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Hoshin Kanri
Aligning and Executing on Your Organizational Objectives.
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Notify MeMany leaders face difficulty not in creating a strategy, but in seeing it through—especially in distributed teams. This course provides a solution by guiding you through the hoshin kanri process (strategy development and deployment), ensuring your team stays on track toward achieving annual objectives. Get practical takeaways, not just theories, that empowers you to apply new skills as you progress. Leave with a clear framework to overcome common execution obstacles, ways to engage every level of your organization, and learn how to break down strategic goals into actionable steps.
By participating, you will benefit from a combination of instruction, coaching, and peer learning—creating a rich environment where you can practice, reflect, and refine your approach to strategy deployment. The simulation-based case study will mirror a real-world application. Complete Assignments between live sessions to apply lessons. If you’re ready to move from planning to action, this course will equip you with the knowledge and confidence to make it happen.
Note: This course does not teach the X-matrix.
Learning Objectives
- Explain the fundamental framework for Hoshin Kanri – Learners will be able to clearly describe the key components and stages of the Hoshin Kanri process.
- Identify the conditions necessary for successful execution of Hoshin planning and alignment in an organization – Learners will list and evaluate the critical factors that contribute to effective Hoshin planning and organizational alignment.
- Create a structure of PDCA (Plan-Do-Check-Act) at both individual and corporate levels – Learners will design a PDCA cycle and demonstrate its application in both personal and organizational contexts.
Group Discounts
Register three or more students from your organization and save 12.5% off every registration. This discount will be automatically applied at checkout when you register with your group.
LEI Co-Learning Partners: Receive 25% off the current price. No group discount can be applied.
Cancellation Policy
To cancel, please go through the steps in your confirmation email from ‘The LEI Events Team’, email registrar@lean.org, or call LEI at (617) 871-2900.
- Two+ weeks before start date: full refund
- Less than two weeks before the start date: $350 fee
- After the start date: no refund available
Schedule Overview
The 9 sessions are hosted over 9 weeks with one to two hours of assignments in between. Please see session details for times and instructors.
Course Structure
Introduction and case study review
Team SWOT discussion, brainstorm
to address challenges, and case study review.
Introduce strategic priorities, mechanics
of hoshin, discussion around what/why goals.
Review what and why goals.
Corporate Hoshin
Horizontal catchball.
Horizontal catchball and introduction
corporate to functional catchball.
Catchball overview and department hoshin.
Article discussions and introduction
to A3 and Managing to Learn.
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Mark Reich
Senior Coach and Chief Engineer, Strategy
Lean Enterprise Institute
Mark Reich spent 23 years working for Toyota, starting in 1988 with six years in Japan in the Overseas Planning Division, where he was responsible for Product Planning and worked with Chief Engineers to define vehicle specifications for overseas markets. This was at a critical time when Toyota was introducing the Lexus to the world. […]
Read more about Mark Reich
Karen Gaudet
Senior Coach, Lean Enterprise Institute
Karen has over 30 years of experience leading, training, and developing the capability of team members and executives in rapid-growth environments. Most recently, she’s coached clients in various industries as they adopt lean thinking and practices. They include Microsoft (data center construction), Legal Seafood (hospitality); TriMark (distribution); Abiomed (medical research and device manufacturing), and the […]
Read more about Karen Gaudet
Laura Mottola
Director of Digital Transformation, BBA Group
Coach, Lean Enterprise Institute
A seasoned professional mining engineer and business leader with over 25 years of global experience across industries, Laura is recognized globally as a leader in Lean Mining®, operational excellence, and lean transformation in the natural resource sector. In addition to her dedication to lean thinking and practice, she’s devoted her career to integrating systems thinking, […]
Read more about Laura MottolaBring Our Practical, How-to Training to Your Company
Custom Training
Hear What Our Customers Are Saying:
“It was different than I expected, in a good way. I anticipated more lecture and really enjoyed the group activities.”
Clint Olsen, Director, Customer Care, Stryker
“Class was excellent, really helped to simplify the Hoshin process.”
Sekenus (Xavier) Boneparte, BAE Systems