Aligning your KPIs with
Hoshin Kanri
Aligning KPIs with Hoshin Kanri is a powerful feature that integrates KPI management with the broader strategic planning framework of the organization. This feature allows users to link their KPIs directly to the annual objectives and strategic initiatives outlined in the Hoshin Kanri X Matrix. By doing so, users can ensure that every KPI is purposefully connected to the company's long-term goals, providing a clear line of sight from daily operations to strategic outcomes. This alignment enhances reporting capabilities, as users can filter and analyze KPI performance in the context of the company's strategic priorities. The result is a more cohesive and focused approach to performance management, where every KPI serves to advance the organization's most critical objectives.
The Hoshin Kanri X-Matrix
From the Top Floor, to the Shop Floor.
End-to-End Simulation
The Hoshin Kanri X-Matrix Step-by-Step Cheat Sheet
1. Click here to access the Hoshin Kanri Workbench
2. Start by selecting a long-term goal
3. Click the Edit button to open up the link assignment column
4. Link a long-term goal to your annual goals using a Low-Med-High ranking system
considering the impact each annual goal will have on the long-term goals
5. Click here to save work
6. After creating the first link, rotate the X-Matrix workbench 90degrees counter clockwise
so that the 'Initiatives/Committees' panel arrives in the North-East quadrant
7. Select an annual goal
8. Click the Edit button to open up the link assignment column
9. Link the annual goals to your strategic initiatives using a Low-Med-High ranking system considering
the impact each strategic initiative will have on the annual goal selected
10. Click here to save work
11. After creating the second link, rotate the X-Matrix workbench 90degrees counter clockwise so that the
Balanced Scorecard Perspectives panel arrives in the North-East quadrant
12. Select a Strategic Initiative
13. Click the Edit button to open up the link assignment column
14. Link the strategic initiatives to the balanced scorecard (BSC) perspectives using a Low-Med-High ranking
system considering the impact each strategic initiative will have on the BSC perspective
15. Click here to save work
16. After creating the second link, rotate the X-Matrix workbench 90degrees
counter clockwise so that the Balanced Scorecard Perspectives panel arrives in the North-East quadrant
17. Select a BSC perspective
18. Click here to open the KPI linkage column
19. With the KPI linkage column visible, begin linking KPIs to the BSC perspective
selected in the North-West quadrant of the X-Matrix workbench
20. Continue until all KPIs are linked
21. Click here to save work
Congratulations! You have completed the exercise
22. EXTRA - Click here to view your Hoshin Kanri X-Matrix
