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Project Storyboard Template. Visit for more Lean Six Sigma Resources. Executive Summary. Project Start:. Project End:. Project Wins Improved <primary metric> from _____ to _____ <Describe project’s impact – client experience, efficiency, employee, financial>

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Project storyboard template

Project Storyboard Template

Visit for more Lean Six Sigma Resources

Executive summary
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

Primary metric before & after

Root Cause Analysis

For example: Control Chart (split before & after) or box plot.

  • 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 thisbusiness problem>

Operational definitions
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


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

Voice of the customer
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
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.


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
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
Sample Baseline Measure Chart

State conclusions here.


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)

Hypothesis statement
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.



Analyze chart proving hypothesis
Analyze Chart Proving Hypothesis

State conclusions here.


Your goal here is to communicate a concise story of what you accomplished and learned from the Improvephase.

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 & Improvement Data Comparison

Baseline Data Chart

Improvement Data Chart


Your goal here is to communicate what you accomplished and learned from the Control Phase, as you transitioned your solution to the day-to-day 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
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?

Response plans
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?

Next steps
Next Steps

How can the benefits derived from this project be translated to other processes or groups in the company?

Lessons learned
Lessons Learned

Document any lessons learned from your Six Sigma improvement project experience.


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.