The Hoshin quarterly review is the reflection-and-adjust checkpoint of strategy deployment. Where the monthly review keeps targets on pace, the quarterly review steps back to ask harder questions: are the breakthrough objectives still right, are the countermeasures working, and what is the year teaching us? It is where the plan-do-check-act cycle operates at the level of the whole Hoshin plan.
Run this at the end of each quarter, building on the bowling chart trends from the monthly reviews. It is the moment to adjust the deployment plan with intention rather than letting it drift, and to feed the lessons of one quarter into the discipline of the next.
Bring the leadership team and the owners of the annual priorities, six to fifteen people. These are the people who can judge progress honestly, evaluate countermeasures, and authorize the changes in targets or resources that a real adjustment requires.
Reconnect to true north and the breakthrough objectives, then review progress against each one using the quarter trend rather than a single month. Examine whether the countermeasures launched along the way actually worked, and run an honest hansei-style reflection on what the quarter revealed about both the plan and the way it is being deployed. Use those insights to adjust targets, priorities, and resources for the coming quarter, then realign owners and confirm the monthly rhythm. The review closes one loop and opens the next.
Reflect, adjust, and keep deploying. Run it in OrgTP and keep breakthrough objectives, countermeasures, and owners aligned quarter over quarter.
120 minutes total · 6 sections
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