The Policy Deployment Matrix is one of several forms used to document your strategic planning efforts. In addition to any tools you use for strategic planning and budgeting, your PD efforts will require a Policy Deployment Bowler to track progress, and a Policy Deployment Action Plan to actually accomplish your improvement priorities.

The basic steps of using this form are…

1. Develop company strategy, vision, and mission statement.
2. Determine 3-5 year goals.
3. Slice off an annual objective.
4. Identify improvement priorities for each objective.
5. Assign responsibility for each improvement priority.
6. Set targets for each improvement priority.
7. Cascade the objectives and improvement priorities down to the second-level PD matrix (and third level, if needed).
8. Use catchball to gain agreement.

As you probably inferred from this Policy Deployment Matrix being part of a system, there is a wealth of information that accompanies it.

This includes the following:

• Policy Deployment Bowler: This tool is used to track progress towards the goals set in the PD Matrix.
• Policy Deployment Action Plan: This tool is designed to help you track the tasks related to hitting your PD targets. It also requires that you estimate improvement progress. This estimate is what ends up on our PD Bowler. Note that very few plans should ever involve linear progress.
• Policy Deployment Training Module: We have a system of training modules that you combine to help teams progress through the phases of building a continuous improvement system.
• Policy Deployment Training Module Download Pack: This is a Master Black Belt resource. It allows you to download, and share training materials for the PD Module within your company.

Nearly all of our content is part of our Continuous Improvement Development System, a step-by-step roadmap to create a business management system that fosters the continuous improvement culture it needs to thrive.

Policy Deployment is vitally important to this development and is one of the earliest tools that should be rolled out. In fact, I use this as a litmus test to see whether the company has a fighting chance at becoming a CI-oriented company. If the leadership team balks at taking on this structure early in the transition, they will be unlikely to be supportive of change later.

• Leaders that won't embrace PD early on will likely refuse to change later when your company has invested a lot more in CIDS.
• PD is a contract. Leaders commit to improvements, but teams also learn what the expectations are, and have a voice in setting those targets.
• Policy Deployment is an enabler of later tools. Without it in place, there is no alignment in what you are trying to do.

Our forms and tools product line is closely associated with our Continuous Improvement Development System. There is a great deal of supporting content to enable you to put them to the best use.

Our PD forms are no different. We encourage you to look at our PD content to make sure you get the most out of these forms.

• Here at CI Central, this form is available only as part of our membership programs.
• You may purchase a license for just the form (no accompanying content) at Velaction Store.
• This form comes with a permanent corporate license that lets you share it within your company. It is limited to a single reporting unit (usually identified by having its own president) of fewer than 20,000 people. Once you download the form, it is yours to keep. It is assigned to the company of the email in your account, or to the company designated in your account. Licenses are non-transferrable.
• ABOUT OUR GUEST MEMBERSHIPS: Our guest membership program provides access to our reference guide, loads of videos, a few training modules, and guest versions of many of our forms. Guest versions are either PDF or provide some limited function.