1. Cascading Strategic Objectives – Hoshin Planning Template
The Hoshin Planning System is a seven-step procedure that outlines how to implement business strategy. More specifically, this system aims to align the goals that the organization is trying to achieve with its strategy and the resources that are available within the company.
The seven steps in the Hoshin Planning System should be followed in this order:
Step 1: Establish Organizational Vision. Before creating a new vision statement, it is important to assess the current state of the organization to determine how far away it is from what it is envisioned to be. This assessment involves examining current policies, organizational hierarchies, current long-term goals, and older mission and vision statements.
Step 2: Develop Breakthrough Objectives. A breakthrough objective is the large-scale change that the organization wants to make that should take roughly three to five years to implement. Identifying these larger changes involves exploring new areas in the industry, new clientele, etc.
Step 3: Develop Annual Objectives. This stage involves breaking the larger goals into smaller goals for the year.
Step 4: Deploy Annual Objectives. After identifying the yearly goals, break them down into actionable items for each department or individual in the company. In this way, every level of the organization is collectively working toward achieving the breakthrough objectives. Breaking it down in this way helps to align and integrate every level of the company. Additionally, progress toward smaller goals should be monitored and completion dates should be cataloged to record progress towards the breakthrough objective.
Step 5: Implement Annual Objectives. At the end of each year, the smaller tasks that are needed to implement the annual improvements should be completed.
Step 6: Conduct Monthly Reviews. Keeping detailed records of smaller task completion will help to determine how successful the organization is in meeting its larger goals and will also help to identify any changes to current tasks or new projects that need to be added to the strategy. Having a meeting every month helps to keep everyone accountable for getting their work done efficiently and on time.
Step 7: Conduct Annual Reviews. Meetings should also be held at the end of the year to determine how far off target the organization is from reaching its breakthrough objectives. Keeping track of this progress will help to determine what should be done differently the following year.
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2. Cascading Strategic Objective Definition Template
Department/Group: -
Fiscal Year:
Situation:
Target/Goal:
Objective #:
Accountable:
No.
Strategy
Owner
Performance Metric
#.1
#.2
#.3
#.4
#.5
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3. Cascading Strategic Objective Definition Template
Company Objectives
Team Objectives
Individual Objectives
The strategies at the overall company level will become the objectives for the different teams or departments within the organization. And each strategy in the team or department level will become the objective for smaller teams or individuals – therefore ‘cascading’ the objectives across the entire organization.
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4. Strategic Objectives Monthly Review Template
Department/Group: -
Review Date:
Fiscal Year:
Status: ¡ = On Track ¥ = Behind Plan l= Far Below Expectations Ü= Strategy change
Trend: é ê è
Concern: H = High, M = Moderate, L = Low
Target/Goal:
No.
Objective (Plan)
Accountable
Actual Performance (Do)
Status
Trend
Concern
Root Cause of Deviation (Check)
Corrective Action (Act) #
Planned:
Actual:
Strategies (Plan)
Owner
#.1
#.2
#.3
#.4
#.5
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