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  

-­‐Vision    -­‐Objec6ves  

-­‐Strategy  -­‐Resources  

-­‐Ac6on  -­‐Schedule  

Hoshin  Planning  

Review  

Measures  

Goals  

Sr.  Management  

Mid  Management  Tac6cal  Teams  

Plan   Do  

Check  Act  

Plan   Do  

Check  Act  

Plan   Do  

Check  Act  

Plan   Do  

Check  Act  

Plan   Do  

Check  Act  

Plan   Do  

Check  Act  

Plan   Do  

Check  Act  

Corporate  Objec6ves  /  Ini6a6ves  

Site  Objec6ves  /  Ini6a6ves  

Func6onal  Objec6ves  /  Ini6a6ves  

Team  Objec6ves  /  Ini6a6ves  

Specific  Tasks  

How  it  will  be  done  

What  must  be  done  

Monthly  Reviews  to  monitor  progress  and  

implement  countermeasures  as  

required  

Ver6cal  A

lignm

ent  

Cross  Func6onal  Alignment  

       Pre-­‐work  (scan,  SWOT)  1  

           Vision,  Mission,  Values  2  

         X-­‐Matrix  3  

         Catchball  4  

Baldridge,  Shingo  

Revisit,  brainstorm,  Gap  and  drivers-­‐means-­‐outcomes  

Tree  diagrams,  sharing  the  pie  

         SW4L  5  

Tie  it  all  together  

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    

strengths weaknesses

opportunities threats criteria examples Market developments? Competitors' vulnerabilities? Industry or lifestyle trends? Technology development and innovation? Global influences? New markets, vertical, horizontal? Niche target markets? Geographical, export, import? New USP's? Tactics: eg, surprise, major contracts? Business and product development? Information and research? Partnerships, agencies, distribution? Volumes, production, economies? Seasonal, weather, fashion influences?

criteria examples Disadvantages of proposition? Gaps in capabilities? Lack of competitive strength? Reputation, presence and reach? Financials? Own known vulnerabilities? Timescales, deadlines and pressures? Cashflow, start-up cash-drain? Continuity, supply chain robustness? Effects on core activities, distraction? Reliability of data, plan predictability? Morale, commitment, leadership? Accreditations, etc? Processes and systems, etc? Management cover, succession?

criteria examples Political effects? Legislative effects? Environmental effects? IT developments? Competitor intentions - various? Market demand? New technologies, services, ideas? Vital contracts and partners? Sustaining internal capabilities? Obstacles faced? Insurmountable weaknesses? Loss of key staff? Sustainable financial backing? Economy - home, abroad? Seasonality, weather effects?

criteria examples Advantages of proposition? Capabilities? Competitive advantages? USP's (unique selling points)? Resources, Assets, People? Experience, knowledge, data? Financial reserves, likely returns? Marketing - reach, distribution, awareness? Innovative aspects? Location and geographical? Price, value, quality? Accreditations, qualifications, certifications? Processes, systems, IT, communications? Cultural, attitudinal, behavioural? Management cover, succession? Philosophy and values?

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?  

 

Balanced  Scorecard  

Financial  Perspec6ve  

Internal  Business  

Learning  &  Growth  

Customer  Perspec6ve  

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  

Company  Objec6vet  

How  I’ll  Help  

Achieve  it  

Catchball  

•  Refines  ideas  for  mee6ng  goals  

•  Promotes  buy-­‐in  •  Encourages  crea6vity  

•  Helps  create  a  culture  of  CI  

The  Objec6ve  

My  Plan  for  Achieving  it  

Standard  Work  for  Leaders  

•  Daily,  weekly,  monthly  tasks  •  Checklists  •  Sustainment  ac6vi6es  •  Visual  controls  •  Daily  Accountability  

An  Example  

25  

Weekly

Visual  Controls  

This  NOT  That  

Assessment  (W4)  

Accountability  (for  

Comple6ng  Tasks)  

Assignment  (C/A  or  

Improvement)  

W4    Assessment  

Task  Assignment  Board  

Chris  Hayes  

•  Director,  ASQ  Region  6A  •  Sr.  Project  Manager,  Utah  MEP  

–  801-­‐791-­‐1654  –  chayes@mep.org