Everything we do is grounded in proven, research-based methodologies designed to ensure a highly collaborative experience that results in extraordinary, sustainable results. At the Lean Methods Group, we know that how you execute your strategy is influenced by how you develop it. It takes into account execution every step of the way, providing you with a systematic method of strategic planning and managing progress toward achieving your strategic goals. We use the seven-step Hoshin Planning process in combination with business development and innovation tools.
|Published (Last):||7 June 2006|
|PDF File Size:||7.54 Mb|
|ePub File Size:||3.47 Mb|
|Price:||Free* [*Free Regsitration Required]|
Learn what a Hoshin Kanri X matrix is, how to read it and how to make the most of this tool for visualizing key strategic initiatives in Lean management. When implemented properly, it bridges the gap between strategy and execution by creating alignment and focus. The most popular way of implementing Hoshin Kanri is applying the X matrix.
In the following paragraphs, you will learn what the Hoshin Kanri X matrix is, how to read it and how to get the most of it. The Hoshin Kanri X matrix template is a single page document that includes goals, strategies, strategic projects initiatives and owners.
In Lean management , the goal of applying the X matrix is to align the long-term needs with strategic initiatives, identify the most important activities along the way and list the metrics that you need to improve. Courtesy of Lean Methods Group. At the corners of the matrix template are visualized the dependencies between the activities in each section. On the far right side of the diagram are placed the names of the people responsible for executing the plan inside. Typically the leader of your organization is responsible for setting up the matrix if applied on a grand scale or any manager who is implementing it on a team level.
When filling the X matrix template, you need to list the most important parts of the diagram closest to the center. You must start with the long-term goals of your team. In Hoshin Kanri, they are normally in the frame between 3 and 5 years. List them at the bottom quadrant of the X matrix template and have in mind that every initiative will have a great number of smaller tasks that your team will have to process before achieving the goal.
A simple way to calculate the overall number of tasks that your team will have to complete is to break down each initiative into an actual plan for execution to the smallest possible task before listing the next long-term plan in the matrix.
After your long-term goals are all set, prepare the most important objectives that you aim to achieve in a shorter time frame e. Next, you need to fill the top quadrant with the most important activities that your team has to complete in order to achieve the short-term goals.
As a Lean manager, this is basically your to-do list for the upcoming months. Considering that all of your Lean teams have their own distinctive key performance indicators, you need to be very careful when putting the key metrics on the Hoshin Kanri X matrix. This is just about the perfect time to apply the Hoshin Kanri Catchball and share your plans with the rest of the stakeholders.
Together you can agree on the most crucial metrics that you need to improve and list them on the diagram without risking drops of morale from people whose work is not considered vital to the successful execution of the project.
Following this line of thought, right next to the key metrics, you need to list the key stakeholders who will be responsible for leading the completion of the activities in the top quadrant of the matrix. Last but not least, you should complete the picture by specifying the dependencies between every listing in your matrix. We recommend starting with creating a legend of the different correlation markers that will connect each quadrant to the next.
For example, you can list a primary and a secondary way of correlation. To distinguish one from another, use different figures for visualizing them circles, triangles, squares, etc. You can apply all sorts of geometrical figures but remember that the matrix needs to remain transparent and every person should understand the information inside in a single glance. To mark the dependencies between the quadrants in your Hoshin Kanri X matrix, you need to place an appropriate figure in the squares on the intersections between each quadrant in the corners of the diagram.
Continuous improvement is a vital part of Lean management and you need to find a way to scale the value of Hoshin Kanri as well. You can easily do that by implementing the Portfolio Kanban method , which is another powerful Lean method that complements Hoshin Kanri. Portfolio Kanban allows you to break down large projects into smaller initiatives on multiple levels and link them to each other so you can have absolute transparency of what needs to be done and how your affairs are progressing.
For example, you have decided to focus on 2 strategic initiatives in the next 4 years. You create a Portfolio Kanban board for each of them.
Next, you determine that there are 3 focused strategies for each of the initiatives and break them down to a second layer of 3 Portfolio boards per initiative. Afterward, you break down the shorter initiatives into 2 key projects for each one that needs to be completed to achieve them.
To visualize the upper quadrant of the matrix, you create a third layer of Portfolio Kanban boards that hold each of the 18 key projects. The third layer is the one where you have small tasks, which your regular team members can start processing and begin the long journey toward completing your long-term goals. You should assign to each Portfolio board the process owner who is going to be responsible for executing the project inside.
As work items are making their way toward the Done section of each Kanban board, you will be able to constantly monitor progress on a micro level and achieve unparalleled transparency of your process on the macro level. In Summary. During the day trial period you can invite your team and test the application in a production-like enviroment. Demystifying the Hoshin Kanri X Matrix.
Go back to all. Share on:. What is Hoshin Kanri X Matrix? A typical X matrix would normally look like this: Courtesy of Lean Methods Group The name comes from the X that divides the matrix into 4 key quadrants: Long-term goals south Annual objectives west Top-level priorities north Metrics to improve east At the corners of the matrix template are visualized the dependencies between the activities in each section.
How to Apply the X Matrix Template? Consider the capacity of your team before rushing into filling 10 long-term goals. Step 2: Define key mid-term objectives After your long-term goals are all set, prepare the most important objectives that you aim to achieve in a shorter time frame e.
Organize Work, Keep Track of Projects. And Optimize Your Workflow. Step 1. Go to Article. Step 2. Start my free trial.
Hoshin Planning and the X-Matrix: Parts and purpose
Learn what a Hoshin Kanri X matrix is, how to read it and how to make the most of this tool for visualizing key strategic initiatives in Lean management. When implemented properly, it bridges the gap between strategy and execution by creating alignment and focus. The most popular way of implementing Hoshin Kanri is applying the X matrix. In the following paragraphs, you will learn what the Hoshin Kanri X matrix is, how to read it and how to get the most of it. The Hoshin Kanri X matrix template is a single page document that includes goals, strategies, strategic projects initiatives and owners. In Lean management , the goal of applying the X matrix is to align the long-term needs with strategic initiatives, identify the most important activities along the way and list the metrics that you need to improve. Courtesy of Lean Methods Group.
Lean Methods Group Mar The Hoshin Planning X ensures that all your activities are directly related to your Breakthrough Objectives. The X-matrix is a valuable tracking tool in the Hoshin Planning process that ensures all the activities of the organization are related to the achievement of the Breakthrough Objectives. Since , Lean Methods has been providing people-driven solutions to help organizations build their problem solving capabilities, improve operations and grow their business. With 18 offices worldwide, Lean Methods delivers services in multiple languages and with a mastery of many local cultures.
Demystifying the Hoshin Kanri X Matrix
When googling Hoshin Kanri, you will sooner or later come across an X-Matrix. It is a visually very impressive tool, but I am in serious doubt about its usefulness. It focuses on the creation of the Hoshin items, but to me this approach is overkill, and — even worse — may distract the user from actually following the PDCA, especially the Check and Act parts. While the article is highly critical, I hope reading it and understanding the shortcomings help you better understand how Toyota thinks.
Hoshin Kanri X Matrix Excel Template + How-To Guide