Goal Alignment with Hoshin Kanri: Driving Strategic Execution through Lean Six Sigma

Module 1: Introduction to Hoshin Kanri

• Origins and philosophy (link to Lean & Six Sigma).

• Why goal alignment fails in many organizations.

• Benefits of Hoshin Kanri for strategic execution.

Module 2: The Hoshin Kanri Framework

• The 7-step Hoshin planning process.

• Annual vs. breakthrough objectives.

• Integration with PDCA and DMAIC.

Module 3: The X-Matrix as a Deployment Tool

• Structure of the X-Matrix (strategic objectives, annual goals, metrics, owners).

• Building an effective X-Matrix step by step.

• Case example: From vision → strategy → execution.

Module 4: Catchball Process (Alignment & Engagement)

• What Catchball is and why it matters.

• Facilitating dialogue across levels.

• Balancing top-down alignment with bottom-up input.

Module 5: Cascading Goals and Metrics

• Defining KPIs, leading & lagging measures.

• Aligning cross-functional objectives.

• Preventing local optimization.

Module 6: Execution & Review (Managing the Deployment)

• Monthly/quarterly reviews.

• Red-Yellow-Green dashboards and corrective actions.

• Role of leaders in governance.

Module 7: Integration with Continuous Improvement

• Linking Hoshin Kanri to Kaizen events & Lean projects.

• Using A3s for problem-solving within Hoshin priorities.

• Creating a living strategy that evolves.

Module 8: Case Studies & Simulations

• Case Study: Toyota’s Hoshin approach.

• Simulation: Building an X-Matrix for a fictitious company.

• Discussion: Lessons learned and pitfalls to avoid.

Module 9: Sustaining Hoshin Kanri

• Embedding into organizational culture.

• Role of leadership & coaching.

• Linking to performance management systems.