Free, practical templates and worksheets for planning automation projects and solving plant problems.

Tools

Download engineer-built templates Lineside uses on real automation programs. Enter your details once to unlock every tool for 14 days.

PROJECT PLANNING

Phased Automation Project Plan Template

A structured Word template for planning an incremental automation program across the four phases of Visibility, Control Reliability, Process Optimization, and Integration. Includes loss-category assessment, per-phase scope and checklists, and space for notes.

Format: Microsoft Word (.docx)

PROBLEM SOLVING

Root Cause Analysis Template

An Excel RCA workbook that walks a team from problem statement to verified root cause and action plan. Built-in 5-Why analysis, Pareto and run-chart tabs, and a containment and corrective-action plan, all updating automatically as you fill them in.

Format: Microsoft Excel (.xlsx)

Need a Hand Applying These?

Our engineering team can help you scope a phased automation program or run a root cause analysis on a recurring plant problem.