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Strategy Deployment (Hoshin Kanri) and X-Matrix
The document outlines the fundamentals of the Hoshin Kanri strategy deployment system, emphasizing the importance of aligning an organization's strategy with clear goals to engage all employees towards a common objective. It details a structured seven-step process for effective strategy planning and implementation, including establishing values, vision, and mission, developing objectives, and conducting progress reviews. Additionally, the document introduces tools like the x-matrix for strategic planning and highlights the significance of consistent communication in ensuring organizational alignment.
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Overview of Strategy Deployment using Hoshin Kanri including topics like X-Matrix and Roadmap.
Introduction to values, vision, mission, and objectives in the context of strategic planning.
Three key disciplines: Strategic Planning, Employee Empowerment, and Performance Management.
Details the Strategy Deployment Pyramid including foundational values, vision, mission, objectives, and actions.
Introduction to the 7-step process for effective strategy deployment planning and implementation.
Detailed breakdown of the seven steps for strategy deployment including establishing values and objectives.
Explains the Catchball process that transforms objectives into strategies across organizational levels.
Focus on Values, Vision, Mission, and Objectives crucial for strategy deployment.
Details on creating X-Matrix for strategic planning and implementation roadmap.
Inspirational quotes related to strategy and final call for course completion.
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Strategy Deployment (Hoshin Kanri) and X-Matrix
- 1. Strategy Deployment System: HoshinKanri Copyright © Leanmap • X-Matrix • Roadmap • True North
- 2. Strategy Deployment In thisquick introduction, you will learn the basics of strategy planning and deployment. • Basics • Model • Process • Values • Vision • Mission • Objectives • X-Matrix • Roadmap • Exercise Copyright © Leanmap
- 3. Copyright © Leanmap Youare viewing a Leanmap Academy Course for self-improvement
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- 5. Strategy Deployment Model Values Vision Mission Objectives Ac=ons Copyright© Leanmap Strategy Deployment or Hoshin Kanri is a systematic planning and implementation method that ensures an organization has • an aligned strategy • with clear goals that • drive actions at every level. Strategy Deployment ensures a consistent direction and clear communications so that every employee is engaged and pulls into the same direction, the True North. being thinking planning doing
- 6. The 3 Disciplinesof Strategy Deployment Values Vision Mission Objectives Ac=ons Copyright © Leanmap Aspirational Achievable Tangible A being thinking planning doing A. Strategic Planning
- 7. The 3 Disciplinesof Strategy Deployment Values Vision Mission Objectives Ac=ons Copyright © Leanmap Aspirational Achievable Tangible Engage Empower Excel A B being thinking planning doing A. Strategic Planning B. Employee Empowerment
- 8. The 3 Disciplinesof Strategy Deployment Values Vision Mission Objec=ves Ac=ons Copyright © Leanmap Perform anceM anagem ent Aspirational Achievable Tangible Engage Empower Excel A B C A. Strategic Planning B. Employee Empowerment C. Performance Management being thinking planning doing
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- 10. Strategy Deployment Pyramid Values Whatdo we stand for? Beliefs Vision: 5-20 Years What do we want to be? Dream, Ambi@on, Ideal Mission: 1-5 Years What to achieve? Why? For whom? Motivation, Purpose, Principles Objec=ves: 1 Year How are we going to progress? Priori@es, Goals, Budgets, Roadmaps, Projects Ac=ons: Ongoing What do we have to do? How do we know? Tasks, Resources, Dates, Measures, Outcomes Copyright © Leanmap
- 11. Strategy Deployment Pyramid Values Whatdo we stand for? Beliefs Vision: 5-20 Years What do we want to be? Dream, Ambi@on, Ideal Mission: 1-5 Years What to achieve? Why? For whom? Mo@va@on, Purpose, Principles Objectives: 1 Year How are we going to progress? Priorities, Goals, Budgets, Roadmaps, Projects Ac=ons: Ongoing What do we have to do? How do we know? Tasks, Resources, Dates, Measures, Outcomes Copyright © Leanmap
- 12. Strategy Deployment Pyramid Values Whatdo we stand for? Beliefs Vision: 5-20 Years What do we want to be? Hope, Ambition, Ideal Mission: 1-5 Years What to achieve? Why? For whom? Mo@va@on, Purpose, Principles Objec=ves: 1 Year How are we going to progress? Priori@es, Goals, Budgets, Roadmaps, Projects Actions: Ongoing What do we have to do? How do we know? Tasks, Resources, Dates, Measures, Outcomes Copyright © Leanmap
- 13. Strategy Deployment Pyramid Values Whatdo we stand for? Beliefs Vision: 5-20 Years What do we want to be? Hope, Ambition, Ideal Mission: 3-5 Years What to achieve? Why? For whom? Motivation, Purpose, Reason for Existence Objec=ves: 1 Year How are we going to progress? Priori@es, Goals, Budgets, Roadmaps, Projects Ac=ons: Ongoing What do we have to do? How do we know? Tasks, Resources, Dates, Measures, Outcomes Copyright © Leanmap
- 14. Strategy Deployment Pyramid Values Whatdo we stand for? Beliefs Vision: 5-20 Years What do we want to be? Hope, Ambition, Ideal Mission: 3-5 Years What to achieve? Why? For whom? Motivation, Purpose, Reason for Existence Objectives: 1 Year How are we going to progress? Priorities, Goals, Budgets, Roadmaps, Projects Ac=ons: Ongoing What do we have to do? How do we know? Tasks, Resources, Dates, Measures, Outcomes Copyright © Leanmap
- 15. Strategy Deployment Pyramid Values Whatdo we stand for? Beliefs Vision: 5-20 Years What do we want to be? Hope, Ambi@on, Ideal Mission: 3-5 Years What to achieve? Why? For whom? Motivation, Purpose, Reason for Existence Objectives: 1 Year How are we going to progress? Priorities, Goals, Budgets, Roadmaps, Projects Actions: Ongoing What to do next, by whom, when? How do we know? Milestones, Tasks, Resources, Dates, Measures, Outcomes Copyright © Leanmap
- 16. Strategy Deployment Pyramid Values Whatdo we stand for? Beliefs Vision: 5-20 Years What do we want to be? Hope, Ambi@on, Ideal Mission: 3-5 Years What to achieve? Why? For whom? Mo@va@on, Purpose, Reason for Existence Objectives: 1 Year How are we going to progress? Priorities, Goals, Budgets, Roadmaps, Projects Actions: Ongoing What to do next, by whom, when? How do we know? Milestones, Tasks, Resources, Dates, Measures, Outcomes Copyright © Leanmap Perform anceM anagem ent Aspira<onal Achievable Tangible Engage Empower Excel Copyright © Leanmap
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- 18. Step 1-4 Planning Step4-7 ImplementaKon Strategy Deployment Process: The 7 Steps Copyright © Leanmap 1. 2. 3. 4. 5. 6. 7.
- 19. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organizational Values, Vision, Mission 2. 3. 4. 5. 6. 7.
- 20. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organiza<onal Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objec<ves 3. 4. 5. 6. 7.
- 21. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organiza<onal Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objectives 3. Develop Annual Objec<ves, X-Matrix, Roadmap 4. 5. 6. 7.
- 22. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organizational Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objec<ves 3. Develop Annual Objec<ves, X-Matrix, Roadmap 4. Deploy to Teams, Develop Plans, Set Targets 5. 6. 7.
- 23. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organiza<onal Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objec<ves 3. Develop Annual Objectives, X-Matrix, Roadmap 4. Deploy to Teams, Develop Plans, Set Targets 5. Implement Plans, Track Progress, Measure Impact 6. 7.
- 24. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organiza<onal Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objectives 3. Develop Annual Objectives, X-Matrix, Roadmap 4. Deploy to Teams, Develop Plans, Set Targets 5. Implement Plans, Track Progress, Measure Impact 6. Progress Reviews: Weekly, Monthly, Quarterly 7.
- 25. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organizational Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objectives 3. Develop Annual Objectives, X-Matrix, Roadmap 4. Deploy to Teams, Develop Plans, Set Targets 5. Implement Plans, Track Progress, Measure Impact 6. Progress Reviews: Weekly, Monthly, Quarterly 7. Annual Performance Review, Reflec<on, Learning
- 26. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organizational Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objectives 3. Develop Annual Objec<ves, X-Matrix, Roadmap 4. Deploy to Teams, Develop Plans, Set Targets 5. Implement Plans, Track Progress, Measure Impact 6. Progress Reviews: Weekly, Monthly, Quarterly 7. Annual Performance Review, Reflec<on, Learning Catchball
- 27. Strategy Deployment Process:The 7 Steps Copyright © Leanmap 1. Establish Organiza<onal Values, Vision, Mission 2. Develop Strategic Plan, Breakthrough Objec<ves 3. Develop Annual Objectives, X-Matrix, Roadmap 4. Deploy to Teams, Develop Plans, Set Targets 5. Implement Plans, Track Progress, Measure Impact 6. Progress Reviews: Weekly, Monthly, Quarterly 7. Annual Performance Review, Reflection, Learning FeedbackFeedback Catchball PDCA PDCA Copyright © Leanmap
- 28. Catchball Process TranslatesObjectives into Strategies Copyright © Leanmap Level Leaders Managers Supervisors Operators Objec<ve Strategy Improve Delivery Improve Delivery Eliminate Delays Eliminate Delays Reduce Handling Errors Reduce Handling Errors Implement Kaizen Project Customer Satisfaction 1. Translate Objective into Strategy 2. Make Strategy the Objective for next Level 3. Ensure full Alignment between Levels Copyright © Leanmap
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- 35. Developing the X-Matrix •The X-Matrix is a graphical tool for strategic planning and communication of the plan. • It visually connects Mission, Objectives, Strategies, Tactics, Metrics, Targets, Owners. Copyright © Leanmap
- 36. Lean culture A.Smith Strategy Deployment Gold maturity 15-Jun-2028 Copyright © Leanmap 2. OBJECTIVES 6. OWNERS Error-free service Same-day delivery Bronsfield Corp X-MATRIXSales +50% Top Level JoeJohnson(HeadofHR) ChrisCotton(HeadofSourcing) ConnyChu(HeadofFinance) 3.STRATEGIES 1. MISSION 5.TARGETS Delivering excellence by providing an industry- leading customer service from design to delivery. Maturity:auditscorefrom3.2to3.5 MarkManson(HeadofIT) BobBrenson(BlackBelt) MonikaMoore(HeadofDesign) HenryHollande(HeadofSales) SidSummer(HeadofOperations) Quality:errorsperorder,1.8%to1.0% Productivity:pagesperman-hour,2.8to4.0 Sales:annualrevenue,MUSD200to300 Profitability:portfoliomargin,15%to20% Capability:certifiedproblem-solvers,0to78 System:teamsdoingdailyreviews,2to6 Install design-rule checker (DRC) application Completeperformancemanagementsystem Drivecontinuousimprovement Rationalizeportfolio ExpandtoFrance,Italy,Spain Streamlinevaluechain Reducedesignerrors 4. TACTICS Implement daily performance reviews Training program to build problem-solving skills Portfolio cleanup, remove unprofitable items Hire key account manager and 3 sales staff Consolidate 'design-print-pack' into one cell Root-cause elimination on top-5 complaints Copyright © Leanmap
- 37. X-Matrix Planning Roadmap ImplementaKon Strategy Deployment System Copyright© Leanmap 2. OBJECTIVES 1. MISSION 3.STRATEGIES 5.TARGETS 4. TACTICS + Σ Tactic Metric Unit Baseline Target January February March 12 months
- 38. Strategy Deployment: Planand Lead! Copyright © Leanmap “The future starts today, not tomorrow.” Pope John Paul II “Control your des8ny or someone else will.” Jack Welch “The future belongs to those who prepare for it today.” Malcom-X
- 39. Complete the Course EarnYour Cer1ficate! leanmap.com/academy Copyright © Leanmap