Status Summary (page 13) The Status Summary report provides a quick look at the current status of the plan. It identifies areas falling behind plan.

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1 Hoshin Planning 2.0 http://www.tqe.com

Hoshin Planning 2.0

Sample Reports

This document shows sample reports created by TQE’s Hoshin Planning 2.0 software. The reports provide examples of how the software can help document, deploy, review, and manage your strategic or business plan. You are encouraged to visit TQE’s web site and download the free trial software and see for yourself how the software can help take the overhead out of your planning process and help your organization achieve excellence in plan execution.

Contents:

Business Fundamentals (pages 2-5)

Business Fundamentals document “what you do” not “what you want to do.” They are not intended to improve anything. They are intended to hold gains. Business Fundamentals deploy along organization lines. Notice how the Mission of the organization is documented on the top table (pg. 2) and is broken into multiple Activities based on the organization chart. Deployment is accomplished by taking an Activity on the top table and moving it to the Mission of a lower table. Notice how Performance Measures are used to track performance and how the 4-up display of the measures (pg. 5) provides quick verification that processes are operating normally or not.

Abnormality Tables (pages 6-7)

Abnormality Tables are used to document the resolution of abnormal events. They are completed as information becomes available. The State is an indicator of how the abnormality is

progressing through the PDCA cycle. Abnormalities support the corrective action process.

Long Range Plan (page 8)

The Long Range Plan is based on the organization’s Vision. It describes the key change

initiatives necessary to make the Vision a reality. It typically consists of only one planning table.

Annual Plan (pages 9-11)

The Annual Plan looks at the gap between Business Fundamentals and the Long Range Plan and documents the specific things that must be accomplished this year in order to move the

organization along the path to achieving its Vision. The Annual Plan deploys along issue lines and not necessarily according to the organization chart. Notice how the top table (pg. 9) is tracked using only Performance Measures. As the plan is deployed down, however, Deliverables are used to track progress. At the end of every branch of the Annual Plan is an improvement project (CPI project, Six Sigma project, Lean Event, etc.) that is tracked using Deliverables.

Review Tables (page 12)

Reviews Tables are used to manage the plan. They assure the plan becomes a living document and not a dust collector. They also allow the plan to adapt to new information and opportunities. Review Tables assure that cycles of learning occur to fine tune the plan as you go.

Status Summary (page 13)

The Status Summary report provides a quick look at the current status of the plan. It identifies areas falling behind plan.

This document may be freely copied and distributed to others provided it is copied without modification. No part of this document may be included in another document without written permission from Total Quality Engineering Inc.

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Hoshin 2.0 software can be the foundation of your management system

Excellence in Execution

Hoshin Planning 2.0 software is a planning tool that is

based on the proven methods of Hoshin Kanri. It

facilitates documentation, deployment, and management of the organization’s business or strategic plan which is the cornerstone of any management system. By using the software, management will have confidence that people are working on the right things and will have a tool to track progress and make adjustments as necessary. Hoshin 2.0 helps organizations improve their ability to execute their plans and learn from their efforts.

Visit Total Quality Engineering’s web site and download the Free Trial software. See for yourself how it can help your organization achieve excellence in execution.

http://www.tqe.com/hoshin20

Benefits of Hoshin 2.0 software

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Your plan becomes a living document that is actually used to manage the organization.

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Quickly create and deploy your plan. The software provides the planning structure so you can

concentrate on plan content.

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Employee buy-in is improved because owners directly contribute to developing the plan. It's their plan!

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Management can quickly identify areas falling behind plan by using the integrated status flags.

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Periodic reviews become more efficient because discussion is focused on issues rather than just providing everyone with "fifteen minutes of air time."

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Employees are self-motivated to achieve milestones because plan status is visible to everyone within the organization.

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Problems are less likely to fall through the cracks because of the integrated corrective action or abnormality tables.

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The overhead associated with managing the plan is significantly reduced.

Plan is deployed throughout the organization by linking strategies to higher order objectives.

Performance Measures provide visibility of process performance and quickly identify processes out of control.

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