Free template
Updated
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.
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
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
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
Work out the three factors
Availability = run time ÷ planned time. Performance = ideal cycle time × total count ÷ run time. Quality = good count ÷ total count.
- 4
Multiply for OEE
OEE = availability × performance × quality. Work out the week from the totals, not by averaging the shift percentages.
- 5
Plot the week
Plot each day on the chart on page 2 against your target, or let the Excel version draw it.
- 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 benchmarkAn example with illustrative numbers: one shift on a filling machine.
Where the example shift's 450 minutes went
- Planned production time450 min
480-minute shift less a 30-minute break
- Run time405 min
Less 45 min downtime: availability 405 ÷ 450 = 90.0%
- Ideal time for the 700 parts made350 min
700 × 30 s: performance 350 ÷ 405 = 86.4%
- Ideal time for the 686 good parts343 min
686 × 30 s: quality 686 ÷ 700 = 98.0%
OEE = availability × performance × quality
- 0.900 × 0.864 × 0.980= 76.2%
Biggest lossPerformance
Of 450 planned minutes, 405 were run time after 45 minutes of downtime; the 700 parts needed 350 minutes at the ideal cycle time; the 686 good parts needed 343 minutes. 343 of 450 is the OEE, 76.2 percent.
- 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.
See it in a 45-minute demoIn the lean glossary
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FAQ
OEE tracking sheet: common questions
OEE = availability × performance × quality. Availability is run time ÷ planned time, performance is ideal cycle time × total count ÷ run time, and quality is good count ÷ total count. The Excel version does it for each shift and for the week.
The time the machine is scheduled to run: the shift length less planned stops such as breaks, meetings and planned maintenance, if you choose to leave those out. Agree the rule and keep it the same every week.
The fastest time per part the machine is designed or proven to run at. Using a slower planned rate makes performance look better than it is, and can push it over 100%.
Shift by shift, the losses are still fresh enough to explain: who saw the breakdown, why the changeover ran long. A weekly total alone hides which shift and which loss to work on.
It depends on the process, and published benchmarks vary. Compare a machine with its own past weeks and set a target from there. The Excel version flags any shift below the target you enter.
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- Quality control pillar 90-day model area planThirteen weeks from the QA matrix to the QM matrix on one model area, a KPI board, the day-90 gate and expansion waves.
- Environment and energy pillar 90-day model area planThirteen weeks from waste and energy maps to area standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Focused improvement 90-day model area planThirteen weeks from the loss Pareto to standardized fixes on one model line, a KPI board, the day-90 gate and expansion waves.
- People development pillar 90-day model area planThirteen 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.
- Cost deployment pillar 90-day model area planThirteen weeks from the loss map to costed, ranked projects in one model area, a KPI board, the day-90 gate and expansion waves.
- Prioritization matrix templateScore 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.
- Cost 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.
- Error-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.
- Training matrix template with expiry datesPeople by required trainings with expiry dates, OK, due, expired and missing flags, compliance by person and area, cover per training and a renewal list.
- Defect catalogue template with boundary samplesEvery 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.
- I-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.
- Kaizen event preparation checklistEverything 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.
- Attribute 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.
- HACCP plan template: hazard analysis and CCP worksheetThe 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.
- Forklift operator training and evaluation recordPer-operator training and evaluation record, a register with three-year due dates and refresher triggers, and a weighted practical evaluation scoresheet.
- REBA 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.
- Mock recall template: traceability exercise worksheetTrace 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.
- ISO 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.
- ISO 45001 internal audit checklist44 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.
- Food 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.
- Master sanitation schedule with pre-op verificationA 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.
- Measurement uncertainty budget templateA 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.
- Video time study filming checklistA pre-shoot checklist and shot log for filming a time study on video: camera, light, people, settings, power and review.
- OSHA 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.
- Energy use and EnPI trackerMonthly 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.
- Pugh matrix templateCompare 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.
- Machine guarding inspection sheetA 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.
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A shift handover sheet, a red tag log, a changeover checklist for one machine: if your team uses it on the floor, ask.