100+ Hoshin Kanri (Strategic Hoshin Planning) SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a complete framework for designing, deploying, and sustaining Hoshin Kanri (Strategic Hoshin Planning) across the entire organization.
2. Delivers a standardized, Excel-based SOP system to align vision, objectives, KPIs, and execution with enterprise strategy.
3. Enables disciplined strategy execution through clearly defined processes, ownership, metrics, and continuous improvement cycles.

HOSHIN EXCEL DESCRIPTION

This product (100+ Hoshin Kanri [Strategic Hoshin Planning] SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives

100+ Hoshin Kanri SOPs Library – Complete Strategic Hoshin Planning Excel Template

Stop struggling with fragmented strategy execution.
This 100+ Hoshin Kanri (Strategic Hoshin Planning) SOPs Library is a ready-to-use Excel template system designed to help organizations deploy strategy flawlessly, align objectives enterprise-wide, and execute with discipline.

Built for executives, strategy leaders, Lean practitioners, PMOs, and operational excellence teams, this library transforms Hoshin Kanri from theory into fully standardized, auditable, and repeatable execution.

Each SOP is fully documented with:
•  Purpose
•  Scope
•  Owner / Role
•  Inputs (Required Information & Documents)
•  Process Steps (Detailed Workflow)
•  Outputs / Deliverables
•  KPIs / Success Metrics
•  Risks / Controls
•  Review Frequency

All delivered in a professionally structured Excel template, ready for immediate deployment.


What's Included: 150 Fully Defined Hoshin Kanri SOPs
Cluster 1: Strategic Direction & Vision
1. SOP for Establishing Organizational Vision
2. SOP for Defining Long-Term Breakthrough Objectives
3. SOP for Aligning Strategy With Core Values
4. SOP for Conducting Environmental Scans
5. SOP for Identifying Strategic Gaps
6. SOP for Setting Multi-Year Strategic Priorities
7. SOP for Leadership Validation of Strategy
8. SOP for Documenting Strategic Assumptions
9. SOP for Reviewing Strategic Relevance
10. SOP for Approving Strategic Direction

Cluster 2: Breakthrough Objective Development
11. SOP for Identifying Breakthrough Themes
12. SOP for Translating Vision Into Breakthrough Objectives
13. SOP for Prioritizing Breakthrough Objectives
14. SOP for Defining Breakthrough Success Criteria
15. SOP for Assigning Executive Ownership
16. SOP for Validating Breakthrough Feasibility
17. SOP for Time-Phasing Breakthrough Objectives
18. SOP for Creating Breakthrough Objective Charters
19. SOP for Reviewing Breakthrough Alignment
20. SOP for Approving Breakthrough Objectives

Cluster 3: Annual Objective Setting
21. SOP for Translating Breakthroughs Into Annual Objectives
22. SOP for Setting Annual Performance Targets
23. SOP for Balancing Short- and Long-Term Objectives
24. SOP for Defining Annual Objective Scope
25. SOP for Leadership Review of Annual Objectives
26. SOP for Resolving Annual Objective Conflicts
27. SOP for Documenting Annual Objectives
28. SOP for Communicating Annual Objectives
29. SOP for Assessing Annual Objective Readiness
30. SOP for Approving Annual Objectives

Cluster 4: Catchball Process
31. SOP for Initiating the Catchball Process
32. SOP for Communicating Strategic Intent Downward
33. SOP for Collecting Catchball Feedback
34. SOP for Negotiating Objectives and Targets
35. SOP for Resolving Catchball Misalignment
36. SOP for Refining Objectives Through Catchball
37. SOP for Documenting Catchball Decisions
38. SOP for Confirming Mutual Understanding
39. SOP for Finalizing Catchball Agreements
40. SOP for Closing the Catchball Cycle

Cluster 5: KPI & Metric Design
41. SOP for Identifying Strategic KPIs
42. SOP for Aligning KPIs to Objectives
43. SOP for Defining KPI Operational Standards
44. SOP for Setting KPI Targets and Limits
45. SOP for Validating KPI Data Sources
46. SOP for Balancing Leading and Lagging Metrics
47. SOP for Reviewing KPI Relevance
48. SOP for Approving KPI Frameworks
49. SOP for Documenting KPI Definitions
50. SOP for Communicating KPI Standards

Cluster 6: Deployment & Alignment
51. SOP for Deploying Objectives to Functions
52. SOP for Aligning Departmental Goals
53. SOP for Cascading Objectives to Teams
54. SOP for Assigning Accountability and Ownership
55. SOP for Verifying Vertical Alignment
56. SOP for Verifying Horizontal Alignment
57. SOP for Resolving Deployment Gaps
58. SOP for Documenting Deployed Objectives
59. SOP for Communicating Deployment Plans
60. SOP for Confirming Enterprise Alignment

Cluster 7: Action Planning
61. SOP for Developing Strategic Action Plans
62. SOP for Defining Milestones and Deliverables
63. SOP for Assigning Action Owners
64. SOP for Estimating Resources and Effort
65. SOP for Managing Action Dependencies
66. SOP for Assessing Action Risks
67. SOP for Validating Action Feasibility
68. SOP for Documenting Action Plans
69. SOP for Reviewing Action Plan Quality
70. SOP for Approving Action Plans

Cluster 8: Resource Planning
71. SOP for Identifying Strategic Resource Requirements
72. SOP for Allocating Budget to Strategic Priorities
73. SOP for Assigning Human Resources
74. SOP for Aligning Capacity With Objectives
75. SOP for Resolving Resource Conflicts
76. SOP for Approving Resource Allocations
77. SOP for Monitoring Resource Utilization
78. SOP for Adjusting Resource Assignments
79. SOP for Documenting Resource Plans
80. SOP for Reviewing Resource Effectiveness

Cluster 9: Execution Management
81. SOP for Launching Strategic Initiatives
82. SOP for Tracking Action Execution
83. SOP for Managing Execution Issues
84. SOP for Escalating Execution Risks
85. SOP for Coordinating Cross-Functional Execution
86. SOP for Maintaining Execution Discipline
87. SOP for Updating Execution Status
88. SOP for Reviewing Execution Performance
89. SOP for Adjusting Execution Plans
90. SOP for Ensuring Execution Continuity

Cluster 10: Performance Review
91. SOP for Conducting Monthly Performance Reviews
92. SOP for Analyzing KPI Performance
93. SOP for Comparing Actual Results to Targets
94. SOP for Identifying Performance Gaps
95. SOP for Validating Performance Data
96. SOP for Documenting Review Outcomes
97. SOP for Communicating Performance Results
98. SOP for Determining Corrective Actions
99. SOP for Tracking Review Decisions
100. SOP for Closing Performance Review Cycles

Cluster 11: Problem Solving & Improvement
101. SOP for Identifying Strategic Problems
102. SOP for Prioritizing Improvement Opportunities
103. SOP for Conducting Root Cause Analysis
104. SOP for Developing Countermeasures
105. SOP for Testing Improvement Actions
106. SOP for Implementing Countermeasures
107. SOP for Verifying Improvement Effectiveness
108. SOP for Standardizing Successful Improvements
109. SOP for Documenting Lessons Learned
110. SOP for Sharing Improvement Knowledge

Cluster 12: Risk Management
111. SOP for Identifying Strategic Risks
112. SOP for Assessing Risk Impact and Likelihood
113. SOP for Prioritizing Strategic Risks
114. SOP for Developing Risk Mitigation Plans
115. SOP for Assigning Risk Ownership
116. SOP for Monitoring Risk Indicators
117. SOP for Escalating Emerging Risks
118. SOP for Reviewing Risk Mitigation Effectiveness
119. SOP for Maintaining the Risk Register
120. SOP for Communicating Risk Status

Cluster 13: Communication & Engagement
121. SOP for Communicating Strategy Organization-Wide
122. SOP for Conducting Strategy Briefings
123. SOP for Aligning Leaders on Strategic Messaging
124. SOP for Engaging Employees in Objectives
125. SOP for Collecting Engagement Feedback
126. SOP for Addressing Communication Gaps
127. SOP for Reinforcing Strategic Priorities
128. SOP for Documenting Communication Activities
129. SOP for Reviewing Communication Effectiveness
130. SOP for Updating the Communication Plan

Cluster 14: Governance & Standardization
131. SOP for Establishing Hoshin Governance Structures
132. SOP for Defining Strategic Decision Rights
133. SOP for Standardizing Hoshin Documentation
134. SOP for Managing Document Version Control
135. SOP for Ensuring Compliance With Hoshin SOPs
136. SOP for Auditing Hoshin Processes
137. SOP for Managing Policy Exceptions
138. SOP for Updating Hoshin Standards
139. SOP for Approving Governance Changes
140. SOP for Maintaining Hoshin System Integrity

Cluster 15: Reflection & Renewal
141. SOP for Conducting Annual Hoshin Reviews
142. SOP for Evaluating Strategy Effectiveness
143. SOP for Assessing Breakthrough Objective Achievement
144. SOP for Reviewing Organizational Learning
145. SOP for Identifying Hoshin System Improvements
146. SOP for Capturing Strategic Best Practices
147. SOP for Refreshing Strategic Assumptions
148. SOP for Resetting Objectives for the Next Cycle
149. SOP for Communicating Hoshin Renewal Outcomes
150. SOP for Initiating the Next Hoshin Cycle

Why This Hoshin Kanri SOP Excel Library Wins
•  🚀 Enterprise-grade strategic execution
•  📊 Excel-based – no software lock-in
•  🧭 End-to-end Hoshin Kanri coverage
•  🔁 Built for audits, governance, and scalability
•  🎯 Perfect for Lean, OKRs, Balanced Scorecard, and Strategy Deployment

If you want strategy that actually executes, this 100+ Hoshin Kanri SOPs Library is the most complete, practical, and implementation-ready solution available.


Key Words:
Strategy & Transformation, Growth Strategy, Strategic Planning, Strategy Frameworks, Innovation Management, Pricing Strategy, Core Competencies, Strategy Development, Business Transformation, Marketing Plan Development, Product Strategy, Breakout Strategy, Competitive Advantage, Mission, Vision, Values, Strategy Deployment & Execution, Innovation, Vision Statement, Core Competencies Analysis, Corporate Strategy, Product Launch Strategy, BMI, Blue Ocean Strategy, Breakthrough Strategy, Business Model Innovation, Business Strategy Example, Corporate Transformation, Critical Success Factors, Customer Segmentation, Customer Value Proposition, Distinctive Capabilities, Enterprise Performance Management, KPI, Key Performance Indicators, Market Analysis, Market Entry Example, Market Entry Plan, Market Intelligence, Market Research, Market Segmentation, Market Sizing, Marketing, Michael Porter's Value Chain, Organizational Transformation, Performance Management, Performance Measurement, Platform Strategy, Product Go-to-Market Strategy, Reorganization, Restructuring, SWOT, SWOT Analysis, Service 4.0, Service Strategy, Service Transformation, Strategic Analysis, Strategic Plan Example, Strategy Deployment, Strategy Execution, Strategy Frameworks Compilation, Strategy Methodologies, Strategy Report Example, Value Chain, Value Chain Analysis, Value Innovation, Value Proposition, Vision Statement, Corporate Strategy, Business Development, Business plan pdf, business plan, PDF, Business Plan DOC, Business Plan Template, PPT, Market strategy playbook, strategic market planning, competitive analysis tools, market segmentation frameworks, growth strategy templates, product positioning strategy, market execution toolkit, strategic alignment playbook, KPI and OKR frameworks, business growth strategy guide, cross-functional strategy templates, market risk management, market strategy PowerPoint dec, guide, ebook, e-book ,McKinsey Change Playbook, Organizational change management toolkit, Change management frameworks 2025, Influence model for change, Change leadership strategies, Behavioral change in organizations, Change management PowerPoint templates, Transformational leadership in change, supply chain KPIs, supply chain KPI toolkit, supply chain PowerPoint template, logistics KPIs, procurement KPIs, inventory management KPIs, supply chain performance metrics, manufacturing KPIs, supply chain dashboard, supply chain strategy KPIs, reverse logistics KPIs, sustainability KPIs in supply chain, financial supply chain KPIs, warehouse KPIs, digital supply chain KPIs, 1200 KPIs, supply chain scorecard, KPI examples, supply chain templates, Corporate Finance SOPs, Finance SOP Excel Template, CFO Toolkit, Finance Department Procedures, Financial Planning SOPs, Treasury SOPs, Accounts Payable SOPs, Accounts Receivable SOPs, General Ledger SOPs, Accounting Policies Template, Internal Controls SOPs, Finance Process Standardization, Finance Operating Procedures, Finance Department Excel Template, FP&A Process Documentation, Corporate Finance Template, Finance SOP Toolkit, CFO Process Templates, Accounting SOP Package, Tax Compliance SOPs, Financial Risk Management Procedures.


NOTE: Our digital products are sold on an "as is" basis, making returns and refunds unavailable post-download. Please preview and inquire before purchasing. Please contact us before purchasing if you have any questions! This policy aligns with the standard Flevy Terms of Usage.

Source: Best Practices in Hoshin Excel: 100+ Hoshin Kanri (Strategic Hoshin Planning) SOPs Excel (XLSX) Spreadsheet, SB Consulting