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Lean templates and forms

A3 8-step problem solving

A3 template with reference guide (PDF)

A blank A3 template. The reverse side gives some quick reference on how to read and use the template. (Learn more about A3 here.)

A3 alarm clock example (PDF)

A simple example of a completed A3.

Problem identification

Waste walk worksheet (PDF)

Go to where the work gets done, look for performance problems in a value stream, and start identifying possible countermeasures.

Action planning worksheet

Action planning worksheet (PDF)

A worksheet incorporating elements that everybody involved in or affected by a pilot should get to agreement on before the pilot starts.



A workboard is a way to visualize work, whether for a project or for your daily stream of activities. Rather than work from to-do lists, your e-mail, or memory, a workboard is a place to quickly add and organize tasks into cards.

These cards go into columns on your workboard. Columns tell the story of how work moves through the workboard:


Depending on how you design a workboard, it could track an order as it is processed and shipped, tasks that need to happen in order to put on an event, or any other activities that are important to you.

WORKBOARDS is our free web-based product designed to help you organize work, visualize its progress, and share it with your colleagues. Create your free account today.

Navigating Change workshop

Staff communications plan template (PDF)

A template for planning communications with staff. Complete one of these plans to prepare yourself to effectively, systematically communicate with staff about changes as they occur.

Navigating Change is available for your organization through KC Express.

Visual one-pagers

$2.00 a Day: Living on Almost Nothing in America

Get the book—$2.00 a Day: Living on Almost Nothing in America by Kathryn J. Edin and H. Luke Shaefer.

Scarcity: Why Having Too Little Means So Much

Get the book—Scarcity: Why Having Too Little Means So Much by Sendhil Mullainathan and Eldar Shafir.

We worked with Todd Clarke to create these one-page visual summaries of books we've been reading.