Core Template
Dedicated template page for the Excel and Google Sheets PFMEA tools, including workbook
structure, rating logic, RPN flow, and team-use guidance.
Excel
Google Sheets
Risk Review
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Linked Workbook
Dedicated page for the connected PFMEA and Control Plan workbook, with guidance on how to
carry risk outputs into process controls and reaction plans.
Excel
Linked Tabs
Implementation
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Problem Solving
Dedicated page for the 8D corrective-action workbook covering D0 through D8, containment,
root cause logic, validation, prevention, and formal closure.
Excel
8D
Corrective Action
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Root Cause Tool
Dedicated page for the Excel 5-Why workbook, including method guidance, the structured
analysis worksheet, the summary register, and a click-to-enlarge preview gallery.
Excel
5-Why
Root Cause Analysis
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Improvement Method
Dedicated page for the PDCA workbook covering cycle fundamentals, phase worksheets, a live tracker, and a worked case study for practical team training.
Excel
PDCA
Continuous Improvement
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Calculator Workbook
Dedicated page for the connected quality calculator workbook covering data entry, standard
deviation, process capability, DPMO/DPM/DPU, and sigma-level interpretation.
Excel
Six Sigma
Quality Analysis
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Trainer Toolkit
Dedicated page for the Lean Job Breakdown Sheet workbook covering the TWI Job Instruction
method guide and the structured training sheet for steps, key points, reasons, and sign-off.
Excel
JBS
Trainer Development
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Lean Operations
Dedicated page for the Standard Work workbook covering takt-based work definition, the
combination sheet, workstation charting, capacity analysis, Yamazumi balancing, and audit sustainment.
Excel
Standard Work
Lean Operations
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Lean Flow
Dedicated page for the VSM workbook covering inputs, takt, lead time, current and future
state comparison, dashboard metrics, and a dynamic map worksheet.
Excel
VSM
Lead Time
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Process Scoping
Dedicated page for the SIPOC workbook covering suppliers, inputs, process steps, outputs,
customers, requirements, ownership, scope, and built-in usage guidance.
Excel
SIPOC
DMAIC Define
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SPC
Dedicated page for the control chart data workbook covering X-bar/R and p/np/c/u data
collection with automatic control limit calculation.
Excel
SPC
Control Charts
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Process Capability
Dedicated page for the capability study workbook covering subgroup data collection and
automatic Cp, Cpk, Pp, and Ppk calculation.
Excel
Cpk
Process Capability
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MSA
Dedicated page for the Average-Range Gage R&R workbook covering blind-study data
collection and automatic EV, AV, GRR, PV, TV, and ndc calculation.
Excel
Gage R&R
MSA
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5S / 7S
Dedicated page for the workplace organization audit workbook covering pillar-by-pillar
scoring, maturity bands, and a multi-audit trend log.
Excel
5S
Workplace Audit
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Problem Solving
Dedicated page for the nine-box A3 workbook covering a printable one-page report and a
multi-A3 tracking log.
Excel
A3
PDCA
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Root Cause
Dedicated page for the 6M cause-and-effect workbook covering all six categories, a live
cause investigation log, and a dashboard.
Excel
Fishbone
Root Cause
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Prioritization
Dedicated page for the auto-sorting Pareto workbook with a configurable vital-few
threshold and an embedded chart.
Excel
Pareto
Data Analysis
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Kaizen Event
Dedicated page for scoping a Kaizen event with sign-off routing, a live Gantt timeline,
and automatic success-metric scoring.
Excel
Kaizen Event
Charter
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Leadership
Dedicated page for pre-walk prep, on-floor observation, a running follow-up tracker, and
a live concern-and-status dashboard.
Excel
Gemba Walk
Leadership
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Training
Dedicated page for a role-by-skill proficiency grid with automatic averages and a
dashboard that flags single points of failure for you.
Excel
Training
Skills Matrix
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Linked Workbook
One linked workbook with a project charter, data collection plan, control plan, and
tollgate checklist, plus a live per-phase completion dashboard.
Excel
DMAIC
Project Charter
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Healthcare
Process steps, hazard scoring, a decision tree, an action plan, and a summary matrix for Healthcare FMEA.
Excel
HFMEA
Patient Safety
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Healthcare
An SBAR form plus a handoff audit log and dashboard that shows which elements are most often missed.
Excel
Handoffs
SBAR
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Energy
Asset criticality ranking, failure mode analysis, task selection, and a summary for Reliability-Centered Maintenance.
Excel
RCM
Reliability
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Energy
A request form, a register that tracks every change to close-out, and a dashboard of open, overdue, and expired changes.
Excel
MOC
Process Safety
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Public Service
A project charter, milestones, risks, and a benefits log that keeps cash savings separate from capacity released.
Excel
Charter
Benefits
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Public Service
A measure dictionary, monthly data entry, and a dashboard showing status against targets.
Excel
Scorecard
Measures
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People
A 90-day onboarding checklist with due dates from the start date, owners, and completion by phase.
Excel
Onboarding
HR
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People
Weighted criteria, anchored ratings, independent interviewer scores, and a candidate comparison.
Excel
Interviews
Hiring
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Construction
A six-week lookahead with constraint screening, a weekly work plan, and a PPC log with reasons for variance.
Excel
Last Planner
PPC
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Construction
An inspection and test plan, a punch list with days open and overdue flags, and a dashboard by category.
Excel
Punch List
ITP
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Software and IT
An incident summary that calculates response times and error budget use, a timeline, contributing factors, and tracked actions.
Excel
Postmortem
SLO
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Software and IT
A definition of done, a release gate log with pass rates, and a monthly DORA delivery metrics log with charts.
Excel
Quality Gates
DORA
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Finance and Accounting
A close calendar with due dates in business days, a reconciliation tracker, and monthly close measures with charts.
Excel
Close
Reconciliation
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Finance and Accounting
A sample size table, a control inventory, and a test log that calculates the upper deviation limit.
Excel
Controls
Sampling
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Sustainability
Aspects scored for significance, linked objectives and actions, and a legal requirements register with review dates.
Excel
ISO 14001
Aspects
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Sustainability
Monthly emissions, intensity, water, and waste with a baseline comparison and charts.
Excel
Emissions
Intensity
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