Hoshin Kanri Toolkit

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Manage development and execution of Continuous Improvement initiatives, strategic scorecards and dashboards, Best Practices in Business Processes, Operational Excellence principles and Systems Development and deployment.

More Uses of the Hoshin Kanri Toolkit:

  • Systematize: implement Value Stream mapping and create Continuous Improvement roadmap for its.

  • Standardize: source of imaginative, thorough, and Innovative Solutions to a wide range of difficult problems.

  • Establish and maintain Best Practices in areas of Business Processes, KPIs, and analytics.

  • Introduce PDCA (plan, do, check, act) methodology to achieve positive change.

  • Ensure all Continuous Improvement plans promote safety, Employee Engagement and ownership of lean efforts.

  • Guide: actively participate in the Continuous Improvement Community Of Practice.

  • Confirm your group participates in developing department goals, objectives, and systems.

  • Make sure that your operation develops and administers various Human Resources plans and procedures for all organization personnel.

  • Coordinate vendor and duties for on site housekeeping.

  • Arrange that your enterprise advises management in appropriate resolution of employee relations issues.

  • Collaborate with territory and distribution sales leaders to ensure OEMs and retrofit partners support end user specifications.

  • Ensure you consult; lead the analysis and redesign of Key Business Processes across your organization to achieve improvements involving people.

  • Pilot: proactively engage with it and external resources to remain knowledgeable of Emerging Technologies, Industry Trends, and improvement methodologies.

  • Serve as your organizations Continuous Improvement champion, supporting the Supply Chain and partner functions, providing leadership, mentoring, and coaching in the implementation of Continuous Improvement methodologies.

  • Make sure that your team coordinates production activities with other functions as material, marketing, new Product Development, Customer Service, Manufacturing Engineering, inspection, and the like.

  • Establish that your project recommends new approaches, policies, and procedures to effect continual improvements in efficiency of department and services performed.

  • Ensure you supervise; lead implementation of improvement actions, using a positive, engaging and motivating approach with Team Members at all levels of the enterprise.

  • Coordinate: proactively drive expansion opportunities with existing customer base.

  • Develop and implement the associated training to implement and sustain the strategy.

  • Oversee delivery of sales quotes to customers and ensure adherence to Pricing Strategy defined by business.

  • Identify risks and necessary control points in processes and recommend control solutions.

  • Establish that your organization complies; leaders and providing expert guidance in the understanding and deployment of Continuous Improvement principles and tools in your organization.

  • Make sure that your business develops and establishes departmental standards and practices.

  • Manage work with Executive Management, business practice leads, and the Data and Analytics Architecture to establish or refine KPIs and other Key Metrics.

  • Ensure you cooperate; lead Stakeholder Engagement and coordination of Best Practices.

  • Evaluate: Human Resources supervisor.

  • Make sure that your operation creates an environment that encourages Continuous Improvement, Best Practices and appropriate risk taking.


Save time, empower your teams and effectively upgrade your processes with access to this practical Hoshin Kanri Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Hoshin Kanri related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Hoshin Kanri specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Hoshin Kanri Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Hoshin Kanri improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Can you adapt and adjust to changing Hoshin Kanri situations?

  2. What adjustments to the strategies are needed?

  3. Have you defined which data is gathered how?

  4. How will you know that you have improved?

  5. Will it be accepted by users?

  6. What is the big Hoshin Kanri idea?

  7. What actually has to improve and by how much?

  8. How do you decide how much to remunerate an employee?

  9. How do you mitigate Hoshin Kanri risk?

  10. Do you identify any significant risks or exposures to Hoshin Kanri thirdparties (vendors, Service Providers, Alliance Partners etc) that concern you?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Hoshin Kanri book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Hoshin Kanri self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Hoshin Kanri Self-Assessment and Scorecard you will develop a clear picture of which Hoshin Kanri areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Hoshin Kanri Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Hoshin Kanri projects with the 62 implementation resources:

  • 62 step-by-step Hoshin Kanri Project Management Form Templates covering over 1500 Hoshin Kanri project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Hoshin Kanri project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Hoshin Kanri Project Team have enough people to execute the Hoshin Kanri Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Hoshin Kanri Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Hoshin Kanri Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Hoshin Kanri project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Hoshin Kanri project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Hoshin Kanri project with this in-depth Hoshin Kanri Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Hoshin Kanri projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Hoshin Kanri and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Hoshin Kanri investments work better.

This Hoshin Kanri All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.