait
Machine Time Machine Time
Mach Mach
Incidental Incidental
Waiting Waiting
Machine Cycle Time Machine Cycle Time

Effective Machine Cycle Time Effective Machine Cycle Time
Time Avail. for Change Overs Time Avail. for Change Overs
Change Over Change Over
Change Overs Change Overs
CO CO
Change Over Time per Day Change Over Time per Day
Longest Change Over Time Longest Change Over Time
Change Over Cycle Time Change Over Cycle Time
Unload, Load & Start Unload, Load & Start
Batch Setup (mins) Batch Setup (mins)
Batch Change Over Time Goal Batch Change Over Time Goal

Run Time (mins) Run Time (mins)
Quick Changeovers Quick Changeovers
External Operators External Operators
Time Per Change Over Time Per Change Over
Load Balancing Load Balancing
Lost Time Lost Time

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

Implementation Schedule (months) Implementation Schedule (months)
Implementation Plan Review Implementation Plan Review
Review Review
Time Needed per Week Time Needed per Week

Guaranteed Turnaround Time Guaranteed Turnaround Time
Intervals/wk Intervals/wk
At the beginning of each At the beginning of each

At the end of each At the end of each
At specified times At specified times
Any time Any time
Who Who
Name Name
Person Person
Person, Title, or Team Person, Title, or Team
Who or CRUDS Code Who or CRUDS Code
Contact Info Contact Info

Phone Phone
Email Email
Emails Emails
Reminder Email Reminder Email
Job Title Job Title

Role Role
Roles Roles
Team Roles Team Roles
Responsibilities Responsibilities
Skills Skills
Knowledge Knowledge
Knowledge Threshold Knowledge Threshold
Mentoring Skills Mentoring Skills
Not Doing Not Doing
Novice Novice
Learning Learning
Competent Competent
Expert Expert
Author Author
Responsible Responsible
Resp Resp

Responsible Team Member Responsible Team Member
Primary Responsibility Primary Responsibility
Responsible (Role) Responsible (Role)
Accountable Accountable
Accountable Executive Accountable Executive
Executive Executive
Executive Sponsor Executive Sponsor
Champion Champion
Value Stream Manager Value Stream Manager
Coach Coach
Process Owner Process Owner
Team Team
Shift or Team Shift or Team
Team Member Team Member
Team Members Team Members
Team Membership Team Membership
Team Formation Team Formation
Team Leader Team Leader
Leader Leader
Leaders Leaders
Project Leader Project Leader
Mentor Mentor
Facilitator Facilitator
Coordinator Coordinator
Co-Leader Co-Leader
Observer Observer
Manager Manager
Management Management
Supervisor Supervisor
Supervisor Name Supervisor Name
Instructor Instructor
Learner Learner
Learner Name Learner Name
What do you call your workers? What do you call your workers?
Workers Workers
Employees Employees
# of Workers # of Workers
Operators Operators
Operator Operator
Op Op
Staff Staff
Staff Level Staff Level
Smallest Possible Staff Smallest Possible Staff

On-Call Support On-Call Support
Candidates Candidates
Learners Learners
Leadership Leadership
Executive Leadership Executive Leadership
Team Leadership Team Leadership
Launch a New Team Launch a New Team
People Development People Development
Daily Management Daily Management
Visual Management Visual Management
Project Management Project Management
Worker Worker
Customer Customer
Customers Customers
Customer(s) Customer(s)
for Typical Customer for Typical Customer
Customers Perspective Customers Perspective
Supplier Supplier
Suppliers Suppliers
Competitor Competitor
Competitors Competitors
Employee Employee
Employer Employer
Stakeholders Stakeholders
Stakeholder Roles Stakeholder Roles
Stakeholders Perspective Stakeholders Perspective
Representatives of every group of affected Representatives of every group of affected
stakeholders stakeholders
Supplier or Customer Supplier or Customer
Auditor Auditor
Initials, Date & Time Initials, Date & Time
Periodic Review Periodic Review
Leader Reviews Leader Reviews
Recipients Recipients
Recipients & Methods of Communication Recipients & Methods of Communication

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

Anticipated Anticipated

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

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

Symbols Symbols

Customization Log Customization Log
Write down brief reminders of any customizations Write down brief reminders of any customizations
that are not automatically found and transferred, that are not automatically found and transferred,
and therefore will need to be manually reproduced and therefore will need to be manually reproduced
in your new template each time you upgrade. (See in your new template each time you upgrade. (See
online training) online training)
It is okay to insert rows between the gold lines, It is okay to insert rows between the gold lines,
and your entries in this Customization Log will and your entries in this Customization Log will
automatically be transferred to your new template automatically be transferred to your new template
each time you upgrade. each time you upgrade.
If the 'Personalized' field (above) = TRUE, then when If the 'Personalized' field (above) = TRUE, then when
you upgrade, there will be an entry in the 'Upgrade you upgrade, there will be an entry in the 'Upgrade
Log' sheet in the MultiUserChecklist.xlsx, which will Log' sheet in the MultiUserChecklist.xlsx, which will
alert you to "See (hidden) Customization Log sheet" alert you to "See (hidden) Customization Log sheet"
for this workbook. for this workbook.
Has this master template been personalized? Has this master template been personalized?
The Personalization Upgrade Utility will The Personalization Upgrade Utility will
automatically find & transfer personalizations each automatically find & transfer personalizations each
time that you upgrade time that you upgrade
only if you manually change this answer to "TRUE" only if you manually change this answer to "TRUE"
Welcome Welcome
Poka Yoke Mistake Proofing Poka Yoke Mistake Proofing
Keyword search Keyword search
When you Search from your computer's Start menu When you Search from your computer's Start menu
or SharePoint, or SharePoint,
these are common search phrases for this template: these are common search phrases for this template:

User-Defined Keywords User-Defined Keywords
The Systems2win Excel Add-in is required The Systems2win Excel Add-in is required
The Systems2win template underlying this document The Systems2win template underlying this document
is licensed for use only is licensed for use only
If the Systems2win tab is not found in the Excel If the Systems2win tab is not found in the Excel
Ribbon menu Ribbon menu
then you need to install the Systems2win Excel add- then you need to install the Systems2win Excel add-
in: in:
Damaged Document Damaged Document
To recover your damaged document... To recover your damaged document...
This document is licensed for use only on computers This document is licensed for use only on computers
that have the Systems2win add-in installed that have the Systems2win add-in installed
How to share your document with unlimited users How to share your document with unlimited users
(with or without Systems2win installed) (with or without Systems2win installed)
If you do not own a license for Systems2win, If you do not own a license for Systems2win,
then you can request the sender to send you a PDF then you can request the sender to send you a PDF
version of this document version of this document
thereby complying with their License Agreement, thereby complying with their License Agreement,
which says which says
"Any working document created using a "Any working document created using a
Systems2win template that is distributed outside of Systems2win template that is distributed outside of
your Licensed Users must be in a non-editable your Licensed Users must be in a non-editable
format - such as printed paper or a PDF." format - such as printed paper or a PDF."
Thank you for supporting us so that we can continue Thank you for supporting us so that we can continue
to support you to support you
License Violation License Violation
To use this template, the Systems2win Excel add-in To use this template, the Systems2win Excel add-in
must be installed. must be installed.
Licensed for use only Licensed for use only
Share this (free) template with anyone that has the Share this (free) template with anyone that has the
Excel add-in from Systems2win.com. Excel add-in from Systems2win.com.
during the trial period. during the trial period.
Licensed Licensed
Template is licensed for use only with the Template is licensed for use only with the
Systems2win Excel add-in. Systems2win Excel add-in.
Something needs to be corrected... Something needs to be corrected...
Your trial period has expired Your trial period has expired

You can purchase your templates at You can purchase your templates at
Systems2win.com Systems2win.com
If you need to recover data from your expired trial If you need to recover data from your expired trial
document... document...
Data Validation Dropdown Lists Data Validation Dropdown Lists

<DV List Title> <DV List Title>
Translation Table Translation Table
English English
English English
Spanish Spanish
Portuguese (Brazil) Portuguese (Brazil)
Chinese Simplified Chinese Simplified
French French
German German
Arabic Arabic
Selected Translation (never edit this column) Selected Translation (never edit this column)
Rows are OK Rows are OK
Rows are wrong Rows are wrong
No Substitutions No Substitutions
User Substitutions User Substitutions
This column does not contain any User Substitutions This column does not contain any User Substitutions
This column contains User Substitutions This column contains User Substitutions
Maximum substitutions exceeded. Max = Maximum substitutions exceeded. Max =
Refer to 'Upgrade Instructions' - so that you know Refer to 'Upgrade Instructions' - so that you know
how to use this User-Defined section in ways that will how to use this User-Defined section in ways that will
easily transfer to your new template each time you easily transfer to your new template each time you
upgrade. upgrade.
See training in the 'Instructions' section of this sheet. See training in the 'Instructions' section of this sheet.
Help Help
Additional Help Additional Help
In addition to the pop-up help that appears when In addition to the pop-up help that appears when
you click the row or column headers you click the row or column headers
Relationships between Columns Relationships between Columns
There can be more than one There can be more than one

Can have its own row, or be on the same row as Can have its own row, or be on the same row as
Copy & paste an identical cell until there is a new Copy & paste an identical cell until there is a new
Scroll to view more Help Scroll to view more Help
When using the PDCA scientific method to improve a When using the PDCA scientific method to improve a
process process
Help Text Boxes Help Text Boxes
+++Learning Experiment+++ +++Learning Experiment+++
It is okay to hide, but NEVER DELETE this 'Help' sheet It is okay to hide, but NEVER DELETE this 'Help' sheet
See User-Defined Training on the Help sheet See User-Defined Training on the Help sheet
This column width should be This column width should be
Do not edit below this thin gold line Do not edit below this thin gold line
Purpose of this template Purpose of this template
When to use this tool When to use this tool
Help & Training Help & Training
Continuously improving tools for continuous Continuously improving tools for continuous
improvement improvement
for ANY Systems2win template for ANY Systems2win template
Instructions to use ANY Systems2win template Instructions to use ANY Systems2win template
Ensure that your computer is set up correctly Ensure that your computer is set up correctly
In the Systems2win menu, select In the Systems2win menu, select

Familiarize yourself with the training Familiarize yourself with the training
Initial Training - Quick Start Initial Training - Quick Start
to learn what every user should know about any to learn what every user should know about any
Systems2win template Systems2win template
Training specific to THIS template Training specific to THIS template
is found on this 'Help' sheet and the 'Sample' sheet is found on this 'Help' sheet and the 'Sample' sheet
is found on this 'Help' sheet is found on this 'Help' sheet
where you will do your work where you will do your work

Where to Save and what to Name your working Where to Save and what to Name your working
document document
Rename your sheet Rename your sheet
How to personalize your Systems2win templates How to personalize your Systems2win templates
Watch the Quick Start Training Videos Watch the Quick Start Training Videos
Special features for users with disabilities Special features for users with disabilities
Some 'list items' in this template have not been Some 'list items' in this template have not been
translated translated
Use the 'User-Defined' section of the TT worksheet Use the 'User-Defined' section of the TT worksheet
to create (and translate) your own personalized lists. to create (and translate) your own personalized lists.
Provide your feedback & ideas Provide your feedback & ideas
to continuously improve your tools for continuous to continuously improve your tools for continuous
improvement improvement
Suggested Reading Suggested Reading
Systems2win online training and videos Systems2win online training and videos
Suggested Reading and Resources Suggested Reading and Resources
to learn more about this subject to learn more about this subject
Systems2win Training & Support home page Systems2win Training & Support home page
with links to many free training videos with links to many free training videos
150+ pages of online training for Lean Kaizen 150+ pages of online training for Lean Kaizen
Lean Methods for High Mix and High Demand Lean Methods for High Mix and High Demand
Variability Variability
Process Observation instructions Process Observation instructions
Process Design Objectives - Systems2win training Process Design Objectives - Systems2win training
License Agreement License Agreement
for your Systems2win templates for your Systems2win templates

Systems2win Newsletter Systems2win Newsletter
for valuable tips, announcements, & webinar for valuable tips, announcements, & webinar
invitations invitations
The role of the Change Agent The role of the Change Agent
the most important role in any continuous the most important role in any continuous
improvement team improvement team
Balanced Measures Scorecard ideas Balanced Measures Scorecard ideas
Problem Solving using an A3 Report Problem Solving using an A3 Report
TWI Training Within Industry Job Instruction method TWI Training Within Industry Job Instruction method
Systems2win training for how to use Excel Systems2win training for how to use Excel
Software Selection & Implementation Software Selection & Implementation
Translations Translations
To easily switch between languages, To easily switch between languages,
and/or user-defined substitute phrases and/or user-defined substitute phrases
Translated Labels Translated Labels
More training online More training online
Tip: You can optionally use the 'User-Defined Tip: You can optionally use the 'User-Defined
Training' section at the bottom of this sheet to Training' section at the bottom of this sheet to
provide additional help (in any language). provide additional help (in any language).
What is (and is not) translated? What is (and is not) translated?
See training online See training online
Example: Example:
Try it. Click the 'Select Translations and Substitutions' Try it. Click the 'Select Translations and Substitutions'
menu item, menu item,
then select from the dropdown lists, and notice how then select from the dropdown lists, and notice how
this cell changes. this cell changes.
User-Defined Training User-Defined Training
Your leaders can personalize this template with your Your leaders can personalize this template with your
own training own training
Personalization Upgrade Utility Personalization Upgrade Utility

When you upgrade your templates using When you upgrade your templates using
Systems2win's Personalization Upgrade Utility, Systems2win's Personalization Upgrade Utility,
anything you add in the 'User-Defined Training' anything you add in the 'User-Defined Training'
section below will be copied automatically to the section below will be copied automatically to the
new upgraded version of this template. new upgraded version of this template.
You can also add Link Icons to link to any web page, You can also add Link Icons to link to any web page,
or to link to your own Word documents, PDFs, or to link to your own Word documents, PDFs,
PowerPoints, etc. PowerPoints, etc.
and the 'Links' column in the User-Defined section and the 'Links' column in the User-Defined section
will be automatically transferred to your new will be automatically transferred to your new
template when you upgrade. template when you upgrade.
It is okay to insert more rows in the User-Defined It is okay to insert more rows in the User-Defined
Training section above. Training section above.
Excel Training Excel Training
Tips for using ANY Systems2win Excel template Tips for using ANY Systems2win Excel template
2LearnExcel - Self-Paced Learning Tool 2LearnExcel - Self-Paced Learning Tool

How to use the Systems2win menu How to use the Systems2win menu
that has many features to extend Excel that has many features to extend Excel
Use the special Systems2win utility to Copy a Sheet Use the special Systems2win utility to Copy a Sheet
Systems2win menu > Copy Sheet Systems2win menu > Copy Sheet
This is the ONE thing that is different about using This is the ONE thing that is different about using
your Systems2win templates. your Systems2win templates.
You can use everything you know about Excel You can use everything you know about Excel
except that you must use this special utility to copy except that you must use this special utility to copy
sheets sheets
Hide or Unhide a Sheet Hide or Unhide a Sheet
Several sheets are usually hidden in most Several sheets are usually hidden in most
Systems2win templates: Systems2win templates:
TT (Translation Table), CLog (Customization Log), and TT (Translation Table), CLog (Customization Log), and
the 'Template' sheet the 'Template' sheet

Link a Cell or Text Box to show the value of another Link a Cell or Text Box to show the value of another
cell cell
Shrink To Fit Shrink To Fit
Formula Auditing Formula Auditing

Systems2win menu > Highlight Cells > Containing Systems2win menu > Highlight Cells > Containing
Formulas Formulas
to learn how (and why) to use Styles to learn how (and why) to use Styles
Use Cell Comments to add user-defined pop-up help Use Cell Comments to add user-defined pop-up help
to row and column headers to row and column headers
Known issues Known issues
for different versions of Excel for different versions of Excel
Excel Tips most valuable for using THIS template Excel Tips most valuable for using THIS template
Tips unique to this template are red with three Tips unique to this template are red with three
asterisks *** asterisks ***
Hide or Unhide Rows or Columns Hide or Unhide Rows or Columns
Right-click > Hide or Unhide Right-click > Hide or Unhide

Tip: Always look for hidden rows or columns Tip: Always look for hidden rows or columns
before inserting or copying new ones. before inserting or copying new ones.
Don't Insert Rows or Columns Don't Insert Rows or Columns
Important Tip: Rather than inserting a row or Important Tip: Rather than inserting a row or
column, column,
it is almost always better to COPY a similar blank row it is almost always better to COPY a similar blank row
or column or column
thereby copying ALL formats and formulas. thereby copying ALL formats and formulas.
Copy Cells, Rows or Columns Copy Cells, Rows or Columns
Insert Copied Cells Insert Copied Cells
Copy Cells Copy Cells
Resize columns to view long text Resize columns to view long text
Move entire rows or columns Move entire rows or columns
Right-click & drag entire row or column; Right-click & drag entire row or column;
'Shift Down & Move' 'Shift Down & Move'
Move individual cells Move individual cells
It is easy to corrupt a formula, so first save a back up It is easy to corrupt a formula, so first save a back up

and then experiment with various ways of moving and then experiment with various ways of moving
cells cells
Copy cells (less than an entire row or column) Copy cells (less than an entire row or column)
Usually, you can use simple Copy Usually, you can use simple Copy
Copy (CTRL+C), then Paste (CTRL+V) Copy (CTRL+C), then Paste (CTRL+V)
but it is often safer to use but it is often safer to use
Paste Special > Values or Formulas Paste Special > Values or Formulas
*** If you use 'cut' or the regular 'paste', your *** If you use 'cut' or the regular 'paste', your
formulas and/or cell formats might get damaged. formulas and/or cell formats might get damaged.
Delete Delete
How to choose the right way to delete How to choose the right way to delete
1) Use your Custom Formula Zone 1) Use your Custom Formula Zone
2) Highlight cells containing formulas 2) Highlight cells containing formulas
If you accidentally delete a formula, If you accidentally delete a formula,

you can often repair it by simply copying a similar cell you can often repair it by simply copying a similar cell
Filter Filter
your data in useful ways your data in useful ways
Sort Sort
Scenarios Scenarios
Insert Hyperlinks Insert Hyperlinks
CTRL+K CTRL+K
Link Icons Link Icons
Systems2win menu > Insert Link Icon Systems2win menu > Insert Link Icon
Split Window or Freeze Panes Split Window or Freeze Panes
to always have column or row labels visible as you to always have column or row labels visible as you
scroll scroll
Borders Borders
Thin gold lines Thin gold lines
to keep your ranges and lists intact to keep your ranges and lists intact
Try it! Change the row height of the thin gold line Try it! Change the row height of the thin gold line
below, then select below, then select
Systems2win menu > Reset Thin Gold Lines Systems2win menu > Reset Thin Gold Lines
How to Bend an Arrow How to Bend an Arrow
or another type of bent shape or another type of bent shape
How to use Excel hierarchy diagrams How to use Excel hierarchy diagrams

To Copy Visible Cells Only To Copy Visible Cells Only
Select the Filtered area that you want to copy, then Select the Filtered area that you want to copy, then
Home > Find & Select > Go To Special > Visible Cells Home > Find & Select > Go To Special > Visible Cells
Only Only
Unless you unprotect the worksheet... Unless you unprotect the worksheet...
(which you should only do for a short time if you (which you should only do for a short time if you
REALLY know what you're doing) REALLY know what you're doing)
*** Do not insert, delete, copy, or move rows or *** Do not insert, delete, copy, or move rows or
columns in this workbook!!! columns in this workbook!!!
You can: You can:

Hide and Unhide rows and columns Hide and Unhide rows and columns
Copy less than an entire row or column Copy less than an entire row or column
*** Do not use 'Wrap Text' in this workbook *** Do not use 'Wrap Text' in this workbook
Or your chart will no longer align with rows. Or your chart will no longer align with rows.
Instead of 'Wrap Text' - Instead of 'Wrap Text' -

refer to notes in the Comments text box, or use a refer to notes in the Comments text box, or use a
Link Icon. Link Icon.
*** In this workbook Do not use both 'Filter' and *** In this workbook Do not use both 'Filter' and
'Hide Rows' at the same time. 'Hide Rows' at the same time.
The count needed to import from sheet to sheet will The count needed to import from sheet to sheet will
be incorrect. be incorrect.
*** You should almost never move a cell in this *** You should almost never move a cell in this
workbook workbook
without moving the entire row. without moving the entire row.
How to unprotect a sheet How to unprotect a sheet
Every Process Box cell is related to: Every Process Box cell is related to:
a) 6 columns (The Process Box and the 5 columns to a) 6 columns (The Process Box and the 5 columns to
the right) the right)
b) 4 rows (the Process Box and the row above it, and b) 4 rows (the Process Box and the row above it, and
the 2 rows below it) the 2 rows below it)
and these rows and columns must always stay and these rows and columns must always stay
together. together.
Do not move or delete the first, second, or last Do not move or delete the first, second, or last
Process. Process.

Re-protect your worksheet as soon as possible, Re-protect your worksheet as soon as possible,
so that you don't accidentally damage formulas so that you don't accidentally damage formulas
*** To define predecessor relationships between *** To define predecessor relationships between
tasks tasks
you can use any Excel calculation you can use any Excel calculation
For example: The Start Date for a task might be equal For example: The Start Date for a task might be equal
to the End Date for the preceding task. Or equal to to the End Date for the preceding task. Or equal to
the Start Date for the Phase + 14 days. Or you might the Start Date for the Phase + 14 days. Or you might
write IF statements. write IF statements.
See Sample worksheet for examples. See Sample worksheet for examples.
*** Don't move individual cells, which will corrupt *** Don't move individual cells, which will corrupt
formulas formulas
Instead use Copy, then Paste Special > Values Instead use Copy, then Paste Special > Values
*** You cannot Insert, Delete, Copy, or Move *** You cannot Insert, Delete, Copy, or Move
columns in this workbook columns in this workbook
You can: You can:

Hide and Unhide columns Hide and Unhide columns
Copy less than an entire column Copy less than an entire column
The purpose of this unique learning tool is to teach The purpose of this unique learning tool is to teach
just about everything that you need to know about just about everything that you need to know about
Excel. Excel.
There are no special Excel tips for this template. There are no special Excel tips for this template.
For any other Systems2win template - For any other Systems2win template -
you will want to come to this section to quickly you will want to come to this section to quickly
review the few Excel tips that are most valuable for review the few Excel tips that are most valuable for
using THAT template. using THAT template.
*** To quickly copy a box *** To quickly copy a box
Copy & Paste an entire cell containing a similar blank Copy & Paste an entire cell containing a similar blank
box and arrow box and arrow
*** Do your editing in the formula bar *** Do your editing in the formula bar
not directly in the cell. not directly in the cell.
(This is especially important when copying bullets) (This is especially important when copying bullets)
Printer Page Setup Printer Page Setup

The default is to print everything on one page, and The default is to print everything on one page, and
You have all the power of Excel's 'Page Setup' You have all the power of Excel's 'Page Setup'
features features
to print any way you want to. to print any way you want to.
Merge Cells Merge Cells
*** Copy only values (not formulas and formats) *** Copy only values (not formulas and formats)
Paste Special > Values Paste Special > Values
Tips to avoid broken links Tips to avoid broken links
Transpose Transpose
between horizontal and vertical data between horizontal and vertical data
Sample Sample
Shapes above are affected by row hide, copy Shapes above are affected by row hide, copy
Favorite Shapes Favorite Shapes
To avoid distorting shapes, Column width = To avoid distorting shapes, Column width =
To avoid distorting shapes, Column width = 45 To avoid distorting shapes, Column width = 45
Standard Shapes Standard Shapes
Easily copy & paste Standard Shapes: Easily copy & paste Standard Shapes:
Systems2win menu > Copy Shapes Systems2win menu > Copy Shapes
Where to find this document Where to find this document
Anything on this side of this line is subject to conflict Anything on this side of this line is subject to conflict
with the Custom Formula Zone with the Custom Formula Zone
To optimize view size: View > Zoom To optimize view size: View > Zoom
Scroll down for help and more shapes Scroll down for help and more shapes
Anything on this side of this line is subject to conflict Anything on this side of this line is subject to conflict
For instructions, see Systems2win 5SRedTag For instructions, see Systems2win 5SRedTag
template template
Master Data Entry Sheet Master Data Entry Sheet
Otherwise do ALL of your editing here (on a copy of Otherwise do ALL of your editing here (on a copy of
the 'Template' sheet) the 'Template' sheet)
Then 'Generate Report' only when ready to print to Then 'Generate Report' only when ready to print to
paper or PDF. paper or PDF.

To manually resize an image, drag its lower right To manually resize an image, drag its lower right
corner. corner.
To automatically resize row heights, use the button To automatically resize row heights, use the button
to 'Renumber Steps'. Do not use AutoFit Row to 'Renumber Steps'. Do not use AutoFit Row
Heights. Heights.
ALT+ENTER for paragraphs. ALT+ENTER for paragraphs.
Don't leave any Instructions blank. Don't leave any Instructions blank.
Confidential and proprietary. Do not use or disclose Confidential and proprietary. Do not use or disclose
outside of intended purpose. outside of intended purpose.
To use empty space, use a clear text box grouped To use empty space, use a clear text box grouped
with the image. with the image.
* Explain on back of tag * Explain on back of tag
Add or Remove a Process Add or Remove a Process
Do not edit any data below this line Do not edit any data below this line
OEE Filtered Data Analysis for OEE Filtered Data Analysis for
Any image wider than 2.1" will have its own row Any image wider than 2.1" will have its own row
when you 'Generate Report'. when you 'Generate Report'.
Sketch layout of work area Sketch layout of work area
Legend of Color Codes Legend of Color Codes
To select multiple objects, use the 'Select Objects' To select multiple objects, use the 'Select Objects'
arrow arrow
Unhide Columns Unhide Columns
Do not edit this section Do not edit this section
Do not edit Do not edit
Do not edit grey cells Do not edit grey cells
Hide Columns Hide Columns
Always move or copy ENTIRE ROWS Always move or copy ENTIRE ROWS
Date Date
Description Description
Author Author
. .
. .
. .
Do not edit blue cells Do not edit blue cells
between the gold lines between the gold lines
above this line above this line
below this line below this line
Print Area Print Area
Template Template

HELP HELP
from this working document from this working document

Working Document Working Document
Some features have been removed Some features have been removed
Help for Systems2win working documents Help for Systems2win working documents
sheet is missing data sheet is missing data
Instructions to use THIS template Instructions to use THIS template

Advanced Training Advanced Training
Also refer to 'User-Defined Training' at the bottom of Also refer to 'User-Defined Training' at the bottom of
this page this page
Major Steps in bold Major Steps in bold
Personalized Training & Mentoring Personalized Training & Mentoring
Ideally - each supervisor will personally train their Ideally - each supervisor will personally train their
people people
Use the TWI Job Instruction method Use the TWI Job Instruction method
is also available from Systems2win or a qualified is also available from Systems2win or a qualified
consultant consultant
The most important thing to learn about this The most important thing to learn about this
template is template is
Users of this template are expected to have already Users of this template are expected to have already
completed this foundational training completed this foundational training
Record progress using a Cross Training Matrix Record progress using a Cross Training Matrix
and the VC worksheet should have YOUR company's and the VC worksheet should have YOUR company's
header field labels, header field labels,
and header field default data and header field default data
(which can be overwritten in the header field of any (which can be overwritten in the header field of any
sheet) sheet)
Before using this tool Before using this tool

your Leaders should have already personalized this your Leaders should have already personalized this
template template
Change Printer Change Printer

Systems2win menu > 'Change Printer' will Systems2win menu > 'Change Printer' will
temporarily change your default printer: temporarily change your default printer:
a) only for Excel a) only for Excel
b) only for this session b) only for this session
(it will revert back to your Windows default printer (it will revert back to your Windows default printer
the next time you open Excel) the next time you open Excel)
See example on the 'Sample' sheet. See example on the 'Sample' sheet.
Fill in the printed checklist in handwriting Fill in the printed checklist in handwriting
as you physically inspect the gemba as you physically inspect the gemba
Transcribe the scores Transcribe the scores
from your handwritten checklist into the 'Score' from your handwritten checklist into the 'Score'
column column
Ponder and reflect Ponder and reflect

to continuously improve to continuously improve
Add or update tasks Add or update tasks
on your Team Accountability Board. on your Team Accountability Board.
Archive the handwritten checklists in a 3-ring binder Archive the handwritten checklists in a 3-ring binder
as part of routine Leader Standard Work. as part of routine Leader Standard Work.
Any point above UCL or below LCL (+/- 3 sigma) Any point above UCL or below LCL (+/- 3 sigma)
Bias -- n points in a row above or below the Average Bias -- n points in a row above or below the Average
Center Line Center Line
Trend -- n points in a row increasing or decreasing Trend -- n points in a row increasing or decreasing
Oscillation -- n points in a row alternating up and Oscillation -- n points in a row alternating up and
down down

Zone 1 bias -- n of n+1 points above +2 sigma or Zone 1 bias -- n of n+1 points above +2 sigma or
below -2 sigma below -2 sigma
Zone 2 bias -- n of n+1 points above +1 sigma or Zone 2 bias -- n of n+1 points above +1 sigma or
below -1 sigma below -1 sigma
Hugging -- n points in a row inside 1 sigma (Zone 3) Hugging -- n points in a row inside 1 sigma (Zone 3)
Jumping -- n points in a row outside 1 sigma (Zone 3) Jumping -- n points in a row outside 1 sigma (Zone 3)
Logical steps Logical steps

that advance that advance
the work the work
Tips that will: Tips that will:

make or break make or break
+ avoid injury + avoid injury
make it easier make it easier
Reasons for key points Reasons for key points
"If the learner hasn't learned, the teacher hasn't "If the learner hasn't learned, the teacher hasn't
taught" taught"
Perhaps use brainstorming Perhaps use brainstorming
See training for List Reduction See training for List Reduction
Create list of items to be prioritized Create list of items to be prioritized
Compare two items at a time Compare two items at a time
Define the decision that needs to be made Define the decision that needs to be made
Make decision Make decision
Ensure that everyone understands and agrees Ensure that everyone understands and agrees
Follow the online instructions Follow the online instructions
Do a Coaching Cycle Do a Coaching Cycle
Do the Learning Experiment Do the Learning Experiment
Header Row for a Page Break Header Row for a Page Break
Has every worker been trained to do things the new Has every worker been trained to do things the new
way? way?
Are workers performing the work in accordance with Are workers performing the work in accordance with
the most recent Standard Work Instructions? the most recent Standard Work Instructions?
Is everyone welcoming the new process without Is everyone welcoming the new process without
resistance? resistance?

Is the area manager following the Leader Standard Is the area manager following the Leader Standard
Work to monitor and support compliance with the Work to monitor and support compliance with the
new process? new process?
Are consequences in place for not following the new Are consequences in place for not following the new
process? process?
Are the lean management systems adequate? Are the lean management systems adequate?
Working well? Working well?
Has every line item been completed? Has every line item been completed?
Has the Process Analysis audit been completed? Has the Process Analysis audit been completed?
(with its Corrective Actions to supplement this Audit) (with its Corrective Actions to supplement this Audit)
Are workers pleased with the improvements? Are workers pleased with the improvements?
Do they feel that their work has been simplified? Do they feel that their work has been simplified?
Have any unforeseen consequences arisen? Have any unforeseen consequences arisen?
Positive or negative. Positive or negative.
Check with downstream customers. Check with downstream customers.
Completion of this Audit will also require review of Completion of this Audit will also require review of
several other documents, including several other documents, including
which can be found in the shared folder that which can be found in the shared folder that
contains all documents related to this Event: contains all documents related to this Event:

BANNERS BANNERS
TABLE OF CONTENTS TABLE OF CONTENTS

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

Buttons Buttons
Select Translations and Substitutions Select Translations and Substitutions

Open a Blank Sheet Open a Blank Sheet
Hide / Show Rows Hide / Show Rows
Add Columns Add Columns
Change Lead Time UOM Change Lead Time UOM
Import Old State Data Import Old State Data
Add or Remove a Process Add or Remove a Process
Print Print
Print Audit Checklist Print Audit Checklist
Print Trends Print Trends
Change Printer Change Printer
Add to History Add to History
Choose Source Data Choose Source Data
Print Rating Criteria Print Rating Criteria
Add Image Add Image
Renumber Steps Renumber Steps
Generate Report Generate Report
Print Comments Print Comments
Sort by Date/Shift Sort by Date/Shift
Generate Filtered Log Generate Filtered Log
Import from Daily Log Import from Daily Log
Generate Filtered Sheet Generate Filtered Sheet
Andons Andons
Pre Post Pre Post
Change # Rows and Columns Change # Rows and Columns
4 Phase QFD Wizard 4 Phase QFD Wizard
Add or Remove Columns Add or Remove Columns
Import Data Import Data
Show Show
Pareto Refresh Pareto Refresh
Add Rows Add Rows
Configure Chart Configure Chart
Export Data Export Data
Chart All Operators Chart All Operators
Chart Selected Operator(s) Chart Selected Operator(s)
Change Currency Change Currency
Apply Chart Labels Apply Chart Labels
Copy RevLog Copy RevLog

to Target Workbook to Target Workbook
Select Translations and Substitute Phrases for Select Translations and Substitute Phrases for
THIS Template THIS Template
Generate a Working Document Generate a Working Document

Period End Processing Period End Processing
Select Language of Data Select Language of Data
Fix Row Heights Fix Row Heights
Recalculate Recalculate
Copy Chart Copy Chart

Update Chart Update Chart
Objects Objects
Unprotect Unprotect
Protect Sheet Protect Sheet
Print Area 1 Print Area 1


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

Change Path to Systems2win Portal Change Path to Systems2win Portal
Sync Now Sync Now

Turn Scheduled AutoSync On && Off Turn Scheduled AutoSync On && Off
Select Language for the Systems2win Menu and Select Language for the Systems2win Menu and
Dialogs Dialogs
What's New What's New
Upgrade Upgrade
Who to Contact in our Company to Get Who to Contact in our Company to Get
Upgrades Upgrades
Free Update Free Update
Suggestions Suggestions
About Systems2win Templates About Systems2win Templates
Templates Templates
Systems2win Portal Systems2win Portal
Local Computer Local Computer
Lean Training Lean Training
Charts Charts
Setup Setup
Installation FAQ's Installation FAQ's
Translations and Substitutions Translations and Substitutions
Sheets Sheets
How to personalize your Systems2win templates How to personalize your Systems2win templates
Systems2win Functions Systems2win Functions
This Template This Template
Set or Reset Filter Set or Reset Filter
Open a Legacy Document Open a Legacy Document
Systems2win Templates Systems2win Templates
Excel Ribbon menu > Systems2win tab > Excel Ribbon menu > Systems2win tab >
Systems2win Leadership Roles Systems2win Leadership Roles
Insert Sheet Insert Sheet
Documents Documents
Reference Reference
Leadership Leadership
Improvement Improvement
Training for New Users Training for New Users

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

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

Value Add Analysis Value Add Analysis
Operator Load Balance Operator Load Balance
Machine Balance Machine Balance
Impact Effort PICK Matrix Impact Effort PICK Matrix
Quality Screen Quality Screen

Delivery Screen Delivery Screen
Demand Amplification Screen Demand Amplification Screen
Work Balancing Chart Work Balancing Chart
Sort Sort
Straighten Straighten
Shine Shine
Standardize Standardize
Sustain Sustain
Safety Safety
Total Total

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

Text Boxes Text Boxes
Contents Contents
Click the Links to go to each section. Click the Links to go to each section.
Click the link Click the link

Help Help
When you have finished reviewing When you have finished reviewing
this this
HELP & TRAINING HELP & TRAINING

SAMPLE SAMPLE
where you will do your work where you will do your work
Click the button Click the button

Click this button Click this button
Click the button Click the button
use the 'Template' sheet use the 'Template' sheet
(or a copy of it) (or a copy of it)
as the starting point as the starting point
for YOUR work for YOUR work
Training Training
Training & Video Training & Video
See training for this template online See training for this template online
Purpose Purpose
Benefits Benefits
Learning Experiments Learning Experiments

Learning Experiment: Learning Experiment:
Try it. Try it.
Follow the step-by-step instructions on the 'Help' Follow the step-by-step instructions on the 'Help'
sheet. sheet.
Assignment: Assignment:
to learn how to use basic and to learn how to use basic and
advanced features of this template advanced features of this template
Unhide Rows & Columns Unhide Rows & Columns
Select the rows or columns on either side of the Select the rows or columns on either side of the
hidden ones, then Right-click > Unhide. hidden ones, then Right-click > Unhide.

Always look for hidden rows or columns before Always look for hidden rows or columns before
inserting or copying new ones. inserting or copying new ones.
And get in the habit of hiding rows or columns - And get in the habit of hiding rows or columns -
rather than deleting them. rather than deleting them.
Set Page Breaks Set Page Breaks
Set Print Area Set Print Area
View > Page Break Preview View > Page Break Preview
drag the blue borders to change the print area drag the blue borders to change the print area
and page breaks and page breaks
How to set 'Page Breaks' How to set 'Page Breaks'
Cell Links Cell Links
Any cell on this sheet can be instantly updated Any cell on this sheet can be instantly updated
with the value from any other cell on any Excel with the value from any other cell on any Excel
worksheet. worksheet.
Perhaps link to or from cells in the 'Custom Perhaps link to or from cells in the 'Custom
Formula Zone' of this or any other Systems2win Formula Zone' of this or any other Systems2win
template. template.
Viewing Tips Viewing Tips

View > Zoom View > Zoom
& Freeze Panes & Freeze Panes
Tips Tips
Tip Tip
How to do it How to do it
How to use Filter How to use Filter

Thin Gold Lines Thin Gold Lines
Custom Formula Zone Custom Formula Zone
The lower right quadrant of each sheet is the The lower right quadrant of each sheet is the
zone where you can write your custom formulas zone where you can write your custom formulas
without conflict with the primary work area. without conflict with the primary work area.
How to use Excel as a drawing tool How to use Excel as a drawing tool

without Visio without Visio
How to Select Shapes How to Select Shapes

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

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

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

so when you purchase, there will be so when you purchase, there will be
no need to transfer your work from no need to transfer your work from
your trial to your new licensed your trial to your new licensed
template. template.
Tip: Don't do too much real work on a Tip: Don't do too much real work on a
trial template. trial template.
It is VERY IMPORTANT It is VERY IMPORTANT
to follow the to follow the

Excel Tips for THIS template Excel Tips for THIS template
Instructions for how to use this tool Instructions for how to use this tool
See Instructions on the 'Help' sheet See Instructions on the 'Help' sheet
For more rows or columns For more rows or columns
Copy a similar blank row or column Copy a similar blank row or column
using 'Insert Copied Cells' using 'Insert Copied Cells'
(Don't use 'Insert > Rows') (Don't use 'Insert > Rows')
1) Unprotect the sheet 1) Unprotect the sheet
2) Copy a similar blank row 2) Copy a similar blank row
using 'Insert Copied Cells' using 'Insert Copied Cells'
3) Reprotect the sheet 3) Reprotect the sheet
Unprotect the sheet Unprotect the sheet
Reprotect the sheet Reprotect the sheet
Pop-Up Help Pop-Up Help
Click any row or column header for pop-up help Click any row or column header for pop-up help
Click the cells for pop-up help Click the cells for pop-up help
Glossary Glossary
Styles Styles
Styles can be particularly useful on this template Styles can be particularly useful on this template
Systems2win menu > Styles Systems2win menu > Styles
Avoid accidentally deleting formulas Avoid accidentally deleting formulas
Systems2win provides convenient ways to Systems2win provides convenient ways to

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

CTRL+SHIFT+ALT+F9 CTRL+SHIFT+ALT+F9
Then recalculate Then recalculate
Import Old State Import Old State
Comparison Data Comparison Data
Make sure that the other sheet is displaying the Make sure that the other sheet is displaying the
Scenario that you want to import, and its data Scenario that you want to import, and its data
has been recalculated has been recalculated
2) Click the 'Import Old State Comparison Data' 2) Click the 'Import Old State Comparison Data'
button, then recalculate button, then recalculate
Best practices for the 'Who' code Best practices for the 'Who' code
1) Have codes for teams and roles, 1) Have codes for teams and roles,
(rather than specific people) (rather than specific people)
2) Have codes that start with "U" for 2) Have codes that start with "U" for
"unspecified" person or team that will become "unspecified" person or team that will become
specified as the time gets closer. specified as the time gets closer.
Optionally link to document(s) defining Optionally link to document(s) defining
responsibilities for each role. responsibilities for each role.
Row Heights Row Heights
Types of Arrows Types of Arrows
Adjust width of this column to adjust width of chart Adjust width of this column to adjust width of chart
(This box doesn't print) (This box doesn't print)
ALT+ENTER ALT+ENTER
For "paragraphs" within a cell For "paragraphs" within a cell
Training Videos Training Videos
Kaizen Training Kaizen Training
Training videos Training videos
Training video Training video
Lean & Kaizen training Lean & Kaizen training

Online Education Online Education
Balanced Scorecard teachings & ideas Balanced Scorecard teachings & ideas
Cell Comments Cell Comments
Right-click > Insert Comment Right-click > Insert Comment
Dropdown lists are defined on the DV sheet. Dropdown lists are defined on the DV sheet.
Dropdown Lists Dropdown Lists
If an arrow appears when you click a cell, click If an arrow appears when you click a cell, click
the arrow to select from the dropdown list. the arrow to select from the dropdown list.
Use this DV sheet to maintain your user-defined Use this DV sheet to maintain your user-defined
dropdown lists. dropdown lists.
Personalize Your Document Personalize Your Document
Add a Dropdown List Add a Dropdown List
Simply Copy one of the cells below, and then Simply Copy one of the cells below, and then
'Paste Special > Validation' on your other sheet. 'Paste Special > Validation' on your other sheet.
Personalize Personalize
Sample Dropdown List Sample Dropdown List
Personalize it Personalize it
To insert cells To insert cells
Right-click > Insert > Shift cells down Right-click > Insert > Shift cells down
Link To Related Documents Link To Related Documents

You can (optionally) use Link Icons to link to You can (optionally) use Link Icons to link to
related documents or web pages. related documents or web pages.
Try it for yourself. Try it for yourself.
Personalize your own lists Personalize your own lists
Your leaders should have already personalized Your leaders should have already personalized
the 'DV' sheet in your master template - so that the 'DV' sheet in your master template - so that
you are starting with typical dropdown lists for you are starting with typical dropdown lists for
YOUR company. YOUR company.
And then you can make additional changes for And then you can make additional changes for
this unique working document. (if needed) this unique working document. (if needed)
Change the Codes in the Sample Dropdown Change the Codes in the Sample Dropdown
List, and notice how your changes show up in List, and notice how your changes show up in
the dropdown list in the white cell above. the dropdown list in the white cell above.
Styles Styles
Copy Sheet Copy Sheet

To copy a sheet in any Systems2win template, To copy a sheet in any Systems2win template,
you should always use you should always use
Systems2win menu > Copy Sheet Systems2win menu > Copy Sheet
which protects you from a whole series of known which protects you from a whole series of known
bugs with Excel's usual 'Copy Sheet' command. bugs with Excel's usual 'Copy Sheet' command.
Instructions Instructions
Online Instructions Online Instructions
See complete instructions on the 'Help' See complete instructions on the 'Help'
See the 'Advanced Training' section of the 'Help' See the 'Advanced Training' section of the 'Help'
Month, Year Month, Year
Comments Comments

Quality Functional Deployment Quality Functional Deployment
Matrix Matrix
Importance Importance
Competitive Analysis Competitive Analysis
Demanded Qualities Demanded Qualities
Category Level 1 Category Level 1
Category Category
Man Man
Machine Machine
Methods Methods
Materials Materials
Process Inputs Process Inputs
Customer Requirements Customer Requirements

Potential Output Measurement Metrics Potential Output Measurement Metrics
Responsible Responsible
Problem Analysis Problem Analysis
Each stakeholder representative "signs off" Each stakeholder representative "signs off"
when they agree that when they agree that
the presenting problem and its root causes the presenting problem and its root causes
appear to have been sufficiently analyzed. appear to have been sufficiently analyzed.
Countermeasures Countermeasures
alternative countermeasures have been alternative countermeasures have been
sufficiently identified and improved upon. sufficiently identified and improved upon.

Periodic Reviews Periodic Reviews
Keep scheduling periodic reviews (and copying Keep scheduling periodic reviews (and copying
this column) until satisfied that the desired this column) until satisfied that the desired
improvements have proven to be sustained. improvements have proven to be sustained.
Maximum Impact Maximum Impact
If you want your highest-rated alternative to If you want your highest-rated alternative to
have an Impact rating lower than 10, (because have an Impact rating lower than 10, (because
none your alternatives are THAT good), then you none your alternatives are THAT good), then you
can adjust the scale. can adjust the scale.
Timeline Shapes Timeline Shapes

Start Start
Quality Check Quality Check
Milestone Completion Milestone Completion
Not Used Not Used

This Systems2win template does not use a This Systems2win template does not use a
'Template' worksheet. 'Template' worksheet.
All editing is done directly on the other All editing is done directly on the other
worksheets - (without the need to first copy a worksheets - (without the need to first copy a
'Template' worksheet). 'Template' worksheet).
If you add or delete rows If you add or delete rows

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

even for Breaks even for Breaks
('Pitch Actual' for 'Breaks' is usually zero) ('Pitch Actual' for 'Breaks' is usually zero)
What? What?

How? How?
Why? Why?
How? How?
Audit Procedure Instructions Audit Procedure Instructions
Audit one job per day per team. Audit one job per day per team.
Audit several full process cycles. (not just one) Audit several full process cycles. (not just one)
Audit one person for a few days, then another. Audit one person for a few days, then another.
For any questions answered "no", corrective For any questions answered "no", corrective
action should be taken by the supervisor before action should be taken by the supervisor before
the end of the shift. the end of the shift.
Your Chart will only work correctly after you Your Chart will only work correctly after you
Define your Project Start Date Define your Project Start Date
Enter the 'Start Date' in the 'Total Project' row. Enter the 'Start Date' in the 'Total Project' row.
Select Systems2win menu > Configure Chart Select Systems2win menu > Configure Chart
Tip: If your 'Project Start Date' ever changes, Tip: If your 'Project Start Date' ever changes,
you need to do this again. you need to do this again.
Important reminders Important reminders
Don't insert rows - copy blank rows instead Don't insert rows - copy blank rows instead
(to include all formulas and formats) (to include all formulas and formats)
Study all Excel Tips on the Help worksheet Study all Excel Tips on the Help worksheet
Delete this textbox to begin editing Delete this textbox to begin editing
Hide unused sections Hide unused sections

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

Hide & unhide rows & columns Hide & unhide rows & columns
Copy the entire cell Copy the entire cell
that contains the text box and the that contains the text box and the
arrow arrow
rather than copying the textbox and the rather than copying the textbox and the
arrow individually arrow individually
Link Cells Link Cells

Concatentate Linked Cells Concatentate Linked Cells
Hide blank columns Hide blank columns

Rating System for Rating System for
Importance to Customer Importance to Customer
1-10 scale 1-10 scale
(Whole numbers only) (Whole numbers only)
Measures & Targets Measures & Targets
Action Programs Action Programs
Action Items Action Items
to choose the sheet and date to analyze. to choose the sheet and date to analyze.
Color / Level Thresholds Color / Level Thresholds
The values you define here determine the colors The values you define here determine the colors
on all sheets in this workbook. on all sheets in this workbook.
Don't copy this sheet Don't copy this sheet

Do not edit the top Comments text box, Do not edit the top Comments text box,
which gets auto-populated when you select which gets auto-populated when you select
For greatest impact - hand write 'Additional For greatest impact - hand write 'Additional
Comments' on the printed paper that you post Comments' on the printed paper that you post
on your Team Accountability Board. on your Team Accountability Board.
Level Level
Whenever you make a change to a workbook Whenever you make a change to a workbook
that has a Revision Log: that has a Revision Log:
1) Make an entry in the 'RevLog' sheet. 1) Make an entry in the 'RevLog' sheet.
2) Save an archive copy of all old versions of 2) Save an archive copy of all old versions of
your document - following your company's your document - following your company's
'Document Storage and Naming' conventions. 'Document Storage and Naming' conventions.
Tip: Use RevLog.xlsx to copy a 'RevLog' sheet Tip: Use RevLog.xlsx to copy a 'RevLog' sheet
to any Systems2win template. to any Systems2win template.
How to edit your own How to edit your own

Conditional Formatting Conditional Formatting
Using symbols Using symbols
for red, yellow, green Visual Controls for red, yellow, green Visual Controls
Use this sheet as one central place to update Use this sheet as one central place to update
field labels and default data for every sheet in field labels and default data for every sheet in
this workbook. this workbook.
Learn More Learn More
Personalize your header fields Personalize your header fields

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

Combination Table Combination Table
Standard Work Analysis Standard Work Analysis
To quickly hide and unhide marked rows To quickly hide and unhide marked rows
Absolute and Relative Cell References Absolute and Relative Cell References
How to change between them How to change between them
Study the Examples Study the Examples

on this 'Sample' sheet on this 'Sample' sheet
on the 'Sample' sheet on the 'Sample' sheet
in the Lean Assessment template (Assess.xlsx) in the Lean Assessment template (Assess.xlsx)
Charts need 3 dates of History to display trend Charts need 3 dates of History to display trend
lines. lines.
Hide or unhide the history you want to chart. Hide or unhide the history you want to chart.
Charts automatically resize Charts automatically resize
Special tips for how to personalize this type of Special tips for how to personalize this type of
assessment template assessment template
Link to Pictures Link to Pictures
Use a Link Icon to link to YOUR folder that Use a Link Icon to link to YOUR folder that
contains pictures related to this process. contains pictures related to this process.
Rating Criteria Rating Criteria

Optionally define 5 levels of Rating Criteria for Optionally define 5 levels of Rating Criteria for
each topic each topic
Systems2win menu > Print Trends Systems2win menu > Print Trends
to print History and Trends, to print History and Trends,
or 'Print Audit Checklist' or 'Print Audit Checklist'
for the checklist only. for the checklist only.
Also see 'RevLog' sheet Also see 'RevLog' sheet

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

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

(to the right) (to the right)
Select the pink cell containing the name of your Select the pink cell containing the name of your
desired Language, then desired Language, then
If a column exists in the Language Translations If a column exists in the Language Translations
section section
then you must first do your editing in the Primary then you must first do your editing in the Primary
Language Language
If a column does not exist in the Language If a column does not exist in the Language
Translations section, Translations section,
then you edit those columns in the main form. then you edit those columns in the main form.
Provide Training Provide Training
perhaps using TWI Training Within Industry Job perhaps using TWI Training Within Industry Job
Instruction methods Instruction methods
and/or Systems2win instructor-led training and/or Systems2win instructor-led training

Multiple Languages Multiple Languages
See online help for how to create dropdown lists See online help for how to create dropdown lists
in multiple languages in multiple languages
How to personalize text How to personalize text
Follow these instructions instead. Follow these instructions instead.

Pictures and Charts Pictures and Charts
Pictures Pictures
Diagram Diagram
Hide Unused Rows Hide Unused Rows
Hide Unused Columns Hide Unused Columns
Page Navigation Page Navigation
Hide unused rows and columns Hide unused rows and columns
One Row Per Shift One Row Per Shift

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

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

To Insert -- Copy, then To Insert -- Copy, then
Insert Copied Cells Insert Copied Cells
Ctrl+Shift++ (plus symbol) Ctrl+Shift++ (plus symbol)
To copy a picture of your selected chart to the To copy a picture of your selected chart to the
clipboard, where you can then paste it to any clipboard, where you can then paste it to any
other document other document
Stability Analysis Stability Analysis
Rolling Time Periods Rolling Time Periods

Flat Line Threshold Flat Line Threshold

Copy as picture Copy as picture
To copy to Word, PowerPoint, Excel, or any To copy to Word, PowerPoint, Excel, or any
other document - you can copy cells as a static other document - you can copy cells as a static
picture, which can then be pasted just like any picture, which can then be pasted just like any
other image. other image.
Grey cells = Task not required on this day Grey cells = Task not required on this day
List your options, with no attempt to prioritize List your options, with no attempt to prioritize
them. them.
Enter the ID number for your preferred choice. Enter the ID number for your preferred choice.
For each pairing of items on your list, ask For each pairing of items on your list, ask
"If you could have one of these but not the other, "If you could have one of these but not the other,
which is more important?" which is more important?"
"Which is more important, and how much "Which is more important, and how much
more?" more?"
Select from the dropdown list Select from the dropdown list
Training for Excel Shapes Training for Excel Shapes

Systems2win menu > Copy Shapes Systems2win menu > Copy Shapes
Start Date = the MONDAY that starts this work Start Date = the MONDAY that starts this work
period, or the MONDAY before the start of this period, or the MONDAY before the start of this
work period. work period.
Header fields marked with an asterisk (*) must Header fields marked with an asterisk (*) must
be edited on the 'DV' sheet. be edited on the 'DV' sheet.
Start Here Start Here

Follow Links Follow Links
for Contact Info for Contact Info
and Role Clarification and Role Clarification

To see your selected language in the main To see your selected language in the main
FMEA form FMEA form
which sets the borders and cell formats for the which sets the borders and cell formats for the
main FMEA form, and all Language Translations. main FMEA form, and all Language Translations.
Before you analyze, print, or publish - Before you analyze, print, or publish -
always click these buttons always click these buttons
Use the buttons in the Systems2win menu in the Use the buttons in the Systems2win menu in the
Excel Ribbon bar. Excel Ribbon bar.
Andon Button Andon Button
See online training for how to print different See online training for how to print different
areas. areas.
This Sample data assumes that (on the 'Help' This Sample data assumes that (on the 'Help'
sheet) you have chosen the Cycle Time Unit of sheet) you have chosen the Cycle Time Unit of
Measure: Measure:
If you're not using translations, you can If you're not using translations, you can
overwrite any VLOOKUP formula with simple overwrite any VLOOKUP formula with simple
text. text.
It looks like white space... but every cell is used It looks like white space... but every cell is used
for data entry or formulas. for data entry or formulas.

Products, services, or information that are wrong, Products, services, or information that are wrong,
incomplete, or late. incomplete, or late.
Too much, or too soon. Too much, or too soon.

Goal = Deliver exactly what the customer wants Goal = Deliver exactly what the customer wants
exactly when they want it. exactly when they want it.
Waiting for anything. Waiting for anything.

Tools, equipment, parts, materials, information, Tools, equipment, parts, materials, information,
approvals, people approvals, people
Any process steps that do not add value from the perspectAny process steps that do not add value from the pers
Any
Pilesunnecessary
of anything. movement of the thing being processed. Any
Pilesunnecessary
of anything. movement of the thing being process
Parts, supplies, emails, paperwork, archives Parts, supplies, emails, paperwork, archives
Any unnecessary
Unsafe movement
or unergonomic of human workers. Walking, sear
workplace. Any unnecessary
Unsafe movement
or unergonomic of human workers. Walking,
workplace.
Confusing goals and measures. Confusing goals and measures.

.

Severity - Muda
Code Description
Low Low
High High
Template Systems2win. Filename: 361702526.xlsx, Worksheet: DV, Page 108 of 113

User1DV User2DV
Code Description Code Description
Define Define
Your Your
Own Own
User1DV User2DV
Codes Codes
on DV on DV
Sheet Sheet
Template Systems2win. Filename: 361702526.xlsx, Worksheet: DV, Page 109 of 113

Link
Customization Log
Link
Write down brief reminders of any customizations that are not automatically found and transferred,
and therefore will need to be manually reproduced in your new template each time you upgrade.
(See online training)
It is okay to insert rows between the gold lines,

and your entries in this Customization Log will automatically be transferred to your new template
each time you upgrade.
Has this master template been personalized? 0 <<< Personalized?

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

then the next time you upgrade - the 'Upgrade Log' sheet in your MultiUserChecklist.xlsx workbook
will remind you to visit this page to make manual changes to your upgraded template.
Brief Description Links Where
Template Systems2win. Filename: 361702526.xlsx, Worksheet: CLog, Page 110 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: CLog, Page 111 of 113
Title <Title>
Header Data <Any data that you want at the top of your page>
Type of Waste Observations Severity
Defects
Products, services, or information that are
wrong, incomplete, or late.
Overproduction
Too much, or too soon.
Goal = Deliver exactly what the customer
wants exactly when they want it.
Waiting
Waiting for anything.
Tools, equipment, parts, materials,
information, approvals, people
Non Value Add

Any process steps that do not add value from
the perspective of the customer.
Transportation and Handling

Any unnecessary movement of the thing being
processed.
Inventory
Piles of anything.
Parts, supplies, emails, paperwork, archives
Motion
Any unnecessary movement of human
workers. Walking, searching, scrolling,
shuffling
Eschewed Talents
Underutilized skills and creativity.
Unsafe or unergonomic workplace.
Confusing goals and measures.
Comments
Filename: 361702526.xlsx, From Systems2win template: ObserveMuda.xlsx, Worksheet: Template, Page 112 of 113
Safety Warnings
NO REVERSE LA POLARIDAD DE LA BATERA. USTED PUEDE QUEMAR EL PCM.

Pasos Instrucciones Pasos
Paso 1: Paso 2:
Conecte los clips de la batera a los terminales de la
batera del automvil de 12V DC y observe la
polaridad. (No invertir la polaridad) La conexin de
la polaridad inversa de la batera daar
gravemente el PCM y otros mdulos electrnicos
del Entrenador.
Paso 3: Paso 4:
Observe que la luz roja del MIL debe estar
encendida, si no verifique las conexiones y los
fusibles
paso 5: Paso 6:
L a luz roja (MIL) debe apagarse,observe el
pulverizador de combustible del inyector y las
chispas en los tapones.
Paso 7:
si usted necesita monitorear e identificar el
rendimiento del motor y la deteccin de fallos,
as como borrar DTC que se han inducido
manualmente, utilice el conector DLC y el
escaner MasiSys, use el modo genrico OBD
Filename: 361702526.xlsx, From Systems2win template: ObserveMuda.xlsx, Worksheet: Template (2), Page 113 of 113

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Muda Waste Observation

Purpose of this template Links

Help & Training

Open a Blank Sheet

Watch the Quick Start Training Videos

Template Systems2win. Filename: 361702526.xlsx, Worksheet: Help, Page 1 of 113

See training online Link

Systems2win. All rights reserved.

Template Systems2win. Filename: 361702526.xlsx, Worksheet: Help, Page 2 of 113

Systems2win. All rights reserved.

Template Systems2win. Filename: 361702526.xlsx, Worksheet: Help, Page 3 of 113

User-Defined Training Links

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

Template Systems2win. Filename: 361702526.xlsx, Worksheet: Help, Page 4 of 113

STRING TRANSLATIONS - COMMON STRING TRANSLATIONS - COMMON

STRING TRANSLATIONS - UNIQUE STRING TRANSLATIONS - UNIQUE

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 6 of 113

DO NOT EDIT ANYTHING IN THE DO NOT EDIT ANYTHING IN THE

3 WAYS TO TRANSLATE 3 WAYS TO TRANSLATE

UPGRADE INSTRUCTIONS UPGRADE INSTRUCTIONS

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 7 of 113

Systems2win. All rights reserved. Systems2win. All rights reserved.

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 8 of 113

Multi-User Setup Checklist Multi-User Setup Checklist

Value Stream Map Value Stream Map

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 9 of 113

To assess progress of lean transformation. To assess progress of lean transformation.

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 10 of 113

To translate vision and strategy To translate vision and strategy

To enable a team to make decisions To enable a team to make decisions

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 11 of 113

Training Session Planning Checklist Training Session Planning Checklist

To level the flow of work, To level the flow of work,

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 12 of 113

Pull Queue Hourly Status Pull Queue Hourly Status

To maintain a clean, well-organized work To maintain a clean, well-organized work

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 13 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 14 of 113

To observe process cycle times To observe process cycle times

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 15 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 16 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 17 of 113

To choose the measures To choose the measures

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 18 of 113

Word templates Word templates

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 19 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 20 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 21 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 22 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 23 of 113

UOM Ratio UOM Ratio

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 24 of 113

Waterfall Chart Waterfall Chart

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 25 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 26 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 27 of 113

Std WIP Std WIP

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 28 of 113

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 29 of 113

(if needed) (if needed)

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 30 of 113

Information Systems Information Systems

Template Systems2win. Filename: 361702526.xlsx, Worksheet: TT, Page 31 of 113

Cross Training Cross Training