# Hoshin Quarterly Review Template

Purpose: Assess breakthrough objectives against the quarter, evaluate countermeasures, reflect on what was learned, and adjust the deployment plan for next quarter.

- Duration: 120 minutes
- Cadence: Quarterly
- Participants: Leadership team and priority owners (6-15 people)

## Agenda

- [ ] Reconnect to true north and breakthroughs (10 min)
- [ ] Review breakthrough progress on the trend (30 min)
- [ ] Countermeasure effectiveness (25 min)
- [ ] Reflect and learn, hansei style (20 min)
- [ ] Adjust the deployment plan (25 min)
- [ ] Realign owners and rhythm (10 min)

## Facilitator tips

- Judge progress on the quarter trend, not one month.
- Evaluate countermeasures honestly.
- Make space for real reflection.
- Adjust the plan deliberately, not by drift.

## Notes

Breakthrough progress:

Countermeasure effectiveness:

Lessons learned:

Plan adjustments, owners, and rhythm:

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