A portable kata storyboard. At the end of the 2016 Kata Summit, Brad Frank, Julie Simmons and Mike Rother asked a simple question: What are you striving to achieve and where are you now? They encouraged each of us to write this down and take action, 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

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 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

7. 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

8. Obstacle Parking Lot
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________________________
•
________________________
•
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•
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•
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•
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•
________________________
• ________________________
8

9. 9
©Mike
Rother