The STRATEGY AND BALANCED SCORECARD DEPLOYMENT Module Library includes the latest versions of our Strategic Planning - Hoshin Policy Deployment Process and our Balanced Scorecard Development and Deployment Process module to support your organization's Strategic Planning and Balanced Scorecard Deployment activities.

The Strategic Planning - Hoshin Policy Deployment Process Training Module v9.0 includes:

1. MS PowerPoint Presentation including 137 slides covering our Strategic Planning Process based on Hoshin Policy Deployment, including

  • Introduction to Hoshin Policy Deployment,
  • Organizing the Strategy Process,
  • Current State Analysis (CSA),
  • Strategic Vision and Vision Elements,
  • Strategic Breakthrough Goals and Objectives,
  • Key Performance Indicators and Balanced Scorecard,
  • Strategic Initiatives and Tactics,
  • Strategic Projects and Activities, and
  • Management Review Process.

2. MS Excel Templates for Annual Planning Review (Level 1 & Level 2), Criticality Analysis, Radar Gap Analysis Chart, Strategy Grid Alignment Matrix, Strategy Grid Correlation Matrix, Balanced Scorecard & Example, Project Prioritization & Selection Matrix, Effort - Benefit Matrix, A3 Project Charter, A3 Project Documentation, and Bowling Chart.

3. MS Word Current State Analysis (CSA) and SWOT Analysis Questionnaire

4. MS Excel Hoshin Kanri Policy Deployment X-Matrix Template (Level 1 and Level 2+)


The Balanced Scorecard Development & Deployment Process Training Module v10.0 includes:

1. MS PowerPoint Presentation including 95 slides covering

  • Balanced Scorecard History & Benefits,
  • Four Dimensions of a Balanced Scorecard,
  • Balanced Scorecard Development & Deployment Process,
  • Balanced Scorecard Deployment Challenges & Resolution Strategies,
  • Balanced Scorecard Template & Detailed Instructions, and
  • Project Evaluation & Selection Matrix.

2. MS Excel Balanced Scorecard Template and Example

3. MS Excel Project Evaluation & Selection Matrix to ensure alignment of Operational Excellence, Lean Management, and Six Sigma projects to the Balanced Scorecard

4. MS Word Workshop Agenda & Evaluation Sheet for a Balanced Scorecard Development Workshop


For details please review the individual training modules included in this library.

Last Update: April 26, 2020

Operational Excellence Training Module Library