This presentation explains what strategy deployment is and how it works. It covers the 3 disciplines of strategy deployment, the 5-layer pyramid, the 7-step planning and deployment process, and the strategic master plan (X-Matrix). It also gives a preview of the strategy deployment course to become a certified Strategy Deployment Professional: https://www.leanmap.com/academy/strategy-deployment/

1. Strategy Deployment
System: Hoshin Kanri
Copyright © Leanmap
• X-Matrix
• Roadmap
• True North

2. Strategy Deployment
In this quick introduction, you will learn the basics of strategy planning and deployment.
• Basics
• Model
• Process
• Values
• Vision
• Mission
• Objectives
• X-Matrix
• Roadmap
• Exercise
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3. Copyright © Leanmap
You are viewing a
Leanmap Academy Course
for self-improvement

4. Basics
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5. Strategy Deployment Model
Values
Vision
Mission
Objectives
Ac=ons
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Strategy Deployment or Hoshin Kanri is a systematic planning and implementation method
that ensures an organization has
• an aligned strategy
• with clear goals that
• drive actions at every level.
Strategy Deployment ensures a consistent direction and clear communications so
that every employee is engaged and pulls into the same direction, the True North.
being
thinking
planning
doing

6. The 3 Disciplines of Strategy Deployment
Values
Vision
Mission
Objectives
Ac=ons
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Aspirational
Achievable
Tangible
A
being
thinking
planning
doing
A. Strategic Planning

7. The 3 Disciplines of Strategy Deployment
Values
Vision
Mission
Objectives
Ac=ons
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Aspirational
Achievable
Tangible
Engage Empower Excel
A
B
being
thinking
planning
doing
A. Strategic Planning
B. Employee Empowerment

8. The 3 Disciplines of Strategy Deployment
Values
Vision
Mission
Objec=ves
Ac=ons
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Perform
anceM
anagem
ent
Aspirational
Achievable
Tangible
Engage Empower Excel
A
B
C
A. Strategic Planning
B. Employee Empowerment
C. Performance Management
being
thinking
planning
doing

9. Model
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10. Strategy Deployment Pyramid
Values
What do we
stand for? Beliefs
Vision: 5-20 Years
What do we want to be?
Dream, Ambi@on, Ideal
Mission: 1-5 Years
What to achieve? Why? For whom?
Motivation, Purpose, Principles
Objec=ves: 1 Year
How are we going to progress?
Priori@es, Goals, Budgets, Roadmaps, Projects
Ac=ons: Ongoing
What do we have to do? How do we know?
Tasks, Resources, Dates, Measures, Outcomes
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11. Strategy Deployment Pyramid
Values
What do we
stand for? Beliefs
Vision: 5-20 Years
What do we want to be?
Dream, Ambi@on, Ideal
Mission: 1-5 Years
What to achieve? Why? For whom?
Mo@va@on, Purpose, Principles
Objectives: 1 Year
How are we going to progress?
Priorities, Goals, Budgets, Roadmaps, Projects
Ac=ons: Ongoing
What do we have to do? How do we know?
Tasks, Resources, Dates, Measures, Outcomes
Copyright © Leanmap

12. Strategy Deployment Pyramid
Values
What do we
stand for? Beliefs
Vision: 5-20 Years
What do we want to be?
Hope, Ambition, Ideal
Mission: 1-5 Years
What to achieve? Why? For whom?
Mo@va@on, Purpose, Principles
Objec=ves: 1 Year
How are we going to progress?
Priori@es, Goals, Budgets, Roadmaps, Projects
Actions: Ongoing
What do we have to do? How do we know?
Tasks, Resources, Dates, Measures, Outcomes
Copyright © Leanmap

13. Strategy Deployment Pyramid
Values
What do we
stand for? Beliefs
Vision: 5-20 Years
What do we want to be?
Hope, Ambition, Ideal
Mission: 3-5 Years
What to achieve? Why? For whom?
Motivation, Purpose, Reason for Existence
Objec=ves: 1 Year
How are we going to progress?
Priori@es, Goals, Budgets, Roadmaps, Projects
Ac=ons: Ongoing
What do we have to do? How do we know?
Tasks, Resources, Dates, Measures, Outcomes
Copyright © Leanmap

14. Strategy Deployment Pyramid
Values
What do we
stand for? Beliefs
Vision: 5-20 Years
What do we want to be?
Hope, Ambition, Ideal
Mission: 3-5 Years
What to achieve? Why? For whom?
Motivation, Purpose, Reason for Existence
Objectives: 1 Year
How are we going to progress?
Priorities, Goals, Budgets, Roadmaps, Projects
Ac=ons: Ongoing
What do we have to do? How do we know?
Tasks, Resources, Dates, Measures, Outcomes
Copyright © Leanmap

15. Strategy Deployment Pyramid
Values
What do we
stand for? Beliefs
Vision: 5-20 Years
What do we want to be?
Hope, Ambi@on, Ideal
Mission: 3-5 Years
What to achieve? Why? For whom?
Motivation, Purpose, Reason for Existence
Objectives: 1 Year
How are we going to progress?
Priorities, Goals, Budgets, Roadmaps, Projects
Actions: Ongoing
What to do next, by whom, when? How do we know?
Milestones, Tasks, Resources, Dates, Measures, Outcomes
Copyright © Leanmap

16. Strategy Deployment Pyramid
Values
What do we
stand for? Beliefs
Vision: 5-20 Years
What do we want to be?
Hope, Ambi@on, Ideal
Mission: 3-5 Years
What to achieve? Why? For whom?
Mo@va@on, Purpose, Reason for Existence
Objectives: 1 Year
How are we going to progress?
Priorities, Goals, Budgets, Roadmaps, Projects
Actions: Ongoing
What to do next, by whom, when? How do we know?
Milestones, Tasks, Resources, Dates, Measures, Outcomes
Copyright © Leanmap
Perform
anceM
anagem
ent
Aspira<onal
Achievable
Tangible
Engage Empower Excel
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17. Process
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18. Step 1-4 Planning
Step 4-7 ImplementaKon
Strategy Deployment Process: The 7 Steps
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1.
2.
3.
4.
5.
6.
7.

19. Strategy Deployment Process: The 7 Steps
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1. Establish Organizational Values, Vision, Mission
2.
3.
4.
5.
6.
7.

20. Strategy Deployment Process: The 7 Steps
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1. Establish Organiza<onal Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objec<ves
3.
4.
5.
6.
7.

21. Strategy Deployment Process: The 7 Steps
Copyright © Leanmap
1. Establish Organiza<onal Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objectives
3. Develop Annual Objec<ves, X-Matrix, Roadmap
4.
5.
6.
7.

22. Strategy Deployment Process: The 7 Steps
Copyright © Leanmap
1. Establish Organizational Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objec<ves
3. Develop Annual Objec<ves, X-Matrix, Roadmap
4. Deploy to Teams, Develop Plans, Set Targets
5.
6.
7.

23. Strategy Deployment Process: The 7 Steps
Copyright © Leanmap
1. Establish Organiza<onal Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objec<ves
3. Develop Annual Objectives, X-Matrix, Roadmap
4. Deploy to Teams, Develop Plans, Set Targets
5. Implement Plans, Track Progress, Measure Impact
6.
7.

24. Strategy Deployment Process: The 7 Steps
Copyright © Leanmap
1. Establish Organiza<onal Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objectives
3. Develop Annual Objectives, X-Matrix, Roadmap
4. Deploy to Teams, Develop Plans, Set Targets
5. Implement Plans, Track Progress, Measure Impact
6. Progress Reviews: Weekly, Monthly, Quarterly
7.

25. Strategy Deployment Process: The 7 Steps
Copyright © Leanmap
1. Establish Organizational Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objectives
3. Develop Annual Objectives, X-Matrix, Roadmap
4. Deploy to Teams, Develop Plans, Set Targets
5. Implement Plans, Track Progress, Measure Impact
6. Progress Reviews: Weekly, Monthly, Quarterly
7. Annual Performance Review, Reflec<on, Learning

26. Strategy Deployment Process: The 7 Steps
Copyright © Leanmap
1. Establish Organizational Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objectives
3. Develop Annual Objec<ves, X-Matrix, Roadmap
4. Deploy to Teams, Develop Plans, Set Targets
5. Implement Plans, Track Progress, Measure Impact
6. Progress Reviews: Weekly, Monthly, Quarterly
7. Annual Performance Review, Reflec<on, Learning
Catchball

27. Strategy Deployment Process: The 7 Steps
Copyright © Leanmap
1. Establish Organiza<onal Values, Vision, Mission
2. Develop Strategic Plan, Breakthrough Objec<ves
3. Develop Annual Objectives, X-Matrix, Roadmap
4. Deploy to Teams, Develop Plans, Set Targets
5. Implement Plans, Track Progress, Measure Impact
6. Progress Reviews: Weekly, Monthly, Quarterly
7. Annual Performance Review, Reflection, Learning
FeedbackFeedback
Catchball
PDCA PDCA
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28. Catchball Process Translates Objectives into Strategies
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Level
Leaders
Managers
Supervisors
Operators
Objec<ve Strategy
Improve Delivery
Improve Delivery Eliminate Delays
Eliminate Delays Reduce Handling Errors
Reduce Handling Errors Implement Kaizen Project
Customer Satisfaction
1. Translate Objective into Strategy
2. Make Strategy the Objective for next Level
3. Ensure full Alignment between Levels
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29. Values
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30. Vision
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31. Mission
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32. Objectives
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33. X-Matrix
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34. Roadmap
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35. Developing the X-Matrix
• The X-Matrix is a graphical tool for strategic planning and communication of the plan.
• It visually connects Mission, Objectives, Strategies, Tactics, Metrics, Targets, Owners.
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36. Lean culture A. Smith Strategy Deployment
Gold maturity 15-Jun-2028 Copyright © Leanmap
2. OBJECTIVES 6. OWNERS
Error-free service
Same-day delivery Bronsfield Corp
X-MATRIXSales +50% Top Level
JoeJohnson(HeadofHR)
ChrisCotton(HeadofSourcing)
ConnyChu(HeadofFinance)
3.STRATEGIES
1. MISSION
5.TARGETS
Delivering excellence by
providing an industry-
leading customer service
from design to delivery.
Maturity:auditscorefrom3.2to3.5
MarkManson(HeadofIT)
BobBrenson(BlackBelt)
MonikaMoore(HeadofDesign)
HenryHollande(HeadofSales)
SidSummer(HeadofOperations)
Quality:errorsperorder,1.8%to1.0%
Productivity:pagesperman-hour,2.8to4.0
Sales:annualrevenue,MUSD200to300
Profitability:portfoliomargin,15%to20%
Capability:certifiedproblem-solvers,0to78
System:teamsdoingdailyreviews,2to6
Install design-rule checker (DRC) application
Completeperformancemanagementsystem
Drivecontinuousimprovement
Rationalizeportfolio
ExpandtoFrance,Italy,Spain
Streamlinevaluechain
Reducedesignerrors
4. TACTICS
Implement daily performance reviews
Training program to build problem-solving skills
Portfolio cleanup, remove unprofitable items
Hire key account manager and 3 sales staff
Consolidate 'design-print-pack' into one cell
Root-cause elimination on top-5 complaints
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37. X-Matrix
Planning
Roadmap
ImplementaKon
Strategy Deployment System
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2. OBJECTIVES
1. MISSION
3.STRATEGIES
5.TARGETS
4. TACTICS
+
Σ Tactic Metric Unit Baseline Target January February March
12 months

38. Strategy Deployment: Plan and Lead!
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“The future starts today,
not tomorrow.”
Pope John Paul II
“Control your des8ny or
someone else will.”
Jack Welch
“The future belongs to those
who prepare for it today.”
Malcom-X

39. Complete the Course
Earn Your Cer1ficate!
leanmap.com/academy
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