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.

1. 4DX Weekly
Meetings
“Im ple m e nting the fo urth
Discipline o f Exe cutio n”
By Danie lA. Alarcó n

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. 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. 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. 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. 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. 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. 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. 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. 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. Thank You
Daniel A. Alarcón.
ETAM Alarcón Consultores.
Support at dalarcon07@yahoo.com