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ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix                ...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix              Ho...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrixHoshin Process –...
ASQ World Conference on Quality & Improvement May 2011         Hoshin Promotion – Demystifying the X-matrixHoshin Process ...
ASQ World Conference on Quality & Improvement May 2011     Hoshin Promotion – Demystifying the X-matrixAffinity Diagram• A...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrixGap Analysis• Ev...
ASQ World Conference on Quality & Improvement May 2011     Hoshin Promotion – Demystifying the X-matrixCause & Effect• Ask...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix   Focus        ...
ASQ World Conference on Quality & Improvement May 2011     Hoshin Promotion – Demystifying the X-matrixThink    BIG• Think...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix  X-matrix Overv...
ASQ World Conference on Quality & Improvement May 2011       Hoshin Promotion – Demystifying the X-matrixAnatomy of a High...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix  Exponential Gr...
ASQ World Conference on Quality & Improvement May 2011       Hoshin Promotion – Demystifying the X-matrixExample - Overall...
ASQ World Conference on Quality & Improvement May 2011       Hoshin Promotion – Demystifying the X-matrixShort-term Initia...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix  Measures & Met...
ASQ World Conference on Quality & Improvement May 2011       Hoshin Promotion – Demystifying the X-matrixInteractions     ...
ASQ World Conference on Quality & Improvement May 2011       Hoshin Promotion – Demystifying the X-matrixOther Information...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix                ...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrixDrilling Down• A...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrixComparisonBy Foc...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix2nd Tier X-matri...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrix2nd Tier X-matri...
ASQ World Conference on Quality & Improvement May 2011        Hoshin Promotion – Demystifying the X-matrixReviewOutcomes• ...
ASQ World Conference on Quality & Improvement May 2011       Hoshin Promotion – Demystifying the X-matrixQ&A• Questions• C...
ASQ World Conference on Quality & Improvement May 2011     Hoshin Promotion – Demystifying the X-matrix                   ...
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Hoshin promotion demystifying the x-matrix - manos

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This is a copy of a presentation I made at ASQ's World Conference

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Transcript of "Hoshin promotion demystifying the x-matrix - manos"

  1. 1. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix Hoshin Promotion Demystifying the X-Matrix Session M10 Monday, May 16th, 2011 1:30 – 2:30 pm Presented by Anthony Manos Catalyst Profero, Inc. 1Outcomes & AgendaOutcomes• How to properly complete an X-matrix• The relationship between the main sections of an X-matrix• How an X-matrix fits in with Hoshin PlanningAgenda• Different styles of matrices• How to fill out the main sections• The interactions of the main sections• Multiple interactions to complete• Optional information to display 2 © Profero, Inc. 2011 1
  2. 2. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix Hoshin Kanri Background What is Hoshin Kanri? 3What is Hoshin Kanri?• ho = direction • Used in Japan since• shin = needle 1960s• Hoshin = “compass”, a • Sets the direction for long- plan, policy, aim term prosperity• kan = control, channeling • Allows all ships to arrive at the same destination• ri = logic, principle, reason• Kanri = management, administration• a.k.a Policy Deployment, Hoshin 4 © Profero, Inc. 2011 2
  3. 3. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixHoshin Process – Review & ScanReview Environmental Scan• Honest reflection • Economic• Review previous • Socio-cultural year’s plan • Technological• What worked – what • Political/Legal didn’t work? • Macro-industry• Capture lessons • Resources learned • Market• Create a “Stop doing” list • Competitors • Suppliers 5Hoshin Process – SWOT & VVMSWOT Analysis VVM• Internal Strengths & • Values Weaknesses • Vision (Baldrige) • Mission• External Opportunities & Threats (Porter’s Five Forces) 6 © Profero, Inc. 2011 3
  4. 4. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixHoshin Process – Selecting Top Ideas• Brainstorming• Affinity• Gap Analysis• Drivers, Means, & Outcomes• Focus• Selecting Top Ideas 7Brainstorming Question• Remember to think of all your prep work for this next part• As a starting point, think of how you might answer this question It is five years in the future, we are wildly successful. What do we look like and how did we get here? 8 © Profero, Inc. 2011 4
  5. 5. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixAffinity Diagram• As a team, organize and group the like or similar ideas• Remove any duplicates• If needed, consolidate• Remove the (currently) impossible• Lastly, create names and descriptions for the headers 9Gap Analysis and Cause & Effect• Use the Headings from the Affinity Diagram• Determine the gap between where you are now and world- class• Determine Drivers, Means and Outcomes 10 © Profero, Inc. 2011 5
  6. 6. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixGap Analysis• Even though this is $100 Method subjective and based on • Each team member is the team members given ten dots (each dot is present, it will give a worth $10) good indication of • They can place their dots where you are where ever they like• $100 method or other • They can spread them out ranking systems (n/3) or if they feel strongly on a subject, they can place• Look at the average more there and range 11Gap Analysis Example World Class =10 Gap None = Zero 12 © Profero, Inc. 2011 6
  7. 7. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixCause & Effect• Ask: – Does “A” cause “B”? – Does “B” drive “A”? – Neither or about the same?• Draw lines from one to the other• Determine Drivers, Means and Outcomes - Count the number of ins and outs 13 5 outsDrivers-Means-Outcome 0 ins 2 outs Driver 3 ins• Count the number of “ins” and “outs” for each category• All or almost all “outs” = Means drivers• All or almost all “ins” = outcomes• About equal “ins” and 0 outs “outs” = means 5 ins• Judgment and part subjective• Determine Drivers, Outcome Means and Outcomes 14 © Profero, Inc. 2011 7
  8. 8. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix Focus Driver • Using Gap Analysis and Drivers-Means-Outcomes helps us determine which Means items to focus on • Look at drivers and gaps • The team must achieve consensus on the top priorities Outcome 15Select Top Ideas Agenda• Many organizations try to • Types of bite off more than they improvements can chew by selecting • Think B.I.G. too many projects and • Breakthrough items therefore do not get the • X-matrix results that they were expecting• Think of the number of major initiatives you have undertaken in the past – how many were done with excellence? 16 © Profero, Inc. 2011 8
  9. 9. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixThink BIG• Think BIG - Boldly Important Goal• This will dramatically move us ahead• Not achieving this goal would render all other efforts useless “Make no little plans; they have no magic to stir mens blood and probably will themselves not be realized. Make big plans; aim high in hope and work, remembering that a noble, logical diagram once recorded will not die.” - Daniel Burnham (1846-1912) 17 X-matrix How to fill in the X-matrix 18 © Profero, Inc. 2011 9
  10. 10. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix X-matrix Overview • The X-matrix is one of Main Tactical Improvement Initiatives or Projects Profero Marketing and Sales Conferences and Seminars Team the main things that helps Profero NPD/Update Materials Value Stream Mapping Basics & Beyond Book 5 Group Health Insurance 2 5S New Product Development (NPD) Program set Hoshin planning apart 1 5S Marketing / Promotions / Sales 3 5S Website Redesign 4 5S Move 1 Exceeding Customer Expectations / Outstanding Service 3-5 Focus Strategic Goals for Planning Year (Short-term, 1-year) Initiatives & Projects Outstanding Staffing and Facilities Environment Customer satisfaction ratings of 4.5 or higher from other methods Tree Diagram / Increase 5S Supply Revenue to $250,000 Process Decision Program Chart Measurement & Metrics (Balanced Scorecard) Greater than 99% on-time delivery Marketing / Promotions/ / Sales 100% moved into new location 100% "Go-live" with website 12 inventory turns per year New Product Development New Product Development Management/Operations 5S Training for all staff Metrics Correlation Matrix / Outstanding Products Delivery of Services Training Preparation Targets & Metrics Fantastic Marketing Driver-Means-Outcome Customer Service Focus Strategies Balanced Score Card / Order Fulfillment Website / IT Purchasing Accounting Strategy Maps Gap Analysis / Sales • It is the interaction between sections that will Review / Environmental Scan / SWOT / Vision-Mission-Values / Brainstorm / Af finity Strategic Initiatives C 4 2 5 3 F L Parties or Departments I I I I lead to better decisions Increase 5S Supply Revenue Make 5S Supply a great place to work Correlation Legend Relationship Team Very Strong Leader Important Member Breakthrough Strategies (Long-term, 3-5 years) Weak Participant • There are many different Balanced Scorecard F Financial C Customer I Internal Processes L Learning & Growth styles of matrices 19Notes on X-matrix• The X-matrix is usually not filled in all at once• It takes several iterations before it is set• Top level and other level X-matrices have different sections• “Standardize then customize” – many companies customize their version to make sense for them 20 © Profero, Inc. 2011 10
  11. 11. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixAnatomy of a High Level X-matrix Initiatives & Projects Targets & Metrics Focus Strategies Key Players Strategic Initiatives Very Strong Strong Weak 21High Level X-matrix Example Initiative 6 Initiative 5 Initiative 4 Initiative 3 Initiative 2 Initiative 1 Department 1 Department 2 Department 3 Department 4 Department 5 Department 6 Key Players Target 1 Target 2 Target 3 Target 4 Target 5 Target 6 Target 7 Target 8 Focus 4 Focus 3 Focus 2 Focus 1 Strategy 1 Strategy 2 Very Strong Strategy 3 Strong Weak 22 © Profero, Inc. 2011 11
  12. 12. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix Exponential Growth • Remember for each Example: 7,000 breakthrough item 6,300 5 Strategic Initiatives with 6,000 you add, you are 3 Focused strategies each and 4 Projects for each strategy adding hundreds 5,000 7 categories of action items for of tasks 4,000 each project • Do you have the 15 action items for category 3,000 resources to 2,000 For each Strategic Initiative you complete all these add, there can be over 1,200 1,000 projects? 420 additional Action Items! 5 15 60 0 • Example: 5 x 3 x 4 x 7 x 15 = 6,300 action items! 23Example• “Sanitized” version• Don’t get lost in the details – your X-matrix will be different!• Think how this might work for you 24 © Profero, Inc. 2011 12
  13. 13. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixExample - Overall View 25Long-term Initiatives 26 © Profero, Inc. 2011 13
  14. 14. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixShort-term Initiatives 27 Projects & Initiatives • High level to start • Don’t forget carry-over projects 28 © Profero, Inc. 2011 14
  15. 15. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix Measures & Metrics • Try for a Balanced Scorecard approach • Include Quality, Cost, Delivery/Service • Leading / Lagging / Real-time • Must make sense for organization • Dashboard 29Teams• Use departments or groups• Typically not names of individuals but can be if needed• Leader / (F/T) Member / (P/T) Participant 30 © Profero, Inc. 2011 15
  16. 16. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixInteractions 31Example - Overall View 32 © Profero, Inc. 2011 16
  17. 17. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixOther Information • Additional helpful information • Vision/Mission • Rankings • Balanced Score Card or Quality, Cost, Delivery, Safety, Morale • Descriptions • Standardize then customize 33X-matrix Example 34 © Profero, Inc. 2011 17
  18. 18. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix Drilling down By Focus By Department 35Playing Catch Ball• Think of possible first level strategies that should be worked on this (upcoming) year• “Throw” these items to the appropriate departments or groups• Have them develop strategies or ideas for implementation• When they are ready, they can “throw” it back for feedback 36 © Profero, Inc. 2011 18
  19. 19. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixDrilling Down• As you are developing the next tier strategies and tactics you can create another X-matrix to fit that item• Update the X-matrix as you go• Use brainstorming and create Tree Diagrams, Value Stream Maps or A3’s to connect top level strategies to first tier, second tier and tactics• The number of tiers depends on the complexity of strategies and the size of the organization 37Drill Down Methods• There are many ways you can create lower level X-matrices, find one that works for you• By Focus – create X-matrices for the Major initiatives• By Department – create X-matrices based on department• other 38 © Profero, Inc. 2011 19
  20. 20. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixComparisonBy Focus By Department• Allows the teams to • Allows the department only complete x- to add their own matrices for the major initiatives initiatives • May make more• Easily shows the sense for cross-functional organizations based initiatives on corporate structure 392nd Tier X-matrix by Focus 40 © Profero, Inc. 2011 20
  21. 21. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix2nd Tier X-matrix by Department or Group 412nd Level• Rotate and drill down for a 2nd Level X- matrix• Put in additional information or specifics about tactical implementation• Fill in interactions, measures & metrics, teams or groups• 2nd Level items do not always require another X-matrix• A Tree Diagram, A3, or Project Plan may suffice 42 © Profero, Inc. 2011 21
  22. 22. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix2nd Tier X-matrix “Rotation” 432nd Level Example by Focus 44 © Profero, Inc. 2011 22
  23. 23. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixReviewOutcomes• How to properly complete an X-matrix• The relationship between the main sections of an X-matrix• How an X-matrix fits in with Hoshin PlanningAgenda• Different styles of matrices• How to fill out the main sections• The interactions of the main sections• Multiple interactions to complete• Optional information to display 45 Conclusion Wrap-up Q&A Evaluations 46 © Profero, Inc. 2011 23
  24. 24. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrixQ&A• Questions• Comments• Evaluations 47 Resources “Hoshin Kanri” – “Hoshin Kanri for Yoji Akoa, editor the Lean Enterprise” – Thomas Jackson These titles and more available at www.5Ssupply.com “Getting the Right Lean Policy Things Done” – Deployment DVD - Pascal Dennis GBMP 48 © Profero, Inc. 2011 24
  25. 25. ASQ World Conference on Quality & Improvement May 2011 Hoshin Promotion – Demystifying the X-matrix Thank you Hoshin Promotion Demystifying the X-matrix Session M10 49 © Profero, Inc. 2011 25

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