Green Belt Project Storyboard Template
Visit 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
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
Key Words
(Specific To Your Industry)
• List all words and acronyms
that are specific to your industry
and key to understanding your
• 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
• 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
 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
Questions & Activities to Address:
• What was the approach to process and data analysis along with key
• 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
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
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
 Run a pilot of the solutions if needed
 Implement solutions to address root cause
 Celebrate with the team and recognize them for their efforts
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
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
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
• 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 for more Lean Six Sigma Resources
Appendix – Bahama Bistro
Appendix – Bahama Bistro