Introducing Strategic Initiative Reporting

• 24.06.2024

One-touch accessibility to your strategic initiatives

We are excited to announce the launch of our latest software feature: the Strategic Initiative Reporting Filter. Recently enhanced with a leader in the Pharmaceutical sector, this powerful new tool allows you to efficiently filter projects and work activities on your run/fix/change-the-company PDCA dashboard, giving you a clear view of how your corporate strategic initiatives are being managed.

This feature presents an optimal opportunity for your company's Project Management Office (PMO), as well as change and project managers, to align themselves with the corporate strategy. By utilizing the Strategic Initiative Reporting Filter, these teams can create a detailed activity road map in record time, ensuring that they can swiftly present comprehensive updates to their steering committee executives. This alignment fosters greater coherence and coordination across various projects and initiatives, reinforcing the overall strategic direction of the company.

In addition to facilitating alignment and quick reporting, the Strategic Initiative Reporting Filter offers several other key benefits. It enhances transparency by providing a clear, multi-layered view of how different projects and work activities contribute to strategic goals. This transparency aids in better decision-making and resource allocation, ensuring that efforts are directed towards the most impact areas. Furthermore, the tool's intuitive filtering capabilities save valuable time and effort, allowing teams to focus more on execution and less on administrative tasks.

3 Step Reporting Filter

• 1. Strategic Initiative: Begin by filtering your dashboard by your strategic initiatives.
• 2. Key Success Factors: Drill down by key success factors - Safety, People, Quality, Delivery, and Cost.
• 3. OKRs & Projects: Finally, filter by individual project groups and OKRs for detailed reporting.

This new feature streamlines your reporting process, providing a comprehensive overview of your strategic initiatives and how they are progressing across different levels of your organization.

Step 1:
Create the Strategic Initiative on the Hoshin Kanri Workbench

Begin by navigating to the Hoshin Kanri workbench, the heart of strategic planning and alignment within our software. Here, you will define your strategic initiatives, ensuring they align seamlessly with your organization's overarching goals. Carefully outline each initiative to provide a clear direction and purpose. Once your strategic initiatives are fully defined, save them within the workbench to establish a solid foundation for linking related projects and activities.

Step 2:
Link Projects, Issues & Standard Work daily activities to the Strategic Initiative

Next, access the project management module to start linking relevant projects, issues, and work activities to your strategic initiatives. This step is crucial for creating a comprehensive view of how each element contributes to your strategic goals. By meticulously connecting all key elements, you ensure that every project, issue, and work activity is accounted for, providing a holistic perspective on your strategic efforts. This linkage allows for seamless tracking and reporting, facilitating better management and coordination.

Step 3:
Report Strategic Initiative from the PDCA Dashboard

Finally, open the PDCA dashboard to utilize the Strategic Initiative Reporting Filter and begin your analysis. This dashboard is designed to help you filter and report on your strategic initiatives with precision. Start by filtering your dashboard by strategic initiative, then drill down further using key success factors such as Safety, People, Quality, Delivery, and Cost. For a more detailed analysis, filter by individual project groups and OKRs. This multi-layered filtering process enables you to generate insightful reports, which can be shared with your team to drive strategic decision-making and continuous improvement.