Hoshin Kanri Toolkit

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Manage more complex production operations with greater independent authority and broader spans of control in terms of functions directed, value of resources controlled, operational difficulties encountered, or total number of employees managed.

More Uses of the Hoshin Kanri Toolkit:

  • Confirm your organization leads and provides expert guidance in the understanding and deployment of continuous improvement principles and tools in your organization.

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

  • Organize: train and mentor (formally and informally) six sigma green belts, business practice leaders, process owners, and other interested stakeholders in the benefits of lean six sigma methods and tools.

  • Establish a transformation plan based on the prioritized gaps and develop new process capability through the application of hoshin kanri and the execution of kaizen events.

  • Warrant that your organization represents organization at personnel related hearings and investigations, community relations events.

  • Confirm your organization coordinates production activities with other functions as material, marketing, new product development, customer service, manufacturing engineering, inspection, and the like.

  • Ensure you build and strengthen continuous improvement competencies by developing the design of training curricula, facilitating trainings and workshops, coaching, and providing constructive feedback to project teams.

  • Oversee delivery of sales quotes to customers and ensure adherence to pricing strategy defined by business.

  • Arrange that your organization contracts with outside suppliers to provide employee services, as canteen, transportation, or relocation service.

  • Standardize: 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.

  • Direct: partner with commercial business unit to refine value proposition while converting leads.

  • Steer: proactively engage with it and external resources to remain knowledgeable of emerging technologies, industry trends, and improvement methodologies.

  • Ensure your organization develops and administers various human resources plans and procedures for all organization personnel.

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

  • Drive the creation of a cohesive Continuous Improvement strategy and methodology with an initial focus in Supply Chain, leveraging existing capabilities with industry best practices.

  • Establish strategy, direction and application of continuous improvement through Systems and Tools, Teaching (Training Curriculums and Mentorship), and Deployment.

  • Drive a performance management culture by developing and deploying tools and techniques that mobilize and develop individuals at all levels, encouraging cross team collaboration to achieve positive results for your organization.

  • Lead: directly supervise the human resources generalist and the daily functions in the human resources department.

  • Manage work with executive management, business practice leads, and the Data and Analytics Architect to establish or refine KPIs and other key metrics.

  • Ensure you lead the analysis and redesign of key business processes across your organization to achieve improvements involving people.

  • 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.

  • Ensure all continuous improvement plans promote safety, employee engagement and ownership of lean efforts.

  • Audit: champion the strategic direction and transformation of continuous improvement by simplifying, standardizing, and integrating improvement programs.

  • Ensure you lead implementation of improvement actions, using a positive, engaging and motivating approach with team members at all levels of the enterprise.

  • Ensure your organization 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 995 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 995 standard requirements:

  1. Is the business sponsor satisfied with the functionality delivered, the performance of the team, the suitability of the product, and the continued alignment of the project against strategic goals?

  2. How useful is it to engage in strategic reviews, analyzing market positions and setting goals and tactics, when at the end of the process the world will have changed and will continue changing?

  3. How confident are you that your IT function will be able to deliver the technologies and capabilities your organization will need in order to meet its strategic goals?

  4. Does a greater time spent on Prevention and Improvement activities and Improvement projects correlate to higher levels and improvements in quality performance?

  5. How does the IS organization leverage its structure and IT governance to align investments and services to fulfill the enterprises key strategic goals?

  6. Can hoshin kanri be implemented at all with your management team and will you receive sufficient support from all relevant influencers / stakeholders?

  7. What are your organizations current strategic goals and priorities that can only be achieved through the effective use of data capture and exchange?

  8. Are training needs derived from an analysis of competencies needed to meet key organizational goals as defined in the strategic quality plan?

  9. Do other organizations with lower levels of quality performance spend more time on Corrective action and Compliance and Control activities?

  10. How do you help your organization transition from just executing projects to delivering the right solutions to achieve strategic goals?

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 995 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. WBS Dictionary: Is authorization of budgets in excess of the contract budget base controlled formally and done with the full knowledge and recognition of the procuring activity?

  2. Probability and Impact Assessment: Is the number of people on the Hoshin Kanri project team adequate to do the job?

  3. Project Schedule: Your best shot for providing estimations how complex/how much work does the activity require?

  4. Probability and Impact Assessment: What is the Hoshin Kanri project managers level of commitment and professionalism?

  5. Project Management Plan: If the Hoshin Kanri project management plan is a comprehensive document that guides you in Hoshin Kanri project execution and control, then what should it NOT contain?

  6. Scope Management Plan: Have the procedures for identifying budget variances been followed?

  7. Quality Audit: How does your organization know that its staff are presenting original work, and properly acknowledging the work of others?

  8. Schedule Management Plan: Is there a requirements change management processes in place?

  9. Quality Management Plan: What are the established criteria that sampling / testing data are compared against?

  10. Variance Analysis: Do work packages consist of discrete tasks which are adequately described?

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

1.0 Initiating Process Group:

  • 1.1 Hoshin Kanri project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Hoshin Kanri project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Hoshin Kanri project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Hoshin Kanri project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

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.