# Hoshin Kanri Annual Planning Template

Purpose: Select 3 to 5 breakthrough objectives, translate them into annual improvement priorities, and deploy them through catchball into an owned annual plan.

- Duration: 240 minutes
- Cadence: Annually
- Participants: Leadership team and value-stream owners (6-15 people)

## Agenda

- [ ] Reflect on true north and last year results (30 min)
- [ ] Scan the current condition (35 min)
- [ ] Select 3 to 5 breakthrough objectives (50 min)
- [ ] Define annual improvement priorities and targets (45 min)
- [ ] Catchball with owners (50 min)
- [ ] Confirm owners and review rhythm (30 min)

## Facilitator tips

- Hold the line on the vital few; cap at 5 objectives.
- Anchor every target with a measurable improvement.
- Treat catchball as real negotiation, not a rubber stamp.
- Decide the monthly review cadence before leaving.

## Notes

Breakthrough objectives:

Annual improvement priorities:

Targets to improve:

Owners and review rhythm:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/hoshin-annual-planning