Free X-Matrix Template

Hoshin Kanri Strategic Planning

  • Align Strategy with Execution
  • Connect Improvement Priorities with Strategies
  • Communicate Strategic priorities in 1 Page

Download our free X-Matrix Excel Template to create a one-page strategic plan that connects your objectives, initiatives, and KPIs with absolute clarity. 

Download includes:

  • Editable X-Matrix Template (Excel + Printable PDF)
  • Instructions & Example
  • Bonus: Hoshin Kanri Planning Tips
  • Optional invitation link to try the interactive dynamic X-Matrix in www.KPIFire.com
  • No Credit Card Required

What Is an X-Matrix Template?

An X-Matrix (also called an Hoshin X-Matrix or Hoshin Planning Matrix) is a strategic planning and execution tool used in Lean management and Hoshin Kanri (policy deployment). It provides a one-page visual that connects long-term strategic goals to annual objectives, improvement projects, and responsible owners — all in a structured, cross-linked format that forms an “X” shape.

Why use an X-Matrix for Strategy? 

  • Plan-on-a-Page– A single page view of critical strategy elements
  • Align strategy & Execution — Keep everyone focused on what matters most.
  • Identify Key priorities — Link breakthrough objectives to measurable targets
  • Create Line-of-Sight — Ensure improvement projects supports your targets to improve.
  • Improve cross-functional collaboration — Build clarity and accountability.
  • Accelerate Continuous Improvement — Manage progress visually and effectively.

Who Should Use the X-Matrix Template?

This template is ideal for:

  • CEOs and Strategy Officers
  • Lean & Continuous Improvement Leaders
  • Project Managers and Department Heads
  • Startups defining annual goals
  • Teams practicing Hoshin Kanri or OKRs

Whether you are running a global enterprise or a growing team, the X-Matrix gives you a clear view of how strategy turns into action.

About KPI Fire

KPI Fire helps organizations Align Strategy, Drive Execution, and Engage People.

Our software includes built-in templates for Hoshin Kanri, X-Matrix, OKRs, A3s, DMAIC, and more, helping teams stay aligned and achieve more.

Learn more about the X-Matrix Methodology

Learn more about how to use the X-Matrix Feature in KPI Fire

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