Tuesday, October 2, 2007

Jaded Julie Learns about Policy Deployment Matrices

“Okay, Julie, sometimes one has to grab the bull by the tail and look the problem right in the eye. So here’s the policy deployment (PD1) matrix for the Curmudgeon Company.”


“Wow, Curmudge! That’s an information-filled matrix. Where do I start?”

“First, let’s read it like a map, with north at the top. Start at the west with Goals, then Strategies in the north, and Hoshins in the east. Strategies are linked to goals by the big dots, called ‘meatballs’, in the northwest; Hoshins are linked to Strategies by the meatballs in the northeast. The Team Support and the meatballs in the southeast show the organizations that are going to accomplish the hoshins.”

“If I look at the PD1 matrix long enough—maybe for a week—it will all soak in. I fear, however, that you already have another type matrix to dump on me.”

“I do have another one, Julie, but its concept is a lot simpler than its sticker shock. It’s just a PD1 rolled onto its side, that is, rotated a quarter turn counterclockwise. Here it is.”

“Hey, the goals went away!”

“No, they’re still there, Julie, but they are hidden from view and hopefully imbedded in your mind. Unless, of course, you want us to make this thing three-dimensional.”

“No thanks. I see now that the Strategies are in the west, and the Hoshins in the north. But you’ve added Projects in the east. I remember those from the planning matrix (PM). At least the projects supporting the ‘Improve yard’ hoshin were on the planning matrix we looked at.”

“That’s right, Julie. The ‘Remodel bathroom’ hoshin would have its own PM. If the Curmudgeon Company were bigger, like Affinity, each department would have a PD2 showing its projects; and individual people assigned to the projects would be shown under Support on the south side of the matrix.”

“These matrices are informative, Curmudge; they do require concentration. My head is spinning, but it has only gone a quarter turn counterclockwise. Is there more to Hoshin Kanri than diagrams that have to be read sideways?”

“There certainly is, Julie, and we’ll talk about that next time.”

“Bye, Curmudge.”

Affinity’s Kaizen Curmudgeon

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