Hoshin Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Hoshin Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Hoshin 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 specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Hoshin 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 957 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 improvements can be made.

Examples; 10 of the 957 standard requirements:

  1. How can your organization leaders and staff ensure the same basic messages (tailored by stakeholder audience) about the goal and strategy are aligned across internal and external stakeholders?

  2. Given the enormity and potential of channels you must consider: can using such channels further your organizations strategic communication goals and potentially benefit your stakeholders?

  3. Revisit the mission, aims and values of the organisation - are such still accurate, do they reflect the current and future work of the organisation, can they be made more concise?

  4. How does your organization apprise internal organization stakeholders about what information goes out to whom and when to external stakeholders about the goal and strategy?

  5. How does your organization ensure that it has a sufficiently robust understanding of future technological developments and scenarios to inform its strategic planning?

  6. Is there a CIO or someone similar, responsible for strategic planning, implementation, and management of integrated systems identified by the IT infrastructure plan?

  7. How does your organization create and implement a strategic plan to achieve a vision for the future, enhance competitive position, and improve overall performance?

  8. Have you identified and allocated all of the financial resources needed for the planning process, including the production and dissemination of the final plan?

  9. How do you ensure that needs and expectations of stakeholders are being regularly incorporated into decision-making processes and strategic planning processes?

  10. Do you help designers, developers, users, and other stakeholders of a system to identify scenarios by asking what tasks should be performed by the system?


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 book in PDF containing 957 requirements, which criteria correspond to the criteria in...

Your Hoshin 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 Self-Assessment and Scorecard you will develop a clear picture of which Hoshin 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 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 projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Change Management Plan: How do you know the requirements you documented are the right ones?

  2. Team Operating Agreement: The method to be used in the decision making process; Will it be consensus, majority rule, or the supervisor having the final say?

  3. Human Resource Management Plan: Does the business case include how the Hoshin project aligns with your organizations strategic goals & objectives?

  4. WBS Dictionary: Are work packages assigned to performing organizations?

  5. Probability and Impact Matrix: How do you analyze the risks in the different types of Hoshin projects?

  6. Activity Duration Estimates: What questions do you have about the sample documents provided?

  7. Scope Management Plan: Is your organization structure for both tracking & controlling the budget well defined and assigned to a specific individual?

  8. Scope Management Plan: The greatest degree of uncertainty is encountered during which phase of the Hoshin project life cycle?

  9. Resource Breakdown Structure: What is each stakeholders desired outcome for the Hoshin project?

  10. Quality Audit: How does your organization know that the range and quality of its accommodation, catering and transportation services are appropriately effective and constructive?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Hoshin 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 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 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 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 project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Hoshin 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 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 investments work better.

This Hoshin 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.