Introduction

This course introduces Business Plan Deployment (BPD), also known as Policy Deployment or Hoshin Kanri. It provides a structured approach for translating high-level strategy into measurable objectives and daily execution.

You’ll learn how to create alignment across all levels of the organization using X-Matrices, catchball discussions, and tiered performance reviews. BPD connects the long-term vision to front-line activity.

Learning Objectives

After completing this course, you will be able to:

  • Understand the principles of Business Plan Deployment
  • Translate strategy into measurable objectives
  • Use tools like X-Matrix and catchball to align teams
  • Cascade targets and accountability across the organization
  • Support execution with tiered performance reviews

Outline

Introduction – Why Deploy Strategy?

  • Welcome, Learning Objectives, and Course Overview
  • The Gap Between Strategy and Execution
  • Benefits of BPD and Policy Deployment
  • Knowledge Check

Module 1 – Strategic Planning Inputs

  • L1 – Mission, Vision, and Breakthrough Objectives
  • L2 – Annual Plans and Key Performance Indicators
  • L3 – Planning Cycles and Leadership Alignment
  • Knowledge Check
  • Applied Learning Activity

Module 2 – Deployment Tools and Methods

  • L1 – X-Matrix Basics
  • L2 – Catchball and Team Engagement
  • L3 – Visual Planning Boards
  • Knowledge Check
  • Applied Learning Activity

Module 3 – Execution and Review

  • L1 – Cascading Targets to Front-Line Teams
  • L2 – Tiered Daily Performance Reviews
  • L3 – Adjusting Course Based on Results
  • Knowledge Check
  • Applied Learning Activity

Conclusion – Putting It All Together

  • Business Plan Deployment Review
  • BPD as a Leadership Routine
  • Final Reflections

Files

Downloads

  • Course Notes Template PDF

Learning Format

Online Course Format:

  • Students are provided with a printable PDF document that provides a convenient format for capturing notes during the course.
  • Course content is broken up into a series of modules.
  • Each module consists of "bite sized" instructor-led lessons with a  Knowledge Check quiz at the end of each module, along with an Applied Learning activity. 
  • Each Applied Learning activity challenges the student to apply concepts learned in the module to a situation in their workplace and is usually 30–60 minutes in duration.
  • Applied Learning activity examples from previous sessions are reviewed at the end of each module.
  • Each course has a dashboard % completion that tracks progress
  • A course Certificate is awarded to students that get through all content and complete all Knowledge Check quizzes.

Learning Support

Webinars and email:

  • Students will be able to attend a bi-monthly live webinar to get questions answered they have submitted by email.  Time permitting, there is a chat feature that can be used for questions with any remaining time. The webinars are usually every week, but they are offered a minimum of twice per month.  The calendar and sign-up for the webinar series are part of the course dashboard.
  • Questions are also answered via email, depending on the student's preference.

Coming Soon!

August 2025

We'll let you know when the course drops!


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