Hoshin

 Kanri  
And  the  X-­‐Matrix  
What  is  Hoshin  Kanri?  

Hoshin:  Direc6on  
needle  
Kanri:  Control  logic  
 
Hoshin  Kanri  is  a  
method  for  controlling  
the  direc6on  in  which  
a  company  or  project    
goes.  
 Why?  

The  cogs  on  the  gears  

all  need  to  be  in  synch  
 Sr.  Management  

-­‐Vision    
-­‐Objec6ves  
Review   Goals  
Hoshin  
Planning  

-­‐Ac6on   -­‐Strategy  
Measures  
-­‐Schedule   -­‐Resources  
Tac6cal  Teams   Mid  Management  
 Corporate  Objec6ves  /  Ini6a6ves  

Plan   Do  
Site  Objec6ves  /  Ini6a6ves  
Act   Check  

Plan   Do  
Func6onal  Objec6ves  /  Ini6a6ves  
Act   Check  
Ver6cal  Alignment  

Plan   Do  
Plan   Do   Team  Objec6ves  /  Ini6a6ves  
Act   Check  
Act   Check  

Plan   Do  
Plan   Do  
Specific  Tasks  
Act   Check  
Act   Check  

Plan   Do  

Monthly  Reviews  to   Act   Check  

monitor  progress  and  
implement  
countermeasures  as  
required  
How  it  will  be  done  

What  must  be  done  

Cross  Func6onal  Alignment  
 1          Pre-­‐work  (scan,  SWOT)   Baldridge,  Shingo  

2              Vision,  Mission,  Values   Revisit,  brainstorm,  Gap  and  

drivers-­‐means-­‐outcomes  

3            X-­‐Matrix   Tie  it  all  together  

4            Catchball  
Tree  diagrams,  sharing  the  pie  

5            SW4L  
Execu6on  –  accountability  at  all  levels  
 Environmental  Scan  
•  Scan  the  environment  
–  What  things  are  going  on  in  the  environment  around  
the  company  that  could  impact  the  company?  
•  Poli6cs  
•  Technology  
•  Economics  
•  Social-­‐cultural  
•  Regulatory  
–  Brainstorm  how  these  things  could  affect  your  
business  
 
 SWOT  Analysis  
•  Strengths  and  weaknesses  
–  Internal  
–  Focus  on  Shingo,  Baldrige  
–  Organiza6onal  not  individual  
 SWOT  Analysis  
•  Opportuni6es  and  Threats  
–  External  
–  Six  forces  Model  
•  Compe66on  
•  New  Entrants  
•  Buyers  
•  Customers  
•  Subs6tutes  
•  Government  /  Public    
 SWOT Analysis Template
State what you are assessing here ____________________________________________________________________________________________________________
(This particular example is for a new business opportunity. Many criteria can apply to more than one quadrant. Identify criteria appropriate to your own SWOT situation.)

criteria examples criteria examples

strengths weaknesses
Advantages of proposition? Disadvantages of proposition?
Capabilities? Gaps in capabilities?
Competitive advantages? Lack of competitive strength?
USP's (unique selling points)? Reputation, presence and reach?
Resources, Assets, People? Financials?
Experience, knowledge, data? Own known vulnerabilities?
Financial reserves, likely returns? Timescales, deadlines and
Marketing - reach, distribution, pressures?
awareness? Cashflow, start-up cash-drain?
Innovative aspects? Continuity, supply chain
Location and geographical? robustness?
Price, value, quality? Effects on core activities,
Accreditations, qualifications, distraction?
certifications? Reliability of data, plan
Processes, systems, IT, predictability?
communications? Morale, commitment, leadership?
Cultural, attitudinal, behavioural? Accreditations, etc?
Management cover, succession? Processes and systems, etc?
Philosophy and values? Management cover, succession?

criteria examples criteria examples

opportunities threats
Market developments? Political effects?
Competitors' vulnerabilities? Legislative effects?
Industry or lifestyle trends? Environmental effects?
Technology development and IT developments?
innovation? Competitor intentions - various?
Global influences? Market demand?
New markets, vertical, horizontal? New technologies, services, ideas?
Niche target markets? Vital contracts and partners?
Geographical, export, import? Sustaining internal capabilities?
New USP's? Obstacles faced?
Tactics: eg, surprise, major Insurmountable weaknesses?
contracts? Loss of key staff?
Business and product development? Sustainable financial backing?
Information and research? Economy - home, abroad?
Partnerships, agencies, distribution? Seasonality, weather effects?
Volumes, production, economies?
Seasonal, weather, fashion
influences?

© Alan Chapman 2005-08. Free PDF version of this tool and information about SWOT analysis methods are available at www.businessballs.com/swotanalysisfreetemplate.htm.
This is a free resource from www.businessballs.com, which contains lots more useful tools, diagrams and materials. Not to be sold or published.
 Vision,  Mission,  Values  
•  Review  or  develop  
–  Mission  –  What  is  our  purpose?  
–  Vision  –  What  do  we  strive  to  be  like?  
–  Values  –  What  do  we  stand  for?  
 
 Financial  
Perspec6ve  

Customer   Balanced   Internal  

Perspec6ve   Scorecard   Business  

Learning  &  
Growth  
 The  X-­‐matrix  
•  Tool  to  be  used  in  Hoshin  Kanri  
•  Ties  everything  together  in  one  place  
•  Allows  everyone  to  manage  together  
•  Insures  alignment  of  ini6a6ves  
Catchball  
Catchball  
How  I’ll   My  Plan  for  
Company   ideas  for  
•  Refines   Help   Achieving  it  
The  
Objec6vet  
mee6ng  goals   Achieve  it   Objec6ve  

•  Promotes  buy-­‐in  
•  Encourages  
crea6vity  
•  Helps  create  a  
culture  of  CI  
 Standard  Work  for  Leaders  
•  Daily,  weekly,  monthly  tasks  
•  Checklists  
•  Sustainment  ac6vi6es  
•  Visual  controls  
•  Daily  Accountability  
An  Example  

Weekly

25  
Visual  Controls  
This  NOT  That  
 Assessment  
(W4)  

Accountability  
Assignment  
(for  
(C/A  or  
Comple6ng  
Improvement)  
Tasks)  
W4    Assessment  
Task  Assignment  Board  
Chris  Hayes  

•  Director,  ASQ  Region  6A  

•  Sr.  Project  Manager,  Utah  MEP  
–  801-­‐791-­‐1654  
–  chayes@mep.org