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?
-‐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
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.)
© 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
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