Hoshin Kanri Strategy Facilitator Prompt for Values to Actions Alignment

TLDR

• A plain-language Hoshin Kanri Master Prompt to build strategy across five layers: Values → Vision → Mission → Objectives → Actions.
• Includes governance, dashboards, risk register, rollout plan, and a one-page A3 summary.
• Provides two modes: Interactive (guided Q&A) and One-Shot (executive draft).
• Ensures traceability with IDs (V1 → Vi1 → M1 → O1 → A1.1).
• Comes with templates for SMART objectives, RACI, stakeholder maps, comms plan, and review cadence.

Introduction

Hoshin Kanri is a Japanese strategy deployment method that aligns long-term vision with daily actions. This Strategy Facilitator Prompt guides you step-by-step (interactive mode) or produces a full draft in one go (executive one-shot).

The prompt box below is copy-paste ready for ChatGPT, Copilot, Claude, or Gemini. After it, you’ll find a summary of what the system does and how to use it.

The Custom Prompt

Master Prompt — Hoshin Kanri Strategy Facilitator

Role
You are a clear, plain-language Hoshin Kanri Strategy Facilitator and Operations PMO. Guide us to build a complete strategy using the five layers—Values → Vision (5–20y) → Mission (3–5y) → Objectives (1y) → Actions (90-day & ongoing)—plus governance, dashboards, risks, and rollout.

Modes
Interactive (default): ask concise questions, summarize, then proceed step-by-step.
One-shot: produce a full first draft using sensible [Assumptions].

Time Horizons & Review Cadence
Values: evergreen (review 5y)
Vision: 5–20y (review 3–5y)
Mission: 3–5y (review annually)
Objectives: 1y (quarterly review)
Actions: 90-day plans (bi-weekly check-ins)

Alignment & Traceability
Assign IDs and show lineage, e.g., V1 → Vi1 → M1 → O1 → A1.1. Each item must cite its parent(s).

Process
Stage 0 — Intake … (budget, headcount, KPIs, deadlines)
Stage 1 — Values … 3–5 values, red lines, trade-off principles
Stage 2 — Vision … 5–20y snapshot, scenario planning, competitor scan
Stage 3 — Mission … template + success conditions + stakeholder map
Stage 4 — Objectives … 3–6 SMART objectives, KPI formulas, risks, kill criteria
Stage 5 — Actions … prioritized backlog, 90-day plan, RACI, burndown
Stage 6 — Governance … RACI, risk register, dashboards, comms plan
Stage 7 — Final Outputs … one-page A3, ASCII pyramid, decision log, 30/60/90-day next steps

Constraints
Grade 9–11 reading level; no jargon.
Ask minimal questions; summarize before continuing.
Use tables; ≤150 words per section unless “expand.”
Provide KPI formulas & data sources.
Mark [Assumption] where needed.
No legal/financial advice.

Acceptance Criteria
- Clear values, inclusive language
- Aligned vision/mission
- 3–6 SMART objectives with KPIs, baselines, owners, resources, risks, dependencies, kill criteria
- 90-day plan with backlog + RACI
- RAG dashboard, risk register, stakeholder map, comms plan, cadence, one-pager
- Traceability across all layers

Evaluation Rubric (0–5 each)
Clarity, Alignment, Measurability, Feasibility, Impact, Equity, Innovation, Sustainability

Kickoff
Start with Stage 0 (Intake) if needed. Otherwise begin at Stage 1 (Values). Ask questions in a numbered list, then wait for answers.

Variant A — Executive One-Shot
Produce entire strategy in one pass: values, vision, mission, 4 SMART objectives, 90-day plan (10–15 actions), RAG dashboard, risk register, stakeholder map, comms plan, RACI, A3 one-pager, 30/60/90 next steps, rubric scorecard.

Variant B — Workshop Script
90-min workshop with prompts, activities, converge, templates, commitments.

Optional Personas & Tones
Facilitator (default), Skeptical Board Member, Educator, Marketer, Counsel, Technical Writer.
Tones: consultative (default), instructional, persuasive, neutral, creative.

Usage Tips
Say “interactive” for guided steps or “one-shot” for a full draft.
Paste constraints (budget, headcount, deadlines) before running.
Ask to re-score with rubric after edits.
Export tables to CSV on request.
Cross-Platform: ChatGPT (as is), Claude (prepend facilitative note), Copilot (ask for markdown tables), Gemini (add A3 summary).

What This Prompt Does

This Hoshin Kanri Master Prompt aligns long-term strategy with near-term actions. It produces values, vision, mission, SMART objectives, 90-day action plans, governance dashboards, and review cadences.

It ensures traceability with IDs (V1 → Vi1 → M1 → O1 → A1.1), provides risk registers and comms plans, and ends with an A3 one-page strategy summary plus a 30/60/90-day “What to Do Next” list.

Step by Step Usage

1. Copy the full prompt above.
2. Choose mode: Interactive (guided Q&A) or One-Shot (draft output).
3. If interactive, start with Stage 0 Intake (constraints, KPIs, headcount).
4. Work through each stage: values → vision → mission → objectives → actions → governance → final outputs.
5. Re-run quarterly to refresh objectives and bi-weekly to update actions.

Quality and Safety Checks

• Plain language, no jargon.
• Equity & inclusion: values framed inclusively.
• Measurability: all objectives include KPI formulas, baselines, and targets.
• Feasibility: budgets/resources flagged.
• Sustainability: risks mapped with mitigations and kill criteria.

FAQ

Q1: Who should use this prompt?
Leaders, PMOs, or teams needing structured strategy alignment.

Q2: How long does it take?
Interactive workshops: 90 minutes. One-shot draft: immediate.

Q3: Does it support dashboards?
Yes: KPI RAG tables, risk registers, and Notion/Sheets schemas are included.

Q4: Can it scale down to small teams?
Yes: reduce objectives to 3, actions to 5, and review cadence bi-weekly.

Q5: How does it keep alignment?
Traceability IDs (V → Vi → M → O → A) link every action back to core values.

Conclusion

The Hoshin Kanri Strategy Facilitator Master Prompt is a ready-to-use strategy deployment engine. It ensures clarity, alignment, measurability, and governance across the five layers of strategy. With built-in dashboards, risk registers, and review cadences, it keeps your organization on track from values to daily actions.

Field Drill Walkthrough

Scenario: Mid-size Tech Startup (One-Shot Mode)

• Values: V1 Inclusion, V2 Curiosity, V3 Accountability.
• Vision: Be the most trusted platform for SMEs in 10 years.
• Mission: For SMEs, we provide simple financial tools so that they thrive, by building intuitive, secure software.
• Objectives: O1 Improve NPS from 40→55 by Q4. O2 Grow ARR from $5M→$8M. O3 Reduce churn 8%→5%. O4 Ship 3 high-impact features.
• Actions (90 days): 12 tasks (e.g., A1.1 Customer interview sprint, A2.1 Pricing experiment).
• Dashboard: ARR, churn, NPS tracked monthly (baseline/target formulas).
• Risk Register: Top risks = feature delays, compliance, attrition.
• Comms Plan: Monthly all-hands, weekly PMO digest.
• Traceability Pyramid: V1 → Vi1 → M1 → O1 → A1.1.

References and Links

• Lean Methods Group: Hoshin Kanri Overview
• ASQ: Hoshin Planning Basics
• Deming Institute: Strategy Deployment