Excel Templates
for Continuous Improvement
Excel and Word business templates for Kaizen Continuous Process Improvement 
Bundles of Business Templates
Choosing from the nine bundles of business excel templates (bundles defined below, and in bold in menu on left)
Choose any one bundle of templates for $399 (Quantity discounts - 4+ seats $199, 10+ seats $179)
Or mix n match the continuous improvement tools you need to round out your Lean toolkit
and save money with Discounts for Multiple Bundles
Value Stream Map with value stream mapping training
Use this popular Lean tool to depict and analyze the flow of inventory - in a way that makes it easy to see the 7 types of waste popularized in the book Learning To See.
Like all Systems2win bundles of business templates, you get several value stream mapping templates, including:
1) A simple, easy-to-use drawing tool that you can learn in minutes
2) The VSM Power Tool that you won't outgrow when you executives ask tough questions - because all Lean metrics are pre-programmed
3) The Product Family Matrix to define your product families. This first step of the value stream mapping process is so important because you will then create one value stream map per product family. And then (unlike any competing value stream mapping software), you can then use Excel's powerful scenarios to analyze multiple sets of numbers on a single value stream map - without needing to redraw an almost identical map over and over again.
Download free trial Value Stream Mapping Power Tool
Spreadsheet templates with everything you need to plan, implement, and follow through with a successful Kaizen Event.
* 16-page Kaizen Event Checklist
* Mandate, Agenda, Team Roles, Action List, and more Office templates for business improvement
* 130 page Kaizen PowerPoint - that you can edit as the starting point for many of your own personalized kaizen training presentations
With a toolbox full of Systems2win xls templates, your Lean leaders can focus on continuous process improvement - no time delays - no long learning curves - just impressive results.
Get access to 150 pages free Lean Kaizen training when you sign up for our newsletter
Standard Work tools are the most important in your Lean toolkit. These are the excel tools that allow you to "ratchet" your gains, to prevent backsliding into old habits. Learn more about lean training and lean video.
* Layout Diagram Spaghetti Diagram spreadsheet template
* Standardized Work Instructions (not to be confused with Visual Work Instructions)
* Value Add Analysis pie chart
* Work Load Balancing bar chart
* Standard Work Sheet - Microsoft Excel template auto-draws work, walk, wait, & machine time
* Standard Work Audit - to ensure that work is being done the way you think it is being done
* Lean training and lean video
While lean tools are ideal for analyzing and optimizing highly repetitive processes with short cycle times, flow chart templates and business process engineering tools are ideal for continuous improvement of processes with medium-length cycle times, (like sales order processing, engineering changes, etc.)
Our customers often tell us that (they are often surprised to find that) the Swim Lane Cross Functional Flowchart is the one continuous improvement template they find that they use more than any other xls template.
And for those complex processes that require more untangling than just a simple drawing tool, the following three fill-in-the-blanks process engineering tools provide math and training for every concept in Ray in Ray Manganelli's Reengineering Handbook:
* Process Reengineering Matrix
* Jobs Design Matrix
* Change Management Matrix
Nothing really changes until your people start actually doing things the new way, right?
So once you start changing things, you're soon going to need to start training your people to do things in new ways.
The Training Program Design bundle of templates provides many helpful tools for creating any training program - including excel and word templates for:
* Change Management - to address the "people factors" of change
* Force Field Analysis - to identify & address supporting and opposing influences
* A Procedure template - for documenting Standard Operating Procedures
* And more helpful tools to make it easy to design an effective training program
The Training Matrix is a particularly flexible continuous improvement template that can be used as a Skills Matrix, a Project Training Plan, a Performance Evaluation, and as a Cross Training Matrix - to know whether each worker CAN take a vacation.
The crown jewel of this bundle of Word and Excel templates is Work Instructions (also known as Job Instructions). Visual Work Instructions greatly increase learning retention by using a combination of pictures and written instructions - thereby minimizing the productivity and quality losses of training a new-hire or a vacation replacement.
Yes, this is a suite of of DMAIC tools to Define, Measure, Analyze, Improve, and Control the continuous quality improvement of any process... but the big difference is that these tools don't do any statistics.
The Systems2win Six Sigma tools are designed to fill in the holes found in the tool kit of many a Black Belt, by providing fill-in-the-blanks Word and Excel business templates (with online training) for all of those other continuous quality improvement tools that your statistical software does so poorly (if at all).
* FMEA (Failure Mode Effects Analysis) to identify what might possible go wrong - and deal with it
* Root Cause Analysis Fishbone Diagram can import root causes from your FMEA
* Critical to Quality Tree Diagrams and Measurement Assessment - to avoid the most common mistake in any Lean Six Sigma project - selecting the wrong measures
* Operational Definitions worksheet - to avoid the most costly mistake of any Six Sigma project
* Voice of the Customer, Kano Analysis, Cause and Effect Matrix, and QFD template - to translate what your customers are trying to tell you into words and pictures that your engineers can understand
* Six Sigma project charter, empowerment boundaries, and team organization tools - so that your valuable Black Belts can focus on problems more mission critical than inventing and continuously improving fundamental simple templates (that should be so easy, but somehow take so much time...)
These non-statistical tools are intended to supplement, not replace your favorite statistics software
This Excel Gantt Chart Project Plan is priced low enough that you might be able to afford a seat for every member of your team, and the Team To Do List provides an even easier way to follow up with tasks assigned to team members.
Like all Systems2win bundles of templates, you get far more than just a Gantt Chart. The Project Team Facilities worksheet, Project Cost Estimate worksheet, Organization Chart, and Meeting Agenda template are just a few of the many continuous improvement templates that will pay for themselves over and over.
The Decision Matrix and Priorities Consensus worksheet are decision making tools designed to draw out the quiet team members that often have ideas just as good as the outspoken ones.
Whenever your company is selecting or implementing any kind of enterprise software, (such as accounting, inventory, ERP, MRP, CRM, capacity planning...), this set of tools will reduce your project costs by tens of thousands of dollars. How? By:
* Increasing what you own people can do in-house
* Increasing the efficiency of (and decreasing the billable time that you pay to) your hired consultants
And even after your enterprise software is theoretically fully "implemented" - you will reduce your on-going customization costs - with continuous improvement tools like the Customization Spec, Software Project Scope, Software Project Plan, customization process control, and the Customization Log.
Among the business planning tools for continuous improvement, the balanced scorecard is the most popular. Executive teams use it to come up with strategic performance measures that are balanced between factors such as trailing vs. leading indicators, subjective vs. objective, goal attainment vs. relative improvement.
We believe that the Policy Deployment Matrix is an even more powerful continuous improvement tool. Also known as Hoshin Planning, it provides an impressively simple way to correlate "ivory tower" strategic decisions with everyday tasks.
The "hidden jewels" among these Word and Excel business templates are the Strategies Worksheets. These eleven fill-in-the-blanks strategic planning worksheets help every member of your executive team prepare for your next round of strategic planning with succinct thoroughness for every topic ranging from sales to finance to logistics.
And like all Systems2win bundles of business templates, you get even more. The Strategic Planning templates bundle also includes a Strategic Plan, an Organization Chart, SWOT Analysis, a Priorities Consensus worksheet, and all of the business improvement tools your execs need to come to your next Strategic Planning session more prepared than ever.
Volume Price Discounts
Save money with Quantity Discounts, Discounts for Multiple Bundles, and Pricing for Unlimited Users
to mix n match the continuous improvement tools you need to round out your Lean toolkit
Easy personalization
You can easily personalize your business templates and portal - with all the power and familiarity of Microsoft Word and Excel.
- You can easily remove templates you don't want to distribute to your users.
- You can easily add your own Word and Excel templates (developed either in-house or by any of your consultants)and distribute them to your users as part of our regular sync utility
- You can easily personalize your Systems2win templates
Continuous Improvement Portal
The Systems2win portal is an optional user interface that comes free with your Systems2win spreadsheet templates.
- It is valuable even to a single userbecause it is the most visual and "easy-to-search" of the alternative ways to find and open your Systems2win templates.
- It is highly recommended for multiple usersbecause it serves as the central repository for your (perhaps personalized) master sheet templates - and makes it VERY easy to sync templates on each local PC with master templates in your portal.
Systems2win offers field-proven business templates for kaizen, lean manufacturing, and process improvement tools. Popular continuous improvement methods explain a large part of why today's markets are so competitive, and these six sigma tools, business planning, and project management tools can help your team to excel - just as they have helped so many others become leaders of their markets.
Every template is written using Microsoft Word 
and Excel 
,
so your people already know how to use them and can be immediately productive.
Because the price is so affordable, your people can communicate with every team member;
not just the few that "have a license for that".
Hidden beneath the familiar user interface of Word and Excel are greatly extended capabilities -
leveraging the power of Visual Basic and drawing shapes.
And every template is personalized with your logo!
Each Word and Excel business template comes with plenty of helpful online training,
so the learning curve takes only minutes.
Now your project managers and team members can focus their attention on the problems they are trying to solve, rather than wasting hours or days "inventing a template for that".
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Every one of these business Excel templates comes with extensive online training. Not only text and video training for how to use Excel drawings and Microsoft Office templates, but also online education for topics specific to each business template. Some spreadsheet templates include a link to our 130+ page lean training, others have links to the definitions of takt time, cycle time, and lead time, while others have links to education that is very specific for how to use that particular tool. Most of our clients agree that this online training and continuous improvement education is the pleasant surprise "free prize" that provides even more value than they originally knew they were getting when they first purchased their Excel templates for continuous improvement.
These Excel and Word templates will save you time, and make you look good.
Judge for yourself:
- Check out our online training & demo videos
- Download templates when you sign up for our newsletter
- Buy and try your first few templates - with the confidence of a 30-day money back guarantee
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