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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Kaanri objectives are significant improvements that require your organization to stretch itself and will take three to five years to achieve. After your long-term goals are all set, prepare the most important objectives that you aim to achieve in a shorter time frame e. At the Lean Methods Group, we know that how you execute your strategy is influenced by how you develop it.

What is Hoshn Kanri X-matrix? Thank you for signing up for our newsletter. Download Word file Download Excel file. The value of this approach is that everyone is aware of the overall strategic objectives, goals, and assignments. Each of the individuals would then have detailed action plans with time frames to achieve the goal of contracting with two sales representative agencies. You have entered an incorrect email address!

When an organization over emphasizes on metrics deployment, Hoshin Kanri approach tends to replace balance score card approach. Try Kanbanize for Free. Note that individuals are named and assigned to achieve the specific improvements. In our example, we entered 3 short-term objectives and each of hlshin are aligned with each of the long-term objectives. The interaction between sections will lead to better decision making.


In Hoshin Kanri, the X-matrix created at organizational level is cascaded to various functions or business units as kanr X-matrices. A monthly review fosters a culture of accountability and action by reviewing progress toward achieving annual improvement objectives.

They decide that they need to identify five potential representative agencies.

Demystifying the Hoshin Kanri X Matrix

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There are several variations of X-matrix. Great article and video. Together you can agree mwtrix 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.

Explore Training Learn more about strategic planning and Hoshin Kanri in this 8-hour, on-demand course. This is just about the perfect time to apply the Hoshin Kanri Catchball and share your plans with the rest of the stakeholders.

When implemented properly, it bridges the gap between strategy and execution by creating alignment and focus. It is one of the key deliverable of the Hoshin planning session. Most often, we use a prescriptive approach of adopting industry best practices, implementing what is working well for […] By Neil Srinivasan. Learn more about catchball in this video. Anatomy of the Hoshin Kanri X Matrix 1.

As a Lean manager, this hohsin basically your to-do list for the upcoming months. Once in a year, the X-matrix and its contents are revisited by the leadership manri. This form collects your name, email, and phone so that we can reach you and also notify you of any updates. For example, you have decided to focus on 2 strategic initiatives in the next 4 years. There are clear linkages that are established between the parent and child X-matrices.


After reading you will understand the basics of this powerful strategy tool. Great for introductory or awareness training. Businesses thrive by growth.

The Seven Steps of Hoshin Planning – Lean Methods Group

Next up is completing the specific metrics we will use to measure each of the short-term initiatives, that howhin aligned to annual priorities, which are aligned to breakthrough kanrri. Interested in what we do? Lean is fundamentally long-term thinking. Then, we identify a few short-term usually within 1 year objectives that align or nests under each of the longer-term breakthrough objectives.

We recommend starting with creating a legend of the different correlation markers that will connect each quadrant to the next.

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. Please enter your comment! Back to Previous Article. You must start with the long-term goals of your team. To visualize the upper quadrant of the matrix, you create a third layer of Portfolio Kanban boards that hold each of the 18 key lanri.

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