Portable  Kata  
Storyboard  
  
Once  you  get  started,  
you  won’t  be  able  to  
stop.
 	
  
	
  
Beth	
  Carrington	
  
Rev	
  1.0	
  
1	
  
Storyboard
At	
  the	
  end	
  of	
  the	
  2016	
  Kata	
  Summit,	
  Brad	
  Frank,	
  Julie	
  Simmons	
  
and	
  Mike	
  Rother	
  asked	
  a	
  simple	
  quesDon:	
  
	
  
	
  What	
  are	
  you	
  striving	
  to	
  achieve	
  and	
  where	
  are	
  you	
  now?	
  
	
  
They	
  encouraged	
  each	
  of	
  us	
  to	
  write	
  this	
  down	
  and	
  take	
  acDon,	
  
determine	
  your	
  obstacles	
  and	
  PDCA	
  your	
  way	
  to	
  overcoming	
  
them.	
  	
  Here’s	
  a	
  portable	
  Storyboard	
  and	
  some	
  documents	
  that	
  
may	
  help	
  you	
  get	
  started.	
  	
  	
  
Kata,	
  kata,	
  kata…	
  
Beth	
  	
  
2	
  
Instruc;ons
1.  Do	
  not	
  print	
  page	
  1,	
  2	
  and	
  3.	
  
2.  Print	
  pages	
  4	
  and	
  5	
  on	
  11x17	
  as	
  2-­‐sided.	
  	
  	
  
3.  Print	
  	
  pages	
  6	
  –	
  9	
  on	
  8.5x11	
  as	
  1-­‐sided.	
  	
  
4.  Add	
  5Q	
  Coaching	
  Card	
  and	
  
5.  Begin……	
  
	
  
	
  
3	
  
Vision  Statement:
 Challenge:
Target  Condi5on
 Actual  Condi5on  Now
 PDCA  Cycles  Record
Obstacle  Parking  Lot
Name:
 Theme:
©Mike	
  Rother	
  
Vision:  
IDEAL  STATE  a  person/department/business  is  striving  
to  achieve  

Challenge:
An  objec;ve  the  learner  is  striving  to  achieve  in  alignment  
with  the  Vision  
Target  Condi5on
ü  Typically  1  week  –  3  months
ü  Described  as  itera;ve  target  
paLerns  of  ac;vity/work  that  will  
be  measured  with  process  and    
outcome  metrics,  in  alignment  with  
Challenge.
Current  Condi5on
ü  Facts  and  Data  about  the  current  
paLern  of  work  and  current  
results  obtained  as  it  pertains  to  
the  Challenge.
PDCA  Cycles  Record
ü  Itera;ve  steps  or  experiments  to  be  
taken  to  overcome  an  obstacle

Obstacles
ü  List  of  obstacles  preven;ng  you  
from  achieving  your  target  condi;on

Name:
 Theme:  
ü  In  the  long  term  future,  oQen  principle  based
ü  Ideally  stated  as  a  desired  condi;on
ü  Not  constrained  by  current  capabili;es
ü  Creates  shared  aim  so  people  see  themselves  as  part  of  
the  group/team
ü  Must  be  relevant  to  learner,  coach,  customers,  
leadership,  members  and/or  other  stakeholders
ü  Vision  is  realized  through  achieving  itera;ve  Challenges
ü  Time  based  typically  6  months  to  3  years
ü  Concrete  objec;ve
ü  Describe  what  you  are  trying  to  achieve  not  how  you  
are  trying  to  achieve  it
ü  Typically  metric  or  measurement  based
ü  Can  be  stated  as  a  TO  –  FROM  statement
ü  Mul;-­‐faceted,  e.g.  may  include  safety,  quality,  
constraints,  person  challenges  or  objec;ves
ü  Must  be  relevant  to  learner,  coach
ü  Challenge  is  realized  through  achieving  itera;ve  Target  
Condi;ons
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Metric: Start4Date4and4Time:
6	
  
Process  Metric
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Metric: Start4Date4and4Time:
7	
  
Outcome  Metric
Obstacle  Parking  Lot
•  	
  ________________________	
  	
  
•  	
  ________________________	
  
•  	
  ________________________	
  
•  	
  ________________________	
  
•  	
  ________________________	
  
•  	
  ________________________	
  
•  	
  ________________________	
  
•  	
  ________________________	
  
•  ________________________	
  
	
   8	
  
9	
  
©Mike	
  Rother	
  

Portable kata storyboard

  • 1.
    Portable  Kata   Storyboard    Once  you  get  started,   you  won’t  be  able  to   stop.     Beth  Carrington   Rev  1.0   1  
  • 2.
    Storyboard At  the  end  of  the  2016  Kata  Summit,  Brad  Frank,  Julie  Simmons   and  Mike  Rother  asked  a  simple  quesDon:      What  are  you  striving  to  achieve  and  where  are  you  now?     They  encouraged  each  of  us  to  write  this  down  and  take  acDon,   determine  your  obstacles  and  PDCA  your  way  to  overcoming   them.    Here’s  a  portable  Storyboard  and  some  documents  that   may  help  you  get  started.       Kata,  kata,  kata…   Beth     2  
  • 3.
    Instruc;ons 1.  Do  not  print  page  1,  2  and  3.   2.  Print  pages  4  and  5  on  11x17  as  2-­‐sided.       3.  Print    pages  6  –  9  on  8.5x11  as  1-­‐sided.     4.  Add  5Q  Coaching  Card  and   5.  Begin……       3  
  • 4.
    Vision  Statement: Challenge: Target Condi5on Actual  Condi5on  Now PDCA  Cycles  Record Obstacle  Parking  Lot Name: Theme: ©Mike  Rother  
  • 5.
    Vision:   IDEAL  STATE a  person/department/business  is  striving   to  achieve   Challenge: An  objec;ve  the  learner  is  striving  to  achieve  in  alignment   with  the  Vision   Target  Condi5on ü  Typically  1  week  –  3  months ü  Described  as  itera;ve  target   paLerns  of  ac;vity/work  that  will   be  measured  with  process  and     outcome  metrics,  in  alignment  with   Challenge. Current  Condi5on ü  Facts  and  Data  about  the  current   paLern  of  work  and  current   results  obtained  as  it  pertains  to   the  Challenge. PDCA  Cycles  Record ü  Itera;ve  steps  or  experiments  to  be   taken  to  overcome  an  obstacle Obstacles ü  List  of  obstacles  preven;ng  you   from  achieving  your  target  condi;on Name: Theme:   ü  In  the  long  term  future,  oQen  principle  based ü  Ideally  stated  as  a  desired  condi;on ü  Not  constrained  by  current  capabili;es ü  Creates  shared  aim  so  people  see  themselves  as  part  of   the  group/team ü  Must  be  relevant  to  learner,  coach,  customers,   leadership,  members  and/or  other  stakeholders ü  Vision  is  realized  through  achieving  itera;ve  Challenges ü  Time  based  typically  6  months  to  3  years ü  Concrete  objec;ve ü  Describe  what  you  are  trying  to  achieve  not  how  you   are  trying  to  achieve  it ü  Typically  metric  or  measurement  based ü  Can  be  stated  as  a  TO  –  FROM  statement ü  Mul;-­‐faceted,  e.g.  may  include  safety,  quality,   constraints,  person  challenges  or  objec;ves ü  Must  be  relevant  to  learner,  coach ü  Challenge  is  realized  through  achieving  itera;ve  Target   Condi;ons
  • 6.
    1 2 34 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Metric: Start4Date4and4Time: 6   Process  Metric
  • 7.
    1 2 34 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Metric: Start4Date4and4Time: 7   Outcome  Metric
  • 8.
    Obstacle  Parking  Lot •   ________________________     •   ________________________   •   ________________________   •   ________________________   •   ________________________   •   ________________________   •   ________________________   •   ________________________   •  ________________________     8  
  • 9.