Certified Hoshin Planning Facilitator

Certified Hoshin Planning Facilitator training gives you the skills you need to lead teams through breakthrough improvements.

Format: Virtual Live Instructor-led Lab
Topic: Innovation and Strategy



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In an increasingly ambiguous and volatile world, effective strategic planning is becoming a core competency for any business or operational leader. Yet, this discipline is under-developed in many organizations. At worst, immature strategic planning processes can reduce rather than increase coherence across an organization.

Successful strategic planning requires expert facilitation and the application of proven state-of-the-art methods to make best use of the combined brainpower and creative diversity in an organization. Strategic plans can then predictably exploit the best opportunities and result in strategy execution that works.

Learning Objectives

After completing this course participants will:

  • Understand the breadth and depth of the body of knowledge around strategy development, planning, and execution
  • Know how to validate a given strategy and ensure it is robust
  • Know how to translate this strategy into a strategic plan that works using Hoshin Planning
  • Know how to keep the execution of this plan on track

After successful certification, participants will be able to:

  • Apply state-of-the-art approaches for strategy using a dynamic, facilitated approach
  • Use Hoshin Planning as a disciplined approach to strategic planning
  • Support and orientate company leaders in strategic planning activities

Mission-critical for reaching these objectives is the willingness to read and reflect, seek expert-coaching where needed, and to continuously sharpen the required influencing and facilitation skills.


Prereading and assigned e-learning

Who Should Attend?

  • Anyone leading strategic planning in an organization
  • Business leaders looking to plan strategy in a predictable and reliable manner at either corporate or operational level


In order to certify you must complete all days of training.

This certification program is designed to build the relevant skills for those working in a strategic planning or strategy execution role. Participants will learn how to validate and update strategy, how to translate this strategy into a coherent strategic plan, how to align it with the entire organization, and how to keep the execution of this plan on track throughout a planning cycle by engaging leadership, management, and employees in a facilitated approach to strategic planning and execution.

Participants will become familiar with concepts in strategy creation and how to connect these to Hoshin Kanri-based strategic planning. Specifically, the course will give students foundational knowledge in the Hoshin Planning process, how to use its tools for strategic planning, and how to manage a facilitated strategy execution process. Certified students will graduate with the skills of Hoshin Planning as well as the ability to manage the Hoshin Planning process to deliver results through monthly and annual strategy reviews.

Demonstrating their newly acquired skills in one annual planning cycle and its execution will make the certified participants invaluable enablers for structured strategy creation, strategic planning, and strategy execution.

Virtual Course Schedule

  • Overview strategic planning
  • Reverse engineering a strategy
  • Key elements of strategic planning
  • Assessment of an organization’s strategic planning
  • The discipline of strategy in strategic planning
  • Capturing the current and future state and the journey
  • Tangible Outcomes: Breakthrough and Annual Objectives
  • Introduction to the Hoshin Kanri strategic planning process
  • Developing strategic initiatives
  • How to deploy and implement strategy throughout an organization
  • Catchball: deploying a strategic plan to the entire organization
  • Lean methods for managing a portfolio of strategic initiatives
  • Digitized business processes for strategic planning and execution
  • Daily management: the foundation for strategy execution
  • Creating a culture of cascaded accountability
  • Dealing with resistance and difficult behavior
  • Dealing with conflicts
  • Designing systems of metrics to monitor and steer strategy execution
  • Final exam

System Requirements: Internet connection with modern browser

Operating System: Microsoft Windows (7 and higher) or Apple Mac OS X

Display Properties Setting: Minimum 1024 x 768 screen resolution

Classes meet through Microsoft Teams

Recommended Browsers: Chrome, Firefox, Safari, Edge

For the best experience and optimum security, we recommend that you keep your browser up to date.

Legacy browsers with known issues:

Internet Explorer 10 and below

Safari 7 and below

Note: the course content requires that any pop-up blocker be disabled

Lean Methods Group reserves the right to cancel or re-schedule courses and to change instructors. We will do our best to ensure you are aware of changes 6 weeks prior to the course start date. Please be advised that in the event of a course cancellation, Lean Methods Group is not responsible for airfare penalties or other travel related expenses you may incur.

While we recognize the need to cancel due to unforeseen events, we kindly ask that you consider the other students in this course when cancelling your enrollment.  We ask for 6-weeks advance notice so that we may fill your spot and ensure a fun class for the other students.

    • Requests for cancellations/transfers received at least 6 weeks before the start of the course receive a full refund/transfer to another workshop
    • Requests received within 4 weeks of the course shall receive a 50% refund.
    • After the course starts, there are no refunds or transfers.
    • Registrants who fail to attend without advance notice are liable for the entire course fee.
    • We can transfer your course fees to another Lean Methods e-learning or instructor-led course of your choice.
  • You must successfully complete the entire course or program before IACET CEUs, PDUs and a Certificate of Completion can be awarded.

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