Implementing Hoshin Kanri

This book focuses on the implementation of Hoshin Kanri. It is a response to most books on strategic planning that tend to downplay the implementation and only describe the fully implemented planning process. The power of this book originates from the a project in which a team of five professionals over a period of three years implemented Hoshin Kanri in 14 companies; results were drawn from 130 workshops with leadership teams. The project team subsequently ran several accelerators inside large and small companies as well as public institutions. All these experiences together for the implementation focus of this book.

Moreover, the organization of the book mirrors the message of its scientific thinking, which is also the basic principle of Hoshin Kanri:

• Chapter 1 focuses on the basic analysis — is Hoshin Kanri something for your organization?
• Chapter 2 addresses the ambition — What is the vision for strategy work in your organization?
• Chapter 3 presents the conditions needed for effective strategic work.
• Chapter 4 discusses the choice of implementation strategy and your role as the change agent.
• Chapter 5 describes how Hoshin Kanri works when implemented.
• Chapter 6 addresses coaching/mentoring and the Kata philosophy.
• Chapter 7 presents important analytical tools.
• Appendix 1 describes the journey made by a medium-sized construction company.

Essentially, this book describes in a concrete and structured way how you — the change agent — can use Hoshin Kanri in your organization to tackle large and complex challenges.

Why Work with Strategy According to Hoshin Kanri?

1. How Do You Recognize a Hoshin Kanri Organization?
1. The Visionary Target Condition for Hoshin Kanri
1. Principle 1: Long-Term Thinking
2. Principle 2: Change Curiosity
3. Principle 3: Focus
4. Principle 4: Process Orientation
5. Principle 5: Visualization
6. Principle 6: Managing by Learning
7. Principle 7: Facts Drive and Decide
8. Summary of the Seven Principles
2. A Scientific Approach
2. Are You and Your Organization Ready?
1. Why, Why, Why, Why, Why?
2. Readiness Analysis
1. External Drivers
• Factor 1: External Pressure for Change
• Factor 2: Ownership Control
2. Internal Drivers
• Factor 3: Level of Ambition
• Factor 4: Focus
• Factor 5: Leadership
• Factor 6: Management Work
• Factor 7: Strategy Work
• Factor 8: Problem Solving
• Factor 9: Body of Knowledge
• Factor 10: Visualization
• Factor 11: Inclusion
• Factor 12: Individual Follow-Up
3. The Organization's Desire and Capacity
3. Existing Strategy Work
3. Strategy for Introducing Hoshin Kanri
1. Classifying Organizations Based on Desire and Capacity
1. Category A: We Want to Do It, But We Don't Really Know What We Can Do
2. Category B: We Can't Do It and Don't Want To
3. Category C: We Can Do It and We Know What We Want
4. Category D: We Are Capable But Don't Really Know What We Want to Do
2. Challenge-Based Change Strategy
3. How Does the Change Agent Bring about Change?
4. Hoshin in Hoshin Kanri
1. Organizing the Introduction
2. Developing and Gaining Acceptance for the Target Condition
3. The Task of the Owners: Deciding the Direction
4. The Task of Management: Identifying the Organization's Challenges
5. From Major Challenges to This Years Planning: "Catchball"
6. Nemawashi
7. When, Where and How?
5. Kanri in Hoshin Kanri
1. The Meaning of Follow-Up
2. Catchball
3. Coaching Leadership According to the Kata Philosophy
1. Finding the Employee Where They Are Located and Starting There
2. Understand More Than the Employee Does — But First Understand What They Understand
3. Helping Is Not Wanting to Rule But Wanting to Serve
4. Encouraging Learning and Development by Experimenting
5. Alternatives to Hoshin Kanri According to the Toyota Model
6. Extended Discussion and Analytical Tools
1. Current Condition
1. SWOT — Framework for Analyzing the Current Condition
2. PESTEL
3. Porter's Five Forces Analysis
4. Internal Environment
5. VRIO
6. SWOT — A Summary
7. Prfeparing the Next Step — The Extended SWOT Analysis
2. Vision and Direction
3. PDCA and the Scientific Systematic Approach
4. How Did It Go? Follow-Up and Evaluation
5. Communicating PDCA
1. A3
2. X-Matrrix
3. Sunburst Diagrams
6. Systematic Root Cause Analysis
1. Five Whys
2. Fishbone Diagram
7. Information, Transparency and Visualization
7. Some Concluding Remarks

• Appendices
• Appendix 1: The Lindbäcks Group
• Appendix 2: Worksheet for Readiness Analysis
• Appendix 3: Worksheet for PDCA Analysis