Hoshin Plan

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At one point in my career I was working at a bank that took on a large initiative to formalize its processes. Everything done within the bank had to follow procedures, with the requisite paperwork completed, and every procedure had to conform to a standard called “Six Sigma“.

Part of Six Sigma is an idea called Hoshin Kanri, or in something a little closer to English, a Hoshin Plan. “Hoshin” is a Japanese word that means “shining metal”, “compass”, or “to show the direction”.

In a Hoshin Plan, upper management comes up with measurable goals for the firm. Each division head takes those goals that his division could help reach, and translates its items into smaller goals for his division. His group heads to the same to his goals, team heads… etc…

This way, the individual programmer can be shown how his program, which people much above him in the hierarchy may never hear of, fits the team’s goal, the group’s goal, and so on all the way up to the firm’s goals which must reflect its Mission Statement.

Also, Hoshin Planning is an iterative process, at the end of the year, one can review the firm’s goals against its accomplishments, and make more informed decisions about the goals to set for the next year.

Picture if one Elul we did this for our Avodas Hashem… Picture being able to tie why you’re going to the store to what it is you plan on accomplishing in your life’s avodah. I think it would be very powerful in making all of life, even recreation or side interests, holy.

A second advantage would be added a year later. Elul calls upon us to do a special cheshbon hanefesh (spiritual accounting) to see what areas require teshuvah. But against a Spiritual Hoshin Plan, one has a tool for taking that introspection and inspection of the past, and apply it towards how one lives in the future. Perhaps one mis-estimated their abilities in some area, or overestimated a challenge in their lives. They thought their avodas Hashem would require attention on the point, but now they can set goals that better reflect who they are and the life Hashem actually gives them.

Enough hand-waving theory. I think an example would be illustrative.

I personally would pick the following quote from Rav Shimon Shkop as my Mission Statement:

[O]ur greatest desire should be to do good to others, to individuals and to the masses, now and in the future, in imitation of the Creator (as it were). For everything He created and formed was according to His Will (may it be blessed), [that is] only to be good to the creations. So too His Will is that we walk in His ways.

Subdividing this into three target ideals:

1. Torah – internalizing His Will
2. Avodah – connection to G-d
3. Gemillus Chassadim – being a conduit of Hashem’s Good into the lives of those I touch.

Subdividing again:

1. Internalizing His Will

1.1. Daily learning
1.2. Daily Mussar work
1.3. Regular in depth learning

Notice at this point I can start filling in actual tangible projects that I can meet by year’s end. What daily learning will I start the year with? Should I raise the bar by year end or aim my year’s growth elsewhere? And if so, what should the year-end goal be?

Hopefully, by month end when this “Spiritual Hoshin Plan” is done, I can pause in the middle of the workday and be able to say for myself that I’m putting up with this irate trader on the phone so that I can pay for tuition (goal 3.2.4.2.5 or some-such), I can develop my personal creativity (as per 1.2… as being in the image of the Creator is something I view as a Mussar goal), etc.. And thereby give sanctity to an otherwise mundane (and stressfull) activity.

And your thoughts...?

    • Gemilus chassadim could run to tzedaqah goals, patience goals, shalom bayis goals, parenting goals…

      In the last paragraph I note two things I think this tool will aid. To rephrase:
      1- Allowing the person to connect a mundain or routine activity to their current spiritual mission statement.
      2- Transforming cheshbon hanefesh by giving it a more explicit connection to the future, rather than keeping it a review of the past.

      In terms of the 2nd point, what I think makes this interesting is that it opens the door to cheshbon hanefesh broken out by goal, rather than by middah. Or perhaps some combination of the two. I haven’t actually had a full year of Spiritual Hoshin Planning — I just started the basics only 2 weeks ago (23 Tammuz, my birthday). I assume this post and the whole idea will evolve as I am more informed by experience.