“Hoshin‐Lite” Annual Work Plan
PRE ‐ Gain clarity around overarching business needs.
1. List everything you could do (and that you are doing).
2. Categorize into:
Must‐do, can’t fail
Delay (next fiscal year)
3. Decide what you will do; gain consensus.
4. Prioritize and create plan.
POST ‐ Manage plan via weekly updates (may be able to reduce
to monthly reviews – but be careful!).
© 2013 The Karen Martin Group, Inc.