Project Storyboard
Template
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Executive Summary
Project Start:
Project End:
Project Wins
• Improved <primary metric> from _____ to _____
• <Describe project’s impact – client experience,
efficiency, employee, financial>
• <Insert 1-2 compelling project insights>
Insert Charts Here
DMAIC Approach
• <This section should include how you identified actual
root causes – reference key tools>
• <Include description of how you drove change>
Context
• <Insert information to explain why we care about this
business problem>
1.
2.
Primary metric before & after
Root Cause Analysis
For example:
Control Chart (split before & after)
or box plot.
Operational Definitions
• Add 5 to 7 operational definitions that are key to
understanding your project; put additional definitions in
the appendix at the end of this presentation
• List in alphabetical order
• Check that your definitions are accurate
• If using acronyms, state what the acronym means in
addition to providing the operational definition
Define
Your goal here is to communicate a concise “story” of what
you accomplished and learned from the Define phase as
you focused your project on key goals.
Likely Topics:
• Voice of customer
• Baseline data and performance to customer expectations
• Project Charter
Likely Tools:
• VOC Data Analysis
• High level map – SIPOC
• Detailed level map – Swimlane or Value Stream
Project Charter
Project Charter
Subtitle
Problem Statement
Business Case & Benefits
Goal Statement
Timeline
Scope In/Out
Team Members
Voice Of the Customer
Think about the following elements of Define for
your project:
•
•
•
•
Who is the customer of your project?
What is the VOC (Voice Of the Customer?)
Is your project process driven, data driven or both?
If applicable, what kind of map will you attempt to create
for your project?
Process Map
• Select one of the following templates to use for your
process map.
• Delete the other maps that are not used from your
project storyboard template.
SIPOC
SIPOC
S
I
P
O
C
Supplier
Input
Process
Output
Customer
Customer
Requirements
Swimlane Map
Swimlane Map
Customer
Customer Account
Data (CAD)
Customer
Reporting Tech
(CRT)
Automated Mailing
Services (AMS)
USPS
Pitney Bowes
Corporate Records
Management
Value Stream Map
Value Stream Map
Process
Process
Process
Process
Process
Process
Technology
Technology
Technology
Technology
Technology
Technology
P/T
L/T
%C&A
P/T
L/T
%C&A
P/T
L/T
%C&A
P/T
L/T
%C&A
P/T
L/T
%C&A
P/T
L/T
%C&A
Measure
Your goal here is to communicate what you accomplished
and learned from the Measure phase, when you created a
baseline understanding of the process performance.
Likely Topics:
• Approach to data collection (Who measured, how long days?
weeks?, when was it measured?)
• Approach taken to validate that data was accurate
• Data collection sheet sample (what data was collected)
• Baseline Measure (How bad was it?)
• Comparison of baseline measure to the goal
Baseline Data Capture
Questions to ask:
• What is your baseline measure?
• Do you have historical data available?
• How will you capture the data?
Sample Baseline Measure Chart
Chart Title
60
50
40
Data 1
Data 2
Data 3
Data 4
Data 5
30
20
10
0
2010
2011
2013
State conclusions here.
Analyze
Your goal here is to communicate key learnings from the Analyze
phase, as you determined root cause.
Likely Topics:
• Approach to process analysis and key insights
• Approach to data analysis and key insights
• Relationships between potential X’s and Y
• Documentation of prioritized root causes
Likely Tools:
• Cycle time analysis – wait time vs. work time
• Value add/non-value add analysis
• Graphs that show relationships or findings (e.g. box plot, pareto, histogram,
run chart, bar chart)
Fishbone Diagram
Fishbone Diagram
Management
Cause
Man
Cause
Cause
Method
Cause
Cause
Cause
Cause
Cause
Cause
Effect
Cause
Cause
Cause
Cause
Measurement
Cause
Cause
Cause
Cause
Cause
Machine
Material
Hypothesis Statements
Root Cause Hypothesis
Hypothesis #
Possible Root Cause (x)
Root Cause Hypothesis
Hypothesis Statement
Review your list of possible X’s for your Black Belt project.
Write at least one hypothesis statement including a null
hypothesis and an alternate hypothesis.
NULL:
ALTERNATE:
Analyze Chart Proving Hypothesis
Chart Title
60
50
40
Data 1
Data 2
Data 3
Data 4
Data 5
30
20
10
0
2010
2011
2013
State conclusions here.
Improve
Your goal here is to communicate a concise story of what
you accomplished and learned from the Improve phase.
Likely Topics:
• Description or illustration of your solutions
• Approach to prioritizing and selecting solutions that eliminated root
causes
• Implementation plan and results
Likely Topics:
• Process Change Summary
• Solution and Root Cause matrix
• Should-be of Future State process map
Baseline & Improvement Data Comparison
Baseline Data Chart
Improvement Data Chart
Control
Your goal here is to communicate what you accomplished and learned
from the Control Phase, as you transitioned your solution to the day-today business operation.
Likely Topics:
• Demonstrate improved process performance over baseline
• Demonstrate sustained improvement
• Describe the control plan that ensures the gains are maintained over
the long term, including response plans
• Documentation and standardization of improved processes
Likely Topics:
• Response Plan
• Control plan to show ongoing monitoring
Monitoring Plans
Answer the following questions where applicable:
• What are the key process measures for this process?
• How and where will the process be monitored for
performance?
• How will we continue to monitor the Y measure?
• Who will monitor and when?
• What kind of communication needs to take place and
between whom?
• Are there leading or lagging indicator measures that need to
be monitored?
Monitoring Plans
Monitoring Plan
Measure
Control Limits/Specs
Checking Item
Checking Frequency
Who
Response Plans
Answer the following questions where applicable to apply
preventive planning:
•
•
•
•
•
What could go wrong?
How would we respond — contingency?
Who would be responsible?
Set “trigger” levels for measures
What would warrant a response?
Response Plans
Response Plan
Damage Control
Process Adjustment
Effectiveness Assessment
Continuous Improvement
Next Steps
How can the benefits derived from this
project be translated to other processes or
groups in the company?
Lessons Learned
Document any lessons learned from your
Six Sigma improvement project experience.
Appendix
Include in the appendix any supporting
documentation, process maps, data charts
that you may use in your panel review to
respond to questions or provide evidence of
tool applications.