This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
to learn more about this subjectSystems2win Training & Support home page
with links to many free training videosLicense Agreement
for your Systems2win templatesSystems2win Newsletter
for valuable tips, announcements, & webinar invitations
Translations
Select Translation Links
What is (and is not) translated?How to purchase Language Translations for your Systems2win templates
Additional features for language translation
Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help in any language.
using the TWI Job Instruction methodand will record progress using a Cross Training Matrix
Easily switch between languages, and/or"translations" for office, production, medical, or any user-defined purpose
Use the 'Select Translation' button >>>>>>>>>>>>>>>>>>>to select or refresh the translation that will be used for all sheets in this workbookExample of a User Substitution:Click the 'Select Translation' button, then select the first User Substitution, and notice how this cell changes.
How to unhide the TT sheetand edit the Translation Tables
User-Defined TrainingYour leaders can personalize this template with your own training
User-Defined Training Links
Personalization Upgrade Utility
Link Icons
User-Defined Training Links
It is okay to insert more rows in the User-Defined Training section above.
When you upgrade your templates using Systems2win's Personalization Upgrade Utility, anything you add in the 'User-Defined Translations' section below will be copied automatically to the new upgraded version of this template.
You can also add Link Icons to link to any web page, or to link to your own Word documents, PDFs, PowerPoints, etc.and the 'Links' column in the User-Defined section will be automatically transferred to your new template when you upgrade.
Filename: document.xls, From Systems2win template: RootCause.xls, Worksheet: Sample, Page 7 of 150
Root Cause Analysis for Sample ProblemRevised: <date> Team: <name> Document Author: <name>
Why are sales low?
Machine
Objectives 1. Increase sales2. Reduce the time it takes to make a sale3. Be "easier to do business with"
Web site is outdated
No one in-house knows how to edit
web pages
Our webmaster is now part-time
consultant
Our phone system is difficult for
customers to use
Voice explanations are too long
Too many menu options
People are not empowered to do
what customer needs
Sales training recently cut
Competitors are cutting their costs
Competitors are implementing Lean
teachings
Sales people aren't motivated
Commissions recently cut
Competitors recently cut their prices
Man
Cause
Cause
Cause
Cause
Cause
Cause
Cause
Cause
MethodsMaterials
Our org structure is too fractured
Comments Comments can be printed or internal - by simply re-setting the Print Area.Or add another Comments textbox, and have both printed and internal comments!
Selected Translation (never edit this column)English - No Substitutions
.
.Click the 'A' Links to go to each section.INSTRUCTIONS to use this Translation TableSTRING TRANSLATIONS - COMMONSHAPE TRANSLATIONS - COMMONSTRING TRANSLATIONS - UNIQUESHAPE TRANSLATIONS - UNIQUEUSER-DEFINED TRANSLATIONS
.
.
z
Use the 'Select Translation' button to select or refresh the translation that will be used in all
sheets in this workbook.
zz
zz
zz
zz
zz
zz
z
Use the 'Select Translation' button to select or refresh the translation that will be used in all sheets in this workbook.
z
The 'Select Translation' button is found on both this sheet and the 'Help' sheet.
z
You can purchase language translations from Systems2win.
z
If you select a 'User Substitution' when using the 'Select Translation' button, then any cell that is not blank in that 'User Substitution' column will override the default translation for that row.
z
User Substitutions can be used for any creative use - like switching between terminology for Production vs. Office vs. Healthcare.
z
The maximum number of substitutions allowed for this template is
z
Systems2win is the Author of all columns other than the User Substitutions.Carefully follow Instructions before making any changes.
z
DO NOT EVER EDIT ANYTHING IN THE'SELECTED TRANSLATION' COLUMNbecause it will just be overwritten the next time you select a translation
z
Select Translation
Use the 'Select Translation' button to select or refresh the translation that will be used in all sheets in this workbook.
Use the 'Customization Log' to make a note of any changes that you make that will not be automatically transferred when you upgrade.
z
Rather than making changes in any language column, make your changes in a 'User Substitution' column -
z
(so that your changes get automatically transferred to your new template each time that you upgrade).
z
Do not insert, delete, or move any columns on this TT sheet.The only exception = it is OK to copy or move columns within the 'User Substitutions' section
z
Do not insert, delete, or move rows above the 'User-Defined' section.
z
It is OK to insert, delete, or move rows only in the 'User-Defined' section at the bottom of this sheet.
z
3 WAYS TO TRANSLATE DIFFERENT TYPES OF DROPDOWN LISTS ON THE DV SHEET
zOPTION 1) Add items to the list - perhaps duplicating items in different languages. For example: English codes "done, soon, now" and similar Spanish codes "hecho, pronto, ahora".
z
OPTION 2) Add Descriptions in multiple languages for each code.Example: Codes 1-5 have description in both English and French.
z
OPTION 3) Link from DV sheet to translated list items - in the User-Defined section of the TT sheetSee online training for examples.
z
Follow ALL of the guidelines for How to Personalize your Systems2win templates.
zz
zz
How to keep your user-defined translations in sync after each upgrade
z
If the 'Customization Log' sheet contains data, then the next time you upgrade - the 'Upgrade Log' sheet in your MultiUserChecklist.xls workbook will remind you to visit this page to make manual changes to your upgraded template.
z
When you upgrade, the entire 'User-Defined' section (at the bottom of this sheet) is automatically copied to your new template - but don't over-use this feature,
z
because you will need to use Excel's 'Formula Auditing' on your legacy template to identify incoming links from other sheets, then manually recreate those links in your new master template.
Value Stream ManagementValue Stream MappingSupply Chain Value Stream Map
Supply Chain MapLearn Value Stream Mapping
Product Family Matrix
Value Stream Plan
Lean AssessmentTo assess progress of lean transformation.Approvals
Balanced Measures ScorecardBalanced Scorecard
Policy Deployment X MatrixX Matrix
Hoshin PlanChange Management
1) to graphically illustrate the flow of the thing being processed and the information needed to process it - for one Product Family2) to highlight problems and proposed countermeasures - in highly visual ways
z
3) to focus direction for your lean transformation teams 4) to serve as a dashboard to monitor and continuously improve
zz
zz
To graphically illustrate the flow of inventory and information for one Product Family - through a value stream that involves multiple supply chain partners.
zz
z
To learn some of the fundamental concepts of value stream mapping, and how to use the Systems2win value stream mapping tools.
zz
To define your product and service families (which is the first step in the Value Stream Mapping process)
zz
To continuously improve the value stream - by establishing clear objectives, responsibilities, and deadlines - and then holding people accountable for results.
zz
zz
To clearly define approvals needed, obtained, and still missing - in a way that makes it easy to understand and follow the scientific method.
zz
z
To translate vision and strategy into a coherent set of performance measures.
zz
z
To develop & implement strategic plans and unique competitive advantages - benefiting from input & ownership from all levels of the organization - in a way that greatly accelerates organizational learning and leadership development.
To plan and control a project - with a graphic timeline.Gantt Summary Milestone ChartGantt SummaryMilestone Chart
Job Log
Kaizen Action List
Kaizen AgendaA time-phased action plan for a Kaizen EventKaizen AuditKaizen 30-Day AuditTo ensure that improvements are sustainedKaizen PlanKaizen Plan ChecklistTo plan for a Kaizen EventPotential Future Improvements
Kaizen Event Schedule
Organization Chart
Pitch Chart
To develop strategies and incentives to embrace change
zz
To enable a team to make decisionsthat are well-considered and well-documented.
zz
zz
zz
Simple projects can be planned using this simple tool.
More commonly, you will copy this Milestone Chart to an A3 Report to provide an at-a-glance summary of a more-detailed Gantt Chart or To Do List.
zz
Compare estimated to actual set up times and run times per job - with explanations of reasons for each miss - which are then used to continuously improve the process.
zz
1) Collect Issues & Ideas as they arise during a Kaizen Event - and then make sure that they get the attention they deserve - even if outside of the scope of this Event.
z
2) Assign and complete follow-up assignments - to ensure the sustainability of process improvements.
zz
zz
zz
zz
zz
One central place to collect ideas for potential future improvements, which can then periodically be reviewed and prioritized for upcoming Events.
zz
To publish a calendar of upcoming events for continuous improvement.
zz
To define organizational relationships - both formal and informal.
Project Cost EstimatingTo estimate the costs of a project.Software Data Conversion
5S Assessment5S Scorecard
5S Red Tag Log
5S Sustainment ChecklistChecklist for cleaning and preventative maintenanceA3 Stick Figure IllustratorA3 Illustrator
A3 Gemba InterviewTo interview the person doing the work.Standard Work Instructions
Cross Functional Flowchart
To level the flow of work, and to measure expected vs. actual output per pitch cycle.
zz
To provide at-a-glance visual analysis of trends for hour-by-hour attainment of the target production rate (known as "pitch").
zz
To prioritize programs, projects, kaizens, or initiatives of any kind.
zz
To view trends over time - of how backed up the queue of work requests are - leading to a work center that responds to pull signals.
zz
A Leader can maintain a master list of assignments for Team Members.
zz
To organize and resolve any type of issues & ideas affecting your project or team.
zz
zz
To plan and control transfer of datafrom old software to new software.
zz
z
To maintain a clean, well-organized work environment - for increased productivity, safety, and the revelation of hidden problems.
zz
Used for the first category of 5S - Sort.Red Tags provide a system to label potentially unneeded items, approve their suggested disposition, and track what has been done.
zz
zz
z
Illustrate A3 Reports and PowerPoints with stick figure drawings
zz
zz
To analyze, improve, and maintain consistency - for a highly repetitive process.
zz
To graphically depict the flow of a process that crosses functional workgroups - to identify and eliminate waste.
FMEA Failure Mode Effects AnalysisTo anticipate problems and minimize risks.FMEADesign FMEADFMEAProcess FMEAPFMEAControl Plan
P-Diagram
Interface MatrixTo identify and clarify system interfaces.Design MatrixDVP&RDesign Verification Plan and Report
"Critical To" Tree DiagramCritical to QualityCritical to SatisfactionTo ensure that you collect meaningful data.Measurement Assessment Tree Diagram
1. To provide an "at a glance" overview of a process.2. To define the start and stop boundaries of a process (and project scope)3. To clarify relationships of the suppliers of inputs to the process
z
4. To identify process customers (internal and external), and the process outputs that they seek5. To identify unintended wastes output by the process
zz
zz
z
A systematic way for a team to permanently resolve a problem that has uncertain root causes.
zz
To identify the few process input variables that provide the greatest opportunity to improve the key process outputs.
zz
zz
zz
zz
z
After initial Corrective Actions have been made on the FMEA, use this Control Plan to more diligently control risksthat have high probability or severity.
zz
To analyze inputs and outputs,and factors that can affect performance
zz
zz
zz
Formalized testing of product to assure compliance with all requirements.
zz
zz
zz
To identify and stratify data that is (and is not) worth collecting.
Scorecard DataA well-organized system to gather and analyze data.Voice of the Customer Translation
Bowling Chart
Word templatesStandard Operating ProcedureEvaluation SurveyGround Rules for Working TogetherEmpowerment BoundariesPresentation of ResultsBrainstormingSoftware Design SpecificationTWI Pocket CardsLeader Standard WorkA3 Report
COMMON FIELD LABELSWhatTitle
Purpose
z
To identify and focus attention upon the customer segments that generate the most value from the product or service.
zz
To choose the measures that are most strongly linked to customer requirements.
zz
To ensure that everyone collects and interprets data in a consistent way.
zz
To identify the most common 20% of problems causing 80% of your headaches - so that you know where to focus your continuous improvement efforts.
zz
z
To identify root causes of a complex, non-linear problem.
zz
zz
To translate potentially vague customer commentsinto measurable design requirements
zz
Timeline of monthly progresstoward year-end targets.
User-DefinedUserUser CalcUser FieldUnique User FieldsCopy this row for unlimited user-definedCategoryCategoriesCatTypeType of WasteUser FieldsUser DataClassClass CodesLegend
Process FlowFlowValue StreamVStreamProgramProgramsAction ProgramsProjectProjectsProject Scope and BoundariesPhaseJobJobsTaskTasksWork ElementWork ElementsStandard Work ElementsActivityActivitiesStepStepsSteps / ImagesSteps that create valueSteps - within processSteps - between processesMajor StepsValue Add StepsTotal StepsTransportation LinksWork Breakdown StructureWBSSequenceSeqKaizen EventEventEventsEvent NameEvent TypeProcess NameProcess DesignBefore and after picturesRoutingsBills of Materials
Product FamilyService FamilyProduct or Service FamilyProduct or Product FamilyProduct/ FamilyProducts & ServicesOur OfferingDeliverables# of Product VariationsVariationProduct Mix
Unit of MeasureUnits of MeasureUOMDefault Unit of MeasureDefault Units of MeasureUnit of Measure Conversion FactorsUOM RatioDefault UOM
ProblemProblemsProblems per UnitDefine the ProblemProblem SummaryAdditional Documentation of the ProblemHow Big?Is this a repeat problem?Root ConcernsVoice of the CustomerFunctional RequirementsOutput / Service RequirementsO/SWasteUser-Defined Waste
Drawing ScaleMaturity LevelFirst Pass YieldSales PointsC D(Difficulty of Transition)Difficulty of TransitionAptitudeHistoryHistory by DateCustomer EvaluationCustomer EvalTarget Level of SatisfactionCompositeDesired TargetsDesired Direction of MeasureDesired DirectionTotal ImportanceWeighted Total ImportanceKano AnalysisDifficultyRelationshipStratificationPrimary SegmentsSub-SegmentsWhat, Where, When IS and IS NOT?ISIS NOT
What it IS NOTSelected to ImprovePrimary OEE MeasuresProduction Schedule to ActualControl CharacteristicQuestionQuestionsResponse & IdeasRoofSatisfactionPareto Datamore than the averageCompetency RatingsTotal Quality ManagementContinuously Improve
LinksLinksHyperlinksLinks to Related DocumentsRelated DocumentsIcons
Information SystemsSystemsTechnologyField LabelField No.Field Length
Data SourceData Source Field NameData TypeOrig Data SourceImport Data SourceSpecial instructions for this field for this conversionHeader FieldsNamed CellNumber FormatDefault DataStep LabelGeneral
Learning TopicLearning PhaseQuestion or TaskYour Response
More InfoOrganizational Learning PerspectiveInternal Processes PerspectiveTraining Before the EventTeam TrainingTrain the WorkersLanguage TranslationTranslationTraining PresentationHandoutsTeam "Ice Breaker"Required Attendance NoticeCourtesy InvitationEntertainmentInstructor NotesLearning GameLanguagePrimary Language
Corrective Action NeededCorrective Actions and CommentsCARActions CompletedActionSample Size
How many defects per object?DefectDefectsGoodGood Units ProducedRejectRejectsReject CategoryReworkNot NeededDuplicateWornScrapObsoleteDispositionDiscardMove to Red Tag StorageMove to: ____________ReturnReturnsReturn (needed after all)RMANCMRPurchase% Complete & AccuratePotential Failure ModePotential Failure EffectSeverityOccurrenceDetectionRisk PNControl MethodDetection MethodReaction PlanActions RecommendedAction PlanEvent ControlCleaningPrevention MethodFailure RateProcess ControlDesign ControlSeverity of Effect of Failure ModeNoise FactorsPiece to Piece Variation
zz
z
How many objects have the defect?(list part #s and descriptions)
Interactions with Other SystemsCustomer Usage and Duty CycleDegradation Over TimeEnvironmentControl FactorsIdeal FunctionsError StatesSystem within the Boundary DiagramSources of VariationTest MethodTest PlanTest ReportAcceptance Criteria
PlanningPlanPlannedAlternativesCountermeasuresScenarioPathOverrideImpactObjective Measures of ImpactFactors Affecting EffortIs emergency response needed?Implement & Verify Interim Containment ActionsIdentify & VerifyShort description of proposed future improvementProposed Permanent Corrective Actionsto prevent Recurrenceto prevent Escape30-Day Action ListAlways To DoBring As Is?Communication PlanCommunicationConstrained Resource AnalysisSpecificationSpecificationsToleranceTolerancesFactors to ConsiderAdditional CriteriaYes/No
Document and Analyze the Current StateImprove and Test the New ProcessClean Up and PresentS&OP (units)Process SpecificationsRequiredAdd details toBrainstormStrategic PlanningPolicy Deployment
Collect current state dataSolicit improvement ideasPrepare training materials
Confirm that EVERYTHING is readyTest equipmentPlay catchball until agreement is reached for
LaborEstablish the TeamStaff UnavailabilityAvailability StrategyPeak Volume StrategyIncentivesIndividual AssessmentsEvaluationsPotential ConcernsApproaches to Gain AcceptanceMeasures of AcceptanceFacilitate TransitionOptimize PerformanceMeasures of ImprovementAttendance
6S5S5 Whys
zz
zz
zz
zz
zz
zz
zz
Ensure that preparation assignments are being completed
z
Review data gathered and ideas received. Clarify if needed.
Safety Equipment & NotesAccidentsDate of Last AccidentPoke YokeRED TAG
VerificationAudit Criteria
Eval. Measurement TechniqueDiscipline
Gemba WalkGemba Walk TopicLean Management SystemsVisual ControlsImplement & ValidatePermanent Corrective ActionsPrevent RecurrenceSimilar SystemsCongratulate & CelebrateIf Problem Recurs or Side Effects are NoticedError-freeVisual ScorecardLittle or no effort Showing some effort, but unacceptable resultsMinimum acceptableVery good
InspectionInspection Instructions/FormsMaintenance ScheduleProduction Scheduling/ControlUnacceptableShowing effortJust AcceptableSustained ExcellenceGagesEngineering Change ApprovalPPAP Production Part Approval ProcessVeryModeratelyModerateMinorRemoteAlmost Impossible
zz
zz
zz
zz
zz
Audit questions that can't be phrased in a way so that "yes" is the desired answer
zz
zz
zz
zz
zz
zz
zz
zz
zz
zz
Must receive outstanding scores for 5 audits in a row to reach this level
Almost Certainwithout warningwith warningHazardousNoneNo discernable effectAnnoyanceLoss ofDegradation ofPrimary FunctionSecondary FunctionFunction
Transportation Air travelParking
WhyReasonReasonsReasons for MissesRoot CauseRoot CausesPotential CausePossible Root CausesPossible Cause TheoriesUltimate Root Cause(s)Determine Root Cause(s)How did this Occur?How did this Escape?
Current situation (why does this need to be improved?)
Available TimeAvail TimeUnavailable TimeWork Time Available/dayWTA/dayWork Time Available/shiftWTA/shiftWork Days/weekDays/weekLead Time Work DaysShifts/dayHours/shiftMins/shiftMins/dayMins/weekBreakBreaksBreak minutes/shiftBreaks & Out of Cycle WorkStart TimeStartRestartPlanned Start TimeEnd TimeEndOvertimeWork Time Available/weekWTA/Week
Process Lead Time OverrideProcess TimeProcess TimeEffort HoursEffortValue Add TimeValue AddValue Add?Value Add IncludeVANVACycle TimeCycle TimeCTCycle Time Unit of Measure
Cycle Time UOMCT UOMEffective Cycle TimeTarget Cycle TimeTakt TimeTakt TimeTarget % of Takt TimePitchPitch CyclePitch Cycle End TimeValue % of TimeActivity RatioIdeal Cycle TimeIdeal CT in MinutesActual CT in MinutesTarget Minutes per UnitActual Minutes per UnitOperator Cycle TimeQueue Time - Takt calc
CurrentPriorPrior MonthsPrior Month AvgCurrent MonthCurrent Mo Avg
Machine Cycle TimeEffective Machine Cycle TimeTime Avail. for Change OversChange OverChange OversCOChange Over Time per DayLongest Change Over TimeChange Over Cycle TimeLoad, Start, & UnloadBatch Setup (mins)Batch Change Over Time GoalRun Time (mins)Quick Changeover Setup Reduction
Lost TimeLost Time EventsDowntimeMachine DowntimeDowntime ThresholdPlanned DowntimePDUnplanned DowntimeUDStandbySBPlanned UptimeLoading EffectivenessOperating TimeProductive TimeDowntime LossPerformance LossIdeal Operating TimeNet Operating TimePerformance TimeQuality Time LossLost Time CategoryLost Time Reason
Process OwnerTeamShift or TeamTeam MemberTeam MembersTeam MembershipKaizen Team FormationTeam LeaderLeaderLeadersProject LeaderMentorFacilitatorCoordinatorCo-LeaderObserverManagerManagementSupervisorSupervisor NameInstructorLearnerLearner NameWhat do you call your workers?WorkersEmployees# of WorkersOperatorsOperatorOpStaffStaff LevelSmallest Possible StaffOn-Call SupportCandidates
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)
z
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.
z
There is data in this sheet, so when you upgrade, there will be an entry in the 'Upgrade Log' sheet in the MultiUserChecklist.xls, which will alert you to "See (hidden) Customization Log sheet" for this workbook.
then you need to install the Systems2win Excel add-in:
If you do not own a license for Systems2win,
License Violation
If you ignored the above instruction,
When you Search from your computer's Start menu or SharePoint,these are common search phrases for this template:
zz
Systems2winExcel Add-in Required
z
The Systems2win template underlying this documentis licensed for use only by
z
If your working document does not appear when you click this button…
zz
Option 1) Have your IT Department install your (already purchased) Systems2winInstall exe file
z
Option 2) Purchase a license (or additional seats) from Systems2win
z
Option 3) Download a free trial, which allows trial templates,(not licensed templates),to be used for a limited number of days
z
Yes, it is okay for companies to exchange editable documents - as long as both users are licensed Systems2win users.But you wouldn't be seeing this screen if a valid Systems2win license was installed on this computer.
zz
then you can request the sender to send you a PDF version of this document
z
thereby complying with their License Agreement, which says…
z
"Any working document created using a Systems2win template that is distributed outside of your Licensed Users must be in a non-editable format - such as printed paper or a PDF."
z
Thank you for supporting us so that we can continue to support you
zz
All the sheets in this workbook have been locked because it appears that a license violation has occurred.
z
Please remember to never delete a Systems2win Help sheet.
z
To recover your work, close this workbook without saving - or recover a recent backup.
zz
or somehow saved your workbook so that this message still appears when you re-open it…
perhaps after completing a license compliance audit,
Data Validation Dropdown Lists<DV List Title>Translation TableEnglishEnglishSpanishPortuguese (Brazil)Chinese SimplifiedSelected Translation (never edit this column)Rows are OKRows are wrongNo SubstitutionsUser Substitutions
This column does not contain any User SubstitutionsThis column contains User SubstitutionsMaximum substitutions exceeded
See training in the 'Instructions' section of this sheet.HelpAdditional Help
Relationships between ColumnsThere can be more than oneCan have its own row, or be on the same row asCopy & paste an identical cell until there is a newScroll to view more Help
+++Learning Experiment+++
It is okay to hide, but NEVER DELETE this 'Help' sheetSee User-Defined Training on the Help sheetThis column width should beDo not edit below this thin gold linePurpose of this templateWhen to use this toolHelp & Trainingfor ANY Systems2win templateInstructions to use ANY Systems2win template
Systems2win can recover your file for a $50 data recovery fee
zz
as per the terms of your license agreement, which can be viewed at
zz
zz
zz
zz
zz
zz
zz
zz
z
Refer to 'Upgrade Instructions' - so that you know how to use this User-Defined section in ways that will easily transfer to your new template each time you upgrade.
zz
zz
In addition to the pop-up help that appears when you click the row or column headers
Ensure that your computer is set up correctlyMacros must be enabledThe Systems2win Add-in must be correctly installedFamiliarize yourself with the trainingQuick Start Training
Training specific to THIS templateis found on this 'Help' sheet and the 'Sample' sheetis found on this 'Help' sheetHow to open a blank 'Template' sheet
where you will do all of your work
Rename your sheet, and Save your workbookin an Excel format that supports macros
How to download and use free PDF writing softwareHow to continuously improve your templatesHow to personalize your Systems2win templates
Provide your feedback & ideas
Suggested ReadingSystems2win online training and videosSuggested Reading and Resourcesto learn more about this subjectSystems2win Training & Support home pagewith links to many free training videos150+ pages of online training for Lean Kaizen
Process Observation instructionsProcess Design Objectives - Systems2win training
zz
zz
z
What every user should know about any Systems2win template
zz
zz
z
Click the button to 'Open a blank Template sheet' >>>>>>>>>>>>
zz
Where to Save and what to Name your working document
zz
z
using our company's Document Storage and Naming Conventions
z
You can share documents in Excel format with any user that owns a license for this Systems2win template
z
Any document created using a Systems2win template that is distributed outside of licensed users must be in a non-editable format, such as printed paper or PDF
zz
zz
in ways that are automatically found and mergedwith your new templates each time that you upgrade
z
Some 'list items' in this template have not been translated
z
Use the 'User-Defined' section of the TT worksheet to create (and translate) your own personalized lists.
zz
to continuously improve your tools for continuous improvement
zz
zz
zz
zz
Lean Methods for High Mix and High Demand Variability
License Agreementfor your Systems2win templatesSystems2win Newsletter
for valuable tips, announcements, & webinar invitationsThe role of the Change Agent
Balanced Measures Scorecard ideasProblem Solving using an A3 ReportTWI Training Within Industry Job Instruction methodStandard WorkSystems2win training for how to use ExcelSoftware Selection & ImplementationTranslations
Additional features for language translation
What is (and is not) translated?
for better translation
User-Defined Training
Personalization Upgrade Utility
zz
zz
z
the most important role in any continuous improvement team
zz
zz
zz
zz
Easily switch between languages, and/or"translations" for office, production, medical, or any user-defined purpose
z
Use the 'Select Translation' button >>>>>>>>>>>>>>>>>>>to select or refresh the translation that will be used for all sheets in this workbook
z
How to purchase Language Translations for your Systems2win templates
z
How to unhide the TT sheetand edit the Translation Tables
zz
Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help in any language.
zz
If you would like to have this template translated into another language, contact Systems2win for a quote.
zz
Example of a User Substitution:Click the 'Select Translation' button, then select the first User Substitution, and notice how this cell changes.
zz
Your leaders can personalize this template with your own training
zz
When you upgrade your templates using Systems2win's Personalization Upgrade Utility, anything you add in the 'User-Defined Translations' section below will be copied automatically to the new upgraded version of this template.
Excel TrainingTips for using ANY Systems2win Excel template
Excel 97-2003 instructions in greenHow to make Office 2007+ easier to use2LearnExcel - Self-Paced Learning ToolHow to use the Systems2win menuthat has many features to extend ExcelUse the special Systems2win utility to Copy a SheetSystems2win menu > Copy Sheet
Hide or Unhide a SheetFormat > Sheet > Hide or UnhideExcel 2007+: Home > Format > Hide & Unhide
Link a Cell or Text Box to show the value of another cellfor Translation Table and other linked data
Shrink To Fit
Formula Auditing
to learn how (and why) to use Styles
You can also add Link Icons to link to any web page, or to link to your own Word documents, PDFs, PowerPoints, etc.
z
and the 'Links' column in the User-Defined section will be automatically transferred to your new template when you upgrade.
z
It is okay to insert more rows in the User-Defined Training section above.
zz
z
Excel 2007+ instructions are highlighted in orange if different from
zz
zz
zz
zz
This is the ONE thing that is different about using your Systems2win templates. You can use everything you know about Excel except that you must use this special utility to copy sheets
zz
zz
Several sheets are usually hidden in most Systems2win templates:TT (Translation Table), CLog (Customization Log), and the 'Template' sheet
zz
z
1. Select the cell or text box2. In the Formula Bar, type the equal sign (=)3. Click the cell that you want to auto-update the value from, and ENTER
zz
If translated words don't fit in a cell, you can either make the cell bigger, or Shrink to Fit.
zz
Systems2win menu > Highlight Cells > Containing Formulas
Known issuesfor different versions of ExcelExcel Tips most valuable for using THIS template
Hide or Unhide Rows or ColumnsRight-click > Hide or Unhide
Insert Rows or Columns
thereby copying ALL formats and formulas.Copy Rows or ColumnsInsert Copied Cells
Move entire rows or columns
Move individual cells
It is easy to corrupt a formula, so first save a back up
and then experiment with various ways of moving cellsCopy cells (less than an entire row or column)Usually, you can use simple CopyCopy (CTRL+C), then Paste (CTRL+V)but it is often safer to usePaste Special > Values or Formulas
DeleteHow to choose the right way to delete
Copy as picture
Use Cell Comments to add user-defined pop-up help to row and column headers - in a way that gets automatically transferred to your new template each time you upgrade.
zz
zz
Tips unique to this template are red with three asterisks ***
zz
z
Tip: Always look for hidden rows or columns before inserting or copying new ones.
zz
Important Tip: Rather than inserting a row or column,it is almost always better to COPY a similar blank row or column
zz
zz
or right-click & drag entire row or column,then 'Shift Down & Copy'
z
This is probably the single most important Excel skill you will ever learn
zz
Right-click & drag entire row or column; 'Shift Down & Move'
zz
zz
zz
zz
z
*** If you use 'cut' or the regular 'paste', your formulas and/or cell formats might get damaged.
zz
z
1) Use your Custom Formula Safe Zone2) Highlight cells containing formulas
z
If you accidentally delete a formula, you can often repair it by simply copying a similar cell
Filteryour data in useful waysSortScenariosInsert HyperlinksCTRL+KLink IconsSystems2win menu > Insert Link IconSplit Window or Freeze Panes
BordersThin gold linesto keep your ranges and lists intact
Systems2win menu > Reset Thin Gold LinesHow to Bend an Arrowor another type of bent shapeHow to use Excel hierarchical chartsTo Copy Visible Cells OnlySelect the Filtered area that you want to copy, thenEdit > GoTo > Special > Visible Cells Only
*** Do not use 'Wrap Text' in this workbookOr your chart will no longer align with rows.
To copy to Word, PowerPoint, or any other document - you can copy cells as a static picture, which can then be pasted just like any other image.
zz
zz
zz
zz
zz
to always have column or row labels visible as you scroll
zz
zz
Try it! Change the row height of the thin gold line below, then select
zz
zz
zz
zz
Excel 2007+: Home > Find & Select > Go To Special > Visible Cells Only
zz
Unless you unprotect the worksheet... (which you should only do for a short time if you REALLY know what you're doing)
z
*** Do not insert, delete, copy, or move rows or columns in this workbook!!!
z
You can:Hide and Unhide rows and columnsCopy less than an entire row or column
z
The macro will not work properly if the number of rows or columns changes.
zz
z
Instead of 'Wrap Text' - refer to notes in the Comments text box, or use a Link Icon.
z
*** In this workbook… Do not use both 'Filter' and 'Hide Rows' at the same time.The count needed to import from sheet to sheet will be incorrect.
There are no special Excel tips for this template.
*** To quickly copy a box
*** Do your editing in the formula barnot directly in the cell.(This is especially important when copying bullets)Printer Page Setup
*** You should almost never move a cell in this workbookwithout moving the entire row.
zz
Every Process Box cell is related to:a) 6 columns (The Process Box and the 5 columns to the right)b) 4 rows (the Process Box and the row above it, and the 2 rows below it)
z
and these rows and columns must always stay together.
Do not move or delete the first, second, or last Process.
z
Re-protect your worksheet as soon as possible, so that you don't accidentally damage formulas
z
*** To define predecessor relationships between tasksyou can use any Excel calculation
z
For example: The Start Date for a task might be equal to the End Date for the preceding task. Or equal to the Start Date for the Phase + 14 days. Or you might write IF statements. See Sample worksheet for examples.
z
*** Don't move individual cells, which will corrupt formulas
zz
*** You cannot Insert, Delete, Copy, or Move columns in this workbook
z
You can:Hide and Unhide columnsCopy less than an entire column
z
The purpose of this unique learning tool is to teach just about everything that you need to know about Excel.
zz
For any other Systems2win template - you will want to come to this section to quickly review the few Excel tips that are most valuable for using THAT template.
zz
Copy & Paste an entire cell containing a similar blank box and arrow
The default is to print everything on one page, and…
Merge Cells*** Copy only values (not formulas and formats)Paste Special > ValuesTips to avoid broken links
SampleShapes above are affected by row hide, copy…Favorite ShapesTo avoid distorting shapes, Column width =To avoid distorting shapes, Column width = 45Standard ShapesEasily copy & paste Standard Shapes:Systems2win menu > Copy ShapesWhere to find this document
To optimize view size: View > Zoom
For instructions, see Systems2win 5SRedTag templateMaster Data Entry Sheet
ALT+ENTER for paragraphs.Don't leave any Instructions blank.
Management supports workers who support customers* Explain on back of tagAdd or Remove a ProcessDo not edit any data below this lineOEE Filtered Data Analysis forAndon ButtonSketch layout of work area
z
You have all the power of Excel's 'Page Setup' featuresto print any way you want to.
zz
zz
zz
zz
zz
zz
zz
zz
z
Anything on this side of this line is subject to conflict with the Custom Formula Safe Zone
zz
zz
zz
Do ALL of your editing here (on a copy of the 'Template' sheet)
z
Then 'Generate Report' only when ready to print to paper or PDF.
z
Name your worksheets as instructed in 'User Defined Training' on the Help sheet.
z
After using the 'Add Image' button, images can be resized by dragging lower right corner.Rows can be any height. Do not use AutoFit Row Height.
zz
z
Confidential and proprietary. Do not use or disclose outside of intended purpose.
Instructions to use THIS templateAdvanced Training
Major Steps in boldPersonalized Training & Mentoring
The most important thing to learn about this template is
Change Printer
z
To select multiple objects, use the 'Select Objects' arrow
zz
zz
zz
zz
zz
zz
Also refer to 'User-Defined Training' at the bottom of this page
zz
z
Ideally - each supervisor will personally train their people
z
using the TWI Job Instruction methodand will record progress using a Cross Training Matrix
z
is also available from Systems2win or a qualified consultant
z
If (at any time) you need a blank sheet,(perhaps for pictures, or supporting data…)click this button…
zz
Users of this template are expected to have already completed this foundational training
zz
z
and the VC worksheet should have YOUR company's header field labels, and header field default data
z
(which can be overwritten in the header field of any sheet)
z
Before using this tool…your Leaders should have already personalized this template
zz
z
The 'Change Printer' button will temporarily change your default printer:a) only for Excelb) only for this session(it will revert back to your Windows default printer the next time you open Excel)
See example on the 'Sample' worksheet.Click the 'Print Audit Checklist' button (Optionally use the 'Change Printer' button first)Fill in the printed checklist in handwritingas you physically inspect the gembaTranscribe the scores
from your handwritten checklist into the 'Score' columnClick the button to 'Add To History'
Click the button to 'Print Trends'Analyze a snapshot of any day
Publish results where stakeholders can easily find them
Ponder and reflectto continuously improveAdd or update taskson your Team Accountability Board.Archive the handwritten checklist in a 3-ring bindereasily available to your supervisor's supervisor.
as part of routine Leader Standard Work.
zz
zz
zz
zz
to transfer your data from the 'Score' column to a new 'History' column
zz
z
On the 'Scorecard' worksheet - use the 'Choose Source Data' button
zz
1) the 'Print Trends' button (for trends)2) the 'Scorecard' sheet (for time snapshot)
zz
zz
zz
z
Review results with your next-level manager and Value Stream Manager
Select TranslationOpen a blank 'Template' sheetOpen a blank sheetHide / Show RowsAdd ColumnsChange Lead Time Unit of MeasureImport Old State Comparison DataAdd or Remove a Process
Set Page BreaksSet Print AreaView > Page Break Preview
How to set 'Page Breaks'
Cell Links
Viewing Tips
TipsTipHow to do it
How to use Filter
zz
zz
zz
zz
Follow the step-by-step instructions on the 'Help' sheet.
zz
zz
z
Select the rows or columns on either side of the hidden ones, then Right-click > Unhide.
z
Always look for hidden rows or columns before inserting or copying new ones. And get in the habit of hiding rows or columns - rather than deleting them.
zz
zz
drag the blue borders to change the print area and page breaks
zz
z
Any cell on this sheet can be instantly updated with the value from any other cell on any Excel worksheet.
z
Perhaps link to or from cells in the 'Custom Formula Safe Zone' of this or any other Systems2win template.
Pop-Up HelpClick any row or column header for pop-up help
Glossary
StylesStyles can be particularly useful on this templateSystems2win menu > Styles
Avoid accidentally deleting formulas
To recalculate manually
CTRL+SHIFT+ALT+F9
Full licensed version -so when you purchase, there will be no need to transfer your work from your trial to your new licensed template.Tip: Don't do too much real work on a trial template.
z
It is VERY IMPORTANT to follow the
zz
zz
Like all Systems2win templates - see Instructions on the 'Help' sheet
zz
z
Copy a similar blank row or columnusing 'Insert Copied Cells'(Don't use 'Insert > Rows')
z
1) Unprotect the sheet2) Copy a similar blank rowusing 'Insert Copied Cells'3) Reprotect the sheet
zz
zz
zz
zz
zz
zz
zz
z
Systems2win provides 2 convenient ways to identify cells containing formulas.
zz
z
Tip: Whenever your data doesn't look correct, first try to recalculate manually
Your leaders should have already personalized the 'DV' sheet in your master template - so that you are starting with typical dropdown lists for YOUR company.
z
And then you can make additional changes for this unique working document. (if needed)
z
Tip: Each workbook has its own Dropdown Lists. If your company's master lists have changed, you can simply copy & paste them from the master template to your (older) working document.
zz
We suggest that you use Style 2winBack3 (pink background) to differentiate your user-defined list items that are unique to this workbook.
zz
To copy a sheet in any Systems2win template, you should always use
zz
which protects you from a whole series of known bugs with Excel's usual 'Copy Sheet' command.
z
(for instance, your dropdown lists might not work on the copied sheet if you forget to use our special Copy Sheet command)
zz
z
OnlineInstructions
zz
See the 'Advanced Training' section of the 'Help' worksheet.
Each stakeholder representative "signs off" when they agree that
z
the presenting problem and its root causes appear to have been sufficiently analyzed.
zz
alternative countermeasures have been sufficiently identified and improved upon.
zz
Keep scheduling periodic reviews (and copying this column) until satisfied that the desired improvements have proven to be sustained.
zz
z
If you want your highest-rated alternative to have an impact rating lower than 10, (because none your alternatives are THAT good), then you can adjust the scale by entering a higher maximum value in this cell.
Copy the grey cells from this Sample to your worksheet
What?How?Why?How?Audit Procedure Instructions
Your Chart will only work correctly after you…
Define your Project Start Date
Start Quality CheckMilestone Completion
zz
z
This Sytems2win template does not use a 'Template' worksheet.All editing is done directly on the other worksheets - (without the need to first copy a 'Template' worksheet).
zz
z
You will need to copy formulas from a blank row for 'Cum. Goal' and 'Cum. Actual' and paste them into the row just below where you added or deleted.
zz
column always needs a number - even for Breaks
('Pitch Actual' for 'Breaks' is usually zero)
zz
zz
zz
zz
zz
Audit one job per day per team.Audit several full process cycles. (not just one)Audit one person for a few days, then another.
z
For any questions answered "no", corrective action should be taken by the supervisor before the end of the shift.
zz
zz
Enter the 'Start Date' in the 'Total Project' row. Unprotect the worksheet.Select the 'Configure Chart' button.
Tip: If your 'Project Start Date' ever changes, you need to do this again.
To insert hyperlinks - you must first unprotect the sheet
Core Team
Repeat DataDON'T MERGE CELLS
Data in Multiple LanguagesIn any Language Translation section…(to the right)
If a column exists in the Language Translations section
then you edit those columns in the main form.
Provide Training
Use a Link Icon to link to YOUR folder that contains pictures related to this process.
Each user of this template can optionally define their own 5 levels of rating criteria for each topic.
Click the 'Print Trends' buttonto print History & Trends,or the 'Print Audit Checklist'for the checklist only.
Important - when you hide, copy, or move rows or columns,it is critical to keep related columns and rows togetherAlways keep a primary column together with the calculation column to its right.
For Filter and Pivot Tables to work correctly - identical data must be repeated in some columns.
Select the pink cell containing the name of your desired Language, then
then you must first do your editing in the Primary Language
If a column does not exist in the Language Translations section,
perhaps using TWI Training Within Industry Job Instruction methods
Click the 'A' Links to go to each section.INSTRUCTIONS to use this Translation TableSTRING TRANSLATIONS - COMMONSHAPE TRANSLATIONS - COMMONSTRING TRANSLATIONS - UNIQUESHAPE TRANSLATIONS - UNIQUEUSER-DEFINED TRANSLATIONS
.
.
Systems2win is the Author of all columns other than the User Substitutions.Carefully follow Instructions before making any changes.
Use the 'Select Translation' button to select or refresh the translation that will be used in all sheets in this workbook.
The 'Select Translation' button is found on both this sheet and the 'Help' sheet.
You can purchase language translations from Systems2win.
If you select a 'User Substitution' when using the 'Select Translation' button, then any cell that is not blank in that 'User Substitution' column will override the default translation for that row.
User Substitutions can be used for any creative use - like switching between terminology for Production vs. Office vs. Healthcare.
The maximum number of substitutions allowed for this template is
Systems2win is the Author of all columns other than the User Substitutions.Carefully follow Instructions before making any changes.
DO NOT EVER EDIT ANYTHING IN THE'SELECTED TRANSLATION' COLUMNbecause it will just be overwritten the next time you select a translation
Use the 'Select Translation' button to select or refresh the translation that will be used in all sheets in this workbook.
Use the 'Customization Log' to make a note of any changes that you make that will not be automatically transferred when you upgrade.
Rather than making changes in any language column, make your changes in a 'User Substitution' column -
(so that your changes get automatically transferred to your new template each time that you upgrade).
Do not insert, delete, or move any columns on this TT sheet.The only exception = it is OK to copy or move columns within the 'User Substitutions' section
Do not insert, delete, or move rows above the 'User-Defined' section.
It is OK to insert, delete, or move rows only in the 'User-Defined' section at the bottom of this sheet.
3 WAYS TO TRANSLATE DIFFERENT TYPES OF DROPDOWN LISTS ON THE DV SHEET
OPTION 1) Add items to the list - perhaps duplicating items in different languages. For example: English codes "done, soon, now" and similar Spanish codes "hecho, pronto, ahora".
OPTION 2) Add Descriptions in multiple languages for each code.Example: Codes 1-5 have description in both English and French.
OPTION 3) Link from DV sheet to translated list items - in the User-Defined section of the TT sheetSee online training for examples.
Follow ALL of the guidelines for How to Personalize your Systems2win templates.
How to keep your user-defined translations in sync after each upgrade
If the 'Customization Log' sheet contains data, then the next time you upgrade - the 'Upgrade Log' sheet in your MultiUserChecklist.xls workbook will remind you to visit this page to make manual changes to your upgraded template.
When you upgrade, the entire 'User-Defined' section (at the bottom of this sheet) is automatically copied to your new template - but don't over-use this feature,
because you will need to use Excel's 'Formula Auditing' on your legacy template to identify incoming links from other sheets, then manually recreate those links in your new master template.
Value Stream ManagementValue Stream MappingSupply Chain Value Stream Map
Supply Chain MapLearn Value Stream Mapping
Product Family Matrix
Value Stream Plan
Lean AssessmentTo assess progress of lean transformation.Approvals
Balanced Measures ScorecardBalanced Scorecard
Policy Deployment X MatrixX Matrix
Hoshin PlanChange Management
1) to graphically illustrate the flow of the thing being processed and the information needed to process it - for one Product Family2) to highlight problems and proposed countermeasures - in highly visual ways
3) to focus direction for your lean transformation teams 4) to serve as a dashboard to monitor and continuously improve
To graphically illustrate the flow of inventory and information for one Product Family - through a value stream that involves multiple supply chain partners.
To learn some of the fundamental concepts of value stream mapping, and how to use the Systems2win value stream mapping tools.
To define your product and service families (which is the first step in the Value Stream Mapping process)
To continuously improve the value stream - by establishing clear objectives, responsibilities, and deadlines - and then holding people accountable for results.
To clearly define approvals needed, obtained, and still missing - in a way that makes it easy to understand and follow the scientific method.
To translate vision and strategy into a coherent set of performance measures.
To develop & implement strategic plans and unique competitive advantages - benefiting from input & ownership from all levels of the organization - in a way that greatly accelerates organizational learning and leadership development.
To plan and control a project - with a graphic timeline.Gantt Summary Milestone ChartGantt SummaryMilestone Chart
Job Log
Kaizen Action List
Kaizen AgendaA time-phased action plan for a Kaizen EventKaizen AuditKaizen 30-Day AuditTo ensure that improvements are sustainedKaizen PlanKaizen Plan ChecklistTo plan for a Kaizen EventPotential Future Improvements
Kaizen Event Schedule
Organization Chart
Pitch Chart
To develop strategies and incentives to embrace change
To enable a team to make decisionsthat are well-considered and well-documented.
Simple projects can be planned using this simple tool.
More commonly, you will copy this Milestone Chart to an A3 Report to provide an at-a-glance summary of a more-detailed Gantt Chart or To Do List.
Compare estimated to actual set up times and run times per job - with explanations of reasons for each miss - which are then used to continuously improve the process.
1) Collect Issues & Ideas as they arise during a Kaizen Event - and then make sure that they get the attention they deserve - even if outside of the scope of this Event.
2) Assign and complete follow-up assignments - to ensure the sustainability of process improvements.
One central place to collect ideas for potential future improvements, which can then periodically be reviewed and prioritized for upcoming Events.
To publish a calendar of upcoming events for continuous improvement.
To define organizational relationships - both formal and informal.
Project Cost EstimatingTo estimate the costs of a project.Software Data Conversion
5S Assessment5S Scorecard
5S Red Tag Log
5S Sustainment ChecklistChecklist for cleaning and preventative maintenanceA3 Stick Figure IllustratorA3 Illustrator
A3 Gemba InterviewTo interview the person doing the work.Standard Work Instructions
Cross Functional Flowchart
To level the flow of work, and to measure expected vs. actual output per pitch cycle.
To provide at-a-glance visual analysis of trends for hour-by-hour attainment of the target production rate (known as "pitch").
To prioritize programs, projects, kaizens, or initiatives of any kind.
To view trends over time - of how backed up the queue of work requests are - leading to a work center that responds to pull signals.
A Leader can maintain a master list of assignments for Team Members.
To organize and resolve any type of issues & ideas affecting your project or team.
To plan and control transfer of datafrom old software to new software.
To maintain a clean, well-organized work environment - for increased productivity, safety, and the revelation of hidden problems.
Used for the first category of 5S - Sort.Red Tags provide a system to label potentially unneeded items, approve their suggested disposition, and track what has been done.
Illustrate A3 Reports and PowerPoints with stick figure drawings
To analyze, improve, and maintain consistency - for a highly repetitive process.
To graphically depict the flow of a process that crosses functional workgroups - to identify and eliminate waste.
FMEA Failure Mode Effects AnalysisTo anticipate problems and minimize risks.FMEADesign FMEADFMEAProcess FMEAPFMEAControl Plan
P-Diagram
Interface MatrixTo identify and clarify system interfaces.Design MatrixDVP&RDesign Verification Plan and Report
"Critical To" Tree DiagramCritical to QualityCritical to SatisfactionTo ensure that you collect meaningful data.Measurement Assessment Tree Diagram
1. To provide an "at a glance" overview of a process.2. To define the start and stop boundaries of a process (and project scope)3. To clarify relationships of the suppliers of inputs to the process
4. To identify process customers (internal and external), and the process outputs that they seek5. To identify unintended wastes output by the process
A systematic way for a team to permanently resolve a problem that has uncertain root causes.
To identify the few process input variables that provide the greatest opportunity to improve the key process outputs.
After initial Corrective Actions have been made on the FMEA, use this Control Plan to more diligently control risksthat have high probability or severity.
To analyze inputs and outputs,and factors that can affect performance
Formalized testing of product to assure compliance with all requirements.
To identify and stratify data that is (and is not) worth collecting.
Scorecard DataA well-organized system to gather and analyze data.Voice of the Customer Translation
Bowling Chart
Word templatesStandard Operating ProcedureEvaluation SurveyGround Rules for Working TogetherEmpowerment BoundariesPresentation of ResultsBrainstormingSoftware Design SpecificationTWI Pocket CardsLeader Standard WorkA3 Report
COMMON FIELD LABELSWhatTitle
Purpose
To identify and focus attention upon the customer segments that generate the most value from the product or service.
To choose the measures that are most strongly linked to customer requirements.
To ensure that everyone collects and interprets data in a consistent way.
To identify the most common 20% of problems causing 80% of your headaches - so that you know where to focus your continuous improvement efforts.
To identify root causes of a complex, non-linear problem.
To translate potentially vague customer commentsinto measurable design requirements
Timeline of monthly progresstoward year-end targets.
User-DefinedUserUser CalcUser FieldUnique User FieldsCopy this row for unlimited user-definedCategoryCategoriesCatTypeType of WasteUser FieldsUser DataClassClass CodesLegend
Process FlowFlowValue StreamVStreamProgramProgramsAction ProgramsProjectProjectsProject Scope and BoundariesPhaseJobJobsTaskTasksWork ElementWork ElementsStandard Work ElementsActivityActivitiesStepStepsSteps / ImagesSteps that create valueSteps - within processSteps - between processesMajor StepsValue Add StepsTotal StepsTransportation LinksWork Breakdown StructureWBSSequenceSeqKaizen EventEventEventsEvent NameEvent TypeProcess NameProcess DesignBefore and after picturesRoutingsBills of Materials
Product FamilyService FamilyProduct or Service FamilyProduct or Product FamilyProduct/ FamilyProducts & ServicesOur OfferingDeliverables# of Product VariationsVariationProduct Mix
Unit of MeasureUnits of MeasureUOMDefault Unit of MeasureDefault Units of MeasureUnit of Measure Conversion FactorsUOM RatioDefault UOM
ProblemProblemsProblems per UnitDefine the ProblemProblem SummaryAdditional Documentation of the ProblemHow Big?Is this a repeat problem?Root ConcernsVoice of the CustomerFunctional RequirementsOutput / Service RequirementsO/SWasteUser-Defined Waste
Drawing ScaleMaturity LevelFirst Pass YieldSales PointsC D(Difficulty of Transition)Difficulty of TransitionAptitudeHistoryHistory by DateCustomer EvaluationCustomer EvalTarget Level of SatisfactionCompositeDesired TargetsDesired Direction of MeasureDesired DirectionTotal ImportanceWeighted Total ImportanceKano AnalysisDifficultyRelationshipStratificationPrimary SegmentsSub-SegmentsWhat, Where, When IS and IS NOT?ISIS NOT
What it IS NOTSelected to ImprovePrimary OEE MeasuresProduction Schedule to ActualControl CharacteristicQuestionQuestionsResponse & IdeasRoofSatisfactionPareto Datamore than the averageCompetency RatingsTotal Quality ManagementContinuously Improve
LinksLinksHyperlinksLinks to Related DocumentsRelated DocumentsIcons
Information SystemsSystemsTechnologyField LabelField No.Field Length
Data SourceData Source Field NameData TypeOrig Data SourceImport Data SourceSpecial instructions for this field for this conversionHeader FieldsNamed CellNumber FormatDefault DataStep LabelGeneral
Learning TopicLearning PhaseQuestion or TaskYour Response
More InfoOrganizational Learning PerspectiveInternal Processes PerspectiveTraining Before the EventTeam TrainingTrain the WorkersLanguage TranslationTranslationTraining PresentationHandoutsTeam "Ice Breaker"Required Attendance NoticeCourtesy InvitationEntertainmentInstructor NotesLearning GameLanguagePrimary Language
Corrective Action NeededCorrective Actions and CommentsCARActions CompletedActionSample Size
How many defects per object?DefectDefectsGoodGood Units ProducedRejectRejectsReject CategoryReworkNot NeededDuplicateWornScrapObsoleteDispositionDiscardMove to Red Tag StorageMove to: ____________ReturnReturnsReturn (needed after all)RMANCMRPurchase% Complete & AccuratePotential Failure ModePotential Failure EffectSeverityOccurrenceDetectionRisk PNControl MethodDetection MethodReaction PlanActions RecommendedAction PlanEvent ControlCleaningPrevention MethodFailure RateProcess ControlDesign ControlSeverity of Effect of Failure ModeNoise FactorsPiece to Piece Variation
How many objects have the defect?(list part #s and descriptions)
Interactions with Other SystemsCustomer Usage and Duty CycleDegradation Over TimeEnvironmentControl FactorsIdeal FunctionsError StatesSystem within the Boundary DiagramSources of VariationTest MethodTest PlanTest ReportAcceptance Criteria
PlanningPlanPlannedAlternativesCountermeasuresScenarioPathOverrideImpactObjective Measures of ImpactFactors Affecting EffortIs emergency response needed?Implement & Verify Interim Containment ActionsIdentify & VerifyShort description of proposed future improvementProposed Permanent Corrective Actionsto prevent Recurrenceto prevent Escape30-Day Action ListAlways To DoBring As Is?Communication PlanCommunicationConstrained Resource AnalysisSpecificationSpecificationsToleranceTolerancesFactors to ConsiderAdditional CriteriaYes/No
Document and Analyze the Current StateImprove and Test the New ProcessClean Up and PresentS&OP (units)Process SpecificationsRequiredAdd details toBrainstormStrategic PlanningPolicy Deployment
Collect current state dataSolicit improvement ideasPrepare training materials
Confirm that EVERYTHING is readyTest equipmentPlay catchball until agreement is reached for
LaborEstablish the TeamStaff UnavailabilityAvailability StrategyPeak Volume StrategyIncentivesIndividual AssessmentsEvaluationsPotential ConcernsApproaches to Gain AcceptanceMeasures of AcceptanceFacilitate TransitionOptimize PerformanceMeasures of ImprovementAttendance
6S5S5 Whys
Ensure that preparation assignments are being completed
Review data gathered and ideas received. Clarify if needed.
Safety Equipment & NotesAccidentsDate of Last AccidentPoke YokeRED TAG
VerificationAudit Criteria
Eval. Measurement TechniqueDiscipline
Gemba WalkGemba Walk TopicLean Management SystemsVisual ControlsImplement & ValidatePermanent Corrective ActionsPrevent RecurrenceSimilar SystemsCongratulate & CelebrateIf Problem Recurs or Side Effects are NoticedError-freeVisual ScorecardLittle or no effort Showing some effort, but unacceptable resultsMinimum acceptableVery good
InspectionInspection Instructions/FormsMaintenance ScheduleProduction Scheduling/ControlUnacceptableShowing effortJust AcceptableSustained ExcellenceGagesEngineering Change ApprovalPPAP Production Part Approval ProcessVeryModeratelyModerateMinorRemoteAlmost Impossible
Audit questions that can't be phrased in a way so that "yes" is the desired answer
Must receive outstanding scores for 5 audits in a row to reach this level
Almost Certainwithout warningwith warningHazardousNoneNo discernable effectAnnoyanceLoss ofDegradation ofPrimary FunctionSecondary FunctionFunction
Transportation Air travelParking
WhyReasonReasonsReasons for MissesRoot CauseRoot CausesPotential CausePossible Root CausesPossible Cause TheoriesUltimate Root Cause(s)Determine Root Cause(s)How did this Occur?How did this Escape?
Current situation (why does this need to be improved?)
Available TimeAvail TimeUnavailable TimeWork Time Available/dayWTA/dayWork Time Available/shiftWTA/shiftWork Days/weekDays/weekLead Time Work DaysShifts/dayHours/shiftMins/shiftMins/dayMins/weekBreakBreaksBreak minutes/shiftBreaks & Out of Cycle WorkStart TimeStartRestartPlanned Start TimeEnd TimeEndOvertimeWork Time Available/weekWTA/Week
Process Lead Time OverrideProcess TimeProcess TimeEffort HoursEffortValue Add TimeValue AddValue Add?Value Add IncludeVANVACycle TimeCycle TimeCTCycle Time Unit of Measure
Cycle Time UOMCT UOMEffective Cycle TimeTarget Cycle TimeTakt TimeTakt TimeTarget % of Takt TimePitchPitch CyclePitch Cycle End TimeValue % of TimeActivity RatioIdeal Cycle TimeIdeal CT in MinutesActual CT in MinutesTarget Minutes per UnitActual Minutes per UnitOperator Cycle TimeQueue Time - Takt calc
CurrentPriorPrior MonthsPrior Month AvgCurrent MonthCurrent Mo Avg
Machine Cycle TimeEffective Machine Cycle TimeTime Avail. for Change OversChange OverChange OversCOChange Over Time per DayLongest Change Over TimeChange Over Cycle TimeLoad, Start, & UnloadBatch Setup (mins)Batch Change Over Time GoalRun Time (mins)Quick Changeover Setup Reduction
Lost TimeLost Time EventsDowntimeMachine DowntimeDowntime ThresholdPlanned DowntimePDUnplanned DowntimeUDStandbySBPlanned UptimeLoading EffectivenessOperating TimeProductive TimeDowntime LossPerformance LossIdeal Operating TimeNet Operating TimePerformance TimeQuality Time LossLost Time CategoryLost Time Reason
Process OwnerTeamShift or TeamTeam MemberTeam MembersTeam MembershipKaizen Team FormationTeam LeaderLeaderLeadersProject LeaderMentorFacilitatorCoordinatorCo-LeaderObserverManagerManagementSupervisorSupervisor NameInstructorLearnerLearner NameWhat do you call your workers?WorkersEmployees# of WorkersOperatorsOperatorOpStaffStaff LevelSmallest Possible StaffOn-Call SupportCandidates
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.
There is data in this sheet, so when you upgrade, there will be an entry in the 'Upgrade Log' sheet in the MultiUserChecklist.xls, which will alert you to "See (hidden) Customization Log sheet" for this workbook.
then you need to install the Systems2win Excel add-in:
If you do not own a license for Systems2win,
License Violation
If you ignored the above instruction,
When you Search from your computer's Start menu or SharePoint,these are common search phrases for this template:
Systems2winExcel Add-in Required
The Systems2win template underlying this documentis licensed for use only by
If your working document does not appear when you click this button…
Option 1) Have your IT Department install your (already purchased) Systems2winInstall exe file
Option 2) Purchase a license (or additional seats) from Systems2win
Option 3) Download a free trial, which allows trial templates,(not licensed templates),to be used for a limited number of days
Yes, it is okay for companies to exchange editable documents - as long as both users are licensed Systems2win users.But you wouldn't be seeing this screen if a valid Systems2win license was installed on this computer.
then you can request the sender to send you a PDF version of this document
thereby complying with their License Agreement, which says…
"Any working document created using a Systems2win template that is distributed outside of your Licensed Users must be in a non-editable format - such as printed paper or a PDF."
Thank you for supporting us so that we can continue to support you
All the sheets in this workbook have been locked because it appears that a license violation has occurred.
Please remember to never delete a Systems2win Help sheet.
To recover your work, close this workbook without saving - or recover a recent backup.
or somehow saved your workbook so that this message still appears when you re-open it…
perhaps after completing a license compliance audit,
Data Validation Dropdown Lists<DV List Title>Translation TableEnglishEnglishSpanishPortuguese (Brazil)Chinese SimplifiedSelected Translation (never edit this column)Rows are OKRows are wrongNo SubstitutionsUser Substitutions
This column does not contain any User SubstitutionsThis column contains User SubstitutionsMaximum substitutions exceeded
See training in the 'Instructions' section of this sheet.HelpAdditional Help
Relationships between ColumnsThere can be more than oneCan have its own row, or be on the same row asCopy & paste an identical cell until there is a newScroll to view more Help
+++Learning Experiment+++
It is okay to hide, but NEVER DELETE this 'Help' sheetSee User-Defined Training on the Help sheetThis column width should beDo not edit below this thin gold linePurpose of this templateWhen to use this toolHelp & Trainingfor ANY Systems2win templateInstructions to use ANY Systems2win template
Systems2win can recover your file for a $50 data recovery fee
as per the terms of your license agreement, which can be viewed at
Refer to 'Upgrade Instructions' - so that you know how to use this User-Defined section in ways that will easily transfer to your new template each time you upgrade.
In addition to the pop-up help that appears when you click the row or column headers
Ensure that your computer is set up correctlyMacros must be enabledThe Systems2win Add-in must be correctly installedFamiliarize yourself with the trainingQuick Start Training
Training specific to THIS templateis found on this 'Help' sheet and the 'Sample' sheetis found on this 'Help' sheetHow to open a blank 'Template' sheet
where you will do all of your work
Rename your sheet, and Save your workbookin an Excel format that supports macros
How to download and use free PDF writing softwareHow to continuously improve your templatesHow to personalize your Systems2win templates
Provide your feedback & ideas
Suggested ReadingSystems2win online training and videosSuggested Reading and Resourcesto learn more about this subjectSystems2win Training & Support home pagewith links to many free training videos150+ pages of online training for Lean Kaizen
Process Observation instructionsProcess Design Objectives - Systems2win training
What every user should know about any Systems2win template
Click the button to 'Open a blank Template sheet' >>>>>>>>>>>>
Where to Save and what to Name your working document
using our company's Document Storage and Naming Conventions
You can share documents in Excel format with any user that owns a license for this Systems2win template
Any document created using a Systems2win template that is distributed outside of licensed users must be in a non-editable format, such as printed paper or PDF
in ways that are automatically found and mergedwith your new templates each time that you upgrade
Some 'list items' in this template have not been translated
Use the 'User-Defined' section of the TT worksheet to create (and translate) your own personalized lists.
to continuously improve your tools for continuous improvement
Lean Methods for High Mix and High Demand Variability
License Agreementfor your Systems2win templatesSystems2win Newsletter
for valuable tips, announcements, & webinar invitationsThe role of the Change Agent
Balanced Measures Scorecard ideasProblem Solving using an A3 ReportTWI Training Within Industry Job Instruction methodStandard WorkSystems2win training for how to use ExcelSoftware Selection & ImplementationTranslations
Additional features for language translation
What is (and is not) translated?
for better translation
User-Defined Training
Personalization Upgrade Utility
the most important role in any continuous improvement team
Easily switch between languages, and/or"translations" for office, production, medical, or any user-defined purpose
Use the 'Select Translation' button >>>>>>>>>>>>>>>>>>>to select or refresh the translation that will be used for all sheets in this workbook
How to purchase Language Translations for your Systems2win templates
How to unhide the TT sheetand edit the Translation Tables
Tip: You can optionally use the 'User-Defined Training' section at the bottom of this sheet to provide additional help in any language.
If you would like to have this template translated into another language, contact Systems2win for a quote.
Example of a User Substitution:Click the 'Select Translation' button, then select the first User Substitution, and notice how this cell changes.
Your leaders can personalize this template with your own training
When you upgrade your templates using Systems2win's Personalization Upgrade Utility, anything you add in the 'User-Defined Translations' section below will be copied automatically to the new upgraded version of this template.
Excel TrainingTips for using ANY Systems2win Excel template
Excel 97-2003 instructions in greenHow to make Office 2007+ easier to use2LearnExcel - Self-Paced Learning ToolHow to use the Systems2win menuthat has many features to extend ExcelUse the special Systems2win utility to Copy a SheetSystems2win menu > Copy Sheet
Hide or Unhide a SheetFormat > Sheet > Hide or UnhideExcel 2007+: Home > Format > Hide & Unhide
Link a Cell or Text Box to show the value of another cellfor Translation Table and other linked data
Shrink To Fit
Formula Auditing
to learn how (and why) to use Styles
You can also add Link Icons to link to any web page, or to link to your own Word documents, PDFs, PowerPoints, etc.
and the 'Links' column in the User-Defined section will be automatically transferred to your new template when you upgrade.
It is okay to insert more rows in the User-Defined Training section above.
Excel 2007+ instructions are highlighted in orange if different from
This is the ONE thing that is different about using your Systems2win templates. You can use everything you know about Excel except that you must use this special utility to copy sheets
Several sheets are usually hidden in most Systems2win templates:TT (Translation Table), CLog (Customization Log), and the 'Template' sheet
1. Select the cell or text box2. In the Formula Bar, type the equal sign (=)3. Click the cell that you want to auto-update the value from, and ENTER
If translated words don't fit in a cell, you can either make the cell bigger, or Shrink to Fit.
Systems2win menu > Highlight Cells > Containing Formulas
Known issuesfor different versions of ExcelExcel Tips most valuable for using THIS template
Hide or Unhide Rows or ColumnsRight-click > Hide or Unhide
Insert Rows or Columns
thereby copying ALL formats and formulas.Copy Rows or ColumnsInsert Copied Cells
Move entire rows or columns
Move individual cells
It is easy to corrupt a formula, so first save a back up
and then experiment with various ways of moving cellsCopy cells (less than an entire row or column)Usually, you can use simple CopyCopy (CTRL+C), then Paste (CTRL+V)but it is often safer to usePaste Special > Values or Formulas
DeleteHow to choose the right way to delete
Copy as picture
Use Cell Comments to add user-defined pop-up help to row and column headers - in a way that gets automatically transferred to your new template each time you upgrade.
Tips unique to this template are red with three asterisks ***
Tip: Always look for hidden rows or columns before inserting or copying new ones.
Important Tip: Rather than inserting a row or column,it is almost always better to COPY a similar blank row or column
or right-click & drag entire row or column,then 'Shift Down & Copy'
This is probably the single most important Excel skill you will ever learn
Right-click & drag entire row or column; 'Shift Down & Move'
*** If you use 'cut' or the regular 'paste', your formulas and/or cell formats might get damaged.
1) Use your Custom Formula Safe Zone2) Highlight cells containing formulas
If you accidentally delete a formula, you can often repair it by simply copying a similar cell
Filteryour data in useful waysSortScenariosInsert HyperlinksCTRL+KLink IconsSystems2win menu > Insert Link IconSplit Window or Freeze Panes
BordersThin gold linesto keep your ranges and lists intact
Systems2win menu > Reset Thin Gold LinesHow to Bend an Arrowor another type of bent shapeHow to use Excel hierarchical chartsTo Copy Visible Cells OnlySelect the Filtered area that you want to copy, thenEdit > GoTo > Special > Visible Cells Only
*** Do not use 'Wrap Text' in this workbookOr your chart will no longer align with rows.
To copy to Word, PowerPoint, or any other document - you can copy cells as a static picture, which can then be pasted just like any other image.
to always have column or row labels visible as you scroll
Try it! Change the row height of the thin gold line below, then select
Excel 2007+: Home > Find & Select > Go To Special > Visible Cells Only
Unless you unprotect the worksheet... (which you should only do for a short time if you REALLY know what you're doing)
*** Do not insert, delete, copy, or move rows or columns in this workbook!!!
You can:Hide and Unhide rows and columnsCopy less than an entire row or column
The macro will not work properly if the number of rows or columns changes.
Instead of 'Wrap Text' - refer to notes in the Comments text box, or use a Link Icon.
*** In this workbook… Do not use both 'Filter' and 'Hide Rows' at the same time.The count needed to import from sheet to sheet will be incorrect.
There are no special Excel tips for this template.
*** To quickly copy a box
*** Do your editing in the formula barnot directly in the cell.(This is especially important when copying bullets)Printer Page Setup
*** You should almost never move a cell in this workbookwithout moving the entire row.
Every Process Box cell is related to:a) 6 columns (The Process Box and the 5 columns to the right)b) 4 rows (the Process Box and the row above it, and the 2 rows below it)
and these rows and columns must always stay together.
Do not move or delete the first, second, or last Process.
Re-protect your worksheet as soon as possible, so that you don't accidentally damage formulas
*** To define predecessor relationships between tasksyou can use any Excel calculation
For example: The Start Date for a task might be equal to the End Date for the preceding task. Or equal to the Start Date for the Phase + 14 days. Or you might write IF statements. See Sample worksheet for examples.
*** Don't move individual cells, which will corrupt formulas
*** You cannot Insert, Delete, Copy, or Move columns in this workbook
You can:Hide and Unhide columnsCopy less than an entire column
The purpose of this unique learning tool is to teach just about everything that you need to know about Excel.
For any other Systems2win template - you will want to come to this section to quickly review the few Excel tips that are most valuable for using THAT template.
Copy & Paste an entire cell containing a similar blank box and arrow
The default is to print everything on one page, and…
Merge Cells*** Copy only values (not formulas and formats)Paste Special > ValuesTips to avoid broken links
SampleShapes above are affected by row hide, copy…Favorite ShapesTo avoid distorting shapes, Column width =To avoid distorting shapes, Column width = 45Standard ShapesEasily copy & paste Standard Shapes:Systems2win menu > Copy ShapesWhere to find this document
To optimize view size: View > Zoom
For instructions, see Systems2win 5SRedTag templateMaster Data Entry Sheet
ALT+ENTER for paragraphs.Don't leave any Instructions blank.
Management supports workers who support customers* Explain on back of tagAdd or Remove a ProcessDo not edit any data below this lineOEE Filtered Data Analysis forAndon ButtonSketch layout of work area
You have all the power of Excel's 'Page Setup' featuresto print any way you want to.
Anything on this side of this line is subject to conflict with the Custom Formula Safe Zone
Do ALL of your editing here (on a copy of the 'Template' sheet)
Then 'Generate Report' only when ready to print to paper or PDF.
Name your worksheets as instructed in 'User Defined Training' on the Help sheet.
After using the 'Add Image' button, images can be resized by dragging lower right corner.Rows can be any height. Do not use AutoFit Row Height.
Confidential and proprietary. Do not use or disclose outside of intended purpose.
Instructions to use THIS templateAdvanced Training
Major Steps in boldPersonalized Training & Mentoring
The most important thing to learn about this template is
Change Printer
To select multiple objects, use the 'Select Objects' arrow
Also refer to 'User-Defined Training' at the bottom of this page
Ideally - each supervisor will personally train their people
using the TWI Job Instruction methodand will record progress using a Cross Training Matrix
is also available from Systems2win or a qualified consultant
If (at any time) you need a blank sheet,(perhaps for pictures, or supporting data…)click this button…
Users of this template are expected to have already completed this foundational training
and the VC worksheet should have YOUR company's header field labels, and header field default data
(which can be overwritten in the header field of any sheet)
Before using this tool…your Leaders should have already personalized this template
The 'Change Printer' button will temporarily change your default printer:a) only for Excelb) only for this session(it will revert back to your Windows default printer the next time you open Excel)
See example on the 'Sample' worksheet.Click the 'Print Audit Checklist' button (Optionally use the 'Change Printer' button first)Fill in the printed checklist in handwritingas you physically inspect the gembaTranscribe the scores
from your handwritten checklist into the 'Score' columnClick the button to 'Add To History'
Click the button to 'Print Trends'Analyze a snapshot of any day
Publish results where stakeholders can easily find them
Ponder and reflectto continuously improveAdd or update taskson your Team Accountability Board.Archive the handwritten checklist in a 3-ring bindereasily available to your supervisor's supervisor.
as part of routine Leader Standard Work.
to transfer your data from the 'Score' column to a new 'History' column
On the 'Scorecard' worksheet - use the 'Choose Source Data' button
1) the 'Print Trends' button (for trends)2) the 'Scorecard' sheet (for time snapshot)
Review results with your next-level manager and Value Stream Manager
Select TranslationOpen a blank 'Template' sheetOpen a blank sheetHide / Show RowsAdd ColumnsChange Lead Time Unit of MeasureImport Old State Comparison DataAdd or Remove a Process
Set Page BreaksSet Print AreaView > Page Break Preview
How to set 'Page Breaks'
Cell Links
Viewing Tips
TipsTipHow to do it
How to use Filter
Follow the step-by-step instructions on the 'Help' sheet.
Select the rows or columns on either side of the hidden ones, then Right-click > Unhide.
Always look for hidden rows or columns before inserting or copying new ones. And get in the habit of hiding rows or columns - rather than deleting them.
drag the blue borders to change the print area and page breaks
Any cell on this sheet can be instantly updated with the value from any other cell on any Excel worksheet.
Perhaps link to or from cells in the 'Custom Formula Safe Zone' of this or any other Systems2win template.
Pop-Up HelpClick any row or column header for pop-up help
Glossary
StylesStyles can be particularly useful on this templateSystems2win menu > Styles
Avoid accidentally deleting formulas
To recalculate manually
CTRL+SHIFT+ALT+F9
Full licensed version -so when you purchase, there will be no need to transfer your work from your trial to your new licensed template.Tip: Don't do too much real work on a trial template.It is VERY IMPORTANT to follow the
Like all Systems2win templates - see Instructions on the 'Help' sheet
Copy a similar blank row or columnusing 'Insert Copied Cells'(Don't use 'Insert > Rows')
1) Unprotect the sheet2) Copy a similar blank rowusing 'Insert Copied Cells'3) Reprotect the sheet
Systems2win provides 2 convenient ways to identify cells containing formulas.
Tip: Whenever your data doesn't look correct, first try to recalculate manually
Import Old StateComparison Data1) Make sure that the other sheet is displaying the Scenario that you want to import, and its data has been recalculated (CTRL+SHIFT+ALT+F9)
2) Click the 'Import Old State Comparison Data' button, then recalculate(CTRL+SHIFT+ALT+F9)
1) Have codes for teams and roles, (rather than specific people)
2) Have codes that start with "U" for "unspecified" person or team that will become specified as the time gets closer.
Optionally link to document(s) defining responsibilities for each role.
Adjust width of this column to adjust width of chart(This box doesn't print)
Your leaders should have already personalized the 'DV' sheet in your master template - so that you are starting with typical dropdown lists for YOUR company.
And then you can make additional changes for this unique working document. (if needed)
Tip: Each workbook has its own Dropdown Lists. If your company's master lists have changed, you can simply copy & paste them from the master template to your (older) working document.
We suggest that you use Style 2winBack3 (pink background) to differentiate your user-defined list items that are unique to this workbook.
To copy a sheet in any Systems2win template, you should always use
which protects you from a whole series of known bugs with Excel's usual 'Copy Sheet' command.
(for instance, your dropdown lists might not work on the copied sheet if you forget to use our special Copy Sheet command)
OnlineInstructions
See the 'Advanced Training' section of the 'Help' worksheet.
Each stakeholder representative "signs off" when they agree that
the presenting problem and its root causes appear to have been sufficiently analyzed.
alternative countermeasures have been sufficiently identified and improved upon.
Keep scheduling periodic reviews (and copying this column) until satisfied that the desired improvements have proven to be sustained.
If you want your highest-rated alternative to have an impact rating lower than 10, (because none your alternatives are THAT good), then you can adjust the scale by entering a higher maximum value in this cell.
Copy the grey cells from this Sample to your worksheet
What?How?Why?How?Audit Procedure Instructions
Your Chart will only work correctly after you…
Define your Project Start Date
Start Quality CheckMilestone Completion
This Sytems2win template does not use a 'Template' worksheet.All editing is done directly on the other worksheets - (without the need to first copy a 'Template' worksheet).
You will need to copy formulas from a blank row for 'Cum. Goal' and 'Cum. Actual' and paste them into the row just below where you added or deleted.
column always needs a number - even for Breaks
('Pitch Actual' for 'Breaks' is usually zero)
Audit one job per day per team.Audit several full process cycles. (not just one)Audit one person for a few days, then another.
For any questions answered "no", corrective action should be taken by the supervisor before the end of the shift.
Enter the 'Start Date' in the 'Total Project' row. Unprotect the worksheet.Select the 'Configure Chart' button.
Tip: If your 'Project Start Date' ever changes, you need to do this again.
Don't insert rows - copy blank rows instead(to include all formulas and formats)
Study all Excel Tips on the Help worksheet
Delete this textbox to begin editing
Copy the entire cell that contains the text box and the arrowrather than copying the textbox and the arrow individually
1) Save your work (CTRL+S)2) Hide blank columnsIf your data is vertical - hide the blank COLUMNS that correspond to your vertical data.There is no need to hide blank ROWS.
1) Save your work (CTRL+S)2) Unprotect the worksheet3) Hide blank rows (& perhaps columns)4) Click the 'Refresh Pareto' button5) Protect the worksheet
1. There are no blanks between cells containing data
2. Macros are enabled
3. This sheet is not protected
4. Formulas affecting the macro have not been edited
To insert hyperlinks - you must first unprotect the sheet
Core Team
Repeat DataDON'T MERGE CELLS
Data in Multiple LanguagesIn any Language Translation section…(to the right)
If a column exists in the Language Translations section
then you edit those columns in the main form.
Provide Training
Use a Link Icon to link to YOUR folder that contains pictures related to this process.
Each user of this template can optionally define their own 5 levels of rating criteria for each topic.
Click the 'Print Trends' buttonto print History & Trends,or the 'Print Audit Checklist'for the checklist only.
Important - when you hide, copy, or move rows or columns,it is critical to keep related columns and rows togetherAlways keep a primary column together with the calculation column to its right.
For Filter and Pivot Tables to work correctly - identical data must be repeated in some columns.
Select the pink cell containing the name of your desired Language, then
then you must first do your editing in the Primary Language
If a column does not exist in the Language Translations section,
perhaps using TWI Training Within Industry Job Instruction methods
Write down brief reminders of any customizations that are not automatically found and transferred, and therefore will need to be manually reproduced in your new template each time you upgrade. (See online training)
It is okay to insert rows between the gold lines, and your entries in this Customization Log will automatically be transferred to your new template each time you upgrade.
If the 'Customization Log' sheet contains data, then the next time you upgrade - the 'Upgrade Log' sheet in your MultiUserChecklist.xls workbook will remind you to visit this page to make manual changes to your upgraded template.
Filename: document.xls, From Systems2win template: RootCause.xls, Worksheet: Template, Page 149 of 150