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Strategic Planning Hoshin Kanri Template   Excel template (XLSX)

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Strategic Planning Hoshin Kanri Template (Excel XLSX)

File Type: Excel template (XLSX)

This toolkit is created by trained McKinsey, BCG, and Porsche Consulting consultants and is the same used by MBB, Big 4, and Fortune 100 companies when performing Operations Initiatives.
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Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable XLSX document.
Trusted by over 10,000+ organizations.


  1. Provides a complete set of templates for Hoshin planning and deployment.
  2. Customizable to suit your specific needs.
  3. Provides a complete set of templates: X-Matrix, A3 Alignment & Deployment Chart, Daily Management Matrix, Management Control Chart, etc.


This product (Strategic Planning Hoshin Kanri Template) is an Excel template (XLSX), which you can download immediately upon purchase.

The Hoshin Kanri process, also known as Hoshin Planning or Policy Deployment, is a highly effective methodology for deploying strategic initiatives and defining long-term objectives for an organization. These objectives, known as breakthrough objectives, have a 3-5 year timeline with minimal changes. The process also ensures that day-to-day business measures are not neglected in pursuit of these goals, thereby enabling continuous improvement of key business processes.

Many of the world's most successful companies, such as Toyota, Komatsu, Rover Group, Texas Instruments, Danaher, Bank of America, Bridgestone Tire, AT&T, and Exxon Chemical, have utilized this methodology to achieve their strategic objectives.

Through this Hoshin Kanri training presentation, you will gain a thorough understanding of the key principles and concepts of Hoshin Planning. You will also learn how to effectively communicate goals that align with the organization's vision, deploy breakthrough objectives that promote cross-functional team cooperation, and establish a regular review process to ensure successful achievement of strategic goals.

The following points highlight the benefits of implementing the Hoshin Kanri process:

Focuses the entire organization on a few key goals instead of numerous trivial ones.
Promotes alignment towards breakthrough objectives by involving the entire management team in the planning process.
Ensures effective communication of key goals to all staff members and managers.
Encourages cross-functional collaboration to achieve breakthroughs.
Establishes a review process that holds participants accountable for their contributions to the plan.
The primary learning objectives of this training include:

Understanding the key concepts and principles of Hoshin Kanri.
Describing the Hoshin Kanri approach to strategic planning, deployment, and review processes for managing change.
Defining the Hoshin Kanri process and its associated tools.
Gaining practical knowledge and skills in planning and deploying the Hoshin Kanri methodology within an organization.

•  Hoshin Kanri X-Matrix (fully editable)
•  Action Plan (fully expandable)
•  Measure and Countermeasure Sheet


Key Words:
Operational Excellence, Visual Workplace, Supply Chain Analysis, Lean, Process Improvement, Quality Management, Operational Excellence, Kaizen, Manufacturing, Lean Construction, Process Mapping, Process improvement, Enablement, Training, Coaching, 5S, 8 Disciplines, 8D, Balanced Scorecard, Business Process Design, Business Process Improvement, Business Process Re-engineering, Continuous Improvement, Critical Success Factors, DMADV, DMAIC, Design Measure Analyze Design Validate, Design Measure Analyze Improve Control, Digital Supply Chain, Enterprise Performance Management, Gemba Walk, Hoshin, Hoshin Kanri, Hoshin Planning, ISO 9000, ISO 9001, JIT, Just in Time, KPI, Kaizen, Kanban, Key Performance Indicators, Key Success Factors, Lean, Lean Culture, Lean Enterprise, Lean Game, Lean Management, Lean Management/Enterprise, Lean Manufacturing, Lean Office, Lean Six Sigma Green Belt, Lean Six Sigma Yellow Belt, Lean Thinking, Logistics, Manufacturing, Omni-channel Supply Chain, Omnichannel Supply Chain, Operational Excellence, PDCA, Performance Management, Performance Measurement, Plan-Do-Check-Act, Planned Maintenance, Policy Deployment, Process Analysis, Process Analysis and Design, Process Design, Process Improvement, Process Mapping, Process Maps, Quality Maintenance, Quality Management, Quality Management & Assurance, SCOR Model, Standard Work, Supply Chain, Supply Chain Analysis, Supply Chain Management, Supply Chain Resilience, TPM, TQM, Total Productive Maintenance, Total Quality Management, VSM, Value Stream Mapping, Visual Management, Visual Workplace, Warehouse Management, Warehousing, Waste Elimination, Waste Identification, Workplace Organization, Workplace Productivity.

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

This toolkit is created by trained McKinsey, BCG, and Porsche Consulting consultants and is the same used by MBB, Big 4, and Fortune 100 companies when performing Operations Initiatives.
Add to Cart


File Type: Excel xlsx (XLSX)
File Size: 67.3 KB

Terms of usage (for all documents from SB Consulting)


Author: SB Consulting
Additional documents from author: 533

We are an experienced team of Managers with a passion for empowering businesses to communicate their ideas with impact. We founded SB Consulting, a consulting start-up that specializes in teaching organizations how to create effective corporate and management presentations. We are trained by top tier global consulting firms (including McKinsey , BCG and Porsche Consulting. [read more]

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