That’s why we rely on the Hoshin Kanri Planning process. It takes The Hoshin Planning Matrix, or X matrix, captures the objectives and cascading priorities. Many organizations utilizing a formal Strategy Deployment or Hoshin Kanri methodology make use of what’s called an “X-Matrix” to develop. X-matrix Hoshin Kanri (sometimes called “strategy deployment”) is an approach that helps companies achieve breakthrough goals over a.

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Anatomy of the Hoshin Kanri X Matrix 1. Complete the Breakthrough Objectives 2. Annual Improvement Opportunities and Priorities 4. But, go here if you want to learn more about Hoshin Kanri in general.

The X-Matrix hozhin ensures there is ownership at all levels and accountability; this approach to strategic planning also encourages organizational learning, faster course corrections, and cross departmental coordination.

The value in the X-Matrix used in Hoshin Kanri is in the interaction between the sections. The interaction between sections will lead to better decision making.


Lean is fundamentally long-term thinking.

Hoshin Kanri enforces this by first looking at objectives that are years out. There can only be a few of them.

What is Hoshin Kanri X Matrix?

In our example below, we show a few. Note that these examples are sanitized and do not represent any specific company or organization. Then, we identify a few short-term usually within 1 year objectives that align or nests under each of the longer-term breakthrough objectives.

In our example, we entered 3 short-term objectives and each of them are aligned with each of the long-term objectives. Next, we want to list the specific annual, short-term improvement opportunities. Each of the improvement opportunities should align with an annual objective and each annual objective should align with a year breakthrough objective.

Do you see the interaction, alignment, and nesting in this type of strategic planning? Next up is completing the specific metrics we will use to measure each of the short-term initiatives, that are aligned to annual priorities, howhin are aligned to breakthrough objectives.

Are you seeing the alignment?

Of course none of this planning matters unless there is ownership and accountability. So, in the last section, you are able to complete the x matrix template by filling in the names of the accountable and responsible people matric each project, metric, and objective.


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How would you demonstrated how the 5 yr objectives are achieved? Will there need to be xmatrices for the years to come? What other steps are there and how can you demonstrate or plan to get to that 5yr breakthrough?

The Seven Steps of Hoshin Planning

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