Many leaders face difficulty not in creating a strategy, but in seeing it through—especially in distributed teams. This course provides a solution by guiding you through the hoshin kanri process (strategy development and deployment), ensuring your team stays on track toward achieving annual objectives. Get practical takeaways, not just theories, that empowers you to apply new skills as you progress. Leave with a clear framework to overcome common execution obstacles, ways to engage every level of your organization, and learn how to break down strategic goals into actionable steps.
By participating, you will benefit from a combination of instruction, coaching, and peer learning—creating a rich environment where you can practice, reflect, and refine your approach to strategy deployment. The simulation-based case study will mirror a real-world application. Complete Assignments between live sessions to apply lessons. If you’re ready to move from planning to action, this course will equip you with the knowledge and confidence to make it happen.
Note: This course does not teach the X-matrix.
Learning Objectives
- Explain the fundamental framework for Hoshin Kanri – Learners will be able to clearly describe the key components and stages of the Hoshin Kanri process.
- Identify the conditions necessary for successful execution of Hoshin planning and alignment in an organization – Learners will list and evaluate the critical factors that contribute to effective Hoshin planning and organizational alignment.
- Create a structure of PDCA (Plan-Do-Check-Act) at both individual and corporate levels – Learners will design a PDCA cycle and demonstrate its application in both personal and organizational contexts.
Group Discounts
Register three or more students from your organization and save 12.5% off every registration. This discount will be automatically applied at checkout when you register with your group.
LEI Co-Learning Partners: Receive 25% off the current price. No group discount can be applied.
Cancellation Policy
To cancel, please go through the steps in your confirmation email from ‘The LEI Events Team’, email registrar@lean.org, or call LEI at (617) 871-2900.
- Two+ weeks before start date: full refund
- Less than two weeks before the start date: $350 fee
- After the start date: no refund available
Schedule Overview
The 9 sessions are hosted over 9 weeks with one to two hours of assignments in between. Please see session details for times and instructors.
Course Structure
Session Times
12:00 PM – 2:00 PM ET
Session 1:
Introduction and case study review
Friday, January 21, 2024
Session 2:
Team SWOT discussion, brainstorm
to address challenges, and case study review.
Friday, January 31, 2024
Session 3:
Introduce strategic priorities, mechanics
of hoshin, discussion around what/why goals.
Friday, February 7, 2024
Session 4:
Review what and why goals.
Friday, February 14, 2024
Session 5:
Corporate Hoshin
Friday, February 21, 2024
Session 6:
Horizontal catchball.
Friday, February 28, 2024
Session 7:
Horizontal catchball and introduction
corporate to functional catchball.
Friday, March 7, 2024
Session 8:
Catchball overview and department hoshin.
Friday, March 14, 2024
Session 9:
Article discussions and introduction
to A3 and Managing to Learn.
Friday, March 21, 2024
Mark Reich
Senior Coach and Chief Engineer, Strategy
Lean Enterprise Institute
During his extensive career, Mark has led lean transformations and coached executives in various companies and business sectors. Clients include GE Appliances and Ingersoll Rand (manufacturers); Michigan Medicine and Mt. Sinai (healthcare systems); Turner Construction; Kroger (retail); Legal Seafood (hospitality); and Microsoft (software). As LEI’s chief engineer, strategy, Mark leads the development of new learning […]
Read more about Mark Reich
Karen Gaudet
Senior Coach, Lean Enterprise Institute
Karen has over 30 years of experience leading, training, and developing the capability of team members and executives in rapid-growth environments. Most recently, she’s coached clients in various industries as they adopt lean thinking and practices. They include Microsoft (data center construction), Legal Seafood (hospitality); TriMark (distribution); Abiomed (medical research and device manufacturing), and the […]
Read more about Karen Gaudet
Laura Mottola
Director of Digital Transformation, BBA Group
Coach, Lean Enterprise Institute
A seasoned professional mining engineer and business leader with over 25 years of global experience across industries, Laura is recognized globally as a leader in Lean Mining®, operational excellence, and lean transformation in the natural resource sector. In addition to her dedication to lean thinking and practice, she’s devoted her career to integrating systems thinking, […]
Read more about Laura Mottola