[ FREE · OPERATIONAL EXCELLENCE TEMPLATES ]

10 spreadsheets
your operators
will actually use.

Battle-tested Excel templates for Lean, Quality, HR, and Manufacturing — with real formulas, conditional formatting, and dropdowns. Free forever. One click to open the same template inside RuleAI with AI drafting.

◆ Real formulas & validation◆ No email required◆ Brand-safe editable
01
5S Audit Checklist
Manufacturing · Lean

25-item Lean 5S audit across Sort, Set, Shine, Standardize, Sustain. Auto-scoring with pass/fail rollup.

02
OEE Calculator
Manufacturing · Metrics

Overall Equipment Effectiveness with 14-day trend and World-Class benchmark classification.

03
Preventive Maintenance Schedule
Manufacturing · Maintenance

Equipment × frequency schedule with auto-computed next-due dates and RAG status.

04
CAPA Log
Quality · QMS

Corrective and Preventive Action register with source, root cause, and verification tracking.

05
Employee Training Matrix
HR · Learning

Skills × people grid with 4-level competency, color-scaled heatmap, and legend.

06
Downtime & Loss Tracker
Manufacturing · Operations

Event log with 8 reason codes, auto-rollup, and top-loss identification.

07
Supplier Scorecard
Quality · Procurement

Weighted rating (Quality 40 · Delivery 30 · Cost 15 · Service 15) with Preferred/Approved/Watch/Probation classification.

08
Kaizen Idea Tracker
Manufacturing · Lean

Impact × Effort prioritization with Quick Win identification and YTD savings rollup.

09
8D Problem Solving Report
Quality · Problem Solving

Full 8-Disciplines template with guidance for each section — team, problem, containment, root cause, actions, verification.

10
KPI Scorecard
BI · Executive

12-month KPI tracker with monthly actuals, YTD calc, trend arrows, and RAG status.

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