Hoshin Planning Flowchart

Review Previous Brainstorm Tree Diagram

Plan

Affinity Process Decision Plan/Gantt Chart

Environmental Scan Program Chart
(STEEP)
Gap Analysis Strategic Elements
Balanced Scorecard
SWOT
Cause & Effect Dialogue Implement Plan
Metrics Correlation
Values Matrix
X-matrix Tactical Elements Scheduled Reviews

Vision Strategy Map

Select Top Daily Management Lessons Learned
Breakthrough Item
Mission

Competitor Analysis

Voice of the
Customer (VOC) Review Process
Family Matrix
Affinity

Current State VSM

Gap Analysis

Future State VSM

Cause & Effect
Near-term (1-3 years)
Cause & Effect Hoshin Planning Flowchart
Near-term (1-3 years)
 Hoshin Planning Timeline
ID Annual Timeline Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Monthly Review
Quarterly Review
Year in Review
Initial Training and Planning Session & Vision
First Level Strategies
Catchball
Second Level Strategies
Finish Catchball & Review
Final Plan Review
Roll-out

ID Multi-year Timeline Year 1 Year 2 Year 3 Year 4

1 J F M AM J J A S O N D J F M AM J J A S ON D J F M AM J J A S ON D J F M AM J J A S ON D J F M A
2
3
4
5
6
7
8
9
10
 Hoshin Planning Timeline
11
12
 What Worked What Didn't Work

Stop Doing List Lessons Learned

 Environmental Scan

Economic Socio-cultural Technological Political/Legal Macro-industry

Resources Market Competitors Suppliers

Environmental Scan
 SWOT Analysis

Strengths Weaknesses
Internal

Opportunities Threats
External

www.proferoinc.com
SWOT Analysis

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 answers Class Organizations?
to the question: What do you like in great
It's (five years in the companies, organizations,
future) and we've been 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

Gap Analysis Process

1. Place the Vision
Elements names around
the Radar Chart
2. Use the $100 technique
to determine gaps New Product
between current state and Development
ideal state or as a team
reach consensus on the
gap between where you
are at now and where you
want to be (or world
class). In 1
Out 5

Drive
r
Drivers-Means-Outcomes
1. Compare each Vision
Element with every other Vision
Means
Element:
“A” enables/causes “B” =
Outgoing arrow.
Outcome
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)

Create Tree Diagram after Brainstorming session

Have Flipcharts on wall so that they can create the levels of the Tree Diagram

What would make us unsuccessful?

 X-box - Level 1 5-14

Main Tactical Improvement Initiatives or Projects Team

Initiatives & Projects

3-5 Focus Strategic Goals for Planning Year (Short-term, 1-year)

Tree Diagram /
Process Decision Program Chart

Measurement & Metrics (Balanced Scorecard)

Team Leaders, Members, Participants

Metrics Correlation Matrix /

Targets & Metrics

.
Focus Strategies

Balanced Score Card /

Driver-Means-Outcome

Strategy Maps
Gap Analysis /

Review / Environmental Scan / SWOT /

Vision-Mission-Values / Brainstorm / Affinity
Strategic Initiatives Parties or Departments
¤  ¤ ¤
 ¤ ¤ ¤ Correlation Legend
Relationship Team
¤ Very Strong Leader
 Important Member
Breakthrough Strategies (Long-term, 3-5 years) r Weak Participant
Balanced Scorecard
F Financial
C Customer
I Internal Processes
L Learning & Growth

© 2008 Profero, Inc.

 Tree Diagram & PDPC

How Why
Second Level
Objective/Goal First Level Strategies Tactics
Strategies
Tactics Second Level Strategies First Level Strategies Objective/Goal

Are these SMART?

Estimated Costs
Tree Diagram & PDPC

Why
How
Tacti
Tree Diagram & PDPC
 Overall Planning Gantt Chart 627975459.xls

Project: Project Plan

Percent Complete
Status Goals & Objectives Location/Facility
N = Not Started 0 Process Family
O = Open 0 Leader:
I = In-progress 0 Date Reviewed
C = Closed 0 Date Map Updated
NOTE: 0
Related

Priority
Impact
Status

Effort

ID Description Start Date End Date Leader (POC) Team

Date printed: 11/21/2022 Page 18 of 33 Profero, Inc.

 Overall Planning Gantt Chart 627975459.xls

Date printed: 11/21/2022 Page 19 of 33 Profero, Inc.

 Overall Planning Gantt Chart 627975459.xls

Planning Gantt Chart

Percent Complete
Legend 8 Week Kaizen Cycle On-time Completion Rate
S = Start Preparation Phase S Weeks 1-3 Total Number of Project 0
F = Finish Kaizen Event K Week 4 Number of Projects Completed On-time 0
M = Milestone 30-day Action Iten List F Week 5-8 Percent Completed On-Time
K = Kaizen Event Example S K F Goal 95%
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Comments Cost

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Date printed: 11/21/2022 Page 20 of 33 Profero, Inc.

 Overall Planning Gantt Chart 627975459.xls

Date printed: 11/21/2022 Page 21 of 33 Profero, Inc.

 Overall Planning Gantt Chart 627975459.xls

Comments

Date printed: 11/21/2022 Page 22 of 33 Profero, Inc.

 Overall Planning Gantt Chart 627975459.xls

Date printed: 11/21/2022 Page 23 of 33 Profero, Inc.

 Learning Plan Function: QM PSG

Target Group/ Method(s) of

ID Leader Dates Learning Objectives Individuals Learning

PSG Basic Quality Management Tools (Custom Course)

What is Quality Management, what a QM System looks like
SIPOC
Process Characteristic Sheet
Procedures
Flow Charts
Measures & Metrics
Value Stream Mapping
Action Plans

A3 Problem Solving
 Date Reviewed Reviewed by

Resources Required
(Time, Budget, People, Effectiveness
Location) Tasks Desired Results Rating ASQ Course ID
 Balanced Scorecard

Financial Perspective Relationship Financial Perspective

ID Lead (Driver) Goal Supplemental/Diagnostic ID Strategic Objective Lag (Outcome) Goal
F1 F1
F2 F2
F3 F3
F4 F4
F5 F5
F6 F6
F7 F7

Customer Perspective Customer Perspective

ID Lead (Driver) Goal Supplemental/Diagnostic ID Strategic Objective Lag (Outcome) Goal
C1 C1
C2 C2
C3 C3
C4 C4
C5 C5
C6 C6
C7 C7

Internal Perspective Internal Perspective

ID Lead (Driver) Goal Supplemental/Diagnostic ID Strategic Objective Lag (Outcome) Goal
I1 I1
I2 I2
I3 I3
I4 I4
I5 I5
I6 I6
I7 I7

Learning & Growth Perspective Learning & Growth Perspective

ID Lead (Driver) Goal Supplemental/Diagnostic ID Strategic Objective Lag (Outcome) Goal
L1 L1
L2 L2
L3 L3
L4 L4
L5 L5
L6 L6
L7 L7
 Bowling Chart
From To
Function: Period:

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

Did not meet goal

 Bowling Chart
From To
Function: Period:
Close to goal
Met or surpassed goal

F1 F2

$12 12

$10 10
Plan
$8 Plan 8 Actual

F2
F1

Actual
$6 6

4
$4
2
$2
0
$0

Jul

Oct
Jan

Jun
Feb

Aug

Sep
Mar

Apr

Nov

Dec
May
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

F3 F4

12 12
10 Plan 10 Plan

8 Actual 8 Actual

F4
F3

6 6

4 4

2 2

0 0
Jul

Jul
Jun

Sep
Oct
Jan

Jun

Aug

Jan

Feb

Aug

Oct
Feb

Sep

Mar
Mar

Apr
Apr

May

Dec

May

Nov

Dec
Nov

F5 F6

12 12
10 Plan 10 Plan
Actual
8 8 Actual
F5

F6

6 6
4 4
2 2
0
 F5

0
2
4
6
8
10
12

Jan

Feb

Mar
Function:

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec
Plan
Actual

F6
0
2
4
6
8
10
12

Bowling Chart

Jan

Feb

Mar

Apr
Period:

May

Jun

Jul

Aug
From

Sep

Oct

Nov

Dec
To
Plan
Actual
 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