January 2024

This article guides you in synthesizing the successful implementation of the 4 Disciplines of Execution (4DX) across hundreds of global businesses, along with insights from Simplamo experts.

The 4DX deployment spans 1 to 2 years, demanding discipline, trust, and enthusiasm from the entire team. To ensure a successful first attempt and bring about significant organizational growth, explore and apply the following key techniques.

Learn more: Implementing the 4 Disciplines of Execution (4DX): 5 Stages of Change

I. 12 Strategies for Successfully Implementing the 4 Disciplines of Execution

1. MAINTAIN: maintain regular WIG meetings every week, adhere to the process first, then focus on the results.
2. ENGAGEMENT: Regularly conduct WIG meetings and encourage the active participation of team members; over time, peer pressure will serve as a motivating force, guiding and instilling responsibility in each attending member.
3. TIME AND PREPARATION: Take note of how individuals prepare for WIG meetings and evaluate the timing of these sessions; if the meetings extend for an unusually long duration, it may indicate an issue that needs attention.
4. RESOLUTE: As 4 Disciplines leaders, you must be resolute in the pursuit of critical goals, effectively communicate your message to the entire team, and give the front line what they need to execute the objectives.
5. CULTURE: Although 4DX suits any organizational culture, if your business has a longstanding culture, design an implementation roadmap that aligns, focusing on embedding the language of the 4 Disciplines in your culture.
6. PILOT APPROACH: For large organizations with multiple subsidiaries/branches, initiate a 4DX pilot in select locations. Harness success from these sites before implementing organization-wide for optimal efficiency.
7. EMPOWERMENT: Senior leaders have veto power but should avoid autocracy. Respect team participation by empowering managers to set their WIGs and lead measures. Managers then report on self-established goals, fostering innovation and accountability within the organization.
8. REPORTING: As a senior leader, ensure lower-level leaders are accountable by providing regular reporting tools, such as 4DX software. When the leaders who report to you understand that this is a critical aspect monitored weekly by their superiors, they take responsibility for operational outcomes.
9. COMMUNICATION: Be open and consistent in communication with frontline, ensuring everyone in the organization understands that frontline work is of utmost importance.
10. SEARCH: Observe and identify potential “future leaders” during WIG meetings. 4DX enables you to recognize, promote, and retain individuals achieving goals. Similarly, it helps you identify those not meeting objectives.
11. RECOGNITION: Integrate the 4 principles of execution with celebratory occasions to acknowledge and applaud both individual and team achievements.
12. INFRASTRUCTURE: Ensure you have the infrastructure to support your execution efforts. Alongside leadership talents, you need tools, systems, adequate training support, and the promotion of the 4DX program to integrate it into the company culture.

II. The Simplamo 4DX Software – the key to successfully implementing the 4DX

Simplamo is a unique, modern 4DX software with essential features designed to transform team behaviors. In addition to implementing the 4 Disciplines of Execution, Simplamo also assists businesses in successfully deploying other management methods such as OKRs, KPIs, and BSC.

Learn more: Explore how the 4 Disciplines of Execution are digitized on Simplamo

Simplamo provides 4DX leaders with the essential INFRASTRUCTURE for a successful 4DX implementation, including:

• Setup Formula: WIGs, Lag & Lead measures, and a standardized scorecard empower teams to effortlessly formulate WIG for their departments, fostering creativity and accountability in their work.
• Communication: Simplamo enhances information dissemination and fosters a strong, pervasive motivation process across the organization by visually presenting vivid WIG boards, Lag & Lead Measures, and Scorecards.
• Reporting Tools: 4DX leaders can easily access and review the progress of goal execution. The execution team and lower-level leaders share a common platform to update work progress and generate reports for regular weekly submissions.
• Regular WIG Meeting Culture: Through pre-established meeting frameworks and intelligent coordination suggestions, Simplamo helps teams cultivate a convenient and efficient culture of regular WIG meetings. It provides conditions for all members to participate actively and contribute to the meetings.
• Knowledge and Training: Simplamo provides 4DX leaders with a robust support system, including an integrated Helpcenter and tutorial videos, ensuring effective training and guidance for team understanding and application of 4DX. Simplamo expert is also available for a seamless implementation of the 4 Disciplines throughout the organization, delivering anticipated results.
• Performance Review: Through regular quarterly and annual personnel reviews on Simplamo, 4DX leaders can effortlessly identify suitable and unsuitable personnel based on their completion of individual and departmental WIGs, as well as their commitment (todos).

“The 4 Disciplines are like the frame of a house – but I always remember it is a house that could not have been built without talented people, and the drive, hard facts, support from above, strong leaders, and a champion to steer the entire operation.” – LEANN TALBOT (Senior vice president of Comcast’s Freedom Region).

Learn more:

• 4DX and OKRs: Comparing the 4 Disciplines of Execution and Objectives and Key Results (OKRs)
• Start 30-day free trial

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Simplamo is a modern and scientifically-based management software that uniquely combines KPI and OKR, making every aspect of operation simple and approachable for every employee. It relieves pressure for leaders, allowing them to focus on important missions and optimize work performance for the business.

Experience Simplamo and feel the change in just 4 weeks! Register for a Simplamo demo at: https://app.simplamo.com/sign-up

You’re learning about the 4 Disciplines of Execution (4DX) and aiming to apply them in your organization. However, the process isn’t as easy as you thought because changing human behavior is quite challenging.

You’re not alone – leaders worldwide face similar challenges when deploying 4DX, known collectively as the “5 Stages of Behavioral Change.”

This article will help you understand what these 5 stages entail, the actions to take at each stage to overcome them, and ultimately successfully implement 4DX while establishing a culture of excellent execution within your organization.

Learn more: Book Review: The 4 Disciplines of Execution – Technology for Strategy Deployment by Franklin Covey

I. 5 Stages of Change in Implementing the 4 Disciplines of Execution

Stage 1: Getting Clear

In this initial stage, you have decided to implement 4DX within your organization. You and your team have identified the Wildly Important Goal (WIG), lag & lead measures, a simple enough scoreboard, and are eagerly anticipating change following the weekly WIG session.

But everything seems to have hit a roadblock; your team is still dragged into daily tasks (the whirlwind), and changing their behavior in a short period proves challenging. Don’t be overly concerned; at this initial stage, your primary focus is on “clarifying” goals with the team to boost their motivation in weathering the whirlwind.

Key actions include:

• Be a model of focus on the wildly important goal(s)
• Identify high-leverage lead measures
• Create a players’ scoreboard
• Schedule WIG sessions at least weekly and hold them

Stage 2: Launch

Now the team is at the starting line. But just as a rocket requires tremendous, highly focused energy to escape the earth’s gravity, the team needs intense involvement from the leader at this point of launch.

At this stage, you’ll realize that what’s easy to plan is often challenging to implement in reality. Now, you not only contend with the whirlwind but also with a team of varying motivation levels. While it’s challenging, you can still overcome it with some successful launch secrets:

• Recognize that a launch phase requires focus and energy – especially from the leader
• Remain focused and implement the 4DX process diligently. You can trust the process
• Identify your models (those who get on board), your potentials (those who struggle at first), and your resisters (those who don’t want to get on board)

Stage 3: Adoption

Your team is implementing 4DX, and resistance is gradually diminishing while enthusiasm is on the rise. Members are becoming more accountable to each other.

As the team sees action measures yielding results, their excitement grows. For the first time in months, they begin to feel like winners. Remember, applying 4DX takes time and procedural adherence to achieve WIGs; otherwise, the whirlwind might quickly engulf everything again.

Remember these keys to successful adoption of 4DX:

• Focus first on adherence to the process, then on results
• Make commitments and hold each other accountable in weekly WIG sessions
• Track results each week on a visible scoreboard
• Make adjustments as needed
• Invest in the potentials through additional training and mentoring
• Answer straightforwardly any issues with resisters and clear the path for them if needed

Stage 4: Optimization

At this stage, the team shifts to a 4DX mindset: working with purpose, increased diligence, and a proactive approach to optimize their effectiveness.

A notable aspect here is that if you propose they optimize their tasks, there might be resistance as it implies additional work. However, when the initiative comes from them, they not only become willing but also enthusiastic to put it into action.

At this point, the team’s commitment and energy towards the WIG reach unprecedented levels. Target metrics consistently rise, weekly commitments are excellently fulfilled, and WIG meetings consistently focus tightly on the achieved results.

Here are keys to making the most of this stage:

• Encourage and recognize abundant creative ideas for moving the lead measures, even if some work better than others
• Recognize excellent follow-through and celebrate successes
• Encourage team members to clear the path for each other and celebrate it when it happens
• Recognize when the potentials start performing like the models

Stage 5: Habits

At this point, 4DX has become a habit within the team. It not only generates impressive results but also creates a culture of excellent execution within your organization.

Once the new behaviors become ingrained in the day-to-day operation, you can set new goals and still execute with excellence again and again. Here are keys to help the team make 4DX habitual:

• Celebrate the accomplishment of the WIG
• Move immediately on to new WIGs in order to formalize 4DX as your operating system
• Emphasize that your new operating standard is sustained superior performance on lead measures
• Help individual team members become high performers by tracking and moving the middle

From the initial stages to the point where 4DX becomes a habit within your organization, these 5 stages may span from 1 to 2 years, depending on the scale, complexity of the business model, and the determination of leaders within the organization.

With the support of 4DX implementation experts and accompanying tools, you can shorten the deployment time across the entire team and ensure a successful first-time implementation.

II. Simplamo – The Modern 4DX software

Simplamo is a unique, modern 4DX software with essential features designed to transform team behaviors. In addition to implementing the 4 Disciplines of Execution, Simplamo also assists businesses in successfully deploying other management methods such as OKRs, KPIs, and BSC.

Learn more: BNI Vietnam applies the 4 Disciplines of Execution through Simplamo software

Benefits of Implementing the 4 Disciplines of Execution with Simplamo:

• You can easily centralize all data and track 4DX exclusively within one platform
• Team members easily grasp your message through Simplamo and recognize that 4DX is actively taking place within the organization
• You and your team share a common platform to track scoreboards, update lead measures, and assess their impact on important lag measures
• The team shares a common framework/formula to create WIGs and lead measures for their department, requiring minimal guidance and reminders from you. This approach also enhances creativity and strengthens accountability
• Simplamo ensures highly convenient and swift WIG meetings, sparing you from challenges such as searching for scoreboards and metrics, being diverted by unrelated issues, lacking a place for meeting notes or commitment creation, lacking a method to assign and track commitments, and figuring out how to review meeting reports, including those you missed. Don’t worry! Simplamo’s Meeting feature addresses all these concerns for you.
• Because Simplamo helps you and your team implement 4DX with focus, convenience, and minimal time investment, even while dealing with the storms that require handling, both the team and even yourself will feel more confident and enthusiastic about 4DX. This makes it easier to navigate through the 5 stages of change and establish a 4DX culture within the organization.
• 4DX is a long journey spanning 1 to 2 years, during which personnel changes are inevitable, impacting overall results. However, with Simplamo, exchanging information for new team members about what 4DX entails and how it operates becomes easy, facilitating their quick assimilation into the 4DX process.
• You can implement 4DX on Simplamo independently using provided materials or seek guidance from Simplamo experts for a seamless and effective execution across your organization, ensuring desired outcomes.

Learn more:

• Keys to Successful First-time Implementation of the 4 Disciplines of Execution
• Explore how the 4 Disciplines of Execution are digitized on Simplamo
• Start 30-day free trial

——–

Simplamo is a modern and scientifically-based management software that uniquely combines KPI and OKR, making every aspect of operation simple and approachable for every employee. It relieves pressure for leaders, allowing them to focus on important missions and optimize work performance for the business.

Experience Simplamo and feel the change in just 4 weeks! Register for a Simplamo demo at: https://app.simplamo.com/sign-up

There are two main issues that a leader can significantly influence in the process of achieving results: Strategy and the ability to execute that strategy. When asked which of these two issues is more challenging, most leaders worldwide provide an immediate answer: “Executing the strategy.”

If executing the strategy is also a hindrance in your business operations, explore the book “The 4 Disciplines of Execution” by authors Chris McChesney, Sean Covey, and Jim Huling.

This book is among the top-selling business books globally, as voted by The Wall Street Journal. Before embarking on writing this book, the author team completed over 1500 projects applying the 4 Disciplines of Execution across various industries.

This article aims to summarize key points from the book “The 4 Disciplines of Execution.” In Part I, we’ll delve into the background that led to the development of these disciplines and the primary challenges causing execution lapses.

I. Business Context

The author’s team surveyed various businesses to identify the reasons behind execution challenges in most organizations. Here are some notable findings:

1. Unclear goals: Only 15% of employees can articulate one of the top 3 important goals set by their leaders, with clarity diminishing as you move down the leadership hierarchy.
2. Lack of commitment: 51% of employees express enthusiasm for common goals, while the remaining half simply follow the crowd without genuine commitment.
3. Weak sense of responsibility: 81% of surveyed individuals state they do not feel responsible for the organization’s goal execution process.

In essence, the primary reasons for execution failures are a lack of clear goals, commitment, specific guidance, and responsibility. Deeper issues may involve trust, inadequate rewards, weak development processes, and poor decision-making.

However, the true adversary to execution is something few anticipate: the day job – the whirlwind. The day job consumes the energy and time of the entire team, acting like a tornado sweeping through day after day.

Surprisingly, after 3 to 6 months, you may find that your set goals have hardly seen any progress. It’s not that attending to daily tasks is detrimental – it’s indeed solving the immediate survival challenges for your business. However, neglecting the crucial goals means your organization may not have a future.

“The 4 Disciplines of Execution” is not written to teach you how to manage the whirlwind. Instead, these four disciplines are designed to help you deploy your most crucial strategy right amid your whirlwind.

II. The 4 Disciplines of Execution – 4DX

Discipline 1: Focus on the Wildly Important

The Wildly Important Goal (WIG) is an objective that requires complete achievement beyond the daily whirlwind of tasks. It holds the strategic key and has the potential to make a transformative impact.

Despite its straightforward definition, identifying and prioritizing wildly important goals presents a common challenge for leaders. Driven by intelligence and ambition, saying no to a good idea is difficult for them, and with a great idea, it becomes even tougher.

But what they don’t realize is that when confronted with too many goals, their team may not even want to listen, let alone execute them.

• Conventional thinking: All of our goals are Priority 1. We can successfully multitask and succeed at five, ten, or fifteen important goals. All we need to do is work harder and longer…
• 4DX Principle: Many of our goals are important, but only one or two are wildly important. We call them WIGs. They are the goals we must achieve. Our finest effort can only be given to one or two wildly important goals at a time.

4 Rules for Identifying Wildly Important Goals (WIGs):

Determining a Wildly Important Goal is a challenge for leaders. Asking the right question upfront is crucial for aligning the team with the organization’s immediate priorities. The author offers the following insights:

To identify a Wildly Important Goal, don’t ask, “What is most important?” Instead, start by asking, “If every other area of our operation remained at its current level of performance, what is the one area where change would have the greatest impact?” This question shifts your thinking and helps pinpoint what you should focus on to make all the difference.

Leaders must also adhere to the following 4 rules:

• Rule 1: No team focuses on more than two WIGs at the same time – prevent overload amid the daily whirlwind.
• Rule 2: The battles you choose must win the war. The lower-level WIGs must ensure the success of the higher WIGs.
• Rule 3: Senior leaders can veto, but not dictate. Let managers decide their team’s WIGs.
• Rule 4: All WIGs must have a finish line in the form of from X to Y by when. For example, Increase the percentage of annual revenue from new products from 15 percent to 21 percent by December 31st.

Discipline 2: Act on the Lead Measures

Lead measures are the “measures” of the activities most connected to achieving the goal.

Discipline 1 takes the wildly important goal for an organization and breaks it down into a set of specific, measurable targets until every team has a wildly important goal that it can own. Discipline 2 then defines the leveraged actions that will enable the team to achieve that goal.

The illustration below shows the relationship between lag measures and lead measures at the team level.

While a lag measure tells you if you’ve achieved the goal, a lead measure tells you if you are likely to achieve the goal. While a lag measure is hard to do anything about, a lead measure is virtually within your control.

• Conventional thinking: Keep your eye on the lag measures: the quarterly results, the sales numbers, and pounds lost. Stress out. Bite your nails while you wait.
• 4DX Principle: Focus on moving the lead measures. These are the high-leverage actions you take to get the lag measures to move.

Managing a company by looking at financial data (lag Measures) is the equivalent of “driving a car by looking in the rearview mirror” – W. Edwards Deming

Example of an Action Measure:

WIG: Increase annual water production from 175 million liters to 185 million liters by December 31.

Action Measures for this WIG:

1. Increase the rate of fully staffed work shifts from 80% to 95%
2. Increase the compliance rate for preventive maintenance schedules from 72% to 100%

The two primary characteristics of Lead Measures:

1. Predictive: Measure something that leads to the goal
2. Influenceable: Something that we can influence

How to Determine Actionable Metrics:

When asked about Actionable Metrics, most leaders typically propose a strategy of breaking down Goal Metrics. For instance, if questioned on how to increase annual revenue, the response often involves boosting monthly revenue. So, how to increase monthly revenue? The answer is to increase daily revenue. However, when it comes to how to increase daily revenue, they often struggle to provide a clear answer.

In reality, the issue here is not that they don’t know; it’s a matter of focus—they haven’t done it. There are countless other tasks that need improvement and attention, and in their attempt to enhance everything, they find themselves trapped in the whirlwind of daily tasks, leading to no real change in the end.

When leaders invest time in observing and engaging with their team, they identify their own Actionable Metrics. Furthermore, collaboratively determining and focusing on these Actionable Metrics enhances team cohesion and commitment to their work.

“To achieve a goal you’ve never reached before, you must do something you’ve never done.”

Discipline 3: Keep a compelling scoreboard

The third discipline is to make sure everyone knows the score at all times so that they can tell whether or not they are winning. This is the discipline of engagement.

Without a regularly updated, visually clear scoreboard integrating goal and action metrics, they risk getting lost in the chaos. People become indifferent when unsure of their progress, but a quick glance at a scoreboard engages them by showing whether they are winning or losing.

In Principle 3, the strategy you place for your team, along with their Actionable Metrics and Goal Metrics, transforms into a tangible, compelling scoreboard.

• Conventional thinking: Scoreboards are for leaders. They are coach’s scoreboards that consist of complex spreadsheets with thousands of numbers. The big picture is in there somewhere, but few (if anyone) can easily see it.
• 4DX Principle: The scoreboard is for the whole team. To drive execution you need a players’ scoreboard that has a few simple graphs on it indicating: Here’s where we need to be and here’s where we are right now. In five seconds or less, anyone can determine whether we are winning or losing?

Characteristics of a motivational scoreboard for players:

• Is it simple? – It needs to be straightforward
• Can I easily see it? – It should be something the entire team can easily see
• Does it show lead and lag measures? It should show both the lead and lag measures. This truly connects the scoreboard to reality
• Can I tell at a glance if I’m winning? – It must tell you instantly whether you are winning or losing

True team cohesion comes from celebrating the “small wins” on this scoreboard. Create an uplifting scoreboard for your team and experience the positive change it brings.

Discipline 4: Create a cadence of accountability

The fourth discipline is to create a cadence of accountability, a frequently recurring cycle of accounting for past performance and planning to move the score forward.

Discipline 4 is where execution actually happens. As we’ve said, Disciplines 1, 2, and 3 set up the game; but until you apply Discipline 4, your team isn’t in the game.

• Conventional thinking: Accountability on our team is always top-down. We meet with the boss periodically and he lets us know how we’re doing and what we should focus on next.
• 4DX Principle: Accountability on our team is shared. We make commitments and then we’re accountable to our boss, but more importantly, to each other, for following through.

Meeting for Wildly Important Goal

In Principle 4, your team should conduct a WIG Meeting at least ONCE A WEEK, keeping it brief, not exceeding 30 minutes. The agenda is predetermined, ensuring a swift session. This helps establish a consistent Rhythm of Accountability each week to drive progress on critical tasks.

Why weekly and not daily or monthly? The authors discovered that a week is an ideal timeframe in most organizational units. It’s short enough for focus and high attention but long enough for commitments made in these meetings to be effectively fulfilled.

Three-part Agenda for a WIG Meeting:
1. Account: Report on last week’s commitments (completed or not, outcomes).
2. Review the scoreboard: Learn from successes and failures (review lag measure, lead measure, propose the suggestion).
3. Plan: Clear the path and make new commitments.

The above is the entire summary of the book “The 4 Disciplines of Execution”. When presented to leaders, most believe that their company is already implementing some parts of the 4 Disciplines, or that it is too easy to execute.

However, in reality, mastering the 4 Disciplines of Execution is not easy, and it is only when you take it seriously, practice it diligently, remain open, and continually improve every day that these principles truly come alive within an organization, yielding remarkable results.

With over 1500 successfully implemented projects as clear evidence, not to mention the numerous companies that have successfully applied the 4 Disciplines since the official release of the book in 2012.

Learn more: Implementing the 4 Disciplines of Execution (4DX): 5 Stages of Change

III. Simplamo – The 4 Disciplines of Execution Software

You aim to integrate these 4 Disciplines of Execution into your organization, recognizing that mere theoretical understanding is insufficient. What you need is a software solution, a dashboard to visualize WIGs, Lag & Lead Measures, monitor scoreboards, and analyze weekly meeting reports.

Moreover, using software will help you apply these 4 Principles to your business faster. Your team can easily understand your ideas, and everyone can use the same software to execute goals.

Getting Started with Simplamo – The 4 Disciplines of Execution Software. It helps you easily build and manage goals effectively with your team, fostering a rhythm of responsibility within the organization and uniting the team. Furthermore, Simplamo offers additional features to enhance the operational structure of your organization (Vision, Organization Chart, People Engagement, Process, etc.).

In the upcoming section, Simplamo will showcase 4 key features, each embodying one of the 4 Disciplines of Execution, and elucidate their seamless integration within the software:

1. Wildly Important Goal (WIG): Encompasses Company/Department/Individual goals (quarterly and annual goals) with specific personnel assigned and clear deadlines.

2. Lag & Lead Measures: Includes three types of metrics for easy selection based on each WIG, allowing straightforward check-ins and weekly progress reporting.

3. Compelling scoreboard: Weekly performance scoreboard (metrics), Green for achieved, Red for not achieved, strongly motivating team competitiveness and providing a clear indication of ‘winning’ or ‘losing’.

4. Weekly WIG Meetings: The weekly meeting framework on Simplamo, consisting of three main sections and four other crucial components, involves the direct review of the scoreboard and metric during the meeting. It facilitates creating to-dos and tracking their completion, identifying and addressing issues in three steps, documenting meeting content, and sending automatic reports to ensure no member overlooks or forgets meeting details.

At the weekly meeting, all data related to goals, scoreboards, and to-dos (last week’s commitments) are centralized, providing a convenient platform for the entire team to swiftly review. This time-efficient approach enhances goal alignment and individual accountability.

By applying discipline and seriousness to these 4 Execution Principles through Simplamo software, you and your team will gradually establish a consistent workflow, keeping WIGs consistently in focus amid the daily whirlwind. Effectively executing these principles will be the differentiator for successful organizations, always progressing forward.

When you start with Simplamo, you’ll receive comprehensive guides and examples to create WIGs, Lead Measure, and Scoreboards tailored to your industry and scale. Throughout the usage, the Simplamo team will assist you in digitizing data into the software, coordinating weekly meetings, and ensuring a vibrant and accountable execution process within your organization.

Start 30-day free trial

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Simplamo is a modern and scientifically-based management software that uniquely combines KPI and OKR, making every aspect of operation simple and approachable for every employee. It relieves pressure for leaders, allowing them to focus on important missions and optimize work performance for the business.

Experience Simplamo and feel the change in just 4 weeks! Register for a Simplamo demo at: https://app.simplamo.com/sign-up