Lean Forms Directory

The Right Lean Forms Can Accelerate Your Pace of Improvement

We offer a variety of Lean Forms to help you on your Lean journey. Most of these are free, and come in two versions.

Our guest versions are generally PDF files, and cannot be edited. If you need to make changes to the form, though, no problem. We do have another option.

For more flexibility, become a registered user of our site, and you can get the Lean form in its native format. That means you can change the form to make it fit your needs.

If you need help getting the most out of these Lean forms, look into our on demand, remote consulting services.

This versatile service lets you get help whenever you need it in a way that fits into any budget. Don’t trip over dollars to save nickels. A small investment in our just-in-time, right-sized consulting can pay huge dividends. But don’t take our word for it. Get a free Lean consultation to see what we can do for you. See for yourself how we can help.

Lean TrainingYou’ll also notice a series of icons below each form. These are links to products in our Lean training system that can help you get the most out of these Lean forms and tools.

Please note that the forms listed on this page are governed by our free Lean forms terms of use.

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  • 5 Whys Form (+ Video +Form)

    The 5 Whys Form

    The 5 Whys Worksheet is used to guide a problem solver through his or her root cause analysis.

    Format: PPTX

    Regular Price: Free for Registered Users

  • A3 Template (+Video +Form)

    We offer a free A3 template for our registered users. Please keep in mind that this is simply one format. There is no set layout for an A3 report, as they will vary to fit the specific problem.

    Format: PPTX (3 layout variations)

    Regular Price: Free for Registered Users

  • Countermeasure Sheet

    We offer a free countermeasures form for our registered users. Use it as part of your monthly operations review package.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Daily Management Worksheet

    The Daily Management Worksheet is a tool to help you quickly plan your day and update your production board.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Decision Matrix Template (+Video +Tool)

    The Decision Matrix Template is a tool designed to simplify your decision-making process and take the guesswork and emotion out of selecting a course of action.

    Format: XLSX

    Regular Price: Free for Registered Users

  • FMEA Worksheet / Failure Mode and Effects Analysis Sheet (+Form)

    FMEA Worksheet

    The FMEA Worksheet provides a means of assessing and managing risk associated with a new product release or a new Lean process.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Interruption Log

    Interruption Log

    The Interruption Log helps team members identify the various sources of distraction that disrupts their work flow throughout the day.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Kaizen Audit Form

    Kaizen Audit Form

    The Kaizen Audit Form is a tool to help sustain the gains made in a rapid improvement project. Without a sustainment plan, it is easy for teams to backslide.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Kaizen Charter Form

    Kaizen Charter

    The Kaizen Charter Form helps team leaders organize for rapid improvement projects. It contains team information, the scope, and the targets of the kaizen event.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Kaizen Checklist

    Kaizen Charter

    The Kaizen Checklist helps team leaders manage the planning of improvement projects. It contains weekly tabs to keep from missing important milestones of the kaizen events.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Kaizen Newspaper Form

    Kaizen Newspaper

    The Kaizen Newspaper is a tool to help manage tasks during and after a kaizen project. Because of the fast pace of projects and the ad hoc schedule, communication can be a challenge. This tool helps teams stay synced up as they work to make improvements.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Kanban Card (+Form)

    Kanban Card

    The kanban card is a tool used to manage inventory. Its power lies in its simplicity and its visual nature.

    Format: XLSX

    Regular Price: Free for Registered Users

  • KPI Bowler

    KPI Bowler

    The KPI Bowler is a tool used to track progress against established goals. It should contain all the major metrics of the organization, usually organized by Quality, Cost, Delivery, Safety, and Morale (QDCSM).

    Format: XLSX

    Regular Price: Free for Registered Users

  • Noise to Constant Sheet

    Noise to Constant Sheet

    The Noise to Constant Sheet is a tool used to identify opportunities to remove special cause variation from processes.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Office Process Capacity Sheet

    Office Process Capacity Sheet

    The Office Process Capacity Sheet is a tool used to determine whether the processes and machines in an operation can meet customer demand.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Office Process Questionnaire

    Office Process Questionnaire

    The Office Process Questionnaire helps improvement teams plan what they are going to ask during interviews to make sure they don’t miss important information. It als prevent an interview from turning into an interrogation.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Office Process Recording Sheet

    Office Process Recording Sheet

    The Office Process Recording Sheet is a tool used to document the steps in an administrative process.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Office Process Summary Sheet

    Office Process Summary Sheet

    The Office Process Summary Sheet is a tool used to document improvements during a project. It contains spaces to record the ‘Before’ and ‘After’ values for a variety of metrics.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Policy Deployment Action Plan

    Policy Deployment Action Plan

    The Policy Deployment Action Plan provides a way to track progress on improvement priorities.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Policy Deployment Bowler

    Policy Deployment Bowler

    The Policy Deployment Bowler provides a visual way to chart an organization’s progress on hitting its PD targets.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Policy Deployment Matrix / X-Matrix (+Form +Video)

    Policy Deployment Matrix

    The Policy Deployment Matrix provides a link between strategy and frontline actions.

    Format: XLSX

    Regular Price: Free for Registered Users

  • SIPOC Analysis Sheet

    SIPOC Analysis Sheet

    The SIPOC Analysis Sheet is a tool to help understand the flow of value from supplier to the customer. SIPOC is the acronym for Supplier-Inputs-Process-Outputs-Customer.

    Format: XLSX

    Regular Price: Free for Registered Users

  • Standard Work Combination Sheet / SWCS (+Form +Video)

    Standard Work Combination Sheet

    The Standard Work Combination Sheet provides a visual representation of the flow of work and the interactions between person and machine.

  • Standard Work Sheet (+Form +Video)

    Standard Work Sheet

    The Standard Work Sheet shows an overhead view of the layout of a work area and shows the flow operators and materials within it.

  • Takt Time Calculator

    Takt Time Calculator

    This Lean tool helps you quickly calculate your takt time.

  • Time Observation Sheet (+Form +Video)

    Time Observation Sheet

    The Time Observation Sheet is used to establish cycle times for Standard Work.

  • Waste Recording Form (+Video +Form)

    Waste Recording Form

    The Waste Recording Form is used to identify and eliminate waste from a work area.

    Format: XLSX

    Regular Price: Free for Registered Users

If you’d like a form or tool that you don’t see here, please contact us at Info@Velaction.com to let us know.