Hoshin Planning

❎ Hoshin Planning

Chart a successful year by planning your annual strategy using the Hoshin Matrix.

Participants will break down long-term goals into top-level priorities, annual objectives, metrics to improve, and accountabilities for each category.

The strategic plan is entered into the Hoshin X template and the result is a one-page visual representation of the organization’s priorities for the coming year.

How to use this template

Activity instructions

  1. Download our template and review the instructions.

  2. Instruct participants to bring a copy of the organization’s current strategic plan and long-term goals.

  3. Introduce the Hoshin planning method.

  4. Participants will work as a group to complete a high-level Hoshin planning session to align annual objectives, priorities, and metrics to long-term organizational goals.

  5. Display the completed Hoshin Planning template.

  6. The template becomes a living, evolving document within the organization.

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