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Templates and case studies for manufacturing

Working templates for quality, lean and planning, plus projects from our customers. You receive each download after a short form.

  • 17 templates
  • Excel, Word and PowerPoint
  • Case studies

Quality and problem solving

Template for Excel

FMEA: Excel template

Use this template to rate potential failures for each process step by severity, occurrence and detection and track every action until it is re-rated.

Template for Word

8D report: Word template

Use this template to work through a customer complaint or an internal deviation from D0 to D8, with short instructions in every discipline.

Template for PowerPoint

Fishbone diagram: PowerPoint template

Use this template to collect possible causes by 6M as a team and test each one until a cause is confirmed.

Template for Word

5 Whys: Word template

Use this template to keep asking why, from the deviation to a cause you can eliminate, and back up every answer.

Template for Word

A3 report: Word template

Use this template to present a problem and its solution on a single A3 sheet, from the background to the effectiveness check.

Template for Excel

Control plan: Excel template

Use this template to link each inspection characteristic to its specification, inspection method, frequency and reaction to a deviation.

Template for Word

Root cause analysis: Word template

Use this template to take a manufacturing incident from the timeline and evidence to a verified cause and an effectiveness check.

Lean and shop floor

Template for Excel

Value stream map: Excel template

Use this template to capture one product family from the first process to the last and record cycle time, inventory and information flow separately.

Checklist for Excel

5S audit: Excel checklist

Use this checklist to rate a workstation against the five S, back every rating with an observation and track the agreed actions.

Checklist for Word

Gemba walk: Word checklist

Use this checklist to observe a process where the work happens and record the gap to the standard before you agree an action with the team.

Template for Excel

Corrective action plan: Excel template

Use this template to keep actions from shop floor meetings, audits and problem solving in one place, each with an owner, a due date and a status.

Planning, people and maintenance

Template for Excel

Shift schedule: Excel template

Use this template to plan a month with one, two or three shifts and see for every day whether each shift has enough people.

Template for Excel

Skills matrix: Excel template

Use this template to see who can do which task on their own and for which tasks too few employees are qualified.

Template for Excel

Capacity planning: Excel template

Use this template to compare capacity and order demand for each work center over twelve calendar weeks and see in which week a work center is overloaded.

Template for Excel

Maintenance schedule: Excel template

Use this template to plan inspection, maintenance and lubrication for each machine and see which task is due or overdue.

Template for Word

Work instruction: Word template

Use this template to describe a task at a workstation step by step, with a photo, a key point and the reason for each step.

Template for Word

SOP: Word template

Use this template to define who carries out a recurring procedure, what they check and who releases the result.

Case studies

Turn the template into a live board

In a live demo we show how SYMESTIC captures metrics directly at the machine instead of maintaining them by hand in Excel.