TWAWEZA CONSULTANCY LTD · Insightful Business Processes Management that ... management,...

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TWAWEZA CONSULTANCY LTD Company Profile OUR CONSULTANCY SERVICES Research Business Processes Management Strategic Management Training

Transcript of TWAWEZA CONSULTANCY LTD · Insightful Business Processes Management that ... management,...

Page 1: TWAWEZA CONSULTANCY LTD · Insightful Business Processes Management that ... management, performance management, productivity and quality, Kaizen, Hoshin planning, change management,

TWAWEZA

CONSULTANCY LTD Company Profile

OUR CONSULTANCY SERVICES

Research

Business Processes Management

Strategic Management

Training

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Contents ABOUT ................................................................................................................................................... 2

OUR VISION ...................................................................................................................................... 2

OUR MISSION ................................................................................................................................... 3

OUR VALUES ..................................................................................................................................... 3

OUR APPROACH ............................................................................................................................. 3

WHY CHOOSE US ............................................................................................................................ 3

Research .............................................................................................................................................. 4

Monitoring & Evaluation ................................................................................................................ 5

Market Research ............................................................................................................................ 7

Business Processes Management ................................................................................................... 8

Lean................................................................................................................................................. 11

Strategic Management .................................................................................................................. 15

Hoshin Planning ............................................................................................................................. 15

Training and Capacity Building ..................................................................................................... 21

Companies We Have Worked With.............................................................................................. 21

Management .................................................................................................................................... 21

Contact Us ......................................................................................................................................... 22

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ABOUT US

Twaweza is a management consultancy passionate and focused on helping clients deliver quality

growth and improvement in people, processes, projects, performance, markets and brands. We

deliver information and analysis that makes our complex world easier and faster to navigate and

inspire our clients to make quicker and smarter decisions. Professionalism, simplicity, collaboration

and excellence is at the core of everything we do. For us, good isn’t good enough. We aim at

being the best at all that we do—to help clients realize their goals, outwit competition, remain

relevant, innovate and make a positive impact in the society. This drive fuels the commitment and

humanity that run deep through our every action.

Through our team of consultants, we offer our clients a unique depth of knowledge and

proficiency in solving problems through carrying out:

Effective Market research that helps in revealing key aspects of customers’ really needs,

wants and behaviors, competitors’ products and services, opportunities and gaps in

products hence be equipped with information needed to make informed decisions about

innovation, growth and the 4 'Ps': product, price, place and promotion.

Insightful Business Processes Management that aligns business functions and technologies

with customer needs. These will help the management on how to deploy, innovate,

automate, improve, monitor and optimize organization resources thus enhance efficiency

and productivity, reduce costs, and minimize errors and risk – thereby optimize results.

Participatory Monitoring & Evaluation for projects and programs that helps improve

performance and achieve results, improve current and future management of outputs,

outcomes and impact.

Help bridge the gap between strategy creation and strategy execution by incorporating

Hoshin Planning with the other traditional tools (Balance score cards, SWOT analysis,

Logframe, Innovation Portfolio). To facilitate the creation of business processes that result

to a sustainable competitive advantage in quality, delivery, cost, great customer

experience and innovation.

Carrying out quality capacity building through staff trainings on the concepts of lean

management, performance management, productivity and quality, Kaizen, Hoshin

planning, change management, operation excellence, team’s performance and many

more aspects of effective management

Together we can do more

OUR VISION

To be a world class preferred company in innovative and practical management solutions

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OUR MISSION

To offer clients excellent services that will help them realize their goals & objectives, grow, remain

relevant, innovate and make a positive impact in the society through Research, Business Processes

management, Strategic management and trainings.

OUR VALUES

Innovation: Good is never enough, we seek newer and better ways

Empowerment: We enable, we are accountable

Passion for Excellence: We do our best at all times

Teamwork: We achieve more by working together

Customer focus: We care and it makes a difference

Integrity: We always do the right thing not the easy thing

Communication: We encourage open, consistent and two-way communication

OUR APPROACH

We start each engagement with a needs analysis exercise and we specially develop and

customize our programs and services to meet the specific requirements and expectations of each

organization. We use the most modern methodology and training materials to deliver our services.

WHY CHOOSE US

We speak human.

We don’t clutter our communication with consultant-speak designed to make your issues appear

more complex than they really are. We prefer to keep our language and our solutions friendly,

simple and effective.

We’re experienced professionals.

With Twaweza, you’re not just hiring another consulting company, you’re partnering with

experienced professionals who will not only meet, but exceed, your expectations. We provide

effective workplace solutions that are grounded in years of successful application, not opinion or

personal preference.

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We care about your business.

YES, we really do! At Twaweza we don’t just get to know your business, we take a sincere interest

in it and genuinely want to help your organization reach its potential. We personally invest

ourselves in each and every project we work on. Our programs will provide your business with a

clear road map to increase productivity, efficiency, overall communication and employee

morale.

We get to know our customers.

We believe that excellent customer service starts with getting to know our customers. We want to

know all about your vision for your company, what challenges you’re facing and what unique

goals you might have. Then, together, we can plan effective next steps!

We are committed to quality.

We don’t settle for anything but the best, and neither should you when it comes to solutions and

trainings. We’ve worked hard to find the best ways to provide our clients with affordable human

resources training programs and reasonable scheduling options without sacrificing the quality of

our services.

We’re flexible, agile and cost-effective

With a wide range of skills and experience across all areas of business Twaweza can work with you

in many different capacities. We’re responsive, flexible and agile. We adapt as your needs

change, with speed, efficiency and cost-effectiveness that larger firms just can’t match. We’re

happy to stake our reputation on it!

We do more than just deliver a service.

Twaweza does more than just deliver our management programs to you. We also make sure that

the resources in your organization who will be implementing the programs know exactly how they

work, why they work and how to help them evolve. We will make sure you’re set up for success

before our work is done!

We are Innovative and Adaptive

In today’s business environment you need to stay on the cutting edge of technological progress

to maintain your competitive advantage. Yes, experience counts for a lot but Twaweza is always

looking for ways to improve, and if we find a more productive solution, we will help you take

advantage of it.

We’re ready to help you get started! Contact us today.

Research

Twaweza offers two main research services; Project/program Monitoring & Evaluation and Market

Research. We deliver insights by combining research outcomes; real time data and smart thinking

to enable you make insightful decisions. We have the flexibility of conducting Market research in

East Africa and the rest of Africa. We understand the diversity that comes with each country.

Our capabilities include using of Qualitative and Quantitative techniques including Computer

Assisted Telephone Interviews (CATI), Computer assisted Personal Interviews (CAPI), interviews,

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mobile and online data collection, in-depth interviews and focus group discussions. We thrive in

going beyond the obvious.

Monitoring & Evaluation

We have developed a strong expertise in program/project Monitoring & Evaluation (M&E)

adapted to a variety of contexts. In each assignment, we design specific methodologies,

considering the program dynamics, the partners involved and the areas of implementation. With

customized indicators and tools, we review all layers of program/project implementation;

extracting best practices, lessons learned and formulating recommendations for improvement

and future programming.

Our expertise includes: Developing monitoring systems, plans and tools, building capacity for

organizations in M&E, developing information management systems, conducting base line studies

and carrying out programme evaluations.

Are you experiencing any of these Problems?

Wastages (Time and resources both human, financial and systems)

Lack of accountability, feedback and ownership; blame game

Losses and low project impact to beneficiaries and other key stakeholders

Then we have a solution for you

Our service solutions are best to assist our clients:

Support project/programme implementation with accurate, evidence-based reporting that

informs management and decision-making to guide and improve project/programme

performance.

Contribute to organizational learning and knowledge sharing by

reflecting upon and sharing experiences and lessons so that one can gain the full benefit from

what is done and how.

Uphold accountability and compliance by demonstrating whether or not work has been carried

out as agreed and in compliance with established standards

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Provide opportunities for stakeholder feedback, especially beneficiaries, to provide input into

and perceptions of work, modelling openness to criticism, and willingness to learn from

experiences and to adapt to changing needs.

Promote and celebrate work by highlighting accomplishments and achievements, building

morale and contributing to resource mobilization.

Our service solutions

Development and implementation of M&E systems

Review of projects/programme’s operation design (Logframe)

Project assessments (mid-term and final)

Data collection and management

Baseline surveys and feasibility studies

Data Analysis

Information reporting and utilization

Capacity building and training

Benefits

Cost-effectiveness

Result oriented

Control/improve efficiency and effectiveness of resource allocation

Control implementation

Feedback into planning, policy decision making with early warning signs

Improve managerial practices with a results orientation

Focus on transparency and accountability

Visibility of project with a focus on results

Improve design of programs

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Diffusion of knowledge and advocacy for effective intervention

Market Research

We provide market research services customized to our client needs with international standards

in mind. Our research design is flexible to match your needs and ensure high standards are

maintained by our methodology leaders within our team (qualitative techniques, sample design,

product testing, tracker studies, pricing studies, etc.). We cover sectors such as: industrial, banking

and financial, agriculture, ICT and telecom, real estate, retail and distribution, professional

services, healthcare, automotive, oil and gas, government and NGOs, among others.

We take quality of execution and ethical standards very seriously and keep a close and tight

control of the whole data collection process, face to face interviews, telephonic surveys, online

and qualitative. Our main areas of interest in research include qualitative research and

quantitative research which includes study design, data collection, data analysis and reporting

of findings. Some of the thematic areas in research for our clients include: Systems Strengthening,

Policy analysis, Social Behavior Change, Communication, Finance, Supply Chain Management,

Governance and leadership, Strategic planning and Sustainable business operations.

Our approach

Our service solutions

Market Segmentation

Competitors analysis

Product market analysis

Advertising analysis

Satisfaction & Loyalty analysis (e.g. Customer Satisfaction Index, Net Promoter Scores)

Brand awareness and Reach

Pricing research

Proposal Writing

Commercial Viability Assessment

Market Analysis

Employee Satisfaction Surveys

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Capacity building and training

Consumer Engagement

Customer Segmentation

Customer Experience analysis

Churn Analysis and Mitigation

Benefits

Guides your communication with current and potential customers.

Helps identify opportunities in the marketplace.

Minimize risks.

Measures your reputation.

Uncover and identify potential problems.

Helps you plan ahead.

Helps you establish your market positioning.

Help to determine the most persuasive ‘promise’.

Business Processes Management

We focus our energies in assisting clients to design, document, reengineering and optimizing their

business processes to improved performance, increased efficiency, and effectiveness. Our

approaches are through consultative need assessment of key sequences of events or tasks

performed for a product/service to be delivered by clients. A combination of practices centered

on driving organizational value through process-improvement culture, defining unclear processes,

continually looking for areas of improvement and making changes are deployed.

We facilitate the automation of repetitive elements within regular workflows. Assist you carry out

process improvements like removal of bottlenecks, introduction of parallel processing, and

elimination of redundant steps. This usually translate to increased productivity and waste

reduction.

Key indicators of issues in your processes

1. Constant state of flux due to regulation, audit or market demands

2. Lot of processes but nothing seems to be working right

3. Need to shorten your product’s time-to-market because of increased competition

4. Employees or customers lack information on how key processes work

5. Management lack the information necessary to make key process-related decisions

A you experiencing any of these challenges?

Time: Long; cycle time, waiting time, non-value add time in your processing

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Quality: Low customer satisfaction, high; attrition rate, complaint rate, error rates, SLA violation

and large volume of reworks

Cost: High; costs per execution, unit cost, service cost, resource utilization and large volumes of

waste activities and resources

Flexibility: Rigid non-customer focused processes

If you are experiencing challenges to any of these, you need to take a closer look at our

Business Process Management (BPM) service solution.

Our service solutions

Strategic design and development of enterprise-wide process policy and procedures

Strategic design and documentation of enterprise-wide business processes

Processes Continuous improvement (Keizen)

Value stream mapping

Processes reengineering

Process Change Management

Quality Management with application of Lean Six Sigma inhouse training

Process Audits

Productivity and Quality measurement

Capacity building and training

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Benefits

The value BPM can generate?

If used properly, BPM will ultimately drive your organization to work and think differently. This can

be achieved if you can answer the following questions:

What drives the business needs?

What capabilities are required to meet the needs of the business?

How will we provide the required capabilities?

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Lean

Many companies today have been around for several decades or more. When these companies

were started, they implemented processes that worked then and for the most part, still work today.

They keep doing things the same way without change simply because they have always done it

that way, the “don’t fix it if it is not broken” principle. The problem is that the business world isn’t

the same as it was a few decades ago. With recent advances in technology and communication

came changes in the way we do business. Today we do business in a world market and parts and

supplies are commonly sourced from around the world. Competition for business just keeps

increasing. Companies must look for ways to reduce waste and improve product quality to remain

competitive. Lean methodology is very effective at eliminating and reducing waste. Many

organizations from manufacturing to healthcare have successfully implemented Lean

methodology. They have benefited through increased productivity, elimination of waste and

improved quality resulting in a positive impact on the bottom line. Regrettably, many organizations

have yet to discover the value of Lean methodology.

What is Lean

Lean is the act of reducing waste and adding customer defined value to products and services.

The definition of Lean tends to vary slightly depending upon the source, nevertheless the

underlying meaning is the same. In the United States, the predominant thought is that Lean is a

system of tools and techniques for reducing waste and adding value in every process. In Japan,

Lean is considered a mindset and not a set of tools. The fundamental principles of Lean

methodology are based on eliminating all forms of waste and increasing customer perceived

value with everything we do. In addition, management must support and encourage the Lean

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mindset throughout the organization at all levels. Lean means doing more with less while doing it

better.

Why Implement Lean

Organizations today must do more with less. Many companies are continually looking for ways to

become more competitive in the marketplace. Every new product idea must have a solid business

case to back it up. Otherwise, management would not allow that project to continue. On several

occasions, the fate of a project has rested upon cost versus market value. Lean is all about adding

value to the product while eliminating waste. Is it possible that hidden waste is driving up the cost

of your products and services? In order to assure long-term survival in today’s economy,

organizations must continually reduce waste. Lean helps identify eight types of waste:

1. Transportation: Transporting items or information that is not required to perform the process

from one location to another

2. Inventory: Inventory or information that is being stored or not being processed likely due

to line imbalance or overproduction

3. Motion: Unnecessary motion of personnel, equipment or information due to inadequate

workspace layout, missing parts or tools and ergonomic issues

4. Waiting: Time waiting for parts, tools, supplies or the previous process step

5. Overproduction: Producing more product than what is required to meet current demand

6. Over processing: Activity that is not adding value or required to produce a functioning

part, product or service

7. Defects: Non-conforming products or services requiring resources to correct

8. Unrecognized talent: Failure to effectively engage employees in the process and fully

utilize their knowledge and skills

Twaweza will continually assist your organization in identifying and eliminating waste in the

processes, that can lower costs and increase margin. Lean, done properly, will enables an

organization to be more adaptable to changes in the market and the economy. Through

implementation of Lean, organizations will benefit from streamlined processes, reduced waste

and lower manufacturing cost. In addition, the development of a continuous improvement

company culture is also an outcome of Lean. The organization will not merely survive; but grow

and create additional jobs.

How to Implement Lean

Commitment to Succeed

There are certain steps involved in the implementation of Lean and various tools utilized within the

Lean methodology. Although, before any improvement activities occur the Lean initiative must

have the full support of management. There must be a commitment from management to

provide the proper resources and on-going support to implement a Lean program that will stand

the test of time. Companies will at times organize one “Lean Event” and initiate 5S, congratulate

themselves and stop supporting the initiative. At the heart of Lean is gradual continuous

improvement or Kaizen. An organization cannot expect to implement Lean overnight. It will

require time, resources and hard work to build a robust and effective Lean program.

Employee Training

One very important thing you must consider is training and education for your teams. Every

professional sports team receives rigorous and continuous training to refine their skill-sets and

coaching to keep them motivated and on track towards success. Proper training in Lean

methodology and all the tools, along with regular guidance and encouragement, will greatly

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improve your team’s chance of success and provide for a smoother transition towards a Lean

culture.

Identifying Waste

Waste exists in most every process in one form or another. No matter how efficient your process

currently is, it most likely can be improved. Any step or operation that does not add value is waste.

One method used to discover waste is the Value Stream Map. The Value Stream Map depicts how

materials, parts and processes flow through the organization and on to the customer. In addition,

the map should identify how different actions and departments are interconnected. Through

examination of the map, your team can identify which actions and processes add value and

which are wastes. The team can then develop a “future state” map with as many of the non-

value-added actions and processes excluded. As you develop the new value stream, look for

ways to change to a pull system where production is based on customer demand and eliminate

the waste.

Determining Root Cause

For each of the wastes identified using the Value Stream Map the team should determine the root

cause. Root Cause Analysis (RCA) is often performed through brainstorming and use of a fishbone

or cause and effect diagram. Once the most likely causes are identified the team could then

perform a 5 Why exercise and determine the root cause.

Taking Action

Once the root causes for each waste have been determined, the team should put together an

action plan. The actions should take into account any effects on the rest of the process. Anytime

we make a change, new content is introduced into the process. Unknown content is process risk

and can be evaluated by Failure Mode and Effects Analysis (FMEA).

Tools for Reducing Waste

5S

When 5S is implemented properly, it can identify and reduce many forms of waste in any process

or workstation. An organized work area reduces excessive motion and wasted time looking for the

right tool. The visual aspect of the 5S methodology is also very effective. When everything has a

place, waste in the form of looking for tools or supplies is eliminated. Improved visual controls are

implemented as part of 5S to make any process non-conformances obvious and easily

detectable.

The 5S list is as follows:

1. Sort – Separating the essential from the nonessential items

2. Straighten – Organizing the essential materials, everything has its place

3. Shine – Cleaning the work area

4. Standardize – Establishing a system to maintain and make 5S a habit

5. Sustain – Establishing a safe and sanitary work environment

Just in Time (JIT)

Just in Time (JIT) is a core component of Lean methodology. It seeks to eliminate waste in the form

of overproduction and excess inventory. The key principles are as follows:

Minimize stock and resources and purchase materials and ship products only when

required

Eliminate waste in the form of excess inventory

Produce smaller batches based on the actual demand allowing production to operate

smoothly and balanced

Reduce waste in form of WIP

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Smaller batches allow for improved quality monitoring and ease of quarantine for any non-

conforming material

Kanban

Kanban is a Japanese term for a visual signal or card. Kanban works hand in hand with JIT when

used to regulate production batches of parts and their delivery to the production line. In many

cases, Kanban cards are used to signal the need for replenishment of component parts or

supplies. When an operator or material handler pulls a set quantity of parts, the corresponding

Kanban card is returned to the work cell or area producing or supplying the parts. The quantity of

parts listed on the card is indicated by a color code tag and that amount is produced. In so doing,

the required amount of parts is constantly available without the waste of excess inventory or work

in process.

Mistake Proofing

Mistake Proofing focuses on reducing wasted production time, rework and increased scrap.

Reducing or eliminating errors in a process can be achieved by either adding more detection

controls (additional inspections, special tools, expensive test equipment) or through the

implementation of preventive controls. The goal is to make it impossible for the error to occur. See

the following options for addressing potential errors:

Simplify the step by making the correct action simpler to perform than the error

Eliminating the step by asking, is this step required, and does it add value

Error Proofing the step, making it impossible to create error

SMED

Implementing SMED (Single Minute Exchange of Die) methods greatly reduces the amount of

machine downtime for tool changes. Reducing changeover or set-up times allows for increased

machine uptime and improves process efficiency. Equipment changeovers consist of two types

of operations or elements:

Internal Elements – Steps performed when equipment is not running

External Elements – Steps performed when equipment is running

The goal of SMED is to enable the operator to perform as many changeover steps as possible while

the equipment is running and streamline the remaining steps. By implementing a robust SMED

program, you can realize the following benefits:

Improved efficiency through increased machine uptime

Permits the running of smaller lot sizes (supports JIT)

Improved responsiveness to demand (supports “pull” system)

Lower inventory levels (smaller lot sizes, eliminates excess inventory waste)

Kaizen

Kaizen is a key building block for a robust sustainable Lean initiative. The goal of Kaizen is to

improve productivity, reduce waste, eliminate unnecessary hard work and humanize the

workplace. Kaizen is not a specific tool or set of tools to improve quality. Kaizen is more than a

destination, it is a journey. Kaizen philosophy empowers everyone to assume responsibility of their

work processes and improve them. With Kaizen, workers at all levels of the organization are

engaged in constantly watching for and identifying opportunities for change and improvement.

Kaizen is a culture change that supports gradual continuous improvement on a daily basis. When

everyone is working to reduce waste and improve processes the organization becomes Lean.

Through proper planning, education and application of the Lean tools, processes can be

optimized and waste eliminated. In addition, participation in the improvement activities tends to

build employee morale. When the workers are involved in the improvements, they tend to feel

more ownership of their processes. When this occurs, you can build towards a gradual continuous

improvement culture. Rather than making large expensive changes that can be disruptive to the

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workplace, you will begin making smaller sustainable changes. The application of Lean

methodology is achieving measurable results across all types of industries. Lean methodology

helps you reduce costs while delivering added value to your customers.

Lean Services

Lean Services from Twaweza include Lean Consulting, Lean Training and Lean Support, which may

include Facilitation, Auditing or Contract Services. Our experienced team of highly trained

professionals will provide a customized approach for developing your people and processes

based on your unique Lean needs. Whether you need Consulting to assist with the development

of your Lean methodology, Training to help understand Lean tools and drive improvement or

hands-on Project Support for building and implementing your Lean process, Twaweza can support

you! By utilizing our experienced team of Subject Matter Experts (SME), Twaweza can help you

promote the value of Lean in your organization.

Learn More About Lean

Twaweza offers Quality and Reliability Support for Product and Process Development through

Consulting, Training and Project Support. We provide Knowledge, Guidance and Direction in

Quality and Reliability activities, tailored to your unique wants, needs and desires. Let us help you

Discover the Value of Lean Consulting, Lean Training or Lean Project Support.

Strategic Management

Business leaders must act with conviction, even in an era of growing complexity, uncertainty, and

disruption. These business leaders need clear, concise, well-informed perspectives on the

important dynamics that are currently reshaping their business environments. We work

collaboratively with our clients to link strategic vision to flawless execution to achieve tangible,

long-term value. From developing a pragmatic strategy and evaluating opportunities to

improving finance and operations functions, we have the experience and expertise to help clients

act with certainty and thrive.

We help organizations in developing corporate strategies, revitalize brands, build positive

customer experiences, and much more. Our strategic management focuses on helping the

businesses across multiple industries navigate the turbulent waters of competition and technology-

driven digital marketplace.

We work with our clients to develop successful analyze customer data, build more marketable

brand, and much more with our research and market analysis skills. Our services include strategy

developing, monitoring plan, Hoshin planning, SWOT Analysis, balance score cards, reporting and

performance-based solution. We work hand-in-hand with organization in developing winning

strategies, commercialization initiatives, and performance solutions to help businesses compete in

the digital age of marketing. We are dedicated in helping solve any problem to move you up and

to the right toward record profits. Our hardworking team is curious, cautious, and confident. We

want to succeed together in bringing your best ideas to life.

Hoshin Planning Does your organization experience the following challenges?

Long lead times for improvement

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Vision that doesn’t match activities

Annual objectives rolled out in March instead of January

Year to year plans that never seem to connect

To many projects in flight with few delivering on the promised results

Employees who don’t feel a part of the team

If you’re experiencing any of these issues the hoshin planning is the solution

Hoshin Planning, often referred to as Strategic Planning or Policy Deployment, is a highly structured

and lean methodology used to accelerate and bring rigor to strategy execution. Hoshin Plans

(sometimes referred to as X-Matrices) are developed through highly collaborative workshops that

drive engagement, buy-in, and detailed action planning followed by a disciplined and

methodical approach to accountability.

With roots closely tied to Lean Manufacturing, Hoshin Planning has grown into a highly effective

methodology applied to all industries, from banking and financial services to manufacturing and

technology development.

In our highly competitive and complex world, poor strategy execution is often cited as the number

one challenge of business. Hoshin Planning offers a very methodical, yet lean, approach that is

manageable and can be implemented with relative speed. The benefits of Hoshin Planning are

derived from its highly collaborative foundation that ensures engagement, agreement, and

accountability, which are all critical to successful strategy execution. While true mastery of Hoshin

Planning can take years because of the need to see the process through more than once, results

can be seen in as little as weeks.

The Seven Steps of Hoshin Planning

The 7-Step Hoshin Planning Process

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At Twaweza, we know that how you execute your strategy is influenced by how you develop it.

That’s why we rely on the Hoshin Kanri Planning process. It takes into account execution every

step of the way, providing you with a systematic method of strategic planning and managing

progress toward achieving your strategic goals.

We use the seven-step Hoshin Planning process in combination with business development and

innovation tools. This process aligns your strategic objectives with the specific resources and action

plans needed to make them happen. Through a back-and-forth refinement system known as

“catchball,” the entire organization becomes involved in delivering a combination of

breakthrough performance and daily management.

Within these steps, we work to incorporate an array of innovation and business development tools

that complement the process, including the balanced scorecard, SWOT analysis (strengths,

weaknesses, opportunities, threats), and tools featured in the bestselling book The Innovator’s

Toolkit.

Step 1. Establish Organizational Vision

What is your current state with respect to your vision, business planning processes and execution

engine?

What policies and procedures are already in place to create and deploy objectives?

What is the organizational structure and daily management system?

What are the current long-term plans?

What is your existing vision and mission statements?

Step 2. Develop Breakthrough Objectives

The four quadrants of growth

Breakthrough objectives are significant improvements that require your organization to stretch

itself and will take three to five years to achieve. To develop these, we apply a variety of tools to

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identify growth opportunities, including the four quadrants of growth, which is an adaptation of

the Ansoff Matrix. Using this model, we consider consumers and non-consumers—those who are

currently using your product or service and those who aren’t—against current jobs and new jobs

in order to outline stretch objectives in each area.

Step 3. Develop Annual Objectives

What will you need to achieve this year in order to reach those three- to five-year breakthrough

objectives? For example, if the breakthrough objective is to “achieve industry leading closing

time,” then an annual objective might be “98 percent of loans closed in 30 days.”

Step 4. Deploy Annual Objectives

How do you turn those breakthrough objectives into workable targets and objectives at the

departmental level? First, we develop top-level improvement priorities and then apply metrics to

them. Next, we create business-specific second- and third-level targets to improve that tie directly

to the top-level priorities. Basically, we’re cascading down to create complete alignment

throughout the entire organization. Each level goes down into more and more detail to where

you’re seeing the product or shipping it. This alignment keeps people focused and integrates

different departments, making sure everything across the entire company aligns back up to the

strategic objectives.

The Hoshin Planning Matrix, or X matrix, captures the objectives and cascading priorities. Other

tools, such as detailed action plans, summary reports and value stream maps, also help in

identifying improvement opportunities and managing progress toward achieving goals.

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The Hoshin Planning X-Matrix

Step 5. Implement Annual Objectives

This is where improvements are executed, using the most appropriate problem-solving approach.

The Twaweza five-step methodology for executing Kaizen events—SCORE (Select, Clarify,

Organize, Run, Evaluate)—provides an excellent framework for getting teams together to make

improvements. The SCORE methodology is featured in A Team Leader’s Guide to Lean Kaizen

Events. In addition to SCORE events, other problem-solving approaches might include innovation

projects, capital improvement projects, Lean Six Sigma DMAIC projects and just-do-its.

Step 6. Monthly Review

How successful is the organization in meeting the action plan deliverables? What corrective

actions are needed for those that are behind? A monthly review fosters a culture of accountability

and action by reviewing progress toward achieving annual improvement objectives.

Step 7. Annual Review

At the end of the annual cycle, a thorough review of the year’s objectives shows how far ahead

or behind the organization is against the stated objectives and what adjustments must be made

to the next cycle.

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Why Hoshin Planning?

We have worked with many organizations deploying the Hoshin Planning process to help them

develop and execute their strategy. Because there’s never a one-size-fits-all solution, we are

flexible in our approach, focusing on your organization’s needs and working with you so you’re

successful. Whether that’s a one-day workshop or start-to-finish plan, we can help put you on the

right track to connecting your business in a meaningful way that generates results.

Contact us today and get your company moving up and to the right direction.

Our service solutions

Go-to-Market

Customer Retention Programs

Loyalty Strategies

Cross-Sale and Upsell programs

Pricing strategy

Process Improvement

Channel Optimization

Campaign Optimization

Operation Excellence

Performance measurement

Benefits

Clearly defines the purpose and direction of the organization

Provides a base from which progress can be measured, employees compensated and

boundaries established for effective decision making.

Aid in making wise business decisions.

Create longevity and focus of the business.

Increased profitability and market share.

Unique differentiation: avoid “competitive convergence”

Increased job satisfaction –meaningful and full of purpose

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Training and Capacity Building

We offer inhouse customized trainings with an objective of enhancing business and managerial

effectiveness and quality. Our trainings offer the in-depth knowledge in the skills you need for

continual business improvement methodologies and personal development programs. We deliver

a full portfolio of management effectiveness trainings including:

Lean Management

Six Sigma

Processes Management

Performance Management

Productivity and Quality

Kaizen

Change Management

Operation Excellence

Data management and Reporting

Team’s Performance

Why Choose our Training programs?

we offer you unrivaled experience, resources and professional instructors to help you get the most

from your training budget. Our blended learning experiences and accelerated learning

techniques help you to achieve training objectives for individuals or your entire workforce.

Contact us now to find out more about how our training can help your organization.

Companies We Have Worked With

Lean Six Sigma Yellow Belt Training and Business Processes Documentation March 2018

Lean Six Sigma White and Yellow Belt Training

Business Processes Documentation 2017

Management

Our consultants have the right blend of skills and experience to deliver quality services at

professional standards. These are people with relevant industry exposure to analyze and

conceptualize individual business needs and solutions.

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Christopher Kiveu

Founder & CEO

Christopher is a passionate and exceptional leader in Monitoring & Evaluation, Project

Management, Statistics, Business Processes Management and Strategic Planning. He has more

than 10 years working experience with an impressive track record of successfully building

sustainable measurement, reporting, learning and accountability systems that provide high-

quality data and synthesized information for use in strategic planning, implementation and

decision making.

He is excellent with the use of Research and Statistical skills in designing, implementing and

tracking of strategies/projects performance reviews. He has adeptness in driving management

and processes changes based on Lean Six Sigma principles.

He holds a Master’s degree in Social Statistics and a degree in Mathematics from The University of

Nairobi, a certificate in Monitoring & Evaluations from KIM and LSS certificate from Institute of Lean

Six Sigma

Contact Us

Email: [email protected]

Website: www.twawezaconsultancy.com

Mobile: 0734580482

Address: P.O Box 50697- 00200 Nairobi