Free templates
Free lean manufacturing templates
Printable PDF and Excel templates for the lean methods your team uses every week. Each one comes with how to fill it in and a worked example.
The same method, three ways to run it
- 1278 templates
Print or fill in a template
Files you print or fill in on a computer: a PDF for every template, Excel where it does the sums. - 230 boards
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The same methods as whiteboards inside LeanSuite, with stickies, shapes and live data widgets the team updates together in a huddle. - 3378 app templates
Complete it on a phone or tablet
Upload your Excel or PDF checklist and Lean AI builds a digital version you can edit, then schedule it to people, roles or machines.
Complete kits
Making the case for a lean program? Browse all the free continuous improvement kits.
278 free templates
Audits & 5S5S audit checklist template
25 checks, five per S, scored 1 to 5, with a score summary and a chart of the five S's.
- Excel
- Word
Kaizen & ideas1-1-90 method worksheet
One page: score areas 1 to 5, write the pain point with a before and target number, check days 30, 60 and 90, and plan the next three areas.
- Excel
Audits & 5SGemba walk checklist
A walk plan and route, 30 prompts in six groups and a findings table with owners and due dates.
- Excel
- Word
Audits & 5SGemba walk field guide
A 20-page pocket guide: the rules, 48 questions by area with good and warning answers, a 30-day route and the follow-through loop, plus an action-log workbook.
- Excel
Standard workLeader standard work template
A team leader's daily, weekly and monthly routine with a box per day, follow-ups and a weekly review.
- Excel
- Word
Standard workSupervisor leader standard work template
A supervisor's daily, weekly and monthly routine with a box per day, an escalation log and a weekly review.
- Excel
Standard workProduction manager leader standard work template
A production or value stream manager's routine by day, week and month, with an escalation log and a weekly review.
- Excel
Standard workPlant manager leader standard work template
A plant manager's short routine by day, week and month, with an escalation log and a weekly review.
- Excel
MaintenanceAutonomous maintenance (CILR) checklist
20 clean, inspect, lubricate and retighten checks with a box per day, an abnormality log and sign-off.
- Excel
Problem solvingA3 problem solving template
The standard seven-box A3 from background to follow-up, with a filled-in worked example. PDF and Excel.
- Excel
- Word
Problem solvingPDCA template
One improvement cycle on one page: plan, do, check against the goal, then standardize or adjust. PDF and Excel.
- Excel
Problem solving5 Whys template
A problem statement, a why chain that can branch, evidence for every answer, root causes and countermeasures that are checked.
- Excel
- Word
Problem solving5W1H template
Who, what, when, where, why and how: a problem statement built from checked facts, and an action plan with nothing left open.
- Excel
Problem solving8D report template
D0 to D8 with targets, containment counts, occurrence, escape and systemic causes, verified actions and a worked example.
- Excel
- Word
QualityPoka-yoke worksheet
Each step's errors and what they cost, the device (approach, function, method), payback, and a log that proves each device works.
- Excel
People & trainingSkills matrix template
People by tasks on a 0 to 4 scale, coverage and gaps per task and shift, and a training plan that closes them.
- Excel
Standard workStandard work sheet template
Takt time, each element's manual, machine and walk time on a time chart, key points and standard WIP.
- Excel
- Word
Standard workOne point lesson (OPL) template
One topic on one page: wrong way and right way pictures, checkable key points, the standard it belongs to and a sign-off record.
- Excel
- Word
MaintenanceSMED changeover worksheet
Changeover steps with times, internal or external, what can move, ideas and before/after totals.
- Excel
Kaizen & ideasKaizen event charter template
Problem, goal, scope in and out, boundaries, metrics from baseline to target, team and roles, and sign-off before day one.
- Excel
- Word
Kaizen & ideasRACI matrix template
17 kaizen project tasks by 10 roles, with R, A, C, I drop-downs and a check for one accountable per task.
- Excel
Audits & 5SLayered process audit (LPA) checklist
20 yes, no or N/A checks at the station, a layer and frequency matrix, question banks for four processes and a findings table.
- Excel
- Word
QualityIATF 16949 internal audit checklist
40 audit questions in three parts, one for each internal audit IATF 16949 names (system, manufacturing process, product), each with its clause, the evidence to look for, a core tool tag and a column for the customer's own requirement.
- Excel
- Word
Audits & 5SProcess audit checklist
Audit one process from inputs to results: 32 questions graded conforms, minor or major, a product check, a score by group and a findings list.
- Excel
QualityPFMEA template (process FMEA)
Failure modes, effects and causes rated for severity, occurrence and detection, with RPN before and after action.
- Excel
- Word
Audits & 5S5S red tag log and red tags
A log of every red-tagged item with its decision, and six printable red tags to cut out.
- Excel
Flow & daily managementShift handover template
Safety, production against plan, holds, downtime events, materials and people, and the open actions the next shift takes over.
- Excel
- Word
Flow & daily managementShift schedule pack
Ten shift patterns defined exactly, each with a 28-day calendar, hours worked out from the cycle and a US 40-hour check, plus an Excel roster.
- Excel
Flow & daily managementKanban card template
Six production and six withdrawal kanban cards to print and cut out, with loop sizing and a card register.
Problem solvingPareto chart template
A tally sheet, the Pareto by count and by cost with the cumulative line and the 80 percent threshold, and a before and after comparison. Excel sorts and draws it.
- Excel
QualityControl plan template
What is checked at each step, against which limits, how, how often, and what to do when a result is out.
- Excel
QualityCorrective action request (CAPA) form
One problem from containment to proof the fix worked, with occurrence and escape causes and a closure check that tells you when it can close.
- Excel
Kaizen & ideasIdea suggestion form
A one-page idea form with the supervisor's answer and points, and an idea log that tracks days to answer.
- Excel
Kaizen & ideasJust Do It (JDI) card template
Six Just Do It cards per sheet for quick fixes, with the rules for what counts and a log of every card.
Kaizen & ideasQuick kaizen template
One page for a small improvement: before and after, the cause, the countermeasure, the results and whether the standard changed.
- Excel
Standard workTime study sheet
Time each element over 10 cycles and work out the average, lowest repeatable and standard time. Excel does the sums.
- Excel
Flow & daily managementSpaghetti diagram template
Squared paper to trace every trip, a trip log that turns grid squares into feet, meters and walking time, and a before and after comparison.
- Excel
MaintenanceOEE tracking sheet
One row per shift for a week. The Excel version works out availability, performance, quality and OEE and charts the week.
- Excel
SafetyOSHA 300 log workbook
A log laid out like OSHA Form 300, a 300A that totals itself, TRIR and DART rates, and an is-it-recordable walk traced to 29 CFR 1904.
- Excel
SafetyNear miss report form
A two-page near miss report from the first report to closure, and an Excel log with status and days open.
- Excel
SafetySafety observation card template
Four behavior-based safety cards per sheet, with safe and at-risk checks, the conversation and a tally sheet.
SafetyJob safety analysis (JSA) template
Job steps, hazards, risk scored before and after the controls, the hierarchy of controls, PPE and sign-off.
- Excel
- Word
SafetyRisk assessment matrix template (5×5)
A color-coded 5 × 5 severity and likelihood matrix, a scoring guide and a risk register.
- Excel
- Word
SafetyIncident investigation report template
Facts and a sourced timeline, causes at three levels, actions by the hierarchy of controls, a US recordkeeping screen and a closure check.
- Excel
SafetyIncident report template
The first report, filled in the same shift: what happened, people, injury or damage, treatment, a US recordkeeping screen, actions and an Excel incident log.
- Excel
- Word
SafetyToolbox talk template
A record of a short safety talk: topic, key points, questions raised, actions and an attendee sign-in sheet.
SafetyLockout/tagout (LOTO) procedure template
A machine-specific LOTO procedure: energy sources and isolation points, the steps from shutdown to restart, and the annual review.
- Excel
SafetyForklift inspection checklist
23 pre-shift checks for a week on one page, a do-not-operate rule, and a defect and repair log.
- Excel
QualityISO 9001 management review kit
A 90-minute agenda, data sheet, minutes and action log for the clause 9.3 review, with an Excel planner that flags the next review due.
- Excel
QualityNon-conformance report (NCR) form
A two-page NCR from the requirement against what was found to disposition and closure, and an Excel NCR log.
- Excel
- Word
QualityCAPA log template
An Excel CAPA tracker with status, days open, late flags and counts by source, plus a printable log and monthly review.
- Excel
- Word
QualitySupplier corrective action request (SCAR) form
A SCAR from the problem and containment asked for to the supplier's 8D-style response, verification and closure, with a filled-in example.
- Word
QualityFirst article inspection report template (AS9102 forms)
The three forms in the AS9102 layout (part number, product and characteristic accountability), 22 review checks, the full and partial FAI triggers, and a worked example with one failed characteristic.
- Excel
- Word
QualityFOD walk checklist (foreign object debris)
26 checks for a FOD walk on the production floor in six groups, a FOD found log, an area plan with the route and frequency, and a worked six-week trend of finds per walk.
- Excel
- Word
People & trainingWelder continuity log template
A continuity log for welder qualifications with the next lapse date worked out for each process, 20 checks on the records and the log, and a worked example with three welders and one lapse.
- Excel
- Word
QualityWeld inspection checklist (visual welding inspection)
30 checks before, during and after welding, a guide to the discontinuities visual inspection looks for, a weld map report and a worked example on a 12-weld frame.
- Excel
- Word
QualityAS9100 internal audit checklist
42 audit questions on AS9100D clauses 4 to 10 with the aerospace additions, the evidence to look for and a sample for each area, five grades, a finding and corrective action report, and a worked audit carried through to closure.
- Excel
- Word
MaintenancePreventive maintenance checklist template
A PM checklist per machine with readings and sign-off, and a PM schedule that works out the next due date.
- Excel
MaintenanceEquipment downtime log (MTTR and MTBF)
A breakdown and downtime log, with MTTR, MTBF and downtime by machine and cause worked out in Excel.
- Excel
EnvironmentEnvironmental aspects and impacts register
An ISO 14001-style register of aspects and impacts, with significance scoring, legal requirements, controls and owners.
- Excel
Standard workManufacturing process instruction (MPI) template
Operation steps with parameters, tools, quality checks, safety and a photo each, plus revision history and approval.
- Excel
Standard workEngineering process instruction (EPI) template
Scope, parameters and limits, equipment and materials, validation steps, acceptance criteria, change history and approvals.
People & trainingTraining sign-off sheet
An attendance and sign-off record where each person signs they understood, with a competence check and an Excel log.
- Excel
People & trainingLearning curve and ramp-up workbook
Both learning curve models side by side, a fit from your own observed hours, batch hours, the unit that reaches standard and a weekly ramp plan.
- Excel
Flow & daily managementOperator staffing calculator
Takt, work content, the operators a line needs, a check of your station plan and the roster with absence cover, from your own demand and element times.
- Excel
People & trainingOn-the-job training (OJT) checklist
The training record for one trainee on one job: the four TWI steps signed, every try judged, qualified when your rule is met, then tapering follow-up checks.
- Excel
People & trainingNew hire onboarding checklist (manufacturing)
29 onboarding items from before day 1 to the 90-day review, with owners, dates and review notes.
- Excel
People & trainingCompetency assessment form
The one-person assessment behind a skills matrix rating: each task rated 0 to 4 from evidence, checked, with a training plan for every gap.
- Excel
People & trainingCross-training plan template
Who is learning which task, from and to which level, by when, and how many are qualified on each task.
- Excel
People & trainingAbsenteeism tracker template
A monthly attendance grid with codes, absence rate by person and team, and an optional Bradford factor.
- Excel
EngineeringEngineering change request (ECR) form
An ECR form with the change, what it touches, risk and approvals, and an Excel log that tracks each change to done.
- Excel
EngineeringDesign FMEA (DFMEA) template
A design FMEA worksheet with S, O, D and RPN before and after action, a class column and a design rating guide.
- Excel
EngineeringProcess flow diagram template
A squared sheet to draw the flow with a symbol key, and a step table that counts operations, moves, checks, waits and storage.
EngineeringPPAP checklist
The 18 PPAP elements with owner, due date and status, the five submission levels and a readiness count.
- Excel
EngineeringProcess capability (Cpk) study sheet
25 subgroups of readings with Cp, Cpk, Pp and Ppk worked out, control limits to check stability, and a histogram.
- Excel
Audits & 5SOffice 5S audit checklist
25 checks written for offices and shared areas, five per S, scored 1 to 5, with a score summary and actions.
- Excel
Audits & 5SFloor marking color guide
A floor marking color standard with swatches, marks and line widths to fill in, and a floor marking check with a layout sketch.
Audits & 5SShadow board planner
Tool inventory with fetch time, a layout planned from each tool's outline size, a month of daily checks with 5S audit evidence, and a missing tool log.
- Excel
MaintenanceLubrication schedule template
Every lube point with lubricant, method, amount, frequency and who, with next due dates and a monthly sign-off record.
- Excel
MaintenanceTPM tag log
Every abnormality tag with type, who fixes it, priority and dates, with days open and counts by type and week.
- Excel
MaintenanceAutonomous maintenance step audit
Criteria for each of the seven autonomous maintenance steps, scored 0 to 2, with the step result and the decision to move on.
- Excel
Supplier & warehouseInventory cycle count sheet
A blind count sheet with variance and tolerance, an ABC count schedule and record accuracy, worked out in Excel.
- Excel
Flow & daily managementHour-by-hour production board
Hourly plan against actual with running totals and the reason for each miss, plus a shift summary by reason.
- Excel
FinanceCost savings tracker
A savings log with hard and soft savings, payback and Finance's sign-off, plus a glide path against the year's target.
- Excel
FinanceCapEx request form
A capital request with options, costs, benefits, payback and NPV, and the approval levels the amount needs.
- Excel
FinanceStandard cost variance workbook
Eight standard cost variances from your standards and actuals, favorable or unfavorable, proved against actual cost, with the questions to ask on the floor.
- Excel
FinanceCost-benefit analysis template
Up to three options side by side with costs, hard and soft benefits, payback, NPV and the benefit-cost ratio.
- Excel
FinanceCost of poor quality (COPQ) worksheet
Cost of quality by prevention, appraisal, internal and external failure, with COPQ as a share of sales.
- Excel
Supplier & warehouseIncoming inspection checklist
Receiving inspection checks from paperwork to sample, the sampling plan, the decision, and an Excel log by supplier.
- Excel
Supplier & warehouseSupplier audit checklist
A supplier process audit of 32 questions scored 0 to 3, with section scores, a rating and the findings.
- Excel
Supplier & warehouseSupplier scorecard
Monthly PPM, on-time delivery and SCAR measures turned into points, a weighted score and a rating per supplier.
- Excel
Supplier & warehouseReceiving log
A dock receiving log with quantities, damage, QC holds and putaway, plus a discrepancy report and dock-to-stock time.
- Excel
Supplier & warehouseWarehouse safety inspection checklist
Thirty warehouse safety checks from aisles to fire exits, marked OK or Not OK, with an action for every finding.
- Excel
Supplier & warehousePallet racking inspection checklist
Rack checks per aisle with a green, amber and red damage rating, and a damage log with repair dates.
- Excel
- Word
Supplier & warehousePre-shipment inspection checklist
The last check before shipping: part, quantity, labels, packaging, paperwork and photos, then release.
Supplier & warehouseMaterial shortage log
Every part short with its need date, line impact, ETA and escalation, and counts by reason and supplier.
- Excel
SafetySafety audit checklist
Thirty-four plant-wide safety checks answered Yes, No or N/A, scored by area, with a risk rating and an action for every No.
- Excel
- Word
SafetyErgonomic risk assessment checklist
Screen a task for 21 ergonomic risk factors, score how long each lasts, and rank tasks so the worst get controls first.
- Excel
MaintenanceWork order template for maintenance
A work order template for maintenance: one form per job from request to handback, and a log of response, completion and backlog by priority.
- Excel
MaintenanceSix big losses worksheet
Where a machine's planned time goes: the six big losses in minutes, ranked, with A, P, Q and OEE worked out.
- Excel
Flow & daily managementAndon response log
Every andon call with response and fix times, flags against your targets, and counts by type and station.
- Excel
Flow & daily managementChangeover checklist
25 checks for every changeover, a record of planned and actual times, and a log of changeover time against target.
- Excel
Flow & daily managementKanban sizing calculator
How many kanban cards each loop needs, per part, with the change from today's cards and what the loop holds in days.
- Excel
Kaizen & ideasKaizen event tracker
Every kaizen event on one sheet: status, roles, the metric against target, open actions and the 30, 60 and 90 day checks.
- Excel
Audits & 5SStandard work audit checklist
24 checks of a job against its written standard, ten timed cycles, and each gap sorted by cause before anyone acts.
- Excel
QualityDefect check sheet
Tally defects by type and day, with units inspected, defect rates, a location sheet and the week's Pareto.
- Excel
People & trainingTWI job breakdown sheet
The TWI Job Instruction breakdown of a job into important steps, key points and reasons, with a worked example and the four steps.
- Excel
Standard workStandard work combination table
One operator's manual, machine, walk and wait time on a time chart against takt, with machine cycles and a process capacity sheet.
- Excel
Flow & daily managementLead time worksheet
Production lead time from the inventory waiting at each step, value-added time and process cycle efficiency, plus an order traced from order to delivery.
- Excel
Audits & 5SWaste walk checklist (TIMWOODS)
32 things to look for across the eight wastes, with where and how much, and a findings log with dot votes, owners and dates.
- Excel
MaintenanceMaintenance KPI tracker
MTBF, MTTR, availability and PM compliance per asset and month, plant figures from the totals, planned maintenance % and backlog in weeks.
- Excel
Flow & daily managementDaily huddle agenda
A 15-minute start-of-shift stand-up in six timed blocks, with yesterday's SQCDP results, today's plan, actions and escalations.
- Excel
Problem solvingDMAIC project charter template
The Define-phase charter on one page: problem and goal, metrics, scope, team and phase dates, with savings and a tollgate checklist.
- Excel
Flow & daily managementWater spider route plan (mizusumashi)
A water spider's fixed route: stops with arrival times, what is delivered and collected, route time against the cycle, cart load and a trip log.
- Excel
FinanceCost deployment matrix
WCM cost deployment on paper and in Excel: loss quantities by process, causal and resultant losses, the cost of each loss, a Pareto and the projects that recover them.
- Excel
MaintenanceEquipment criticality analysis
Assets scored 1 to 5 on six criteria with your own weights, ranked and sorted into classes A, B and C with a safety override and a suggested maintenance strategy.
- Excel
Flow & daily managementBottleneck analysis worksheet
Effective capacity per station from cycle time, parallel units, availability and yield, the bottleneck, takt and utilization, a queue cross-check and the five focusing steps.
- Excel
QualityQA matrix template
Defect modes against stations in flow order: where each is made and first caught, a weight × occurrence × detection score, an AA to C class and the escapes flagged.
- Excel
Problem solvingFault tree analysis template
A drawing area with the FTA symbols, an event table with probabilities and minimal cut sets, and the gates worked out bottom-up in Excel.
- Excel
Problem solvingIs / is not analysis template
What, where, when and extent with is, is not, distinctions and changes, then each possible cause tested against every pair and ranked.
- Excel
Problem solving5G investigation sheet
Confirm the facts before naming a cause: 5W1H, the five G's with 20 prompts, the gap against the principle and the standard, and the countermeasures.
- Excel
Kaizen & ideasYokoten tracker (horizontal deployment)
Copy a proven improvement line by line: the source result, each candidate's own before and after, its share of the source's improvement and the standard updated.
- Excel
Kaizen & ideasCoaching kata template (improvement kata storyboard)
The learner's storyboard (target condition, current condition, obstacles, PDCA cycles) and a fold-over card with the coach's five questions.
- Excel
Kaizen & ideasSMART goals template
Write a goal, test it against the five SMART letters, then track progress toward the target against the time used.
- Excel
Kaizen & ideasLean readiness assessment template
Twenty statements in four factors, scored 1 to 5 by several people on their own, with averages, the spread between them and the actions.
- Excel
Kaizen & ideasNemawashi template (stakeholder plan)
Plan the one-to-one conversations before a decision: who to talk to in what order, their concerns, what changed and where they stand.
- Excel
MaintenanceBreakdown analysis report
One equipment breakdown from the stop to the 90-day check, plus a breakdown log with repeat flags, MTBF and MTTR by asset and a Pareto of causes.
- Excel
Flow & daily managementHeijunka box planner (production leveling)
Weekly demand turned into containers a day, takt, pitch and slots, a leveled sequence of products and the heijunka box, with a check that the changeovers fit.
- Excel
Quality4M change management sheet (change point)
A shift log of every change to Man, Machine, Material, Method or Design, the extra checks after it and when normal checks resume, with a change point board.
- Excel
Flow & daily managementFuture state value stream map worksheet
The eight future-state questions worked through in order: takt, pitch, flow, supermarkets, the pacemaker and the mix, with an EPEI check and current against future lead time.
- Excel
Flow & daily managementValue stream plan (VSM action plan)
The future-state map cut into loops, each with an objective and a measurable goal, and its kaizen bursts turned into owned, dated projects on a 12-month timeline.
- Excel
Kaizen & ideasKaizen project plan (Gantt chart)
One improvement project as a Gantt chart: tasks by phase with owners, predecessors and working days, a 16-week grid, milestones and a status from planned against actual % done.
- Excel
QualityHistogram template
Readings, bins set by the square root rule, a tally and counts, the spec limits drawn and the share out of spec, with the common shapes explained.
- Excel
Problem solvingScatter diagram template
Up to 50 pairs with a group code, r and R², the least squares line, the quadrant count and r for each group.
- Excel
QualityGauge calibration log
A gauge register with next due dates and status, a calibration record with as-found and as-left readings, and the steps when a gauge fails.
- Excel
Flow & daily managementEscalation matrix template
Who is called for each type of issue and after how long, with severity rules, contacts and an escalation log.
- Excel
Audits & 5SVisual management audit checklist
29 checks of whether anyone can tell normal from abnormal at a glance, scored by group, with a trend and actions.
- Excel
QualityQuality alert form
A quality alert to post at the line, a sign-off sheet for every shift, and a log of open, expired and closed alerts.
- Excel
QualityTQM self-assessment template
The eight TQM principles in 24 statements you can check on the floor, scored 0 to 4 by several people, with the spread, the top 3 gaps and an action plan.
- Excel
People & trainingEmployee recognition program template
Design a recognition program on one page, then run it: points per action, prizes, budget, a points ledger, a monthly leaderboard and a fairness check by team and shift.
- Excel
Kaizen & ideasLean transformation roadmap
A plant-wide lean program on one sheet: six phases with exit criteria, six workstreams by quarter over 24 months, the model line, metrics with baseline and target, cadence and risks.
- Excel
Flow & daily managementObeya room planner
Plan the walls, owners, cadence, agenda and rules of an obeya, then run the weekly review of KPIs, problems, actions and milestones.
- Excel
Flow & daily managementPaper forms inventory (paperless manufacturing worksheet)
Every paper form, checklist and log in one list: hours a month, who acts on it, how long the paper waits, and which forms to move first.
- Excel
Kaizen & ideasContinuous improvement software evaluation scorecard
Compare CI software vendors: a must-have gate, eight weighted criteria scored 1 to 5, points out of 100 and a rank, with a demo script and reference questions.
- Excel
Kaizen & ideasLean principles assessment template
The five lean principles as 25 things you can see on one value stream, answered yes, partly or no on a walk, with a score per principle, the next step and a trend over walks.
- Excel
People & trainingEmployee engagement survey template
A short anonymous pulse survey for shop floor staff: 14 statements in six drivers, two open questions, results by driver and team, and the actions.
- Excel
Kaizen & ideasHansei reflection sheet (lessons learned)
A written look back at one finished project, event or launch: goals against results in numbers, causes rather than blame, lessons to keep or change, and where else they apply.
- Excel
SafetySafety cross calendar
A month drawn as the green cross, colored each day by the most serious safety event, with totals and days since the last injury.
- Excel
- Word
Kaizen & ideasDaily kaizen routine board
A team's 10 to 15 minute daily routine at the board: one problem from each person, small fixes with one owner, counted every week.
- Excel
Kaizen & ideasQuality circle meeting record
A circle's charter, a one-page record for each meeting and a problem register that follows every problem from selected to closed or escalated.
- Excel
MaintenanceWeekly maintenance schedule template
Next week's maintenance jobs, scheduled only when ready, loaded against each craft's hours by day, with schedule compliance and break-ins at week end.
- Excel
- Word
Kaizen & ideasOperational excellence assessment template
The ten principles of operational excellence as 30 behaviors and practices you can see, scored 1 to 5 by several people, with the spread, the three lowest principles and an action plan.
- Excel
Flow & daily managementScrum meeting agenda template
Timed agendas for the five scrum meetings, a sprint planning sheet, a retrospective sheet, and an Excel sprint backlog with a burndown.
- Excel
Flow & daily managementToyota Production System (TPS) house template
The TPS house for one plant or value stream: roof, two pillars and foundation, with what you do today, the evidence, a status and the next step for each element.
- Excel
Flow & daily managementEPEI and batch size calculator
How often each part can come round on a shared machine (EPEI) and how big each batch must be, from demand, cycle times and changeovers, now and after SMED.
- Excel
EngineeringPeople, process, technology (PPT) assessment
Check one change before go-live: 18 people, process and technology statements scored 1 to 4 by the people who will use it, the lowest element and the actions.
- Excel
Standard workProcess capacity sheet template
Each machine in a part's routing with manual, auto and tool change time, its capacity per shift, and the step that limits the cell against demand.
- Excel
QualityJidoka worksheet (stop at abnormality)
For one line or cell, every abnormality that should stop the work: how it is detected, how the work stops, who is called, the immediate fix and the root cause step, plus a log of real stops.
- Excel
People & trainingTeam charter template
A one-page charter for a standing team: purpose, scope, roles, the KPIs it owns, which decisions it makes itself, norms and cadence.
- Excel
Flow & daily managementChaku-chaku line planner
Plan a load-load cell: time each machine, load and walk, check that every machine is ready when the operator comes back, compare the cell cycle with takt and size the crew.
- Excel
Standard workStandard operating procedure (SOP) template
A full SOP in the hierarchical step format, from purpose and scope to the steps, records, revision history and approvals, with review checks and an SOP register.
- Excel
- Word
Problem solvingProcess improvement method selector
Eight questions about one problem, an example rule that suggests a method and a matrix of nine methods: when each fits, the usual team and time, and the template to start with.
- Excel
QualityX-bar and R control chart template
25 subgroups with means and ranges, control limits from A2, D3 and D4, signal flags, both charts and a reaction log.
- Excel
QualityGage R&R study sheet
10 parts, 2 or 3 appraisers, 2 or 3 trials: EV, AV, GRR, PV, %GRR and ndc by the average and range method.
- Excel
Problem solvingRoot cause analysis template
One report from problem statement to proof: containment, evidence, analysis, verified causes, actions and the effectiveness check.
- Excel
SafetySafety pillar 90-day model area plan
Thirteen weeks from the incident pyramid to safety standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Excel
QualityQuality control pillar 90-day model area plan
Thirteen weeks from the QA matrix to the QM matrix on one model area, a KPI board, the day-90 gate and expansion waves.
- Excel
MaintenanceAutonomous maintenance 90-day model area plan
AM steps 0 to 3 on one model machine in 13 weeks, a KPI board, the day-90 gate and expansion waves for months 4 to 12.
- Excel
MaintenanceProfessional maintenance (PM) 90-day model area plan
Thirteen weeks from breakdown analysis to a running PM calendar on one model machine, a KPI board, the day-90 gate and expansion waves.
- Excel
EnvironmentEnvironment and energy pillar 90-day model area plan
Thirteen weeks from waste and energy maps to area standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Excel
Kaizen & ideasFocused improvement 90-day model area plan
Thirteen weeks from the loss Pareto to standardized fixes on one model line, a KPI board, the day-90 gate and expansion waves.
- Excel
Supplier & warehouseLogistics and customer service pillar 90-day model area plan
Thirteen weeks from the current-state map to pull on one model value stream, a KPI board, the day-90 gate and expansion waves.
- Excel
People & trainingPeople development pillar 90-day model area plan
Thirteen weeks from the skills matrix to trained cover on critical tasks in one model area, a KPI board, the day-90 gate and expansion waves.
- Excel
EngineeringEarly equipment management 90-day model area plan
Thirteen weeks from lessons on current machines to a tracked start-up on one model equipment project, a KPI board, the day-90 gate and expansion waves.
- Excel
FinanceCost deployment pillar 90-day model area plan
Thirteen weeks from the loss map to costed, ranked projects in one model area, a KPI board, the day-90 gate and expansion waves.
- Excel
Kaizen & ideasMoving from Excel to one system checklist
A 34-point checklist and a file inventory for moving trackers from spreadsheets to one system: keep, move, connect or retire, clean, pilot, run both, retire.
- Excel
Kaizen & ideasPrioritization matrix template
Score up to 20 improvement ideas on weighted criteria, rank them, test the ranking with equal weights and place each one on an effort and benefit grid.
- Excel
FinanceCost per unit worksheet (manufacturing cost per good unit)
One product's cost per good unit by materials, labor, machine and overhead, the gap to target, and which cost lever is worth most a year.
- Excel
Flow & daily managementDigital manufacturing readiness assessment
Score 24 statements on process, technology and people from 0 to 4, check the balance between them and rank the gaps by what matters in your plant.
- Excel
Flow & daily managementManufacturing KPI dashboard template
Weekly plant numbers in, 14 KPIs out: OEE and its parts, first pass yield, scrap, on-time delivery, recordable rate, cost and absence, each against a target.
- Excel
MaintenanceRCM worksheet (failure mode and task selection)
Failure modes classed as hidden, safety, operational or non-operational, then a task chosen for each: condition-based, discard, failure-finding, redesign or run to failure.
- Excel
QualityError-proofing verification log (daily master-sample check)
Each poka-yoke device proved every day or week with a known-bad sample, with missed checks counted and the hours and parts at risk worked out when one fails.
- Excel
People & trainingTraining matrix template with expiry dates
People by required trainings with expiry dates, OK, due, expired and missing flags, compliance by person and area, cover per training and a renewal list.
- Excel
MaintenanceDowntime reason codes template
26 starter codes mapped to the six big losses, a log with drop-downs, a Pareto by code and by loss, and a code card for the line.
- Excel
QualityDefect catalogue template with boundary samples
Every defect with a definition, a class and the reason for it, measured accept and reject limits by zone, boundary samples, a defect log with DPU and Pareto, and an inspector agreement check.
- Excel
QualityI-MR chart template (individuals and moving range)
Up to 100 single readings with moving ranges, limits from a baseline, five run-rule flags, both charts, a second phase and a reaction log.
- Excel
Kaizen & ideasKaizen event preparation checklist
Everything that has to be ready before a kaizen event and done after it: 44 items with owners and due dates from 6 weeks before day 1 to 30 days after, five go or no-go gates and a day-by-day agenda.
- Excel
QualityAttribute control chart template (p, np, c and u charts)
p, np, c and u charts in one workbook: a chart selector, a sample size check, limits for each subgroup, signal flags and four worked examples.
- Excel
MaintenanceCritical spare parts list and stocking levels
Assets ranked by consequence, each part classed and given a stocking policy, and min and max worked out from usage and lead time, with the downtime each stock-out would cost.
- Excel
Flow & daily managementTier 2 meeting agenda and escalation sheet
A 15-minute tier 2 agenda in ten timed blocks, fixed roles and rules, escalation triggers with time limits, and a log that ages every escalation and sends the answer back down.
- Excel
QualityHACCP plan template: hazard analysis and CCP worksheet
The Codex 12 steps in one workbook: team and product, process steps checked on site, hazard analysis with the CCP decision tree, the CCP table with completeness checks, an allergen matrix and a verification schedule.
- Excel
SafetyForklift operator training and evaluation record
Per-operator training and evaluation record, a register with three-year due dates and refresher triggers, and a weighted practical evaluation scoresheet.
- Excel
SafetyREBA worksheet (Rapid Entire Body Assessment)
Score up to six postures with REBA: body-part drop-downs, Tables A, B and C as lookups, final score and action level, and a before and after comparison.
- Excel
QualityMock recall template: traceability exercise worksheet
Trace a finished lot back to every input lot and forward to every first customer, reconcile the quantities against a tolerance and time it against your target.
- Excel
QualityISO 9001 internal audit checklist (production area)
46 audit questions for the production floor in 11 processes, each with its ISO 9001:2015 clause, what evidence to look for and the sample to take, plus five defined grades, a findings log, a finding report and a summary by clause.
- Excel
SafetyISO 45001 internal audit checklist
44 audit questions for the plant floor in 16 safety topics, each with its ISO 45001:2018 clause, the evidence to look for and the sample to take, plus 12 worker interview prompts, a findings log and a summary by clause.
- Excel
Flow & daily managementPlan for every part (PFEP) template
One row per part: supplier, pack, container, usage, lead time and locations, with ABC classes, market and line kanban counts and a lineside space check.
- Excel
QualityFood plant GMP inspection checklist (21 CFR 117 subpart B)
55 checks in the order of 21 CFR 117 subpart B, each citing its paragraph and saying what to look at, with a grade, finding, owner and due date; results by section and grade, a walk route and a bakery example.
- Excel
QualityMaster sanitation schedule with pre-op verification
A master list of cleaning tasks by area and equipment with frequency, chemical, lockout, who and next due date, a weekly on-time count, and the pre-operational verification log with a release step.
- Excel
Flow & daily managementChangeover matrix template
A from-to matrix of changeover minutes with the clean each transition needs (allergen, colour, format), and a weekly planner that totals the order and suggests a shorter one.
- Excel
MaintenanceOverhead crane inspection checklist: frequent and periodic
34 crane checks tied to OSHA 1910.179: an operator's pre-shift card, frequent and periodic inspections with signed records, a deficiency and tag-out log, and a register of next due dates.
- Excel
QualityMeasurement uncertainty budget template
A GUM uncertainty budget: Type A and B rows, divisors by distribution, sensitivity coefficients, uc, νeff, k from the t-table, U, TUR and a guard band check.
- Excel
MaintenanceMaintenance job plan template
One job planned on one sheet: steps and craft hours, parts checked against stock, tools, lockout and permits, documents, a ready check for the schedule, and technician feedback.
- Excel
Standard workVideo time study filming checklist
A pre-shoot checklist and shot log for filming a time study on video: camera, light, people, settings, power and review.
Supplier & warehouseReorder point and safety stock sheet (many parts)
Safety stock, reorder point, order quantity and an order list for up to 500 parts, worked out from each part's own demand and lead time history.
- Excel
SafetyOSHA compliance calendar (general industry)
37 recurring federal OSHA duties with the paragraph, interval, owner, next due date and an overdue flag, plus a 12-month view and counts by owner.
- Excel
SafetyTRIR and DART rate tracker
Monthly hours, OSHA 300 case counts and near misses in; rolling 12-month TRIR and DART rate, a case budget against your target and a trend chart out.
- Excel
EnvironmentEnergy use and EnPI tracker
Monthly electricity, gas and fuel in one unit, a 12-month regression baseline, expected against actual energy for each month, an EnPI ratio, the running saving and the tests that say whether the model can be trusted.
- Excel
Flow & daily managementFIFO lane sizing sheet
The maximum for a FIFO lane from the stop it must cover, in whole containers, with length, refill and wait checks for up to eight lanes.
- Excel
Problem solvingPugh matrix template
Compare up to 8 concepts with a datum as better, same or worse on up to 12 criteria, flag must-haves, and carry the strongest into a second round.
- Excel
SafetyMachine guarding inspection sheet
A machine register with due dates and a status per machine, 21 checks tied to OSHA 1910.212, .219 and .147, a guard opening check against Table O-10, and an action log.
- Excel
MaintenanceCondition monitoring route sheet
A route of measuring points with baselines, alert and alarm limits, a check interval from the P-F interval, readings with rising and overdue flags, and an exceptions list worst first.
- Excel
SafetyFire extinguisher inspection checklist and log
The 8 monthly checks for each portable extinguisher, plus a log with the hydro test interval from OSHA Table L-1, annual and 6-year due dates and open issues.
- Excel
Kaizen & ideasQuad chart template
A project on one page in four boxes: idea and owner, problem, approach, and cost, schedule and result.
- Excel
SafetyToolbox talk topics (52 weekly topics)
52 weekly toolbox talk topics, each with a one-line key message and a discussion question, and a tracker for the year.
- Excel
FinanceLoss tree worksheet
Break one big loss number into area, line, machine, loss type and cause, and stop at the cause a team can fix.
- Excel
MaintenanceEquipment register template
One row per asset, with hierarchy, criticality, PM strategy and owner, and a check that flags what is missing.
- Excel
MaintenanceMachine history record template
One record per machine: components and their life, every breakdown and repair with cost, MTBF and MTTR, and a repair-or-extend check.
- Excel
MaintenanceCompressed air leak survey log
Walk sheet, printable leak tags and a tracker that puts an annual cost on every leak and follows it to a verified fix.
- Excel
QualityDefect detection matrix template
Map where each defect is created and where it is found, score the gap and move the check closer to the cause.
- Excel
FinanceProject savings validation checklist
The gate between a project's claim and a reported saving: 20 checks, a claims register and a six-month sustainment check.
- Excel
EngineeringLife cycle cost analysis template
Compare up to three machines over ten years: price, energy, upkeep, failures and down time, discounted to present value.
- Excel
EngineeringEquipment design review checklist
Gate reviews for a new machine before order, before build and before start-up, with a safety buy-off and a problems journal.
- Excel
SafetyEmergency action plan template
A written emergency plan for a plant: site facts, roles and backups, warden coverage, scenario steps and a drill record.
- Excel
SafetyPreliminary hazard analysis (PHA) worksheet
Find and score the hazards of a new line, machine or process before design is fixed, then choose controls and re-score.
- Excel
SafetyRisk register template
One scored list of operational risks with owners, actions and dates, a heat map and a review log.
- Excel
SafetyHot work permit template
A hot work permit with a precautions checklist, fire watch record and close-out, plus an Excel permit log.
- Excel
SafetyConfined space entry permit template
A confined space entry permit with checks, an air test log, an entry log and cancellation, plus an Excel register.
- Excel
EnvironmentEnergy loss matrix template
Seven types of energy loss by six energy sources with a cost in each cell, an action plan and an idle-period shutdown checklist.
- Excel
SafetyManagement safety tour form
A leader's scheduled safety walk: observation form, operator interview, tally, actions, rota and a tour log with a dashboard.
- Excel
SafetyHazard prediction worksheet
A pre-task worksheet: score what could go wrong at each step of a job, add a countermeasure and score again.
- Excel
SafetyChemical inventory and SDS register template
A register of every chemical on site with its hazard class, safety data sheet and label, and a check that incompatible products are kept apart.
- Excel
SafetySafety committee meeting minutes template
Minutes for a safety committee: attendance, nine agenda items, an action log that carries open actions forward, and monthly numbers.
- Excel
EnvironmentEnvironmental compliance audit checklist
An internal environmental audit: 37 questions with what to look for, a findings log with classes and a score by section.
- Excel
QualityAPQP checklist
The five APQP phases as a checklist: deliverables, owners, due dates, gate reviews and an issues list.
- Excel
QualityOut-of-control action plan (OCAP) template
A reaction plan for a control chart: the steps, what each signal means, who to call and a log of events.
- Excel
QualityQuality inspection checklist
An in-process and final inspection record: measured characteristics, visual checks, a decision and first pass yield.
- Excel
QualityAQL sampling plan template
Pick a sample size, read accept and reject numbers, record the defects and decide on the lot.
- Excel
QualityMSA study workbook
Bias, linearity and stability study sheets for a gauge, with the arithmetic done and a guide to which study when.
- Excel
Supplier & warehouseIncoming quality control stage sheet
A register that shows how much control each purchased part has and plans the move from your dock to the supplier's process.
- Excel
QualityInternal audit schedule template
A year of internal audits planned by risk: the programme, the register, the auditors and the findings.
- Excel
Supplier & warehouseApproved supplier list template
The list of suppliers you may buy from, with the evidence behind each, certificate expiry alerts and re-evaluation dates.
- Excel
QualityPest control inspection checklist
A pest control walk-round for a food plant, with a log of traps and stations and action levels for each type of device.
- Excel
SafetyVehicle inspection checklist
53 checks for a truck, tractor or trailer, each tied to the federal rule it comes from, with a defect log.
- Excel
SafetyPre-trip inspection checklist
A driver's 42-check walk-round in order, with the driver vehicle inspection report for the end of the day.
- Excel
QualityCleanroom audit checklist
33 cleanroom checks split by how often they run (each shift, weekly, per plan, system), a gowning order to watch against, a differential pressure log and a findings log, with a worked week of readings.
- Excel
- Word
QualityGMP audit checklist for drug manufacturing
42 self-inspection checks ordered by the subparts of 21 CFR 211, each with its section, the matching EU GMP chapter and whether it is seen on the floor or in records, graded critical, major or minor, with a worked audit of a packaging line.
- Excel
- Word
QualityLine clearance checklist
28 line clearance checks in six sections (area, equipment, materials, printed materials, documents, coder and vision settings), cleared by the operator and verified by a second person, with a printed-materials reconciliation and a worked example that does not balance.
- Excel
- Word
QualityISO 13485 internal audit checklist
38 questions on ISO 13485 clauses 4 to 8, each with the FDA QMSR section that brings it in or adds to it, a production floor tab (records, current instructions, training, nonconforming product, CAPA) and a worked audit of a catheter line.
- Excel
- Word
QualityISO 22716 GMP audit checklist for cosmetics
25 cosmetic GMP checks following the sections of ISO 22716, split into a floor walk (people, premises, equipment, materials, production) and system checks (lab, out of specification, deviations, complaints, change control, audits, documents), with a worked audit of a filling line.
- Excel
- Word
QualitySSOP template: sanitation standard operating procedure
One sanitation SOP sheet per area or machine (steps, chemical, contact time, PPE, lockout, owner), a 23-check pre-op inspection and a verification log for visual, ATP and micro checks.
- Excel
- Word
QualitySQF internal audit checklist for food manufacturing
54 questions in the two parts of the SQF manufacturing code (system elements and GMP), each group mapped to BRCGS and FSSC 22000, graded Conforms to Critical, with findings, a score and a yearly plan.
- Excel
- Word
QualityInjection molding defects chart
16 molding defects with causes by machine, material, mold and method, first checks, and an Excel defect log with a Pareto.
- Excel
- Word
QualityESD audit checklist
29 checks for an ESD protected area, with daily tests split from periodic verification, a measurement log and a worked audit.
- Excel
- Word
SafetyManagement of change form
A change request and review form for a plant: what changes, the hazard review, approvals, pre-startup review, training and close-out.
- Excel
- Word
SafetySilica exposure control plan template
A written silica plan for general industry: tasks, controls and housekeeping, plus monitoring, medical surveillance, training and a 31-check plan audit.
- Excel
- Word
Kaizen & ideasOKR template for manufacturing
Objectives with three or four key results each, scored 0 to 1.0 from baseline and target every month, cascaded to facility, department and person with an Other bucket for work that serves no objective.
- Excel
Kaizen & ideasGoal cascade and alignment template
A one-page cascade tree from company to person with the catchball reply on every card, and an initiatives list that shows how much work serves a goal and how much sits in Other.
- Excel
Flow & daily managementMonthly business review template (operations review agenda)
A 90-minute operations review in nine timed blocks: who speaks when, the KPIs each block reviews with red or green, a prep checklist for every presenter and a log of decisions and actions.
- Excel
- Word
Flow & daily managementRolling action item list (RAIL) template
A single running list of actions kept from meeting to meeting, with a weekly review sheet and age counts.
- Excel
Supplier & warehouseGoods received note template
A one-page goods received note and an Excel register with accepted to date, still to come and an invoice check for each PO line.
- Excel
Kaizen & ideasLessons learned template
A one-page lessons log, a 45 minute session guide and an Excel register that shows which actions are done, open or overdue.
- Excel
Supplier & warehousePacking list template
A one-page packing list with a pack checklist, and an Excel file that works out volume, shipped to date and back order.
- Excel
Flow & daily managementMeeting minutes template
A one-page minutes form and an Excel log of decisions and actions with owners, due dates and status.
- Excel
SafetySign-in sheet template
A training and meeting sign-in sheet, a visitor sign-in and out sheet, and an Excel register of attendance and visitors on site.
- Excel
Supplier & warehousePurchase order template
A one-page purchase order and an Excel version that adds up the lines, checks the approval limit and tracks what is still to come.
- Excel
Kaizen & ideasAction plan template
A one-page action plan and an Excel tracker with percent done, status and a weekly timeline.
- Excel
QualityPart submission warrant (PSW) template
A PSW working form plus twelve checks before anyone signs, and an Excel that works out whether the warrant is ready.
- Excel
QualityBallooned drawing and dimensional results template
A ballooning guide and a results sheet for six parts per characteristic, with OK, NEAR LIMIT or NOT OK worked out for each row.
- Excel
QualityAttribute agreement analysis template
A 30-part, three-appraiser study sheet for pass or fail decisions, with kappa, effectiveness, miss rate and false alarm rate in Excel.
- Excel
EngineeringDVP&R template (design verification plan and report)
A design verification plan and report on one sheet: tests, criteria, owners and dates, with status worked out as of a date.
- Excel
QualitySpecial characteristics matrix template
One row per special characteristic, followed from drawing to PFMEA, control plan, gauge study and capability, with the first gap named.
- Excel
MaintenanceMaintenance request form template
A one-page request form and an Excel log that times each answer against a priority target.
- Excel
- Word
MaintenanceMaintenance log template
A maintenance log page and an Excel log that totals cost, downtime and planned work and flags repeat breakdowns.
- Excel
MaintenancePreventive maintenance schedule template
A PM schedule with next due dates and status, and an Excel calendar of the jobs and hours in each month.
- Excel
Flow & daily managementMachine setup sheet template
A setup sheet with limits, a first piece check and setup minutes, and an Excel log of setups against a standard.
- Excel
- Word
Standard workWork instruction template
A one-page work instruction with key points and step times, and an Excel training record that flags re-checks.
- Excel
- Word
SafetyFire drill report template
A report for each fire or mock drill: a timeline from the alarm, the head count, an observer checklist, actions and a yearly log.
- Excel
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In the LeanSuite app
378 inspection and audit templates, ready to clone
Digital checklists our team built in LeanSuite, each with its full question list and pass mark. Read any of them here, then clone it into your plant from the Template Marketplace.
- Safety inspections and audits
- Quality and food safety
- Maintenance and equipment
- Lean, 5S and daily management
- Warehouse and logistics
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Lean Studio boards
30 ready-made boards in Lean Studio
The same lean methods as whiteboards inside LeanSuite: stickies, shapes, arrows and live data widgets on one board. Each board has a page with what it is for, what is on it and a sample with data. What Lean Studio is.
Problem solving
From a symptom to a root cause and a countermeasure
Process & flow
See a process end to end and where it waits
Daily management
Tier boards, huddles, audits and plan-vs-actual
Improvement & ideas
Collect, sort and prioritize improvement ideas
Team & strategy
Strategy deployment, retrospectives and skills
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Every template is a clean PDF sized for Letter paper that also prints on A4. Take it to the floor on a clipboard.
Excel where it helps
The A3, PDCA cycle and log, 5S audit checklist, gemba walk checklist, layered process audit checklist, leader standard work (team leader, supervisor, production manager and plant manager), autonomous maintenance checklist, PFMEA, control plan, Pareto chart, red tag log, OEE tracking sheet, time study sheet, quick kaizen, idea log, near miss log, JSA, risk register, LOTO energy source list, forklift inspection log, NCR log, CAPA log, first article inspection report, PM schedule, downtime log, environmental aspects register, process instruction (MPI), training log, onboarding checklist, cross-training plan, absenteeism tracker, ECR log, DFMEA, PPAP checklist, Cpk study, office 5S audit, lubrication schedule, TPM tag log, AM step audit, cycle count, hour-by-hour board, cost savings tracker, CapEx request, cost-benefit analysis, COPQ worksheet, incoming inspection log, supplier audit, supplier scorecard, receiving log, warehouse safety inspection, racking inspection, material shortage log, safety audit, ergonomic risk screening, work order log, six big losses, andon log, changeover log, kanban sizing, control chart, Gage R&R, root cause action tracker, kaizen event tracker, standard work audit, defect check sheet, TWI job breakdown and training timetable, standard work combination table, hoshin X-matrix and bowling chart, value stream map, yamazumi chart, SQCDP month tracker, lead time worksheet, waste walk log, maintenance KPI tracker, huddle log, DMAIC charter, water spider route, cost deployment matrix, equipment criticality analysis, bottleneck analysis, QA matrix, fault tree, is / is not analysis, 5G investigation log, yokoten tracker, coaching kata log, SMART goals tracker, lean readiness assessment, nemawashi log, breakdown log, heijunka box planner, 4M change log, future state VSM worksheet, value stream plan, kaizen project plan, histogram, scatter diagram, gauge calibration log, escalation log, visual management audit, quality alert log, TQM self-assessment, employee recognition points ledger, lean transformation roadmap, obeya KPI wall, paper forms inventory, CI software evaluation scorecard, lean principles walk, engagement survey results, hansei lessons log, safety cross, daily kaizen log, quality circle log, weekly maintenance schedule, operational excellence assessment, scrum sprint backlog and burndown, TPS house, EPEI and batch size calculator, PPT assessment, process capacity sheet, jidoka stop log, team charter KPI tracker, chaku-chaku planner, SOP register, method selector, autonomous maintenance 90-day plan, safety pillar 90-day plan, quality control pillar 90-day plan, professional maintenance 90-day plan, environment pillar 90-day plan, focused improvement 90-day plan, logistics pillar 90-day plan, people development 90-day plan, early equipment management 90-day plan, cost deployment 90-day plan, poka-yoke worksheet, skills matrix, standard work sheet, SMED worksheet and RACI matrix also come as spreadsheets that do the sums for you.
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All the templates are free to use. Download them, print them and edit them to fit your area. To download, enter your name and work email once; there is no account to create.
The fishbone diagram comes as a printable 6M sheet on its Lean Studio board page. Need a number rather than a form? The free lean calculators work out OEE, takt time, changeover savings and more, and the lean glossary defines the terms these templates use. Training a team first? The free training decks are editable PowerPoint sessions on 5S, kaizen, autonomous maintenance and the 8 wastes.
FAQs
Template questions, answered
Yes. Enter your name and work email once and every template downloads straight away. There is no account to create and nothing to pay.
Every template is a print-ready PDF sized for Letter paper that also prints on A4. Many also come as an Excel file that does the sums for you, such as the OEE tracking sheet, the skills matrix and the PFMEA. The 20 most used, such as the 5S audit checklist, the 8D report and the one point lesson, also come as an editable Word form.
Yes. Download it, change it to fit your area and print as many copies as you need. Each template page also explains how to fill it in, with a worked example.
Ask for it with the request form on this page. Tell us what you are looking for, and we make it and send it to your inbox, free.
The templates are files you print or fill in on a computer. The Lean Studio boards are the same methods as whiteboards inside LeanSuite, with stickies, shapes and live data widgets the team updates together in a huddle.
Yes, in LeanSuite. Upload your Excel or PDF checklist and Lean AI builds a digital version you can edit, then schedule it to people, roles or machines and complete it on a phone or tablet with photos.


