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SMED template

SMED template

Follow an organized, time-tested approach to machine changeovers with this template. You get clear sections for preparation, internal and external tasks, and final checks.

Use this template
or download pdf
SMED template

Follow an organized, time-tested approach to machine changeovers with this template. You get clear sections for preparation, internal and external tasks, and final checks.

Use this template
or download pdf

About the SMED template

If you’re managing operations in manufacturing or automotive and your team is swapping dies, molds, or tools regularly, this customizable SMED template helps standardize the process and cut downtime without cutting corners. It walks your team through key steps—before, during, and after the changeover. You’ll keep track of internal and external activities, verify safety protocols, and document results for continuous improvement. 

Key elements of the SMED template

Here’s what the template includes:

  • Preparation checklist: You start by checking if the area is clean, organized, and ready. This helps your team avoid last-minute scrambling and sets a solid foundation for the rest of the process.
  • Tool and material readiness: Having everything staged and within reach saves precious minutes. This section helps you stay on top of tool availability and avoids interruptions once the changeover begins.
  • Internal task control: These are the tasks you perform while the machine is stopped, like removing old parts or making mechanical adjustments. Your team can then stay consistent and reduce errors.
  • External task tracking: External tasks—such as staging parts or reviewing documentation—should happen before the machine is down. Capturing them separately encourages better time planning.
  • Verification and sign-off: This is where you confirm the machine is running smoothly again. Documenting issues here is critical for improving the process over time.

Best practices for using the SMED template effectively

SMED is about implementing changeovers in a more controlled and efficient way. This SMED template enables you to make steps more consistent, reduce variation, and identify what’s slowing you down. You can make the most out of it with these tips.

Start by training your team to differentiate internal vs. external tasks. Many changeovers take too long simply because external prep like fetching tools or reviewing specs is done while the machine’s already down. Use the template to guide task timing more intentionally.

Keep the template digital and accessible on mobile devices. This allows for real-time input, clearer documentation, and fewer errors, especially across shifts or multi-line teams. Photos, notes, or timestamps add valuable context during audits or performance reviews.

Treat the completed template as a learning tool too. Regularly review the notes section and issue documentation to identify patterns. You’ll find hidden inefficiencies and get a roadmap for continuous improvement.

Download Lumiform’s SMED template today

Get your team aligned on every step throughout a changeover. This template guides you through clear tasks, checkpoints, and review sections so you’re not relying on memory or guesswork. You’ll reduce downtime and boost operational discipline without adding complexity.

Related categories

  • Operational excellence templates
  • Manufacturing templates
  • Templates for manufacturing processes
Preview of the template
Entity
Page 1
Preparation
Is the work area clean and organized?
Are all necessary tools and materials available?
Have the operators been trained on the SMED process?
Internal Activities
Is the machine/equipment properly shut down and locked out?
Have all necessary measurements been taken?
Have all required adjustments been made?
Has the new die/mold been properly secured?
Have all connections been made properly?
Have all safety guards been reinstalled?
External Activities
Have all necessary materials been prepared and staged?
Have all tools been prepared and staged?
Have all required documentation and drawings been reviewed?
Verification
Have all steps been completed within the target time?
Have any issues or deviations been documented?
Has the machine/equipment been tested and confirmed to be running properly?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

SMED manufacturing: Lean guideManufacturing made easy: Refining your manufacturing operationsLean manufacturing guide: Principles and strategies for success
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See comprehensive collections of best practice templates related to this topic.

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Check out how the Lumiform software can be utilized for related use cases.

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5 lean principles: The cycle of continuous improvementThe 8 wastes of leanGDP vs. GMP: Understanding the difference between Good Distributing and Good Manufacturing PracticesTo whom is continuous improvement important

Frequently asked questions

What is the biggest mistake teams make when implementing SMED?

One of the most common mistakes is failing to separate internal and external tasks clearly. Teams often perform prep work like tool gathering or paperwork during downtime instead of before. This consumes valuable production time. Mapping out each step and timing it during observation helps identify and shift more steps outside of machine stoppage.

How do you identify bottlenecks in a changeover process?

You can time each step of the changeover with a stopwatch and noting down the sequence. Pay attention to delays caused by missing tools, miscommunication, or waiting on approvals. Look for steps that consistently vary in duration across shifts. Those usually point to unclear instructions or training gaps, not mechanical issues.

How do you keep SMED improvements from slipping over time?

Standardizing is only the first step, since sustaining it is where teams often fall short. Keep the process visible through regular audits or peer reviews. Rotate team leads so everyone stays familiar with the procedure, and use photos or visual instructions within the checklist to reduce interpretation errors.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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