The Hoshin Matrix

A Practical Tool for Choosing and Aligning

Quality/Improvement Projects.

Presented by Terry Osburn

IndyASQ Monthly Meeting, Jan. 10, 2006
 Definition, Scope, History
•Hoshin (Compass) kanri (Leadership)
•Synonym “Policy Deployment”
•Scope: only the Hoshin matrix tonight
•History: from Japan, outgrowth of Peter
Drucker’s MBO
 The Issue and the Solution
•Working too much on projects that are
urgent but not strategic
•So link projects to what the business cares
about, and interconnect projects
•An example: IndyASQ
The IndyASQ Mission Statement
•The mission of the Indianapolis Section of
the ASQ is to promote the ultimate success
of the quality profession through a
participative environment built around
networking opportunities, skill
development, training and outreach to meet
the current and future needs of our
members, community, state and national
association.
 Hoshin Kanri X-Matrix Adapted from Gels. See References .

Improvement
Activities

2006 Annual Metrics

Objectives

Breakthrough
Objectives
3-5 Years
 Hoshin Kanri X-Matrix for the IndyASQ 5-Year Plan, 2005-2006 Objectives

Adapted from Gels. See References .

Improvement
Activities

2005-06 Metrics
Annual
Objectives

Breakthrough
Objectives
3-5 Years

Build Infrastructure and Governance Resources - "Who"

Re-energize current members and communicate our message better to employers G = On Time 1 Primary Responsibility
Engage underrepresented groups, e.g., healthcare, IT, women, small business Y = Slipping 2 Secondary Responsibility
Share quality knowledge by a variety of media to a variety of audiences R = Late
Collaborate and network in the community
 Hoshin Kanri X-Matrix for the IndyASQ 5-Year Plan, 2005-2006 Objectives

Adapted from Gels. See References .

Improvement
Complete the Section Management System, using many volunteers

Activities
Create true committee structures to assist certain Chairs

2005-06 Metrics
Annual
Re-vision the education program

Objectives
Grow the IUPUI student branch

Breakthrough
Objectives
Section Survey

3-5 Years

X X X Build Infrastructure and Governance Resources - "Who"

X X X Re-energize current members and communicate our message better to employers G = On Time 1 Primary Responsibility
X X Engage underrepresented groups, e.g., healthcare, IT, women, small business Y = Slipping 2 Secondary Responsibility
X Share quality knowledge by a variety of media to a variety of audiences R = Late
X X Collaborate and network in the community
 Hoshin Kanri X-Matrix for the IndyASQ 5-Year Plan, 2005-2006 Objectives

Adapted from Gels. See References .

X Task force brainstorms educational possibilities, and recommend the most important new projects
X Hold planning meeting in July to plan for the 2005-2006 academic year
X X Write the survey analysis as Six Sigma project report with data-based recommendations
X X Evaluate the structure of the education committee, followed by others as flowcharts are made
X Assign a work team to each key process for the summer of 2005

Improvement
Complete the Section Management System, using many volunteers

Activities
Create true committee structures to assist certain Chairs

2005-06 Metrics
Annual
Re-vision the education program

Objectives
Grow the IUPUI student branch

Breakthrough
Objectives
Section Survey

3-5 Years

X X X Build Infrastructure and Governance Resources - "Who"

X X X Re-energize current members and communicate our message better to employers G = On Time 1 Primary Responsibility
X X Engage underrepresented groups, e.g., healthcare, IT, women, small business Y = Slipping 2 Secondary Responsibility
X Share quality knowledge by a variety of media to a variety of audiences R = Late
X X Collaborate and network in the community
 Hoshin Kanri X-Matrix for the IndyASQ 5-Year Plan, 2005-2006 Objectives

Adapted from Gels. See References .

X Task force brainstorms educational possibilities, and recommend the most important new projects X X X
X Hold planning meeting in July to plan for the 2005-2006 academic year X X
X X Write the survey analysis as Six Sigma project report with data-based recommendations X X
X X Evaluate the structure of the education committee, followed by others as flowcharts are made X X
X Assign a work team to each key process for the summer of 2005 X X X

Improvement
Complete the Section Management System, using many volunteers

Plan is written with at least 5 objectives for IUPUI by Aug 1, 2005

Activities

Education committee has at least 5 members by Dec 1, 2005

Education task force recommends at least two new projects

Create true committee structures to assist certain Chairs

All key processes are flowcharted by Sept 1, 2005

All SMS procedures are approved by Nov 1, 2005
2005-06 Metrics
Annual
Re-vision the education program

Objectives

Report is written by Aug 1, 2005

Grow the IUPUI student branch

Breakthrough
Objectives
Section Survey

3-5 Years

Osburn
B
C
X X X Build Infrastructure and Governance X X X Resources - "Who"
X X X Re-energize current members and communicate our message better to employers X X X G = On Time 1 Primary Responsibility
X X Engage underrepresented groups, e.g., healthcare, IT, women, small business X X Y = Slipping 2 Secondary Responsibility
X Share quality knowledge by a variety of media to a variety of audiences X R = Late
X X Collaborate and network in the community X X
 Conclusion--Benefits
•Project leaders have not only clear
objectives, but also
•KNOW WHY— how the project affects the
long-term direction of the company
•A hierarcharical cascade, easy to follow up
or down
•Facilitates PDSA (at least annually)
 Credit
•Principal resource was David A. Gels
•“Hoshin planning for project selection”
•2005 ASQ World Conference on Quality
and Improvement (May, 2005)
ASQ Professional Certifications

Why and How

Source: Quality Progress, December 2005, page 42
 ASQ Certifications

Test Dates of March 4*, April 30 (WCQI), Oct. 21

Biomedical Auditor
HACCP Auditor
Manager of Quality/Organizational Excellence (also March 4 at QMC and March 5 at
ISO9000)
Mechanical Inspector
Quality Technician
Reliability Engineer
Six Sigma Black Belt

* register by Jan.
Jan.1327

Test Dates of April 30 (WCQI), June 3*, Dec. 2

Calibration Technician
Quality Auditor (also March 4 at QMC)
Quality Engineer (also March 4 at QMC)
Quality Improvement Associate (also March 4 at QMC)
Quality Process Analyst
Six Sigma Green Belt
Software Quality Engineer

* register by April 7
CERTIFIED QUALITY TECHNICIAN CQT-0106
When: 8 a.m. to 4:45 p.m. starting January 21st, 28th, February 4th, 11th, 18th, 2006
Where: University of Indianapolis, Hanna & Shelby Streets, Indianapolis, IN
Room TBA. Map available on IndyASQ website.
Objective: This is the recommended refresher course for persons planning to take the CQT
certification examination next scheduled for March 4, 2006.
Instructors: Jeff Lopez has over 18 years of Quality Assurance/ Supplier Quality Engineer for
Rolls-Royce Corporation. He holds a BS in Industrial Management and an AAS in Quality
Technology. Jeff has been actively involved in ASQ and is certified as a QualityEngineer, Quality
Manager and Quality Auditor.
Bill Solchik, CMI, CQT, CQE, CRE, CQMgr, CQIA & CQA, is an ASQ senior member with over
15 years experience in quality with Ingersoll-Rand, McDonnell-Douglas, and NL Industries. He is
presently a Supplier Quality Auditor for Rolls-Royce in Indianapolis.
Text:
The CQT primer and the CQT solution text from Quality Council of Indiana will be furnished as
part of the course fee. NOTE: Students should bring a statistical calculator to class.
Cost: Members $495: Non-Members $545 (Includes cost of Course Primer and Solution Text)
To Enroll: Students may enroll on the internet (http://www.indyasq.org) using a credit card or
complete the registration form below and send it along with your check.
Course registration deadline: January 16, 2006.
Questions: Contact Jeff @ (317) 230-5178 or e-mail at Jeffery.Lopez@Rolls-Royce.com
CERTIFIED MANAGER of QUALITY/ ORGANIZATIONAL EXCELLENCE
PREPARATION (CMQOE-0206)
When: February 4th, 11th, 18th, 2006 @ 8 a.m. to 4:45 p.m.
Where: University of Indianapolis, Hanna & Shelby Streets, Indianapolis, IN. Room TBA.
Objective: This is the recommended refresher course for persons planning to take the CMQOE
certification examination next scheduled for March 4, 2006.
Instructors: Jeff Lopez has over 18 years of Quality Assurance/ Supplier Quality Engineer for
Rolls-Royce Corporation. He holds a BS in Industrial Management and an AAS in Quality
Technology. Jeff has been actively involved in ASQ and is certified as a QualityEngineer, Quality
Manager and Quality Auditor.
Bill Solchik, CMI, CQT, CQE, CRE, CQMgr, CQIA & CQA, is an ASQ senior member with over
15 years experience in quality with Ingersoll-Rand, McDonnell-Douglas, and NL Industries. He is
presently a Supplier Quality Auditor for Rolls-Royce in Indianapolis.
Text: The Certified Quality Manager Handbook, 2nd Edition, Quality Management Division-
American Society for Quality; ASQ Quality Press
Cost: Members: $395, Nonmembers: $495
To Enroll: Students may enroll on the internet (http://www.indyasq.org) using a credit card or
complete the registration form below and send it along with your check.
Course registration deadline: January 30, 2006 Minimum class size required: 6
Questions: Contact Jeff @ (317) 230-5178 or e-mail at Jeffery.Lopez@Rolls-Royce.com