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OEE tracking sheet

OEE, overall equipment effectiveness, measures how much of a machine's planned production time is truly productive. It multiplies three factors: availability (run time as a share of planned time), performance (actual output against the ideal cycle time) and quality (good parts as a share of all parts). An OEE tracking sheet records the inputs shift by shift, so you can see the number and, more usefully, where the losses come from. This template has one row per shift for a week, with planned time, downtime under four reasons, ideal cycle time, total and good count, and the four percentages. Page 2 has downtime by reason, a worked example and a chart to plot each day. The Excel version does every calculation, per shift and for the week, and draws the daily trend against your target.

Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.

Page 1 of the OEE tracking sheet: fields for line, week, product, target and who filled it in, the four OEE formulas, and a table of seven days by three shifts with planned time, downtime under four reasons, run time, ideal cycle time, total and good count, availability, performance, quality and OEE.
One row per shiftDowntime under four reasonsAvailability, performance, qualityOEE per shift and for the weekWorked exampleWeekly trend chart

When to use it

When to use an OEE tracking sheet

  • To start measuring OEE on one machine or line before investing in automatic data collection.
  • To find which of the three losses, availability, performance or quality, costs the most output.
  • To check the effect of a change, such as a SMED project or a maintenance fix, week on week.
  • As the data behind a daily production meeting or a tier board.

How to fill it in

  1. 1

    Agree the rules

    Decide what counts as planned time, usually the shift less breaks and planned meetings, and set the ideal cycle time: the fastest proven time per part.

  2. 2

    Record each shift

    Enter the planned time, the downtime minutes by reason, the total count and the good count. The Excel version fills in the date and the ideal cycle time.

  3. 3

    Work out the three factors

    Availability = run time ÷ planned time. Performance = ideal cycle time × total count ÷ run time. Quality = good count ÷ total count.

  4. 4

    Multiply for OEE

    OEE = availability × performance × quality. Work out the week from the totals, not by averaging the shift percentages.

  5. 5

    Plot the week

    Plot each day on the chart on page 2 against your target, or let the Excel version draw it.

  6. 6

    Work on the biggest loss

    Look at downtime by reason and at the lowest of the three factors, and pick one loss to work on.

A filled-in example

Illustrative, not a benchmark

An example with illustrative numbers: one shift on a filling machine.

  • Planned time 450 minutes: a 480-minute shift less a 30-minute break.
  • Downtime 45 minutes, 20 for a breakdown and 25 for a changeover, so run time is 405 minutes and availability is 90.0%.
  • Ideal cycle time 30 seconds and 700 parts made: 350 minutes of ideal time in 405 minutes of running, so performance is 86.4%.
  • 686 good parts out of 700, so quality is 98.0%.

OEE for the shift is 0.900 × 0.864 × 0.980 = 76.2%. Performance is the biggest loss, so the next step is to look at slow running and short stops rather than breakdowns.

Common mistakes

  • Averaging percentages

    The week's OEE comes from the week's totals. Averaging the shift percentages gives a short shift the same weight as a full one.

  • An ideal cycle time that is too slow

    If performance comes out over 100%, the ideal cycle time is set too slow. Use the fastest proven rate, not the planned one.

  • Changing the rules

    If planned stops count one week and not the next, the trend means nothing. Write the rules down.

  • Chasing the number

    OEE points to losses. Look at which factor and which downtime reason is biggest, and fix that.

  • Comparing different machines

    Machines with different products, rules and ideal cycle times do not compare well. Compare a machine with itself over time.

Download the template

Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.

Run this template in LeanSuite

LeanSuite's production dashboard tracks OEE and its three factors next to downtime by reason and output against plan, and KPI values can be pulled on a schedule from Excel on SharePoint or OneDrive or from Google Sheets.

FAQ

OEE tracking sheet: common questions

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