LEAN Management -- Christopher Reep

​ The X-Matrix (Core Tool) The most common tool used in Hoshin is the X-Matrix. It visually connects: Long-term objectives Annual goals Key initiatives KPIs Responsible owners Think of it as: A one-page strategy deployment map

​ The Hoshin Kanri Process (Step-by-Step) Step 1 — Establish Vision & Long-Term Direction Leadership defines where the organization is going. Step 2 — Identify Breakthrough Objectives Select a few critical priorities (not 20 things). Step 3 — Develop Annual Objectives Translate long-term goals into measurable yearly targets. Step 4 — Deploy Goals (Catchball Process) This is the most unique part of Hoshin. Catchball = Back-and-Forth Alignment Leaders don’t just assign goals. They throw ideas down, teams respond, refine, and align. It ensures: Feasibility Ownership Clarity Step 5 — Execute Through PDCA Hoshin is not static. Execution follows: Plan Do Check Act Step 6 — Monthly & Quarterly Reviews Regular reviews ensure: Progress tracking Course correction Problem solving Step 7 — Annual Reflection Evaluate: What worked What didn’t What to adjust

​ The 3 Levels of Hoshin Planning 1. Breakthrough Objectives (3–5 years) These are big, strategic goals. Examples: Reduce lead time by 50% Achieve world-class OEE Enter a new market 2. Annual Objectives These break down long-term goals into 1-year targets. Example: Reduce lead time by 15% this year 3. Tactical / Operational Goals These translate strategy into: Department goals Team actions Daily work

  The 3 Levels of Hoshin Planning 1. Breakthrough Objectives (3–5 years) These are big, strategic goals . Examples: Reduce lead time by 50% Achieve world-class OEE Enter a new market 2. Annual Objectives These break down long-term goals into 1-year targets . Example: Reduce lead time by 15% this year 3. Tactical / Operational Goals These translate strategy into: Department goals Team actions Daily work