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Strategic Planning: Hoshin Kanri (Hoshin Planning) (PowerPoint PPTX Slide Deck)
PowerPoint (PPTX) + Zip archive file (ZIP) 153 Slides
BENEFITS OF THIS POWERPOINT DOCUMENT
- Hoshin Kanri concentrates efforts on vital goals, preventing distraction with trivial objectives for increased efficiency.
- Involving the entire management team ensures alignment towards breakthrough objectives, fostering unity in pursuit of ambitious goals.
- Hoshin Kanri ensures clear communication of key goals, promoting a shared understanding and enhancing organizational coherence.
STRATEGIC PLANNING PPT DESCRIPTION
[NOTE: Our Hoshin Kanri presentation has been trusted by an array of prestigious organizations, including industry leaders such as Apple, Facebook, Boeing, Shell, Goodyear, Cummins, Johnson Controls, Hanes, Telefónica, Chubb, Discover, Stryker, Thales, Saint-Gobain, AGCO, to name just a few.]
Hoshin Kanri, often referred to as Hoshin Planning or Policy Deployment, stands as a potent strategy deployment methodology that has been embraced by some of the world's most successful companies, including Toyota, General Electric (GE), Siemens, and others. It offers a systematic and integrated approach to realizing long-range key entity objectives, which are characterized by their audacious nature, spanning a strategic horizon of 3-5 years with minimal deviation.
At its core, Hoshin Kanri embodies a dual approach that is instrumental to its effectiveness. Firstly, it centers on defining and pursuing these long-term objectives diligently. These objectives serve as guiding stars for the organization, aligning every effort towards their realization. Secondly, and equally crucial, the Hoshin Kanri process doesn't lose sight of the essential day-to-day business measures required for the organization's ongoing success. This approach ensures that the organization not only strives for the future but also continuously improves its key business processes in real-time.
Moreover, OKR (Objectives and Key Results) users can adopt Hoshin Kanri's best practices to elevate their own processes. Its structured approach to strategic alignment, deployment, and continuous feedback enables organizations to not only set ambitious objectives but also cascade them into actionable plans. By integrating Hoshin Kanri's focus on long-term goals and continuous improvement, OKR users can create a more disciplined and holistic framework that drives both strategic breakthroughs and day-to-day operational excellence.
The Four Phases of Hoshin Planning consist of:
1. Hoshin Generation: Define annual goals collaboratively for the company and its departments, addressing processes and outcomes, developed by senior management and subordinates.
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.
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.
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.
This Hoshin Kanri PPT training presentation is based on the teachings of Dr. W. E. Deming, Dr. Yoji Akao and Pascal Dennis, and seeks to provide a comprehensive understanding of this strategic methodology. Participants will learn how to communicate goals effectively, align them with the organization's overarching vision, deploy breakthrough objectives that foster cross-functional collaboration, and establish a structured review process to ensure the successful realization of strategic goals.
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This training package includes:
1. Hoshin Kanri PPT training presentation (PowerPoint format, 16:9 widescreen)
2. Hoshin Kanri PPT training presentation (PowerPoint format, 4:3 standard screen) – Free
3. Hoshin Kanri templates (Excel format):
• X-Matrix
• Alignment & Deployment Chart
• Management Control Chart
• Hoshin Action Plan
• Daily Management Matrix
• Hoshin Review Table
• A3 Hoshin Deployment Template (simplified version)
• A3 Hoshin Deployment Template (full version)
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LEARNING OBJECTIVES
1. Understand the key concepts and principles of Hoshin Kanri.
2. Describe the Hoshin Kanri approach to strategic planning, strategy deployment and review process for managed change.
3. Define the Hoshin Kanri process and tools.
4. Gain practical knowledge and skills in planning and deploying Hoshin Kanri in the organization.
CONTENTS
1. Key Concepts & Principles of Hoshin Kanri
• Signs for Hoshin Kanri Planning
• The Mindset: Challenges and Perceptions on Hoshin Kanri Implementation
• Hoshin Planning at Toyota
• Three Limitations of Standard Strategic Planning
• What is Hoshin Kanri?
• Definition of Hoshin Kanri
• Hoshin Kanri in a Nutshell
• Benefits of Hoshin Kanri
• Hoshin Kanri Model
• Hoshin Kanri Deployment Overview
• True North – Setting the Course
• Hoshin Kanri for Goal Alignment – Vertically and Horizontally
• Linkages of Hoshin Kanri, Balanced Scorecard & MBO
• Comparison of Hoshin Kanri with MBO
• Breakthrough & Control
• Three Key Underlying Principles of Hoshin Kanri
• Plan-Do-Check-Act (PDCA) Cycle
• Pareto Principle (80/20 Rue)
• Cause-and-Effect Relationship
2. Hoshin Kanri Process & Tools
• Review of Strategic Planning Process
• Hoshin Kanri Cascade
• Hoshin Kanri Incorporating the Balanced Scorecard
• Four Key Phases of Hoshin Planning
• Phase 1: Hoshin Generation
• Phase 2: Hoshin Deployment
• Phase 3: Hoshin Implementation
• Phase 4: Hoshin Evaluation
• X-Matrix
• Common Hoshin Kanri Tools
• Alignment & Deployment Chart
• Daily Management Matrix
• Management Control Chart
• A3 Hoshin Deployment
3. Hoshin Kanri Deployment & Management Reviews
• Types of Hoshin Kanri
• Performance Measurements
• Continuous Improvement
• Improvement Hoshin
• Daily Management
• Cross-functional Management
• Types of Management Reviews
• Checklist for Annual Planning Session
• Guidelines for Managing Review Meetings
4. Effective Hoshin Kanri Deployment
• Three Factors Contributing to Effective Hoshin Kanri
• Factors Contributing to Operating Effectiveness
• Three Dimensions of Coherence
• Factors Affecting Mobilization
• Key Points & Summary
This presentation delves into the key concepts and principles of Hoshin Kanri, emphasizing role clarity, leadership visibility, and goal alignment. It also includes practical tools like the X-Matrix and Gantt charts to facilitate effective strategy deployment and continuous improvement.
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MARCUS OVERVIEW
This synopsis was written by Marcus [?] based on the analysis of the full 153-slide presentation.
Executive Summary
This presentation on Hoshin Kanri serves as a comprehensive guide for organizations aiming to translate strategic vision into actionable execution. Developed by Operational Excellence Consulting, the deck outlines the methodology for aligning company-wide objectives with individual and team goals, ensuring that all levels of the organization are focused on breakthrough improvements. By utilizing the Hoshin Kanri approach, executives and managers can foster a culture of continuous improvement, enhance cross-functional collaboration, and achieve significant performance results.
Who This Is For and When to Use
• Senior executives seeking to align organizational strategy with operational execution
• Middle management responsible for cascading objectives to teams
• Project managers leading cross-functional initiatives
• HR professionals focused on employee engagement and performance management
Best-fit moments to use this deck:
• During annual strategic planning sessions to establish goals
• When implementing new initiatives that require cross-departmental alignment
• For training sessions aimed at enhancing understanding of Hoshin Kanri principles
Learning Objectives
• Acquire knowledge on the key concepts and principles of Hoshin Kanri
• Describe the Hoshin Kanri approach to planning, deployment, and review processes
• Define the Hoshin Kanri process and tools for effective implementation
• Gain insights into factors contributing to effective Hoshin Kanri deployment
Table of Contents
• Key Concepts & Principles (page 6)
• Process & Tools (page 70)
• Deployment & Management Reviews (page 110)
• Effective Hoshin Kanri Deployment (page 144)
Primary Topics Covered
• Hoshin Kanri Overview - An introduction to the Hoshin Kanri methodology, emphasizing its role in aligning strategic goals with operational execution.
• Key Concepts - Discussion of the principles that underpin Hoshin Kanri, including the PDCA cycle and the importance of alignment across all levels.
• Deployment Process - Step-by-step guidance on how to deploy Hoshin Kanri effectively within an organization.
• Management Reviews - Best practices for conducting management reviews to monitor progress and ensure accountability.
• Performance Measurement - Techniques for measuring performance against established objectives and targets.
Deliverables, Templates, and Tools
• Alignment & Deployment Chart for visualizing objectives and tactics
• Daily Management Matrix for tracking ongoing performance
• Management Control Chart for monitoring key performance indicators
• Gantt Chart for action planning and project management
Slide Highlights
• Overview of Hoshin Kanri deployment process, illustrating the flow from strategic vision to execution
• Examples of Alignment & Deployment Charts showcasing departmental objectives
• Case studies demonstrating successful Hoshin Kanri implementation in various sectors
Potential Workshop Agenda
Hoshin Kanri Introduction Session (90 minutes)
• Overview of Hoshin Kanri principles and benefits
• Group discussion on current strategic objectives
Hoshin Kanri Deployment Workshop (120 minutes)
• Hands-on activity to develop Alignment & Deployment Charts
• Review of performance metrics and management control systems
Management Review Best Practices (60 minutes)
• Techniques for conducting effective management reviews
• Sharing of lessons learned and continuous improvement strategies
Customization Guidance
• Tailor the Alignment & Deployment Chart to reflect your organization’s specific objectives and metrics
• Modify the Daily Management Matrix to include relevant KPIs for your department
• Adjust Gantt Chart timelines to align with your project schedules
Secondary Topics Covered
• The role of leadership in Hoshin Kanri implementation
• Techniques for fostering employee involvement in goal setting
• Strategies for overcoming common challenges in Hoshin Kanri deployment
FAQ
What is Hoshin Kanri?
Hoshin Kanri is a strategic planning methodology that aligns an organization’s goals with its operational execution, ensuring that all levels work towards common objectives.
How does Hoshin Kanri differ from traditional management approaches?
Unlike traditional management methods that may focus solely on outcomes, Hoshin Kanri emphasizes a systematic approach to planning, execution, and continuous improvement.
What are the key benefits of implementing Hoshin Kanri?
Key benefits include enhanced alignment across the organization, improved accountability, and a structured approach to achieving breakthrough objectives.
How often should management reviews be conducted?
Management reviews should be conducted regularly, with suggested frequencies of weekly, monthly, and quarterly to ensure ongoing alignment and accountability.
What tools are recommended for Hoshin Kanri implementation?
Recommended tools include Alignment & Deployment Charts, Daily Management Matrices, and Management Control Charts to track progress and performance.
How can organizations ensure effective communication during Hoshin Kanri deployment?
Establishing clear communication channels and regular feedback loops is essential for ensuring that all stakeholders are aligned and informed throughout the process.
What challenges might organizations face when implementing Hoshin Kanri?
Common challenges include resistance to change, misalignment of objectives, and insufficient training on Hoshin Kanri principles.
What is the PDCA cycle in Hoshin Kanri?
The PDCA (Plan-Do-Check-Act) cycle is a continuous improvement framework that guides organizations in planning, executing, reviewing, and refining their strategies.
Glossary
• Hoshin Kanri - A strategic planning methodology for aligning goals and execution.
• PDCA Cycle - A continuous improvement process involving planning, doing, checking, and acting.
• Alignment & Deployment Chart - A tool for visualizing objectives and tactics across departments.
• Daily Management Matrix - A framework for tracking ongoing performance metrics.
• Management Control Chart - A tool for monitoring key performance indicators.
• Catchball Process - A collaborative approach to goal setting and alignment across levels.
• Breakthrough Objectives - Significant goals aimed at achieving major improvements.
• Support Objectives - Goals that assist in achieving main objectives.
• Performance Measurement - The process of tracking progress against established objectives.
• Cross-Functional Management - Coordination of activities across different departments to achieve common goals.
• Continuous Improvement - Ongoing efforts to enhance processes, products, or services.
• True North - The guiding vision for an organization’s strategic direction.
• Kaizen - A Japanese term for continuous improvement involving all employees.
• X-Matrix - A strategic planning tool that links objectives, measures, and actions.
• Management Review - A systematic evaluation of progress against goals and objectives.
• Goal Deployment - The process of cascading objectives through an organization.
• Strategic Fit - The alignment of short-term actions with long-term goals.
• Vertical Alignment - The alignment of objectives across different levels of management.
• Horizontal Alignment - The coordination of objectives across various functions.
Source: Best Practices in Strategic Planning, Operational Excellence, Strategy Development, Hoshin PowerPoint Slides: Strategic Planning: Hoshin Kanri (Hoshin Planning) PowerPoint (PPTX) Presentation Slide Deck, Operational Excellence Consulting
ABOUT THE AUTHOR
Operational Excellence Consulting, founded in 2009 by Allan Ung, draws from extensive experience at Microsoft, IBM, and Underwriters Laboratories (UL). We specialize in strategy deployment, customer experience design, and operational excellence, applying Design Thinking, Lean, and Systems Thinking to maximize customer value and minimize waste.
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