Professional Documents
Culture Documents
A Brief Illustration
Origins
Although the concept Hoshin Planning is not
familiar to many educators, the process,
developed by the Japanese corporate world in
support of quality improvement initiatives, is
well-understood and often utilized
By Edwards Deming Prize candidates in Japan
By Malcolm Baldrige Award candidates in the United
States and
By other for-profit and not-for-profit organizations
seeking to maximize organizational assessment,
planning, improvement, and effectiveness
Hoshin Planning Works
(http://www.tqu.com/hoshin.html)
According to Total Quality Engineering, a for-
profit consulting firm specializing in
organizational effectiveness,
Most Malcolm Baldrige Award winners
incorporate the Hoshin concept into their
planning initiatives, and
Many progressive US companies (e.g., Hewlett-
Packard and Xerox) make Hoshin Planning the
centerpiece of their strategic planning process.
The Term Hoshin Planning (Kanri)
Do
Check
Act
Deming Transformed (cont.)
The term Hoshin Planning (Kanri) describes the
application of the PDCA production cycle to the
management process.
Inventory control
Production efficiency
Strategic Planning
Within the College Environment,
Hoshin Planning can
The president
All cabinet-level administrators
Full-time and part-time faculty
Professional staff
Support staff
REVIEW OF ASSESSMENT DATA
The first hour was devoted to a
review and discussion of college-
wide assessment data:
Freshman-year data
VP for Student Life
Graduating student data
Director of Institutional Research
Course completion data
Executive Vice President
THE HOSHIN PLANNING PROCESS
[a review]
The Cohort Factor is used to equalize and rank scores between the various
cohorts. Since the highest number of items among the cohorts was 21, the
number 21 is used (always) as the numerator of the Cohort Factor. The
denominator is the number of items within the selected item cohort. The
Cohort Factor Value is the decimal representation of the Cohort Factor.
Hoshin Assessment and Planning
The Ranking Process: Step 5
D E DXE Final
Cohort Suggestions Cohort Cohort Weighted Cohort
Selected [4 of 130] Average Factor Cohort Rank
[four different cohorts] For Value Average
Item For Item
FE-308 To secure funding… 34.93 1.750 61.13 11
IT-405 To transform all… 35.62 1.615 57.53 11
SL-805 To create an honors… 51.53 1.167 60.13 17
After all surveys have been entered, the Cohort Average is calculated to
indicate the mean of that item. The Weighted Cohort Average is the product
of the Cohort Average and the Cohort Factor Value. The Final Cohort Rank is
based on the chronological rank within the cohort. The higher the Final
Cohort Rank value is, the more important it is within that cohort.
Hoshin Assessment and Planning
The Ranking Process: Step 6
Weighted Final
Cohort Suggestions Overall Overall
[selected] Item Rank
Average
FE-308 To secure funding… 19.83 122
IT-405 To transform all… 18.85 120
SL-805 To create an honors… 16.32 117
LE-503 To improve class… 12.43 111
After all surveys have been entered, the Weighted Overall Average is
calculated to indicate the mean of that item. The Final Overall Rank is based
on the chronological rank when compared to all survey items. There were a
total of 130 items on the 2006 Louisburg College Hoshin Assessment and
Planning questionnaire. A value of 130 for the Final Overall Rank would
indicate the item of highest importance to survey participants.
Hoshin Assessment and Planning
The Ranking Process: Step 7
A B AxB AxC
Cohort Suggestions Cohort Factor Weighted Final Weighted Final
[selected] Average Value Cohort Cohort Overall Overall
Average Rank Average Rank
FE-308 To secure funding… 34.93 1.750 61.13 11 19.83 122
Example: IT 405
TO TRANSFORM ALL CLASSROOMS
INTO MASTER CLASSROOMS
[December 2005]
ACCOMPLISHED
[December 2006]
PROGRAMMATIC BY-PRODUCTS
OF HOSHIN PLANNING
Example: MV 610 [Slide A]
SYSTEMS CONSTRUCTED
[December 2006—next slide]
PROGRAMMATIC BY-PRODUCTS OF
HOSHIN PLANNING
MV 610: Continuous Civility Initiatives
Progress to Date: Effective December 2006
Creation of Campus Civility Cluster
Civility Week
Et cetera
PROGRAM IMPROVEMENT
[OTHER PROGRAMMATIC USES]
campus life
the first-year experience
the senior experience
study away
student persistence
student learning
academic life
student engagement
The Freshman-Year Experience
[Programmatic Example]
In collaboration with the Policy Center on the First Year
of College and The Pew Charitable Trusts, Presenter X
recently facilitated a Hoshin Planning initiative intended
to generate ideas for improving the freshman-year
experience at University X.
Number 1 only
Numbers 1 – 2
Numbers 1 – 3
Numbers 1 - 6
HOSHIN PLANNING AND THE QEP