227 formulas, seven phases

The Lean Six Sigma Formula Toolkit

Your software gives you the answer. This shows you where it came from. 227 Lean Six Sigma formulas worked step by step in project order, from COPQ and DPMO through Cp, Cpk, Gage R and R, hypothesis testing and regression, to control limits, Weibull and multi year ROI. Every calculation includes the dataset, the notation with a full symbol legend, the substitution line by line, the chart and a plain explanation of what the number means.

Sample slide
Define / Formula 02
2 SMART Goal Target, George Group 70% Rule F O R M U L A Y target = Y current − k · ( Y current − Y entitlement ) S Y M B O L    L E G E N D Symbol Meaning Y target SMART goal value the project will commit to Y current Baseline performance from the Recognise phase Y entitlement Best performance the process has demonstrably achieved k Improvement coefficient, set at 0.70 in the George Group rule W H Y    I T    M A T T E R S Entitlement is the key idea. If the process has already hit a level once, it can hit it again. Targets built on entitlement survive contact with the shop floor. Targets built on ambition do not. lean6sigmahub.com Define Phase | 09
Formula, legend and reasoning Page 9 of 31
227Formulas worked
7Phases covered
740+Pages
1Continuous project
The framework

RDMAICS, not DMAIC

Two phases most references skip. Recognise sizes the problem in money before anyone commits, and Sustain proves the gain held years later. Every formula sits in the phase that actually uses it.

227 formulas · 45 lenses · 744 pages · one continuous project

The problem

The software hides the part that matters

You open Minitab, load the data and click. A Cpk appears. You put it in the report. Then the sponsor asks why Cpk and Ppk disagree, or whether the sample was big enough, or what happens if the process is not normal, and the button cannot answer any of that.

This is the gap that catches Belts out. Running the calculation is the easy part and the software has made it trivial. Understanding what the formula assumed, which numbers went into it, and what the output actually licenses you to claim is the hard part. No calculator will teach you that, and neither will a formula sheet.

This toolkit opens up every formula and shows the working. Not a cheat sheet. Every calculation arrives with the business reason it was needed, the raw dataset, the notation with each symbol defined in plain language, the substitution line by line, the chart, an interpretation, and a short explanation of the thinking behind the method. After reading it you can run the number and defend it.

The format

How every formula is explained

The same four part template runs through all 227 calculations, so once you learn to read one you can read every one.

PART 1

Scenario background

Why the team needed this calculation at this point in the project, and what decision hangs on the answer.

PART 2

Dataset

The raw numbers in a clean table with the source stated, so every input can be traced back.

PART 3

Formula and legend

Stacked mathematical notation with every symbol defined underneath in plain language.

PART 4

Calculation and meaning

The substitution shown line by line, a result box, a chart, and what the team did next.

The difference

Every formula carries a Why It Matters panel

This is the part software cannot give you and other references leave out. Not what the formula is, but why it is built that way, and what goes wrong when people use it without knowing. Three examples taken straight from the decks.

STAKEHOLDER MATRIX

Why you multiply, not add

Multiplying power by interest is deliberate. A stakeholder with total authority and no interest scores low, which is correct. Adding would promote them into daily management they neither want nor need.

KANO MODEL

Why two response types are dropped

Reverse and Questionable responses are excluded from both denominators. They describe survey noise rather than customer preference, so including them would understate every coefficient.

PARETO CHART

Why sorting comes first

Sorting descending before accumulating is not cosmetic. The formula only identifies a vital few if the largest categories are counted first, which is why an unsorted Pareto chart is meaningless.

QFD MATRIX

Why the scale jumps 9, 3, 1, 0

The scale is not linear by accident. The wide spacing forces the team to distinguish a strong relationship from a moderate one instead of scoring everything in the middle.

CUSTOMER EFFORT SCORE

Why the mean can mislead

CES is a simple mean, so it hides the shape of the distribution. Always read the score next to the histogram, because two very different customer experiences can average to the same number.

PROJECT Y GAP

Why you quote both numbers

The gap in percentage points is what the process must physically deliver. The percent improvement is what leadership hears. Quoting only one of the two is how projects commit to the wrong thing.

Look inside

Six slides from the decks

Taken straight from the toolkit, unedited. Each formula runs across two slides, the notation with its reasoning, then the calculation with the chart and what the team concluded. Click any slide to view it full size.

Lean Six Sigma slide, process capability cp. the formula, every symbol defined, and the reasoning behind it
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MEASURE, FORMULA 10Process capability Cp. The formula, every symbol defined, and the reasoning behind it.
Lean Six Sigma slide, the same tool one slide later. calculated, charted against the spec window, interpreted
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MEASURE, FORMULA 10The same formula one slide later. Calculated, charted against the spec window, interpreted.
Lean Six Sigma slide, pareto cumulative percentage worked step by step, with the 80 percent line
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ANALYSE, FORMULA 14Pareto cumulative percentage worked step by step, with the 80 percent line.
Lean Six Sigma slide, oc curve. what a sampling plan accepts, and what it quietly lets through
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CONTROL, FORMULA 15OC curve. What a sampling plan accepts, and what it quietly lets through.
Lean Six Sigma slide, number of operators required, work content measured against takt
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IMPROVE, FORMULA 19Number of operators required, work content measured against takt.
Lean Six Sigma slide, chi square goodness of fit. formula, legend, and why the test matters
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ANALYSE, FORMULA 32Chi square goodness of fit. Formula, legend, and why the test matters.
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Coverage

Which Lean Six Sigma formulas are covered?

All of them, in the order a project uses them. The financial formulas include cost of poor quality, return on investment, net present value and multi year benefit realisation. The defect and yield formulas include defect rate, DPU, DPO, DPMO, PPM, first pass yield, rolled throughput yield and sigma level conversion.

Process capability is covered in full, with Cp, Cpk, Pp, Ppk and Cpm, alongside Z scores and the normal distribution. Measurement system analysis covers Gage R and R, repeatability, reproducibility, number of distinct categories and attribute agreement with Kappa. Sampling covers sample size, confidence intervals, margin of error and statistical power.

The statistical testing set runs from one and two sample t tests, paired t tests and Welch, through proportion Z tests, one way and two way ANOVA, chi square, F tests, and the non parametric alternatives including Mann-Whitney, Kruskal-Wallis and Mood's median. Relationships are covered with correlation, simple and multiple regression, R squared and residual analysis.

Lean formulas include takt time, cycle time, lead time, Little's Law, process cycle efficiency, OEE, TEEP, line balance efficiency, EOQ, reorder point and kanban sizing. Experimentation covers full and fractional factorial design, main effects, interactions, Taguchi signal to noise, the loss function and response surface methods.

Control covers X bar R, X bar S, individuals and moving range, EWMA, CUSUM, p, np, c and u charts, control limit calculation, Western Electric and Nelson rules, average run length, OC curves, AQL, LTPD and acceptance sampling. Reliability adds MTBF, MTTR, availability and Weibull. Sustain closes with drift detection, learning curves, maturity scoring and diffusion modelling.

The toolkit

All 227 formulas, phase by phase

Formulas appear in the order a real project uses them, not alphabetically. Each phase groups its calculations into lenses, and opens by carrying forward the numbers the previous phase produced.

RPhase 1 of 7

Recognise

7 formulas / 30 pages / 4 lenses

Before a project is chartered, leadership needs a number. This phase converts four warning signals into a dollar figure, ranks the candidate projects against agreed criteria, and establishes the customer baseline from three independent angles.

COPQ, four bucketsROIWeighted project selectionDefect rateComplaint rateNPSCSAT

What Recognise covers

01Financial Sizing. Quantifies the dollar problem and the case for action.
02Project Triage. Picks the highest leverage candidate from a portfolio.
03Operational Health Check. Measures how often things go wrong on the floor.
04Customer Voice. Triangulates dissatisfaction from three angles.
DPhase 2 of 7

Define

8 formulas / 31 pages / 5 lenses

The phase that turns a signal into a contract. It locks the project Y, sizes the gap, sets a target anchored in evidence rather than ambition, ranks what the customer actually wants, and translates that into process inputs the team can adjust.

Project Y gapGeorge Group 70%CTQ weighted scoreKano Better and WorsePower times interestPareto cumulativeQFD technical importanceCustomer Effort Score

What Define covers

01Goal Setting. Locks the project Y and sets a SMART target.
02Voice of Customer. Turns customer wants into rankable requirements.
03Stakeholder Strategy. Maps who is managed, satisfied, informed or monitored.
04Vital Few Diagnostic. Finds the failure modes driving most of the defects.
05Technical Translation. Converts CTQs into controllable process inputs.
MPhase 3 of 7

Measure

43 formulas / 138 pages / 7 lenses

Building a baseline leadership can defend. Defect metrics, capability, the distribution theory underneath both, then an audit of the measurement system itself before any of it is trusted. Flow and equipment effectiveness close the phase.

DPU, DPO, DPMO, PPMFPY and RTYSigma levelCp, Cpk, Pp, Ppk, CpmZ score and normal curveGage R and RKappa and ndcSample size and CITakt, cycle, lead timeLittle's LawOEE and TEEP

What Measure covers

01Defect Metrics. Converts the headline defect rate into operational metrics.
02Process Capability. Tests whether the spread fits inside the spec limits.
03Distribution Theory. Sets the foundation under capability and intervals.
04Descriptive Statistics. Characterises centre, spread and shape.
05Measurement System. Audits the data system before it is trusted.
06Sampling and Confidence. Sizes plans and converts statistics into ranges.
07Time, Flow and OEE. Takt, cycle, lead, WIP, throughput and equipment.
APhase 4 of 7

Analyse

49 formulas / 157 pages / 7 lenses

The largest phase in the toolkit. It confirms that observed differences are real rather than sampling noise, quantifies which inputs actually move the output, ranks the causes, then prices every finding so the Improve queue is ordered by money rather than opinion.

One and two sample t testsPaired t and WelchProportion Z testsOne and two way ANOVAChi squareF testMann-WhitneyKruskal-WallisSimple and multiple regressionR squared and residualsFMEA and RPNCohen's dFault tree analysisPower and sample size

What Analyse covers

01Parametric Tests. Confirms differences are real, not sampling noise.
02Distribution Tests. Robust alternatives when normality is in doubt.
03Regression. Quantifies driver strength and predictive power.
04Risk and Prioritisation. Ranks the vital few causes for the Improve queue.
05Effect and Intervals. Sizes practical significance, not only statistical.
06TOC and Waste. Translates every finding into dollars.
07Power and Fault Trees. Confirms test reliability and joint failure logic.
IPhase 5 of 7

Improve

49 formulas / 157 pages / 7 lenses

Designing the change, testing it and proving the gain landed. Full experimental design through to response surface optimisation, alongside the lean formulas that size pull systems, balance a line and evaluate capital at the bottleneck.

Full and fractional factorialMain effects and interactionsTaguchi signal to noiseTaguchi loss functionKanban and safety stockROP and EOQSMED and heijunkaLine balance efficiencyNumber of operatorsPICK and Pugh matrixCentral compositeBox-BehnkenDrum buffer rope

What Improve covers

01Design of Experiments. Quantifies factor effects, interactions and curvature.
02Taguchi Methods. Combines level and consistency, then prices deviation.
03Lean Inventory. Sizes pull, reorder points, safety stock and order quantity.
04Line Balancing. Sizes staffing, exposes imbalance, benchmarks flow.
05Solution Selection. Triages candidate changes, then proves the gain.
06Response Surface. Fine tunes the optimum with quadratic models.
07Constraint Elevation. Evaluates capital investment at the bottleneck.
CPhase 6 of 7

Control

41 formulas / 133 pages / 8 lenses

Holding the gain and proving it holds. Every chart type with its limit calculations, the rules that decide which patterns count as signals, then acceptance sampling, equipment reliability and the money case for keeping the control plan funded.

X bar R and X bar SIndividuals and moving rangep, np, c and u chartsControl limit calculationWestern Electric rulesNelson rulesAverage run lengthEWMA and CUSUMOC curvesAQL and LTPDMTBF and MTTRWeibullPAF cost of qualityNPV

What Control covers

01Variables Charts. Charts for measured values, subgroups to short runs.
02Attributes Charts. Counted defects and defectives, fixed or varying n.
03Signal Rules and Sensitivity. Which patterns count, and how fast each reacts.
04Advanced and Specialty. Memory charts, trend charts, lines with no history.
05Sustained Capability. Proof capability and discipline survived handover.
06Reliability and Equipment. Failure rate, availability, hazard shape, replacement.
07Acceptance Sampling. What a plan lets through, and when to stop inspecting.
08Financial Sustainment. The money case for funding the control plan.
SPhase 7 of 7

Sustain

30 formulas / 7 lenses

The phase almost nobody teaches. It detects whether the gain is quietly eroding, compounds the benefit across years for capital decisions, scores programme maturity, and measures the people, knowledge and change factors that decide whether any of it lasts.

Mann-Kendall and Sen's slopeMulti year ROI and CAGRLife cycle costMaturity scoring5S sustain and LPAeNPS and Gallup Q12Ebbinghaus forgetting curveWright's learning curveKirkpatrickADKARHoshin X matrixAHP consistencyBass diffusionCrow-AMSAA

What Sustain covers

01Long Term Capability. Detects whether Improve gains hold or erode.
02Long Horizon Economics. Compounding benefit and life cycle cost for capex.
03Maturity and Sustainability. Composite measures of programme maturity.
04People and Engagement. The cultural underpinning of a sustained programme.
05Knowledge and Learning. Forgetting, learning, skill matrix and reuse.
06Change and Strategy. Training evaluation, readiness and deployment.
07Replication. Spreading a proven fix to other sites and lines.
The thread

One project runs through all 227 formulas

Every formula is worked on Tony's Pizza Co., a fictitious quick service business in Brunswick, Melbourne. Not because pizza is clever, but because everybody can picture the process, and because the numbers can then carry forward without needing a new context every chapter.

Outputs become inputsThe CTQ weights calculated in Define feed straight into the QFD matrix five formulas later. Change a weight upstream and every downstream priority moves.
Nothing resetsThe 4.49 percent baseline set in Recognise is still the reference point in Sustain, five years of project life later.
Uncomfortable results stay inMeasure found the measurement system itself was weak. The decks show what the team did about it rather than quietly fixing the data.
No software requiredEvery calculation is shown by hand, so you can reproduce any of it in Excel and check the software you normally trust.
Australian dollarsAll currency figures are AUD, with the calculations transferable to any currency.

The project, phase by phase

Recognise: cost of poor quality$100,000 / yr
Recognise: baseline defect rate4.49%
Define: SMART target, 6 months2.19%
Measure: process sigma3.93 σ
Measure: DPMO7,465
Improve: achieved defect rate2.10%
Improve: annual benefit$251,472
Control: sustained Cpk2.42
Sustain: five year ROI1,700%
Who this is for

Who uses the toolkit

Belts who use the software

You can run Minitab, JMP or Sigma Magic. You want to know which formula it applied and what it assumed, so the next question from a sponsor does not stop you.

Belts studying for certification

Exams give you numbers and ask for an answer. Working every formula on real data beats memorising a formula sheet you will forget by the exam.

Belts running a live project

You are mid phase and need the right calculation now, with a worked example and the reasoning beside it.

Trainers and coaches

A consistent teaching set across all seven phases, so your examples stop contradicting each other from one session to the next.

Process improvement teams

A shared reference so everyone calculates Cpk, DPMO, sigma level and control limits the same way, with the same assumptions.

Quality and reliability engineers

Control and Sustain cover MTBF, Weibull, acceptance sampling and reliability growth, which most Lean Six Sigma references skip entirely.

Pricing

The complete toolkit, sold as one

Phases are not sold separately. Each one carries forward the numbers from the phase before it, so the toolkit only works read as a whole.

What is inside the toolkit

Volume Phase Formulas Pages Lenses
1Recognise7304
2Define8315
3Measure431387
4Analyse491577
5Improve491577
6Control411338
7Sustain30987
TotalComplete RDMAICS22774445

All prices in Australian dollars. Delivered as PDF, immediately after purchase.

Training and team licences

The standard price covers one reader. If you want to distribute copies inside your organisation, or teach from these decks in your own training, a team or trainer licence covers it.

Enquire about a team licence
Questions

Frequently asked questions

Do I need statistics training to use this?

No. Every formula includes a symbol legend in plain language, a written interpretation of the result and an explanation of the reasoning behind the method. If you can read a table, you can follow the calculations. A Green Belt or Black Belt background makes it faster, but it is not assumed.

Which software do I need?

None. Every calculation is shown by hand so you can reproduce it in a spreadsheet. Nothing depends on Minitab, JMP, Sigma Magic or any paid statistical package. The point of the toolkit is to explain which formula the software applies and what it assumes when you press the button.

Can I buy just one phase?

No. The toolkit is sold complete. Every phase carries forward the numbers calculated in the phase before it, so one phase read in isolation loses the context that makes the worked examples useful. Buying the set also means the answer to any phase question is always in front of you.

How long is the complete toolkit?

More than 740 pages across seven volumes, covering 227 formulas. Analyse and Improve are the largest at 157 pages and 49 formulas each. Recognise is the shortest at 30 pages and 7 formulas.

Is this the same content as your online courses?

No. The courses teach the method through video lessons. This toolkit is the calculation reference you keep beside you while running a project or preparing for an exam. Many learners use both, and the numbers are consistent with the training material.

Does it go beyond standard DMAIC?

Yes. The toolkit follows RDMAICS, which adds a Recognise phase before Define and a Sustain phase after Control. Control includes acceptance sampling, OC curves, Weibull reliability and cost of quality. Sustain covers drift detection, multi year ROI, programme maturity, knowledge retention and diffusion modelling. Most references stop at Control.

Is Tony's Pizza Co. a real business?

No. It is a fictitious business created for this toolkit. Any resemblance to an actual pizza shop or restaurant is coincidental. The data is constructed to behave the way real operational data behaves.

Can I use this to train my team?

Personal licences cover one reader. For internal distribution, or to teach from this toolkit, contact us for a team or trainer licence.

What format is the download?

PDF, formatted for both screen reading and projection. You receive the download link immediately after purchase.

Are the methods aligned to a certification body?

The methods follow Council for Six Sigma Certification standards and standard Lean Six Sigma practice, including the George Group 70 percent rule for goal setting and conventional Kano, QFD, Pareto, Western Electric and Nelson treatments.

Get started

Stop trusting the button. Understand the formula.

227 formulas. Seven phases. One project. Every calculation shown from the dataset through to the decision it drove. One toolkit, one price.

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