Professional Documents
Culture Documents
Hoshin Kanri Planning Book
Hoshin Kanri Planning Book
Hoshin Kanri Planning Book
Competitor Analysis
Voice of the
Customer (VOC) Review Process
Family Matrix
Affinity
Strengths Weaknesses
Internal
Opportunities Threats
External
www.proferoinc.com
Vision - Mission - Values
Our Vision
Our Mission
Our Values
Gap & Drivers-Means-Outcome
Vision Process How would you describe
1. Use the “Post-it” note the "Feeling" or
method to brainstorm "Experience" of World
ideas for possible Class Organizations?
answers to the question: What do you like in great
It's (five years in the companies,
future) and we've been organizations, or people?
very successful! What do
we look like and how did
we get here?
2. Create an Affinity
Diagram with the results.
Name the categories of
the Affinity Diagram –
these are your Vision
Elements
Drive
r
Drivers-Means-Outcomes
1. Compare each Vision
Element with every other
Means
Vision Element:
“A” enables/causes “B” = Outcome
Outgoing arrow.
Arrows in one direction only;
pick the bigger enabler
2. Label each Element as:
Driver = Outgoing arrows
(Leading indicators)
Means = Incoming/out going
arrows
Outcomes = Incoming arrows
(Lagging indicators)
Gap & Drivers-Means-Outcome
Drivers-Means-Outcomes
1. Compare each Vision
Element with every other
Vision Element:
“A” enables/causes “B” =
Outgoing arrow.
Arrows in one direction only;
pick the bigger enabler
2. Label each Element as:
Driver = Outgoing arrows
(Leading indicators)
Means = Incoming/out going
arrows
Outcomes = Incoming arrows
(Lagging indicators)
Tree Diagram /
Process Decision Program Chart
Strategy Maps
Gap Analysis /
How Why
Second Level
Objective/Goal First Level Strategies Tactics
Strategies
Tactics Second Level Strategies First Level Strategies Objective/Goal
Why How
Tree Diagram & PDPC
Overall Planning Gantt Chart 615553955.xlsx
Priority
Impact
Status
Effort
Comments
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
1
2
3
4
5
6
7
8
9
Cost
Comments
A3 Problem Solving
Date Reviewed Reviewed by
Resources Required
(Time, Budget, People, Effectiveness
Location) Tasks Desired Results Rating ASQ Course ID
Balanced Scorecard
Target
No. POC Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
Metric
Plan
Actual
No. Target Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
Plan
Actual
No. Target Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
Plan
Actual
No. Target Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
Plan
Actual
No. Target Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
Plan
Actual
No. Target Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
Plan
Actual
No. Target Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
Plan
Actual
F1 F2
$12 $12
$10 $10
Actual
$8 Actual $8
Plan
Plan
F1
$6 $6
F2
$4 $4
$2 $2
$0 $-
Jul
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Sep
Jan
Feb
Jun
Aug
Oct
Mar
Apr
May
Nov
Dec
F3 F4
12 12
10 Actual 10 Actual
8 Plan 8 Plan
F3
F4
6
4 4
2 2
0 0
Jul
Jul
Oct
Oct
Jan
Jun
Aug
Sep
Jan
Jun
Aug
Sep
Feb
Feb
Mar
Apr
Mar
Apr
May
Nov
Dec
May
Nov
Dec
F5 F6
12 12
10 Actual 10 Actual
8 Plan
8 Plan
F5
6
F6
6
4 4
2 2
0 0
Jul
Jan
Feb
Jun
Aug
Sep
Oct
Mar
Apr
May
Nov
Dec
Jul
Oct
Jan
Feb
Jun
Sep
Aug
Mar
Apr
Nov
Dec
May
F5
0
2
4
6
Jan
Feb
Mar
Function:
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
F6
0
2
4
6
8
Bowling Chart
Jan
Feb
Mar
Apr
Period:
May
Jun
Jul
Aug
From
Sep
Oct
Nov
Dec
To
Plan
5-Year Plan
Category Year 1 Year 2 Year 3 Year 4 Year 5
Year
Longer Project #1
5-Year Plan
Swim Lanes
Initiatives & Profit /
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Expense Revenue
Projects Loss
Swim Lanes