1. Green Belt Project Storyboard Template See Green Belt Storyboard Checklist for required contents
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2. Storyboard: The 5 Tenets
Tell Your Story Succinctly
Use a maximum of 20 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
Use the Tools Wisely
Show that you understand the DMAIC method by selecting the right tools for the right reasons during each Phase
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”)
Show the Improvement in Full
Make accomplishments clear – list each measureable waste reduction, savings, margin increase, cycle time reduction, increase in customer satisfaction, etc.
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

3. 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 Green Belt Storyboard Example (Bahama Bistro)

4. 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

5. Questions & Activities to Address:
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)?

6. Define Tollgate Checklist
Complete the elements of the Project Charter
Collect the Voice of the Customer and make customer requirements measurable
Create a high level and detailed map of the current process
Update charter and inform stakeholders

7. Define Phase Deliverables*
*Final Storyboard will include a restricted selection of templates/visuals

8. Bahama Bistro Storyboard

9. Questions & Activities to Address:
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?

10. Measure Tollgate Checklist
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

11. Measure Phase Deliverables*
*Final Storyboard will include a restricted selection of templates/visuals

12. Bahama Bistro Storyboard

13. Questions & Activities to Address:
Analyze Phase
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?

14. 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

15. Analyze Deliverables*
*Final Storyboard will include a restricted selection of templates/visuals

16. Bahama Bistro Storyboard

17. Questions & Activities to Address:
Improve Phase
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

18. 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

19. Improve Deliverables*
*Final Storyboard will include a restricted selection of templates/visuals

20. Bahama Bistro Storyboard

21. Questions & Activities to Address:
Control Phase
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?

22. 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

23. Control Deliverables*
*Final Storyboard will include a restricted selection of templates/visuals

24. Bahama Bistro Storyboard

25. 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
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