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Strategic Planning Template and Hoshin Kanri Policy Deployment (Excel XLSX)
Excel (XLSX)
BENEFITS OF THIS EXCEL DOCUMENT
- Quickly establishes a strategic planning dashboard
- Outlines your company's short and long range goals
- Provides a specific template for filling out your action plan
HOSHIN EXCEL DESCRIPTION
Strategic planning is supposed to be simple and memorable to an organization, not a 50 page book filed away in some drawer never to be viewed again. This easy to use 4 page document gives you everything you need to create an effective strategic plan for your organization.
The template walks you through the following 6 easy steps to creating your strategic plan:
1. Captures your organizations core passions and competencies
2. Documents your organizational purpose
3. Establishes your mission and vision statement
4. Captures your 3-5 year goals (long-term goals)
5. Establishes your strategic plan to achieve those goals
6. Outlines your specific objectives to achieve your strategic plan
Other pages include the strategic planning dashboard, level 1 and level 2 X-Matrix and Action plans (commonly known as A3's).
The Hoshin Kanri X-Matrix included in this template provides a robust framework for aligning your strategic objectives with actionable tasks. This tool ensures that every level of your organization is working towards the same goals, creating a cohesive strategy execution environment. The X-Matrix visualizes correlations and accountability, making it easier to track progress and identify areas needing attention.
The Policy Deployment Action Plan is a critical component for operationalizing your strategy. It outlines specific action items, assigns ownership, and sets timelines, ensuring that your strategic initiatives are on track. The color-coded status indicators (Plan, On Track, Risk, Behind, Canceled) offer a quick visual reference for monitoring progress and addressing issues promptly.
This template is designed for high-level executives who demand precision and clarity in their strategic planning process. It provides a structured approach to strategy deployment, ensuring that your organization can achieve its long-term goals efficiently. This tool is indispensable for leaders who are serious about driving their organization forward with a clear, actionable plan.
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Source: Best Practices in Hoshin Excel: Strategic Planning Template and Hoshin Kanri Policy Deployment Excel (XLSX) Spreadsheet, Jake Nielsen
