robdull / tools / hoshin v2mom
Strategy and Execution

Hoshin Kanri with
V2MOM alignment.

I learned about hoshin kanri when I was coaching at Salesforce, where every employee has a V2MOM. I liked that Hoshin Kanri was explicit about the breakdown of long-term goals (Vision, in the V2MOM) all the way down to metrics and collaborators. The matrix is visually busy, but that's because it's a comprehensive view.

This tool allows a more robust visualization of the information from the V2MOM, showing greater clarity between objectives, activities and measures. Co-owners, with shared V2MOM responsibilities are also clearly visible. Obstacles are at the top of the matrix, elevating them in reviews when they would otherwise be buried and potentially ignored. Other companies have adopted Salesforce's V2MOM, and have promoted it to guests at Salesforce's executive briefing center.

I hope that this tool facilitates more frequent progress reviews, at least monthly, and helps users to operationalize their Vision and Values throughout the year. Here are the 7 Hoshin Kanri steps that would benefit a V2MOM process. For the sake of this tool, the first two steps have been combined, so the V2MOM "Vision" is the "Long Term Objective" in the hoshin kanri matrix. You can manually add lines to the long-term objectives if you choose to create a hoshin kanri with multiple long-term goals.

  1. Establish Organizational Vision: Define the core vision, mission, and long-term direction.
  2. Develop Long-Term Objectives: Set 3–5 year "stretch" goals that represent significant improvements.
  3. Develop Annual Objectives: Break down breakthrough objectives into actionable, measurable goals for the current year.
  4. Deploy Objectives (Catchball): Cascade goals through all levels of the organization, using a "catchball" process to ensure alignment.
  5. Implement the Plan: Execute the tactical plans and projects designed to achieve the annual objectives.
  6. Track Performance (Monthly Review): Monitor key performance indicators (KPIs) through regular monthly or quarterly reviews.
  7. Reflect and Adjust (Annual Review): Evaluate the year's performance and review lessons learned to inform the next planning cycle.
Salesforce V2MOM

Enter your strategy

Values and Methods populate the matrix directly. Enter Long-term Objectives by clicking into the matrix rows.

V Vision
Shown as context above the matrix.
V Values, Methods & Measures
Each value expands to show its methods and measures. Values → Annual Objectives. Methods → Activities (exact). Measures → Key Metrics.

Co-owners / Resources

Matrix dimensions
Long-term Objectives (bottom rows)
1
Annual Objectives (left cols)
3
Activities (top rows)
3
Key Metrics (right cols)
3
Co-owners (far right)
3
Changes apply to the live matrix. New rows/cols are blank.

Fill in your V2MOM fields and click Build to generate your Hoshin Kanri matrix with AI alignment.


Example plans

Load a pre-filled example to see how the tool works. Click any card to populate all fields and build the matrix.

Product Owner · PetHealth
Member Experience PO
Product Owner, Member Journey
V
Vision: A seamless, trustworthy member experience from enrollment to renewal.
V
Values: Member empathy · Clarity · Fast claims · Proactive comms
M
Methods: Redesign claim flow · Renewal outreach · Vet directory · Sentiment dashboard
O
Obstacles: Claim UX abandonment · Low renewal awareness · No unified sentiment view
M
Measures: Claim completion 92% · NPS 34→50 · Retention +8pts · App rating 4.4
Product Operations
Product Ops Manager
Product Operations Manager, Platform Delivery
V
Vision: Clear delivery health and performance visibility for every product team.
V
Values: Enable teams · Scale standards · Evidence over intuition
M
Methods: Health scorecard rollout · Metrics taxonomy · PM enablement library
O
Obstacles: Different metrics per squad · No cross-portfolio risk view
M
Measures: 100% squads on scorecard · Portfolio report in 2hrs · PM reporting -40%
Product Leadership
Product Director
Director of Product, Growth and Retention
V
Vision: A portfolio that delivers outcomes customers love, at scale.
V
Values: Outcomes over output · Customer evidence · Honest trade-offs
M
Methods: 3-horizon strategy · OKR reviews · Discovery sprints · PM succession
O
Obstacles: Sales pressure on roadmap · Inconsistent discovery · Thin PM bench
M
Measures: 80% features tied to outcomes · Roadmap lead time 6wks→2
Engineering Leadership
Engineering Manager
Engineering Manager, Platform and Delivery
V
Vision: An engineering org that ships with confidence — automated, well-reviewed, and continuously improving.
V
Values: Automate before you scale · Code quality through peer review · Fast feedback loops
M
Methods: CI/CD pipeline · PR review guidelines · Blameless postmortems · Automated scanning
O
Obstacles: Legacy manual deploys · Inconsistent PR standards · On-call burden burning out senior engineers
M
Measures: Deploy frequency weekly · Change failure rate <5% · MTTR under 1hr · PR turnaround 24hrs