Strategic Planning Template and Hoshin Kanri Policy Deployment (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Quickly establishes a strategic planning dashboard
2. Outlines your company's short and long range goals
3. Provides a specific template for filling out your action plan

HOSHIN EXCEL DESCRIPTION

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

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.

Source: Best Practices in Hoshin Excel: Strategic Planning Template and Hoshin Kanri Policy Deployment Excel (XLSX) Spreadsheet, Jake Nielsen