Qual a utilidade da Matriz X, do Kaizen, como sistema de gestão da estratégia?

Abstract

This master thesis presents a case study of Hoshin Kanri and X Matrix practice, among three different companies, operating in Portuguese market. The X-Matrix is a tool for strategy management that translates, in a visually appealing way, the management methodology called Hoshin Kanri. Hoshin Kanri is a strategy management system originated in Japan, post II World War, and provides a link between strategy planning and its implementation in daily management and operations. The fundamentals of Hoshin Kanri are based in some main principles: focus on a small number of strategic vectors and orientations, alignment of those orientations and the organization as a whole, integration of strategic objectives in daily activities, and strategic review and adaption. This principles are translated by FAIR cycle. The X Matrix materializes those principles through a matrix with four quadrants, where are defined the long term objectives, the annual objectives, the processes to be improved in order to achieve the strategic objectives, and the performance indicators, to measure those improvements. The case study shows that X Matrix has utility for strategy management. The tool translates the vision and the long term objectives in improvement processes that impact the daily work, promotes the focus to a common objective, and creates routines and controls. However, the study also shows that are opportunities to improve some aspects related with the use of X Matrix, for example, the Catchball process, that promotes the sense of accountability and the alignment of the different departments.

Date of Award	22 Jul 2021
Original language	Portuguese
Awarding Institution	Universidade Católica Portuguesa
Supervisor	Luís Marques (Supervisor)