That’s why we rely on the Hoshin Kanri Planning process. It takes The Hoshin Planning Matrix, or X matrix, captures the objectives and cascading priorities. Many organizations utilizing a formal Strategy Deployment or Hoshin Kanri methodology make use of what’s called an “X-Matrix” to develop. X-matrix Hoshin Kanri (sometimes called “strategy deployment”) is an approach that helps companies achieve breakthrough goals over a.

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Next, you determine that there are 3 focused strategies for each of the initiatives and break them down to second layer of 3 Portfolio boards per initiative. How does the process work? List them at the bottom quadrant of the matrix and have in mind that every initiative will have a great number of smaller tasks that your team will have to process before achieving the goal. Henry Mintzberg Organizational Configurations December 18, Hoshin Kanri Matrix template Visualize the matdix between your strategic plans and the goals with the Hoshin Kanri Matrix template, useful for both managers and employees.

It takes into account execution every step of the way, providing you with a systematic method of strategic planning and managing progress toward achieving your strategic goals. What do you think?

Hoshin Kanri

In Lean managementthe goal of applying the X matrix is to align the long-term needs with strategic initiatives, identify the most important activities along the way and list the metrics that you need to improve. A X-matrix is a very good example of how Hoshin Kanri uses visual management style. We recommend starting with creating a legend of the different correlation markers that will connect each quadrant to the next.

When an organization over emphasizes on metrics deployment, Matrid Kanri approach tends to replace balance score card approach. Of course none of this planning matters unless there is ownership and accountability. To achieve the first year growth, the company identifies the improvement priorities to make the sales goals achievable. Last but not least, you should complete the picture by specifying the dependencies between every listing in your matrix.

What is Hoshin Kanri X Matrix?

Each of the individuals would then have detailed action plans with time frames to achieve the goal of contracting with two sales representative agencies. A simple way to calculate the overall number of tasks that your team will have to complete is to break down each initiative into an actual plan for execution to ksnri smallest possible task before listing the next long-term plan in the matrix.


So, in the last section, you are able to complete the x matrix template by filling in the names of the accountable and responsible people for each project, metric, and objective. This is just about the perfect time to apply the Hoshin Kanri Catchball and share your plans with the rest of the stakeholders. Leave a Reply Cancel reply Your email address will not be published.

The value in the X-Matrix used in Hoshin Kanri is in the interaction between the sections. It is a X-shaped matrix diagram linking the aspects mentioned above.

Most often, we use a prescriptive approach of adopting industry best practices, implementing what is working well for […]. To mark the dependencies between the mafrix in your Hoshin Kanri X matrix, you need to place an appropriate figure in the squares on the intersections between each quadrant in the corners of the diagram.

Lean is fundamentally long-term thinking.

What is Hoshin Kanri X-matrix? | Canopus Business Management Group

Next, we create business-specific second- and third-level targets to improve that tie directly to the top-level priorities. This can be used to create alignment throughout the company. Learn more about catchball in this video. Note that individuals are named and assigned to achieve the specific improvements.

Retrieved [insert date] from ToolsHero: Let us assume that an organization desires to expand international sales. hosgin

Did you find this article interesting? Save my name, email, and website in this browser for the next time I comment. The process also fosters communication and participation in establishing the goals as well as serve as a tool to hold individuals accountable for achieving their assigned objectives.

Once in a year, the X-matrix and its contents are revisited by the leadership team. Learn more about strategic planning and Hoshin Kanri in this 8-hour, on-demand course.

You should assign to each Portfolio board the process owner who is going to be responsible for executing the hosyin inside. What is your current state with respect to your vision, business planning processes and execution engine?


How successful is the organization in meeting the action plan deliverables? Explore Training Learn more about strategic planning and Hoshin Kanri in this 8-hour, on-demand course.

As a Lean manager, this is basically your to-do list for the upcoming months. There are several variations of X-matrix. What is Hoshin Kanri X-matrix? We use the seven-step Hoshin Planning process in combination with business development and innovation tools. You can easily do that by implementing the Portfolio Kanban methodwhich is another powerful Lean method that complements Hoshin Kanri. There matrrix only be a few of them.

Considering that all of your Lean teams have their own distinctive key performance indicators, you need to be very careful when putting the key metrics on the Hoshin Kanri X matrix. To distinguish one from another, use different figures for visualizing them circles, triangles, squares, etc.

Hoshin Kanri has its roots in the Toyota Production System and is a very powerful tool. Any time an action step is behind schedule; the management can take corrective action to realign the organization and improve the chances of success. The interaction between sections will lead to better decision making.

It is also known as Policy Deployment PD document. You can apply all sorts of geometrical figures but remember that the matrix needs to remain transparent and every person should understand the information inside in a single glance. Together you can agree on the most crucial metrics that you need to improve and list them on the diagram without risking drops of morale from people whose work is not considered vital to the successful execution of the project.

Note that these examples are sanitized and do not represent any specific company or organization. Any strategic plan has to be cascaded to the entire organization.