Many 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 in Managing on Purpose with Hoshin Kanri (formerly Hoshin Kanri), 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 7 sessions are hosted over 7 weeks with one to two hours of assignments in between. Please see session details for times and instructors.
Course Structure

Session Times
12:00 PM – 2:30 PM ET
Session 1:
Introduction and case study review
Team SWOT
discussion, brainstorm to address challenges,
and case study review
Friday, May 16, 2025
Session 2:
Introduce strategic priorities, mechanics
of hoshin, discussion around what/why goals.
Review what and why goals.
Friday, May 23, 2025
Session 3:
Corporate Hoshin
Friday, May 30, 2025
Session 4:
Horizontal catchball
Friday, June 6, 2025
Session 5:
Horizontal catchball and introduction
corporate to functional catchball
Friday, June 13, 2025
Session 6:
Catchball overview and department hoshin
Friday, June 20, 2025
Session 7:
Article discussions and introduction
to A3 and Managing to Learn
Friday, June 27, 2025
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
With nearly 40 years of experience working at Toyota, Rachel has cultivated extensive expertise across a wide range of disciplines. Beginning in a staff-level role, Rachel advanced through management and eventually into an executive position. This tenure provided opportunities to gain experience in project management, production, quality, supplier development, data management, human resources, accounting, facility […]
Read more about Rachel Reuter