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How to Use the X‑Matrix

What Is an X‑Matrix?

The X‑Matrix is a doc­u­ment that helps to cre­ate own­er­ship, align­ment, and detailed plans for achiev­ing strate­gic objec­tives. Learn how this tem­plate guides the crit­i­cal think­ing process as an orga­ni­za­tion ask­ing what we must achieve this year to be on track to our long-term goals.

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What Is an X-Matrix?

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Next VideoGetting Started with the X-Matrix

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How to Create an X-Matrix

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How to Deploy Strategy Using the X-Matrix

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Monthly Reviews Using the X-Matrix

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How to Use Bowling Charts for Strategy Reviews

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How to Use the A3 and the X-Matrix for Hoshin Planning

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Next Video Getting Started with the X‑Matrix

While the X‑Matrix is a sim­ple tem­plate that is easy to learn, there are sev­er­al key points to remem­ber when get­ting start­ed. Learn the ques­tions to ask before using the X‑Matrix, what prepa­ra­tions are need­ed, and the impor­tance of hav­ing a strate­gic plan as a start­ing point. 
  • Hoshin Planning Course

    • 11 Videos
    • 1h 0m
    Learn how to cre­ate a vision, mis­sion, and then a hoshin plan of long-term, break­through, and annu­al objec­tives. Learn about catch­ball and the vital process of reflec­tion to cre­ate orga­ni­za­tion­al learning.

    View Course

  • How to Use the X‑Matrix

    • 7 Videos
    • 32m
    Many orga­ni­za­tions spend time and mon­ey on devel­op­ing a win­ning busi­ness strat­e­gy. How­ev­er, with­out mak­ing sim­i­lar invest­ments in an effec­tive way to put a strat­e­gy into action, these objec­tives remain unre­al­ized. The X‑Matrix pro­vides a for­mat and set of prac­tices to deploy strate­gies. This begins by break­ing down long-term goals into annu­al objec­tives, iden­ti­fy­ing improve­ment pri­or­i­ties, and cre­at­ing own­er­ship for action at all lev­els of the organization.

    View Course

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