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
Sr. Management - Vision - Objec6ves Review - Ac6on - Schedule Hoshin Planning Measures Goals - Strategy - Resources Tac6cal Teams Mid Management
Corporate Objec6ves / Ini6a6ves Plan Act Do Check Site Objec6ves / Ini6a6ves Plan Act Do Check Func6onal Objec6ves / Ini6a6ves Ver6cal Alignment Plan Act Do Check Plan Act Do Check Plan Act Do Check Team Objec6ves / Ini6a6ves Plan Do Act Check Specific Tasks Plan Do Monthly Reviews to monitor progress and implement countermeasures as required Act Check How it will be done Cross Func6onal Alignment What must be done
1 Pre- work (scan, SWOT) Baldridge, Shingo 2 Vision, Mission, Values Revisit, brainstorm, Gap and drivers- means- outcomes 3 X- Matrix Tie it all together Tree diagrams, sharing the pie 4 Catchball Execu6on accountability at all levels 5 SW4L
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.) criteria examples strengths weaknesses 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? 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 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? 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? 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 Customer Perspec6ve Balanced Scorecard Internal Business 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 Refines Company ideas for Objec6vet mee6ng goals Promotes buy- in Encourages crea6vity Helps create a culture of CI How I ll Help Achieve it The Objec6ve My Plan for Achieving it
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 (W 4 ) Assignment (C/A or Improvement) Accountability (for Comple6ng Tasks)
W 4 Assessment
Task Assignment Board
Chris Hayes Director, ASQ Region 6A Sr. Project Manager, Utah MEP 801-791- 1654 chayes@mep.org