Methodologies (descriptions, theory)
Here you will find clearer explanations of Lean tools: what they are for, when to choose them, and how to use them practically. Each methodology includes a brief instruction and links to free templates.
Problem Solving
Problem Solving: 8 Steps ⌄
What it is
A structured approach to problem solving that helps the team move from "what is happening?" to "what do we change to prevent it from happening again?"Why it is needed
- Stops "firefighting" and helps focus on root causes.
- Ensures that the solution is tested (PDCA) and standardized.
- Helps manage actions: responsibilities, deadlines, measurements.
How to use
- Describe the problem with facts (where, when, how much).
- Set a goal (what we will improve and by when).
- Gather data and describe the current state.
- Analyze the causes (5 Whys / Fishbone).
- Select solutions, conduct PDCA testing, standardize.
Common mistakes
- Starting with solutions without defining the problem.
- Action plan without responsible parties, deadlines, and KPIs.
Related templates
A3 Problem Solving (1 page) ⌄
What it is
A one-page format that encapsulates all the logic: problem → current state → cause → measures → measurement.Why it is needed
- Clear communication: one page – one story.
- Quick agreement on direction and responsibilities.
- Easy to track progress and KPIs.
How to use
- Describe the problem + impact (time/€ /quality/safety).
- Include 1–2 facts (graph, numbers).
- Identify the root cause.
- Describe measures and the measurement plan (KPIs, when you will check).
- Standardize: what changes in the process.
Common mistakes
- Too much text, too few facts.
- Measures without a measurement plan.
Related templates
5 Whys ⌄
What it is
A quick method for identifying the root cause by asking "why" several times until reaching the process/management cause.Why it is needed
- Helps move from symptom to cause.
- Reduces "guesswork" solutions.
- Creates a clear action that eliminates the cause.
How to use
- Write down the problem as a fact.
- "Why?" → answer #1.
- Repeat 4–5 times.
- Check if the cause is manageable (not "human error").
- Assign action + verification.
Common mistakes
- "Human error" left as the final cause.
- Answers not validated by facts.
Related templates
Fishbone (Ishikawa) ⌄
What it is
A cause map where the team lists possible causes by categories (People, Process, Equipment, etc.).Why it is needed
- Helps systematically avoid "blind spots".
- Allows agreement on what to check with data.
- Works well as a team brainstorming structure.
How to use
- Write the problem in the center.
- Select categories.
- List the causes.
- Highlight 2–3 most likely.
- Plan the verification (data/test/gemba).
Common mistakes
- Generic phrases without specificity.
- Not selecting what to check in reality.
Related templates
Pareto Analysis (80/20) ⌄
What it is
A prioritization method: helps find which few problems create the greatest impact (80/20 principle).Why it is needed
- Helps focus on the greatest benefits.
- Decisions based on data, not intuition.
- Quickly identifies "top" focus.
How to use
- Group problem types under the same names.
- Input frequency or losses.
- Sort from highest.
- Select 2–3 most important.
- Address the "top" problem using A3 or 8 steps.
Common mistakes
- Different names for the same problem.
- Guesses instead of data.
Related templates
Kaizen and Solution Selection
Impact × Effort ⌄
What it is
A matrix for solution selection: ideas are evaluated based on impact and effort.Why it is needed
- Quickly identify "quick wins".
- Easy to align priorities.
- Creates a clear backlog.
How to use
- List ideas.
- Agree on criteria (what is "impact" and "effort").
- Evaluate and place in quadrants.
- Select quick wins and plan actions.
Common mistakes
- No common criteria (subjective).
- All solutions labeled as "high impact".
Related templates
Kaizen / Idea Form ⌄
What it is
A form that helps turn an idea into action: problem, proposal, benefit, effort, responsible, deadline.Why it is needed
- Ideas do not linger in the "mind" – they become actions.
- Easy to assess benefits and efforts.
- Clear who is responsible and by when.
How to use
- Describe the problem.
- Write the proposal.
- Assess the benefit (time/€ /quality/safety).
- Assess the effort.
- Assign responsible, deadline, and status.
Common mistakes
- No responsible/deadline – the idea "sleeps".
- No result recording upon closure.
Related templates
Daily Management
Daily Management Board (KPI + Actions) ⌄
What it is
A one-page board for the daily rhythm of the team: KPIs, deviations, actions, responsible parties, deadlines.Why it is needed
- Transparency: everyone sees deviations and actions.
- Faster response and fewer "lost" tasks.
- Actions are closed with verification.
How to use
- Input 3–6 KPIs.
- Record deviations daily.
- Assign action + responsible + deadline.
- Close only with a fact (what changed).
- Raise 1 serious problem to A3/8 steps.
Common mistakes
- The board turns into a "status list" without solutions.
- Too many KPIs or unclear goals.
Related templates
Gemba Walk ⌄
What it is
A standardized "go to the place" to see the process in reality and record facts and follow-up actions.Why it is needed
- In reality, you see obstacles that are not visible in reports.
- Strengthens problem-solving and team trust.
- Encourages small, frequent improvements.
How to use
- Set a goal (what to observe).
- Record facts (what you see).
- Ask 1–3 "why" questions.
- Write down actions and deadlines.
- Next time start with verification.
Common mistakes
- Turns into blaming/audit rather than learning.
- No follow-up and closure.
Related templates
5S Audit ⌄
What it is
A support tool for the 5S standard: checklist + scores + actions.Why it is needed
- 5S does not sustain without regular checks.
- Clear what needs fixing and who is responsible.
- Visible progress over time (scores).
How to use
- Select a zone and audit date.
- Evaluate criteria based on 5S.
- Select 1–5 most important deviations.
- Assign actions and deadlines.
- Repeat the audit and compare scores.
Common mistakes
- Different auditors evaluate differently (no criteria).
- Actions are not closed (audit is meaningless).
Related templates