Lean Strategic Planning (Hoshin Kanri)

Reduce initiative overload with Lean Strategic Planning.

Lean Strategic Planning is a 1-day workshop teaching the Lean approach to strategic planning known as Hoshin Kanri. The course is designed to help government organizations develop and execute strategic plans that are more likely to be achieved than those developed using traditional strategic planning methods because it uses Lean techniques to make sure the plan is:

  • focused on the right problems (the must-do, can’t fail priorities), avoiding initiative overload that prevents execution;
  • matched with available capacity;
  • supported and owned by all levels of the organization;
  • executed with a framework in place to monitor progress, maintain focus, and overcome obstacles

Participants will learn what Hoshin Kanri is, what makes it different from more traditional approaches and review the six steps involved to create and execute their plans using Lean tools and techniques. Equipped with a Hoshin Kanri workbook (provided in Excel) they leave the workshop able to apply what they’ve learned to develop better strategic plans for the organization.

The program also covers how to integrate Hoshin Kanri with the Results and Delivery (Deliverology) framework.

  • What is Lean Strategic Planning and Deployment? How does it differ from traditional planning?
  • The five shortcomings of traditional strategic planning
  • The six stages of Lean Strategic Planning
  • Developing a “North Star” to guide the strategy and operational decisions
  • Identifying the “must-do, can’t fail” initiatives versus the “should-do, could-do” and “don’t-do” initiatives
  • How to manage expectations of internal stakeholders when saying no.
  • How to understand and manage capacity available and apply it to the “critical few” initiatives
  • An overview of Lean tools including: Strategy Maps, A3 Reports, Fishbone (Ishikawa) diagrams, X-Matrix, visual management
  • How to design plans for ‘implement-ability” to improve results
  • How to broaden ownership of the plan beyond the executive suite
  • The important role of support functions (HR, IT, Finance, Admin., etc.) in the process
  • How to use existing tools and templates (PAA, RPP, DPR) to apply the Lean approach – instead of reinventing the wheel
Cost: $795 + HST
Upcoming Sessions:

Who should attend? 

  • People and teams responsible for strategic planning in their organization, at the enterprise, branch/sector, or work unit levels