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Hoshin Kanri: Visual Strategic Planning

Course ID HK01LF
Format Web-based

Learn how to use this powerful planning tool to ensure that the entire organization is working towards key objectives.

Hoshin Kanri: Visual Strategic Planning Management's top priorities are planning and ensuring that everyone is working on the organization's key business objectives. Hoshin Kanri is a tool that helps management successfully realize these top priorities. This methodology is one of the most powerful planning tools available to organizations today, allowing for breakthrough innovations and continuous improvement. It provides a method for creating a comprehensive communication system between all levels of employees, keeping everyone focused on top priorities in the organization.
Hoshin Kanri provides a step-by-step strategic planning process, a deployment and review process for change and continuous improvement. It is a methodology that ties the vision and mission of an organization to the goals and team activities of those working in the organization. Organizations winning the prestigious Malcolm Baldrige Award have predominately used Hoshin Kanri.
Students will become familiar with the PDCA model and how it builds the foundation for Hoshin Kanri. In order to deploy a strategic plan, students learn how to create a vision and mission statement and assign measures, benchmarks and targets to strategic objectives. Also, covered in the course are the mechanics for how to calculate a hoshin matrix and the action planning necessary to deploy the plan into the organization. This course contains downloadable Excel templates that students can use to begin their Hoshin Kanri plan. They also receive a workbook that recaps all the material found in the course including numerous examples of Hoshin Kanri matrices!

Course Data

  • CEU Hours: 0.3
  • Length: 3 Hours
  • ASQ RU: 0.3
  • Provider: LearnFirm
Course Overview

Learning Objectives:

  • Understand the basic definition, principles and benefits of Hoshin Kanri
  • Comprehend the many ways to collect organizational data
  • Identify the difference between a target and a mean
  • Calculate a Hoshin Kanri matrix
  • Recognize where specific data goes in a Hoshin Kanri matrix
  • Understand deployment planning and the annual planning cycle
  • Know how to create and apply Quality Tables to ensure action
  • Understand the leadership skills needed in a Hoshin environment
  • Know when to use a tree diagrams, affinity diagrams and cause and effect diagrams during a Hoshin process

Who Should Attend:

Managers interested in breakthrough innovations and continuous improvement.
  1. Introduction to Hoshin Kanri Planning
    1. Understand the basic definition and principles of Hoshin Kanri
    2. Outline the difference between daily management and a “Hoshin”
    3. Know the history of Hoshin Kanri
    4. Understand how Deming’s Plan, Do, Study, and Act model fits into Hoshin Kanri
    5. Identify who is involved in the Hoshin Kanri planning process
  2. Gathering Data
    1. Comprehend the many ways to collect organizational data
    2. Know the components included in an environmental scan
    3. Identify the components in a SWOT analysis
    4. Understand how to gather information from the employees within your organization
    5. Know the importance of the “Voice of the Customer”
    6. Understand how to measure the organization
  3. The Hoshin Kanri Matrix
    1. Recognize the difference between a target and a mean
    2. Identify the stages in calculating a Hoshin matrix
    3. Understand the methodology behind the relationship matrix
    4. State the meaning for the symbols used in a Hoshin Kanri matrix
    5. Calculate a Hoshin Kanri matrix
  4. Rooms in a Hoshin Kanri Matrix
    1. Know where specific data goes in a Hoshin Kanri matrix
    2. Understand the meaning of targets, means, importance weight, competitive assessment, competitive index, owners, measures, actuals, goals, organizational difficulty and importance ratings
    3. Review completed Hoshin Kanri matrices
    4. Identify an “X” matrix
  5. Deploying the Hoshin Kanri Plan
    1. Define the term “Catch Ball”
    2. Know the time frame for the deployment of a Hoshin Kanri plan
    3. Understand who should be involved in the review process in Hoshin Kanri
    4. Describe the necessary configuration for Hoshin Kanri deployment
    5. Explain the components found in an Hoshin Kanri action planning sheet
    6. Learn how to analyze actions that sub-optimize organizational effectiveness
  6. Leadership in a Hoshin Kanri Environment
    1. Understand the role that a leader plays in an organization
    2. Identify a leader’s customers in a Hoshin Kanri environment
    3. Understand the four components to organizational change
    4. Define team building as a critical skill set
    5. Identify effective organizational communication
    6. Recognize the roadblocks to creating an environment that supports Hoshin Kanri
  7. Tools Needed in Hoshin Kanri: Tree Diagrams
    1. Identify the meaning for a tree diagram
    2. Understand when to use a tree diagram
    3. Identify the steps needed to create a tree diagram
    4. Recognize critical guidelines needed for creating a tree diagram
  8. Tools Needed in Hoshin Kanri: Affinity Diagram
    1. Define affinity diagrams
    2. Identify when to use an affinity diagram
    3. State the steps for affinitizing information
    4. Describe the critical guidelines for using an affinity diagram
  9. Tools Needed in Hoshin Kanri: Cause and Effect Diagrams
    1. Define a cause and effect diagram
    2. Understand when to use a cause and effect diagram
    3. Define the steps in creating a cause and effect diagram
    4. Identify the guidelines for using a cause and effect diagram
System Requirements
Here is what you need to participate in an ASQ web-based, self-paced, or instructor-led virtual WebEx course.

Registration Email

After course registration, you will receive an email with access instructions. If you do not, please check your email junk, spam, or clutter folders. If the email is not there, please contact ASQ. For virtual WebEx courses, you will receive another email 24 hours prior to the start of class containing additional access information.

Technical Requirements

  • Computer – PC or Macintosh
  • High-speed internet connection
  • Adobe Flash Player 10.3 or later
  • Windows: Internet Explorer 8 or later, Google Chrome (latest version), Firefox (latest version)
  • Mac: Safari 7 or later, Google Chrome (latest version), Firefox (latest version)
  • For instructor-led virtual WebEx courses, a speakerphone or telephone headset in a designated room or space with no distractions (preferred)

NOTE: Refer to product description for any additional system requirements.

WebEx – Virtual Course: Advance Preparation and Student Information

Join a Test Session

We strongly suggest that you join a WebEx test session in advance of your scheduled virtual training, using your preferred web browser. This can help prevent problems launching content the day your training begins.

If you do not have administrative privileges on the SAME computer you will be using the day of your training (i.e., your workstation within your organization) you may need the assistance of your local IT/IS help desk staff for the platform to engage correctly.

To join a test session (meeting), click here and enter your name and email address to join. If successful, you will see a screen that says "Congratulations! Your system is now set up properly ..."

Deactivate Pop-up Blockers

You should deactivate any pop-up blockers, spam filters, and company firewalls that could prevent the WebEx client platform or web-based course from working properly. Third-party toolbars such as Bing, Yahoo, and Google should also be disabled due to their own pop-up blocking capabilities.

Cancellation Policy
ASQ reserves the right to cancel or re-schedule courses and to change instructors. Please be advised that in the event of a course cancellation, ASQ is not responsible for airfare penalties or other travel related expenses you may incur.
  • If you need to cancel, we will refund your paid registration fee as noted below.
    • Requests for cancellations/transfers received at least 5 business days before the start of the course receive a full refund/transfer.
    • Requests received within 5 business days of the course starting incur a $150 processing fee.
    • After the course starts, there are no refunds or transfers.
    • Registrants who fail to attend without advance notice are liable for the entire course fee.
    • If you cannot find a substitute, we can transfer your course fees to another ASQ course of your choice.
  • You must successfully complete the entire course or program before IACET CEUs and a Certificate of Completion can be awarded.

Enrollment Details

Format: Classroom
Format: Web-based

Internet-based, self-paced training modules, which may involve combinations of text, visuals, audio, interactive simulations and quizzes (see specific courses for features and tools).  These web-based courses require a computer and Internet access.

HK01LF Self-Paced English 365 Days List: $279 Member: $249



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