Hoshin Kanri is a strategic planning approach that is often used to improve organizations. Although it is not as commonly used as some other Lean techniques, it is an extremely useful way to ensure that the entire organization is working towards the same ends and moving in the same direction. An organization does not need to be practicing Lean to benefit from Hoshin Kanri, any organization that has embraced the ideas that continuous improvement is essential and that employees should be empowered to create positive change can benefit from the approach.

We get a lot of questions from leaders about which continuous improvement tools and techniques they should use. Is DMAIC better than PDSA? Should I do Gemba walks or daily huddles? When do I use incremental improvement vs. a Kaizen event? These are all reasonable questions, but the great news is that most continuous improvement tools, including those popular with organizations that use the Lean or Six Sigma methodology, work very well together. In fact, in many cases, they were developed jointly.

No executive in the world would turn down operational excellence if you handed it to them on a platter even if they don’t exactly know what it is. It just sounds like something awesome. But operational excellence isn’t like an hors d'oeuvre you can pluck off a tray. In order to be achieved, it must be clearly understood, injected into the culture, and supported with a methodology to guide decisions. The principles of excellence must become ingrained in everyday activities. Getting there isn’t easy, but it is operationally excellent companies that can achieve rapid growth and sustain a leading market position.

Strategy deployment is arguably the most crucial responsibility of business executives. Setting the direction for the organization and making the day-to-day decisions that drive the organization closer to “True North,” is what leadership is all about. But it’s not easy. There are a lot of other concerns that compete for resource and attention. It is easy to lose sight of long-term goals in the face of day-to-day events.

Hoshin Kanri is a popular remedy for the challenge. It is a method for bridging the gap between strategy and execution. By laying out the strategic objectives of the organization and cascading goals down through every level, the organization has aligned priorities, and everyone moves in the same direction. Everyday process improvement is coordinated with the strategy and decision making improves.

A favorite way to visualize Hoshin Kanri is an X-matrix. Since we added the ability to manage X-matrices in KaiNexus, we’ve received many questions about the technique. Here are the answers.

Strategy deployment, often known in Lean circles as Hoshin Kanri or Policy Deployment, is a technique for ensuring that the strategic goals and objectives are the drivers of every activity throughout the organization. Strategy deployment software supports this effort by serving as the management platform for projects related to the goals. This post covers the benefits and capabilities of the best strategy deployment solutions.

As the end of 2018 quickly approaches, many management teams are somewhere in the process of preparing the plan for 2019. Regardless of where you are in that process, this is a good time to reflect on whether or not your 2018 strategy came to fruition. Did your organization achieve the goals it set out for itself? Was adequate progress made toward your long-term objectives? Was progress assessed adequately and frequently enough?

If your results were disappointing, you are not alone. Effective strategy deployment is a struggle for many organizations; it's common to start the year off with excellent intentions but struggle to align the origination around the strategy. Communication, feedback, and measurement all take hard work and constant attention - which is tough with the day-to-day firefighting most businesses are faced with.

The good news is that there are some ways to integrate strategic planning and management into the daily rhythm of your organization.

If you’ve decided to embrace the Lean business methodology, we offer our congratulations. It is an excellent approach to reducing waste, capturing opportunities for improvement, and creating a culture of innovation.

When most leaders start their Lean journey -- and it is a journey, we’re sure no one has achieved Lean perfection yet --  they focus on training managers and staff to ensure that they understand what Lean is really all about. This is a critical undertaking, but our clients have found that it is not enough on its own.

In addition to education, you and your team need the right tools in place to support Lean, and that starts with Lean management software.

Not only does software make your organization more effective at continuous improvement, but it also increases your strength as a leader.

Here’s why software should be a central part of your Lean strategy.

One of the most essential responsibilities of leaders is making sure that activities are driven by the strategic goals and objectives of the organization. Strategy deployment, also known as Hoshin Kanri or Policy Deployment is a technique for doing exactly that. The purpose is to ensure clear communications and consistent direction so that everyone is aligned and working toward the most critical breakthrough goals, often called True North. When successful, the strategy, day-to-day tactics, and operations are all in lockstep. The strategic deployment plan also serves as a feedback loop with key performance indicators coming from the bottom up.

Getting the most out of a strategy deployment plan requires preparation and active management. There are four critical stages to consider.

Hoshin Kanri (sometimes called "strategy deployment") is an approach that helps companies achieve breakthrough goals over a three- to five-year time horizon.

The methodology is effective because it allows leaders to keep their eye on the long-term objectives that will change the game, without losing sight of the day-to-day improvements that can add up to significant benefits.

However, we won’t lie. Effective strategy deployment isn’t easy.

Too often, the strategic plan gets lip service, but little else. If you are looking for help making sure that your organization arrives at “True North,” an X-Matrix might help.

X-Matrix Design

X-Matrices are visualization tool made up of five sections. The layout of the matrix helps define the relationships between each of them.

One thing that we like to remind our clients who are implementing the Hoshin Kanri method of strategy deployment is that most of your employees have probably been through strategic planning exercises before.

Even more likely, they’ve probably watched management go through an annual planning drill and then present the scheme to the rest of the organization like Charlton Heston as Moses in The Ten Commandments.

That means that the first order of business needs to be convincing the team that this is an entirely different approach that will have a meaningful impact on how work gets done. For that reason, it is necessary to have a solid plan for introducing Hoshin Kanri to the organization.

Here are a few of the things that we’ve seen work very well.