Hoshin Planning, also known as Hoshin Kanri or Policy Deployment, is a strategic management methodology that empowers organizations to set and achieve their annual goals collaboratively. It involves the alignment of objectives across departments, emphasizing both process improvements and desired outcomes. Senior management leads the development of these goals in consultation with their subordinates, fostering a culture of shared vision and accountability.
Hoshin Planning offers a comprehensive approach to strategic management that yields several key benefits. It ensures strategic alignment throughout the organization, enhances focus on critical objectives, fosters a culture of accountability, promotes continuous improvement, and maintains transparent monitoring of progress. This methodology also encourages learning and growth through the evaluation of successes and failures, eliminates inefficiencies, and ultimately enhances organizational efficiency and effectiveness. This poster serves as a visual reminder of the Hoshin Planning process and the valuable benefits it brings to organizations seeking strategic alignment and sustained improvement.
The Four Phases of Hoshin Planning poster is available in two distinct themes: a vibrant color scheme and a professional monochrome version. In both formats, the poster comes in a convenient PDF as well as an editable PPTX format, enabling effortless printing on A3/A4-sized paper from standard office copier machines. This versatile resource can be prominently displayed on employee workstations or distributed alongside Hoshin Planning training materials.
Furthermore, the Hoshin Planning poster is an ideal supplement to Lean-related training presentations. It serves as a valuable takeaway, summarizing the core principles of Hoshin Planning and reinforcing the key takeaways from your training.
The Four Phases of Hoshin Planning include:
1. Hoshin Planning
Define annual goals collaboratively for the company and its departments, addressing processes and outcomes, developed by senior management and subordinates.
• Collaborate on goal setting involving senior management and subordinates.
• Define specific objectives for all departments.
• Align with the overall strategic vision.
• Prioritize goals.
• Document and communicate goals effectively.
2. Hoshin Deployment
Establish lower-level goals and plans within and across departments through catchball, cascade the hoshin, and translate goals into actionable tasks at each organizational level.
• Engage in catchball process for sharing and refining goals.
• Cascade goals down the organizational hierarchy.
• Break down goals into actionable tasks.
• Ensure alignment of departmental goals.
• Maintain ongoing communication and feedback loops.
3. Hoshin Implementation
Manage the implementation of hoshins through PDCA cycles, conduct formal and informal reviews throughout the year to monitor progress, and make countermeasures visible.
• Apply PDCA (Plan-Do-Check-Act) cycles to achieve goals.
• Regularly review progress and adjust strategies.
• Identify and address deviations from plans.
• Ensure transparency in tracking performance.
• Foster a culture of continuous improvement.
4. Hoshin Evaluation
Conduct a year-end assessment of each hoshin, analyze whether process and outcome goals were achieved, and use the "5 Whys" approach to understand successes or failures for learning and improvement.
• Perform a year-end assessment of hoshin performance.
• Analyze goal attainment using the "5 Whys" method.
• Identify key lessons learned.
• Reflect on how to enhance organizational capabilities.
• Prepare for the next cycle of Hoshin Planning.
This poster provides a clear, structured overview of the Hoshin Planning process, making it an essential tool for any organization committed to strategic alignment. The visual layout ensures that key concepts are easily understood and retained by all team members.
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Source: Best Practices in Hoshin, Hoshin Kanri, Policy Deployment, Hoshin Planning PDF: Hoshin Planning Poster PDF (PDF) Document, Operational Excellence Consulting
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