Green Belt Project Storyboard Template Visit GoLeanSixSigma.com for more Lean Six Sigma Resources Storyboard: The 5 Tenets 1. Tell Your Story Succinctly – Use a maximum of 15 Slides (plus a title page) to describe your project – Make sure the flow of the project story is logical – Clearly illustrate your analysis and how solutions/countermeasures address the root causes – Let visuals (graphs, charts, maps, pictures etc.) do most of the work – Add a “Key Take Away” to each slide to make it clear to the reader what you learned at each step 2. Use the Tools Wisely – Show that you understand the DMAIC method by selecting the right tools for the right reasons during each Phase 3. Label Your Graphs Clearly – List the metric name, the time frame and the axes names/units for each chart (along with the “Key Take Away”) 4. Show the Improvement in Full – Make accomplishments clear – list each measureable waste reduction, savings, margin increase, cycle time reduction, increase in customer satisfaction, etc. 5. Use the Appendix for Overflow – Include up to 10 slides for visuals that may help readers who would like more background on your project, and Include a “Key Take Away” for every slide in the Appendix Executive Summary Questions & Activities to Address: • Use the Executive Summary template to create a one-page summary of the project that includes – Business Case: Explain the reason the project matters to the organization – Root Cause Analysis: Describe project discoveries – Solutions Implemented: List the countermeasures used for root causes – Project Results: List the project savings, gains, cost avoidance, cycle time reduction, customer satisfaction, etc. – Graphical Display of Improvement: Provide a visual that proves you made a positive difference in the process * See Bahama Bistro Sample Green Belt Storyboard Key Words (Specific To Your Industry) • List all words and acronyms that are specific to your industry and key to understanding your project • Provide a brief description or definition of each term • List in alphabetical order • Keep in mind that this document will be viewed by those who are not in your industry or familiar with your process or industry Define Phase Questions & Activities to Address: • How and why the project was selected? • Who was the customer and what did they require? • Was the process data or process driven? • What kind of map did you use (Swimlane, Value Stream, etc.) • Did you complete an 8 Wastes assessment of the process? • Did you complete a 5S Assessment (or in the Improve Phase)? Potential Define Visuals* • Project Charter or A3 • SIPOC • Swimlane Process Map, Value Stream Map, other • VOC Translation Matrix • Primary Metric Chart (Baseline data if available) • 8 Wastes Checksheet • 5S Transactional Assessment • 5S Manufacturing Assessment *Final Storyboard will include a restricted selection of templates/visuals Define Phase - Bahama Bistro Define Phase Tollgate Complete the elements of the Project Charter Collect the Voice of the Customer and make customer requirements measurable Create a high level map of the current Update charter and inform stakeholders Measure Phase Questions & Activities to Address: • What was the approach to Data Collection? (Who measured, when, for how long?) • What was the approach taken to validate that data collection method produces accurate results? • What is the understanding of the process baseline(s) measures and what is the gap between the baseline and the goal? • What were the results of the Process Walk? • What is the understanding of the potential issues? Potential Measure Visuals* • Data Collection Plan • Operational Definitions • Efficiency and Effectiveness Matrix • Sample Data Collection Sheet – Checksheet used • Graphic Display of Baseline Data - Time Series Plots, Control Charts, Box Plots, Histograms, etc. • “Before” Work Area Layouts – Photos, diagrams, Spaghetti Maps – Include distance travelled and time involved • Cost Of Poor Quality (COPQ) Calculations • Threats & Opportunities Matrix *Final Storyboard will include a restricted selection of templates/visuals Measure Phase - Bahama Bistro Measure Phase Tollgate Select Baseline Measures Develop a Data Collection Plan with Operational Definitions and create data sheets if needed Develop a Sampling Plan and calculate data needs Collect Baseline Data Update Project Charter and inform Stakeholders Analyze Questions & Activities to Address: • What was the approach to process and data analysis along with key insights? • Provide the list of prioritized root causes (critical Xs and their impact on Y or primary metric) • Illustrate the path to uncovering and verifying root cause(s) • What are the Hypothesis? • Were Hypotheses validated or disproven? • Were there any Quick Wins and if so what were the results? Potential Analyze Visuals* • Fishbone Diagram with Five Whys • Value and Cycle Time Analysis – wait time vs. work time • Value Stream Map • Hypothesis Testing Plan • Graphs that show relationships or findings (e.g. Box Plots, Pareto Charts, Histograms, Time Series Plots, Control Charts, etc.) *Final Storyboard will include a restricted selection of templates/visuals Analyze Phase - Bahama Bistro Analyze Tollgate Checklist Identify root causes using data analysis, process maps, Five Whys or Fishbone Diagrams Develop a Root Cause Hypothesis Collect data to prove or disprove Root Cause Hypotheses Update your Project Charter and inform Stakeholders Improve Questions & Activities to Address: • Provide a list of improvements made and to-be made • Describe the approach to prioritizing and selecting solutions that eliminated root causes – Barriers and efforts to overcome them – Mistake-proofing and other risk management methods employed – Pilot results and changes made to solutions • Describe the Implementation Plan and results Potential Improve Visuals* • 5S Transactional Assessment • 5S Manufacturing Assessment • Impact Effort Matrix • Weighted Criteria Matrix • Final Workplace Layout (updated Spaghetti Map) • Cross Training Matrix • Training Plan • Pilot Checklist • FMEA • Implementation Plan • Graphic display of change to Primary Metric (before and after) • Future State Map *Final Storyboard will include a restricted selection of templates/visuals Improve Phase - Bahama Bistro Improve Tollgate Checklist Use team brainstorming to generate solutions to address the root cause Run a pilot of the solutions if needed Implement solutions to address root cause Celebrate with the team and recognize them for their efforts Control Questions & Activities to Address: • How the project will be monitored and what are the Response Plans? – Who is doing the monitoring, how often and how – Are the Trigger Measures based on Control Charts? – Will there be ongoing 5S inspections? • Describe the Control Plan that ensures the gains are maintained over the long term • What documentation and standardization has been completed regarding the improved process? • What visual management techniques will ensure adoption of process changes? (include pictures where appropriate) • How will you demonstrate improved process performance over baseline? – Control Charts, other • How has the Process Owner been prepared for hand-off and what is the Communication Plan? • What were the lessons learned? Control - Bahama Bistro Potential Control Visuals* • Monitoring Plan • Response Plan • Control Plan • Control Chart and/or other graphical tacking methods • New Procedure Audit • Communication Plan • Innovation Transfer Opportunities *Final Storyboard will include a restricted selection of templates/visuals Control Tollgate Checklist Create a system and/or process to monitor results Complete documentation of the processes and procedures Create Response Plans in case there is a drop in performance Hand over formal ownership to the process owner Appendix • Include supporting documentation, process maps and data charts provide evidence of tool applications or helpful project background • Keep to 10 Slides maximum • Add the “Key Take Away” for each slide Visit GoLeanSixSigma.com for more Lean Six Sigma Resources Appendix – Bahama Bistro Appendix – Bahama Bistro