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Framework for Identifying & Implementing Strategic Projects
Published 9/2026
Created by Erin Pilon
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All Levels | Genre: eLearning | Language: English + subtitle | Duration: 10 Lectures ( 1h 47m ) | Size: 2.4 GB
A 5-Stage System for Cross-Functional CI Projects | Hoshin Kanri, VSM, PCA, XY Matrix & DMAIC with Tollgates
What you'll learn
Apply the complete 5-Stage Sequential Framework to identify and implement strategic goal projects within their organization Deploy strategy organization-wide using Hoshin Kanri and the X-Matrix tool Conduct organization-wide Value Stream Mapping (VSM) across all departments - not just the factory floor Facilitate Value Engineering sessions to uncover cross-functional improvement opportunities Execute a Perimeter Cost Analysis (PCA) using ABC-based cost mapping at three levels of fidelity to identify cost reduction targets Score and prioritize improvement projects objectively using the XY Prioritization Matrix and 9 standardized criteria Establish a CI Team structure with clearly defined roles and reporting lines to the President/CEO Implement DMAIC with structured tollgates (TG-0 through TG-4) to ensure rigorous project governance Integrate all 5 stages of the framework into a cohesive organizational improvement system Build a 30-60-90 Day Action Plan to begin implementing the framework immediately after course completionRequirements
Basic familiarity with business operations or organizational settings is helpful but not mandatory Knowledge of Continuous Improvement (CI) concepts is helpful but not required - the course introduces all framework tools No software or tools required to begin (all 8 templates are provided as downloadable resources)Description
This course contains the use of artificial intelligence.Are your organization's strategic goals getting lost between the boardroom and the shop floor?
Most Continuous Improvement initiatives fail not because of poor execution - but because the right projects were never identified in the first place. This course solves that problem.
Framework for Identifying and Implementing Strategic Goal Projects is a research-grounded, 5-Stage Sequential Framework developed by Erin Pilon, MBA, through applied research at Athabasca University. It gives CI Leaders, Operations Directors, Strategy Officers, and Black and Green Belt practitioners a systematic, objective method to identify, prioritize, and implement the improvement projects that are most directly aligned to organizational strategy.
What You Will Learn
Across 10 structured sections, you will learn to apply all five stages of the framework using proven tools: Stage 1 (Strategy Deployment via Hoshin Kanri and the X-Matrix), Stage 2 (Organization-Wide Value Stream Mapping, Value Engineering, and Perimeter Cost Analysis), Stage 3 (Objective Project Prioritization using the XY Matrix with 9 criteria), Stage 4/5 (CI Team Governance and DMAIC with Structured Tollgates TG-0 through TG-4).
The 7 Organizational Recommendations Embedded in This Framework
Based on the original research, this course operationalizes seven critical recommendations: (1) Apply VSM to the entire organization - not just the factory floor; (2) Use PCA and VSM together for cost reduction and process improvement; (3) Use Value Engineering to identify improvement opportunities; (4) Implement DMAIC with structured tollgates for rigorous project governance; (5) Establish the CI Team as a horizontal information linkage reporting to the President; (6) Use objective project prioritization via the XY Matrix; and (7) Define clear roles and responsibilities across 6 CI Team positions.
8 Ready-to-Use Templates Included
Every tool taught in this course comes with a professionally designed, downloadable template: the Hoshin Kanri X-Matrix, XY Prioritization Matrix, DMAIC Project Charter with Tollgates, VSM Organization-Wide Assessment, Perimeter Cost Analysis, CI Team Role Mapping & Governance, 30-60-90 Day Action Plan, and Course Evaluation Form. , customize, and implement immediately.
Who Should Enroll
CI Leaders, Continuous Improvement Managers, Operations Directors, COOs, Strategy Officers, Six Sigma Black Belts and Green Belts, Business Leaders, and MBA graduates who want to bridge the gap between strategic intent and operational execution.
Start building your organization's strategic CI capability today. Enroll now.
Who this course is for
CI Leaders and Continuous Improvement Managers seeking a structured, research-based project identification framework Operations Directors and COOs responsible for executing organizational strategy Strategy Officers (CSOs, VPs of Strategy) who need to connect strategic goals to improvement projects Six Sigma Black Belts and Green Belts looking to elevate project selection beyond intuition-based approaches Business Leaders (Presidents, GMs, Division Heads) who want to build an organization-wide CI capability MBA students and graduates studying organizational improvement and strategy executionHomepage
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