- To create a strategic plan for any organization or group;
- To coordinate activities that promote and sustain the mission and vision of the organization or group;
- To set a longer-term vision for the organization or group;
- To show linkages between short-term action items and long-term vision;
- To identify which projects or initiatives should be done first.
- Perform an environmental scan;
- Perform a SWOT (Internal Strengths and Weaknesses, External Opportunities and Threats) analysis;
- Using everyone in the organization or group, brainstorm and list ideas based on the following question: "It is five years in the future and your organization or group is very successful, what does this look like?";
- Group like-ideas from the brainstorming session and give the like-ideas a specific group name;
- Perform a gap analysis on the grouped ideas and identify drivers, means and outcomes;
- Review your vision and mission statement;
- Fill out the X-matrix by listing strategic initiatives, focus strategies, initiatives & projects, targets & metrics and the key players;
- Perform "catchball" - a group brainstorming exercise - to create implementation plans;
- Communicate implementation strategy
Take a look at an example of a Hoshin Kanri template
Check out an example of an X-Matrix.
The Quality Management and Continuous Improvement Professional Specialty Group currently uses this tool in several regions. The group used the Hoshin Kanri tool to create a strategic plan that is used to develop both short-term and long-term projects. All short-term and long-term projects are tracked to ensure that each project promotes and leads to the overall mission and vision of the group.
Glenn Campbell - Alaska Fisheries Science Center: email@example.com