PlanBase Inc.


   

PlanBase Hoshin Screenshots

Building a Plan

Planning Table - Organizational Objectives, and Improvement Projects

The application creates a hierarchical structure of all improvement projects supporting your objectives.  The visual cascade of linked strategies, projects, performance metrics, and tactics allows you to quickly drill down into a plan to discover the specific activities planned, the person responsible for those activities, expected completion dates, the metrics most relevant to measuring progress, target values for each of those metrics, and actual values achieved for each review period.

Screen-shot showing an objective and supporting strategies


Implementation Table - Strategies and Tactics

On the Implementation Table screen you can see the description of the supporting tactics, the owners, and the dates of each event or project.

Screen-shot showing a strategy and supporting tactics


Plan Status - Plan Creation

In the creation stages of the plan, the application tracks activity and completeness of the information behind the development of each aspect of the plan.  When someone is given accountability of a particular improvement tactic in the system the system notifies them with an email.  The creation status of that tactic automatically changes from red to orange as the new owner develops their plan.  When they feel their tactic is sufficiently defined, they mark it "complete" which sets the status to green.  This triggers an email to the owner of the next higher-level part of the plan who then can approve or reject these changes, thus ensuring the necessary communication for alignment throughout the plan.  Approving the tactic adds a check mark to the green creation status symbol.

Screen-shot showing a the creation status and current status of a whole plan

This visual tracking and notification of plan creation motivates employees to develop their plan carefully and rapidly, shortening the time between assignment and execution.


Reviewing the Progress of a Plan

Objective Review Table

Review screens are just a click away from the Plan Status screen and show a much more detailed level of information including performance relative to benchmark, a description of benefits and savings if the strategy is on track or a short explanation and what corrective actions are being taken if the strategy is behind schedule.

Screen-shot showing a the review status of an objective and its supporting strategies


Implementation Review Table

Each component of a strategy is tracked against milestones, making it easy to quickly determine which projects are on schedule and which are not.  Every tactic of every project has clear start/finish dates and each is tracked on its kickoff status, current status, and completion status.  A project owner can input this informationin seconds and their updates are instantly available on all screens and reports for all participants.

Screen-shot showing a the review status of a strategy and its supporting tactics


Plan Status

The Plan Status Screen also provides a reporting dashboard to allow you to instantly focus on the part of the plan you are most interested in: a high level summary, all the details, only what's off-track, who is performing the best, or how one part of the organization is performing.  This reporting "dashboard" allows all users to quickly and easily produce a selection of customized reports.  No extra training or programming is required.  The Plan Status screen can also answer the question, "How are we performing relative to plan?"

Screen-shot showing the current review status of a whole plan


Contact Us for more information or a free trial.