Hoshin Planning, also known as Hoshin Kanri or Policy Deployment, is a strategic planning methodology that aligns organizational goals, objectives, and strategies across various levels of the organization. Below is a draft procedure followed by a checklist for Hoshin Planning:

### Procedure for Hoshin Planning:

#### 1. **Strategic Direction and Leadership Alignment**:
– **Define Vision and Mission**: Clearly articulate the organization’s vision, mission, and core values.
– **Leadership Engagement**: Ensure leadership commitment and alignment with the strategic direction and objectives.

#### 2. **Strategic Objective Setting**:
– **Identify Strategic Objectives**: Define key strategic objectives aligned with the organization’s vision, mission, and long-term goals.
– **Prioritize Objectives**: Prioritize strategic objectives based on impact, feasibility, and alignment with organizational priorities.

#### 3. **Strategy Development and Deployment**:
– **Develop Strategies**: Develop strategies and initiatives to achieve the strategic objectives, considering internal capabilities, market dynamics, and competitive landscape.
– **Deploy Strategies**: Cascade strategies and initiatives across various levels and functions of the organization, ensuring alignment with strategic objectives and priorities.

#### 4. **Action Planning and Execution**:
– **Develop Action Plans**: Develop detailed action plans, including activities, timelines, responsibilities, and resources required to implement strategies and achieve objectives.
– **Implement Action Plans**: Execute action plans, monitor progress, and ensure alignment with strategic priorities and objectives.

#### 5. **Performance Measurement and Monitoring**:
– **Establish KPIs**: Define key performance indicators (KPIs) to measure progress, track performance, and assess the effectiveness of strategies and initiatives.
– **Monitor Performance**: Monitor performance against KPIs, conduct regular reviews, and make data-driven decisions to drive continuous improvement.

#### 6. **Review and Continuous Improvement**:
– **Conduct Reviews**: Conduct periodic reviews of Hoshin Planning implementation, strategy execution, and performance outcomes.
– **Refine Strategies**: Refine strategies, action plans, and performance metrics based on feedback, changing circumstances, and lessons learned from implementation.

### Checklist for Hoshin Planning:

#### Strategic Direction and Leadership Alignment:
– [ ] Defined organization’s vision, mission, and core values.
– [ ] Secured leadership commitment and alignment with strategic direction.

#### Strategic Objective Setting:
– [ ] Identified and prioritized key strategic objectives.
– [ ] Aligned strategic objectives with organizational priorities and goals.

#### Strategy Development and Deployment:
– [ ] Developed actionable strategies and initiatives to achieve objectives.
– [ ] Cascaded strategies across organizational levels and functions.

#### Action Planning and Execution:
– [ ] Developed detailed action plans with activities, timelines, and responsibilities.
– [ ] Implemented action plans and monitored progress regularly.

#### Performance Measurement and Monitoring:
– [ ] Established relevant KPIs to measure progress and performance.
– [ ] Monitored performance against KPIs and conducted performance reviews.

#### Review and Continuous Improvement:
– [ ] Conducted periodic reviews of Hoshin Planning implementation.
– [ ] Refined strategies and action plans based on feedback and performance outcomes.

By following this procedure and checklist for Hoshin Planning, organizations can create a structured and aligned approach to strategic planning, execution, and performance management, driving sustainable growth, and continuous improvement across the organization.