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4DX Weekly
Meetings
“Im ple m e nting the fo urth
Discipline o f Exe cutio n”
By Danie lA. Alarcó n
Implementing the 4th
Discipline
• The fourth discipline is about “Create
Accountability" and main focus is on
the Weekly M...
Implementing the 4th
Discipline
• We need ourteams focuses and having a
methodology to follow and workon.
• Accountability...
Implementing the 4th
Discipline
Weeky Meetings
• Teammust decide which day of the week
fits betterto all members
• Meeting...
Implementing the 4th
Discipline
Weeky Meetings
• No othertopic must be discussed.
• If there are additional requests ortop...
Implementing the 4th
Discipline
Weeky Meetings - Roles
• Define and rotate roles.
• Roles:
– Meeting Facilitator
– Meeting...
Implementing the 4th
Discipline
Weeky Meetings – Roles
• General ManagerorDirectorshould assist
at least to one meeting, s...
Implementing the 4th
Discipline
Weeky Meetings – Reports
• Secretary of the teammusts provide the
weekly report.
• A summa...
Implementing the 4th
Discipline
Weeky Meetings – Situations
• If forany reason a meeting needs to be
postponed, just postp...
Implementing the 4th
Discipline
Weeky Meetings – CONCLUSION
• Weekly Meeting are the heart of the 4th
Disciplines and the ...
Thank You
Daniel A. Alarcón.
ETAM Alarcón Consultores.
Support at dalarcon07@yahoo.com
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"4DX weekly meetings" The true 4DX implementation

4DX is an excellent methodology but the final execution that is within the 4th Discipline (Create Accountability), is where a company and a team can fail.
In this presentation I am sharing in a simple and easy way, how you can have your teams involved and commited to have the Weekly Meetings, that at the end will represent the final execution of your strategies.
Weekly Meetings are the key to have a good 4DX success.
As managers and directors here is where we can provide our support so teams can perform and get better results.

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"4DX weekly meetings" The true 4DX implementation

  1. 1. 4DX Weekly Meetings “Im ple m e nting the fo urth Discipline o f Exe cutio n” By Danie lA. Alarcó n
  2. 2. Implementing the 4th Discipline • The fourth discipline is about “Create Accountability" and main focus is on the Weekly Meeting. • This discipline is at the end where execution happens. Is the real execution and the most important part to have the 4 disciplines implemented. • Is also where most companies and most teams fail.ETAM Alarcón Consultores LTaking Finance and Business Advisory and Executive Training to a higher Level
  3. 3. Implementing the 4th Discipline • We need ourteams focuses and having a methodology to follow and workon. • Accountability means teameffort and teamresponsibility. • Also means leaderand members committed to follow up Lag and Lead measures. • To have a successful 4th discipline implemented leaders and managers must be able to provide the teamwith the corresponding resources. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  4. 4. Implementing the 4th Discipline Weeky Meetings • Teammust decide which day of the week fits betterto all members • Meeting must be no longerthan 20 minutes, preferable 15. • The agenda just need to include: - Current Scoreboard status /Report - Deviations and results analysis: review of Scoreboard - Next steps to correct orimprove. And new commitments. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  5. 5. Implementing the 4th Discipline Weeky Meetings • No othertopic must be discussed. • If there are additional requests ortopic a different meeting should be scheduled. • Keep the agenda as it is. • One person must take notes and share commitments with the team • Date, responsible and resources needed for each actions must be indicated and agreed. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  6. 6. Implementing the 4th Discipline Weeky Meetings - Roles • Define and rotate roles. • Roles: – Meeting Facilitator – Meeting Secretary • If you have worked with an advisor, he or she should be present in the first two or three meetings. Then sporadically just to provide feedbackto the team. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  7. 7. Implementing the 4th Discipline Weeky Meetings – Roles • General ManagerorDirectorshould assist at least to one meeting, so teams can perceive Top Management commitment. • Managers must be active participants and supportive forteamdecisions. • Sometimes managerjust need to attend the meetings as listener. • Managermain taskis to support and align teamdecisions, guide and keep team focused. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  8. 8. Implementing the 4th Discipline Weeky Meetings – Reports • Secretary of the teammusts provide the weekly report. • A summary of most important deviations and actions must be shared with Team Managerand in some cases division Managermust informorscale to Top Management. • Reports to Top Management must be about those relevant actions and those related with high level Lags measures. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  9. 9. Implementing the 4th Discipline Weeky Meetings – Situations • If forany reason a meeting needs to be postponed, just postponed forone ortwo days no more. You can loose continuity. • If some memberfails to attend, a copy of the report must be shared with himorher and let know if there are activities assigned • If a memberis in otherlocation a virtual, phone orvideo conference could be an option to participate. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  10. 10. Implementing the 4th Discipline Weeky Meetings – CONCLUSION • Weekly Meeting are the heart of the 4th Disciplines and the key to have the Four Disciplines implemented. • As DirectororManageryou must be supportive and committed to have the meetings in a weekly way. • Having weekly meetings is at the end a Discipline, and as happen with the toothbrush (we learned doing afterevery meal and in a daily basis), we need to practice and practice until it becomes …. A DISCIPLINE. ETAM Alarcón Consultores Taking Finance and Business Advisory and Executive Training to a higher Level
  11. 11. Thank You Daniel A. Alarcón. ETAM Alarcón Consultores. Support at dalarcon07@yahoo.com

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