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Hoshin Catchball Session Template

Hoshin Kanri / Lean 90 min As needed A level and the level below it (4-10 people)

The catchball session is the engine of Hoshin Kanri deployment. Named for the back-and-forth of tossing a ball, catchball is the disciplined negotiation through which an objective passes between levels until both the giver and receiver own it. It is how Lean organizations avoid the trap of strategy that is announced from the top but never truly accepted below.

When to use it

Run catchball each time a Hoshin objective cascades to a new level, from leadership to value-stream owners, then from owners to teams. Use it whenever a goal is being handed down and you need genuine commitment rather than reluctant compliance. It pairs naturally with the broader practice of nemawashi, building agreement before decisions are finalized.

Who attends

Keep it to the two adjacent levels: the leader passing the objective down and the people who will deliver it. Four to ten participants keeps the dialogue real. The point is a focused negotiation, not a broadcast to a large audience.

How to run it

Start by sharing the parent objective with its target and rationale, then invite hard questions until intent is clear. The receiving level proposes the means, surfacing what it would actually take, and both sides negotiate targets, timeline, and resources until they reach a commitment neither party is privately resisting. Close by confirming the agreement and noting what cascades further down. The ball keeps moving until ownership is real at every level.

Facilitator tips

  • Give the receiving level room to challenge the target, not just accept it.
  • Pass the why with the what, since means proposed without context miss the mark.
  • Keep negotiating until commitment is genuine, not polite.
  • Capture exactly what cascades to the next level so the chain stays unbroken.

Common mistakes

  • Treating catchball as a one-way handoff, which produces compliance not ownership.
  • Rushing past questions, so misunderstandings deploy downward at scale.
  • Refusing to adjust the target, which signals the negotiation was never real.
  • Leaving without a clear, owned agreement to cascade further.

Make deployment a real negotiation. Run it in OrgTP and keep every cascaded objective, target, and owner connected through the chain.

Agenda

90 minutes total · 5 sections

  1. Share the parent objective 15 min
    The leader presents the objective being cascaded, the target to improve, and the why behind it so context travels with the goal.
  2. Clarify and question 15 min
    The receiving level asks questions until the intent is fully understood. Ambiguity caught here saves months of misdeployment.
  3. Propose the means 25 min
    The receiving level proposes how it would achieve the target, surfacing the activities, resources, and constraints involved.
  4. Negotiate targets and resources 20 min
    Both levels negotiate the target, timeline, and resources back and forth until they reach a commitment both can stand behind.
  5. Confirm the agreement 15 min
    Lock the agreed objective, owner, target, and supporting means, and capture what gets cascaded to the next level down.

Run this meeting live in OrgTP

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