Tools and Templates

Classic 7 Step in Word (from Lean.org)

Classic 7 Step in Excel on 2 A4 Sheets (for easy printing)

Toyota Kata A3

A block diagram is simply a straight line sketch of the workstations in the process.

 Image from Mike Rother's guide

Mike Rother's kata practice guide is a great place to start!

From Wikipedia:
"The control chart is one of the seven basic tools of quality control.^[3] Typically control charts are used for time-series data."

 Vertex42 has a nice template to get you started. For an in-depth understanding of data interpretation, W. Edward Deming's Out of the Crisis is a must read. 

From IHI: Failure Modes and Effects Analysis (FMEA) is a systematic, proactive method for evaluating a process to identify where and how it might fail and to assess the relative impact of different failures, in order to identify the parts of the process that are most in need of change. FMEA includes review of the following: ƒ Steps in the process ƒ Failure modes (What could go wrong?) ƒ Failure causes (Why would the failure happen?) ƒ Failure effects (What would be the consequences of each failure?) 

From Vertex42: A Fishbone Diagram is another name for the Ishikawa Diagram or Cause and Effect Diagram. It gets its name from the fact that the shape looks a bit like a fish skeleton. A fish bone diagram is a common tool used for a cause and effect analysis, where you try to identify possible causes for a certain problem or event. The following downloads may help you get started, and if you continue reading, I've included some detailed information about how to use the diagrams.

From Vertex42: A Gantt chart is a vital tool for any project manager. It helps you create a schedule for your project and track the status of each task. There are hundreds of tools for creating gantt charts, some far more complex than others.

Standard work template for leader daily rounding following the Toyota Kata format. 

From Vertex42: The Pareto Chart or Pareto Diagram, named after the famous economist Vilfredo Pareto (1848-1923), is a common tool for quality control and is used as part of a Pareto Analysis to visually identify the most important factors, most occurring defects, or the most common problems, or in other words "the vital few".

From Vertex42: When using a PICK chart, the team members should be reminded that the purpose is to help identify the most useful ideas, especially those that can be accomplished immediately with little difficulty (called "Just-Do-Its").

Tool generally associated with process redesign or "3P." This excel spreadsheet (created by Joshua Kenney) was used for redesigning patient flow in an Emergency Department, but can be modified to suit your needs. 

This audit tool was originally developed by Alex Delgado at Continental Automotive to track the learners progress to allow the coach to identify the next area of focus. 

Theory of Constraints was developed by Eli Goldratt in an effort to identify bottlenecks and improve throughput, answering the age old question: "where do we begin?" Chapter by chapter summary of "The Goal," audio book link, video, and simulations by clicking here! 

With the constant advances in best practices, Healthcare organizations such as Virginia Mason, Baptist Memorial, and Meritus Health have found incredible value in the robust training methodology and job breakdowns exemplified by TWI. Original training manuals, original and updated cards available here! 

From Shmula.com: The purpose of the Hoshin Kanri X Matrix Template for Lean Policy Deployment is to develop and implement plans that are both strategic, tactical, and coordinated across people across the organization.

Provides visibility on completed/active challenges to allow Senior Leadership to align problem solving with organizational goals.