A living X-Matrix: strategic objectives, annual goals, initiatives and KPIs — connected by correlations, reviewed in cadences, and kept in sync with your execution tools by AI agents. Humans open it four times a year. Agents visit it every week.
You › /weekly_sync
Weekly Sync — Mon 09:00
✔ 4 initiatives read, 3 linked to Linear
→ « Onboarding revamp » : 68%, 2 blocked issues
⚠ 1 Linear project maps to no initiative — strategy drift?
Proposed weekly agenda: 2 KPIs off-track, 1 pending decision…
Every strategy-execution tool fails the same way: it asks your team to retype what already lives in Linear, Jira and your dashboards. After three months nobody updates it, and the strategy goes back to being a slide deck. The fix is not another integration to maintain — it is letting an AI agent do the routing.
4 quadrants — 3-5 year objectives (North), annual objectives (East), initiatives (South), KPIs (West) — linked by correlation strength in all four corners. Export and share with your board.
A 5-level meeting hierarchy from strategic reviews to daily stand-ups. Agenda items, action items and strategic themes traced from vision to daily work — the catchball, structured.
5 metrics — coverage, correlation density, orphans, vision-to-KPI chains, leading/lagging indicator balance — so you know whether the matrix would survive contact with reality.
Hoshin Kanri ships an MCP server with OAuth 2.1: connect it to claude.ai, Claude Desktop or Cursor in two minutes, next to your Linear or Jira MCP. Then let the agent apply one simple rule:
Strategy, reviews and KPIs → Hoshin Kanri. Tasks, issues and sprints → your execution tool.
9 MCP tools · 8 guided prompts · idea inbox, deployment diagnosis, matrix visualizations
Objectives, initiatives, KPI targets, correlations, reviews, decisions
Projects, issues, sprints, assignments, daily tracking
Measurement data, dashboards, time series
No task management, no Gantt charts, no daily notifications. Ever. That work belongs to tools that do it well — your matrix just stays linked to them.
A steering tool has 5-10 active users — pricing by seat punishes adoption. Every paid tier has a 30-day free trial, no credit card.
The X-Matrix is the central tool of Hoshin Kanri (policy deployment), a strategic planning method from lean management. It aligns four quadrants on one page: 3-5 year strategic objectives (North), annual objectives (East), improvement initiatives (South) and KPIs (West), with correlation marks showing how each level supports the next. It makes the chain from vision to daily work visible — and auditable.
OKR covers one layer: quarterly objectives and key results. Hoshin Kanri adds the 3-5 year direction, explicit correlations between levels, the catchball process and a meeting-cadence system to review it all. If you run OKRs, the X-Matrix maps cleanly onto them — East as Objectives, West as Key Results — with the long-term layer OKR lacks.
MCP (Model Context Protocol) is the open standard that lets AI assistants like Claude use external tools. Hoshin Kanri ships an MCP server: an agent can read your matrix, capture ideas mid-conversation, update initiative statuses, diagnose how well a strategic theme is deployed, and run a weekly sync against Linear or Jira. You connect it to claude.ai with OAuth in about two minutes.
No — by design. Your execution tool keeps the tasks, sprints and issues. Hoshin Kanri keeps the strategy: objectives, initiatives, KPIs and reviews. Each initiative carries a link (external_ref) to its execution project, and the weekly_sync agent prompt keeps the two aligned without double data entry.
Yes, two ways. The cloud Solo tier is free: one matrix, two users, read-only MCP. And the local mode is entirely free and infrastructure-less: your matrix lives in JSON files on your machine, readable by Claude Desktop via MCP — nothing leaves your computer.
Every query is scoped to your organization (strict multi-tenant isolation), API tokens are stored hashed, access is auditable, and OAuth 2.1 with PKCE secures agent connections. Data is hosted in the EU.
Free to start. Two minutes to connect Claude.
Create your X-Matrix