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Hoshin Kanri X-Matrix Template – Strategy Alignment offline facilitation edition

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Use this X-Matrix template to connect long-term vision with short-term execution. PDF version.

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The Hoshin Kanri X-Matrix is a powerful Lean planning tool to link strategy, goals, actions, and ownership. It’s the outcome of a process that brings down your 5-year view into annual objectives and top level improvements for this year. It assigns black dots in your leadership team to ensure ownership and accountability, clarity.

  • This version is a high-quality non-editable PDF, ideal for print or digital sharing.
  • Use it to visualize alignment across levels and get everyone on the same page.
  • Perfect for strategy reviews and leadership sessions.

When to use this Hoshin Kanri X-Matrix:

  • ONLY AFTER YOU HAVE AGREED ON YOUR STRATEGY: this is a tool to bring your strategy to life. To turn those fully ambitions in to actionable initiatives,
  • Once a year, probably around september, you’ll work with your executive team on completing this matrix
  • It helps you set priority: closer to the sun means more important
  • It makes you quantify your ambitions
  • And you’ll add accountability, even within your executive team

If you want the full package, take a loot at the bundle that also includes a Bowler KPI report where a lot of the things are automated.

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PDF

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