FIMAC 2012 Annual Meeting



To revise the NMFS EDM Strategic Plan for next 3-5 years using the Hoshin-Kanri Planning Process (also see Hoshin Promotion - Six Sigma Forum Magazine August 2010.pdf)

Invitees: FIMAC members

Date: September 18-20, 2012

Meeting Rooms: Hotel O'Callaghan Galway Suite A or B, Annapolis, MD

Learning Objectives

  • Understand the basics of Hoshin planning
  • See a clear path for the Hoshin planning process
  • Demonstrate the ability to use Hoshin planning tools
  • Understand the difference between tactical and strategic initiatives
  • Be able to identify drivers, means and outcomes, and gaps
  • Create an X-matrix
  • Effectively use a Tree Diagram with a Process Decision Program Chart (PDPC)
  • Create a metrics-based Bowling Chart to measure success
  • Have a keen awareness of the power of Hoshin Kanri and its abilities
  • Complete visual forms that can be shared with colleagues or co-workers


Day 3
  • Introduction to planning and Hoshin
  • Pre-work
  • Reflection
  • What Worked/What Didn't
  • Stop Doing List
  • Previous Plan Review
  • Lessons Learned
  • Environmental Scan
  • SWOT Analysis
  • Baldrige (SW)
  • Porter's Five Forces (OT)
  • Review Vision, Values, Mission
  • Informational Only
  • Voice of Customer
  • Competitor Analysis
  • Hedgehog Concept 


Day 2
  • Create the future
  • Brainstorming
  • Affinity Diagram
  • Gap Analysis
  • Drivers-Means-Outcomes
  • Select top ideas
  • Tree Diagram
  • X-matrix
  • Top down, bottom up
  • Catchball


Day 3
  • Measures & Metrics
  • Balanced Scorecard
  • Quality-Cost-Delivery
  • Rollout & Communication
  • Wrap-up