4Dx Coaching - Consultant Guide

a standard 4DX engagement include eight one-hour 4DX Coaching Sessions. However if delivered effectively, the client will likely extend the coaching relationship for several months or years.

to facilitate the continued growth and development of the 4DX Coach

- mid level ops mgt

- fast track rising leaders

- QA/BP

- leadership or Org Dev

- Exec staff

- HR

at the beginning of the 4DX Track, in the Pre-call

Pre-call

- guide Champion in coach selection by outlining coach responsibilities, good coach characteristics, actual time requirements of coach role

launch meeting-

- outline for the Coach the primary responsibilities by stage, the key skills they will need to begin their role, and the use of my4dx.com as their primary tool

pre-3 day mgr cert- coach finalizes all event logistics, supports Champion in advance communications (see samples), coordinates with consultant on content of each day, start/stop, AV, etc.

Mgr Cert Day 1- coach coordinates logistics, captures the final dept/team WIGs as scribe, coordinates the debrief between consultant and champion at end of day

Mgr Cert Day 2- coach coordinates logistics, captures the final dept/team Lead Measures scribe, coordinates the debrief between consultant and champion at end of day

Mgr Cert Day 3- coach coordinates logistics, schedules CM training on my4dx.com, loads date (team structure and members, WIGS, lead measures) into my4dx.com

Team Execution Launch- coach completes setup of my4dx.com, complete pre-flight checks with CMs, attends Launch Sessions, schedules and prepares for the Launch Review

Coaching begins when the track begins; the more we focus on coaching prior to the Launch Review, the greater the impact of the 8 sessions. the formal 4DX Coaching Sessions should ideally begin one week prior to Launch Review and then continue for 7 more weeks (or more.)

Elevate their quality. Clients are paying $700 - $800/hr for these and its unacceptable for a consultant to take these calls while driving or in distracting envt like airport between planes. The envt should be quiet and controlled, consultant should have their computer open and on for notetaking, etc.

You are looking to keep the 4DX coach one step ahead of the CMs.

1. Face-to-face: seldom, but may have opportunity if its a local client but does chew up time logistically. If they want this, schedule no less than 2 hrs per session for max value

2. Teleconference- this is the normal practice; usually one hour; establish the date/time/ conf call # for these during Launch Meeting

3. Webinar- FC has licenses for web comm tool such as GoToWebinar; using webinar is a BP in that you can utilize slides, can type actions on the screen for all to see, can show my4dx.com results from coach as you proceed, coach can display other internal reports and docs, etc.

4. Live Telecast- these are rare and typically for large audiences (must be coordinated with RPL so FC IP is protected and client's expectations are set.

1. Review last week's commitments- (both for consultant and coach- coach should have 1 - 2 items of commitment per week for which they are accountable to the consultant)

2. Update open items from last week- primary tool is the 4DX Recap Email

3. Discussion questions and challenges for this week- primarily on what is important to the coach, not the consultant as this is the coach's session.

4. Explore one training topic- when time permits. Always have one on the ready, ideally with supporting slides; its not effective to think up one on the spot.

5. Make commitments and plans for next week- always complete the session with at least 1 commitment for the 4DX Coach.

Creating a Coaching Session Review.

- provides a clear record of all items and recs discussed (for accountability and substantiation if value or eff of sessions is ever questioned)

- reinforces consistency and accountability for both coach and consultant

- sustains connection between consultant and champion(s) (and other FC parties)

- provides vehicle for directly comm'ing issues and making recs to the Champion- can surface concern directly to champion using this without going over head of coach

- enables CP and RPL to stay in the game

by the following three components:

- recap if items from last week that are either recurring or were commitments from the 4DX coach for follow through

- key items discussed this week, including new items offered by the coach or those introduced as a teaching topic

- commitments for next week for both of us

1. Complete the 4DX Master Calendar- in th4DX C&C Guide; coach obtains from CMs the date, time, location of their WIG Session/Huddle; this is a key tool for the Champion

2. Complete the pre-flight reviews- using C&C Guide guidelines, Coach should have a pre-flight check with each CM pre-Launch Meeting. Coach should attend as many Launch Meetings as possible.

3. Track launch status- using Launch Status Report (copy of this ss is in consultant materials), coach should be able to verify that 3 Reqts of launch have been completed. they use this because my4dx.com likely not yet loaded. Once launch is complete, they switch to my4dx.com

4. Complete loading my4dx.com- should be complete prior to Launch Review.

- Review the Launch Status with the Champion- using the launch status report; consultant should prep the coach for this meeting by emphasizing: all 3 reqts are essential for successful launch and results won't happen without successful launch; Champion should meet with any CMs who haven't completed the 3 Reqts and add emphasis and acct'ty to their completion prior to Launch Review; champion should be prep'ed to recognize top perf.

- Prepare for the Launch Review (coach should have scheduled the launch review, reviewed the Launch Status Report for completion, reviewed each scoreboard using checklist, prep'd CMs to understand what will be reviewed and to be ready for Launch Review at time x on that day

- conduct Launch Review (coach should be primary coordinator walking with consultant and champion to each CM, and keeping detailed notes on the coaching points I offer)

- Follow-up after launch review- (coach shoudl ensure all Punch List items are completed and that all CMs have had a successful launch.)

- Award Bronze medals- for successful launch of 4 disciplines. (criteria in C&C guide.)

the Team Status Report in my4dx.com

Driving adoption as evidenced by consistent WIG Sessions/Huddles and Lead Measure Results utilzing the Team Status Report.

Conduct a webinar where the consultant makes the coach the presenter and allow them to access and display the TSR on their computer.

first step is to select the teams and timeframes, usually selecting All Teams and 4 Weeks (elims erros with shorter timeframes and excludes poor early week rampup results.)

Whether or not the CMs are holding their WIG sessions/huddles, accessed through TSR column labelled "Sessions"; it shows # of meetings held/# weeks in timeframe.

Whether or not each leader is making at least one commitment each week, accessed through TSR column labelled "Participation"; it shows # of leaders who made at least one commitment each week/# weeks in timeframe. (note leader can get credit here even if there wasn't a WIG session.)

Whether or not each leader is fulfilling the commitments made each week, accessed through TSR column labelled "Execution"; it shows # of commitments completed/# of commitments made during the selected number of weeks.

Whether or not each leader is making a high quality (specific, aligned, timely) commitment each week, accessed through TSR column labelled "Execution" by clicking on any individual cell which opens a box showing all commitments made during the timeframe for review; it shows # of commitments completed/# of commitments made during the selected number of weeks.

as the consultant and the Coach begin to see that the Process Adoption is reaching a high percentage (usually between week 8 and 12).

You begin focusing more on WIGS and leads results by clicking on any cell in WIGs, Sub-WIGs, or Leads columns for a box with more details.

1. is the team red on WIGs? if so check the lead measures.

2. are the leads red? if so check execution

3. open details box on execution and evaluate are commitments being fulfilled, are they focused on the scoreboard, are they high or low impact?

4. Identify the following: leads where team isn't performing, leaders not making or following through on commitments, leaders who's commitments are focused on the whirlwind or low impact, leaders not holding WIG Sessions/ huddles.

5. Audit the leader's WIG Session/huddle and identify feedback

6. consolidate all observations and hold a discussion with the leader.

typical coach performs this level of analysis on 1 - 3 leaders each week and schedules meetings with them for review.

Coach should print the TSR at least every two weeks and review with the Champion, along with results of all discussions.

- collecting and publishing success stories (1 - 2 each month showing success in leads or lags, team engagement, morale, or customer reaction.

- publishing weekly or bi-weekly weekly status report

- coach/counseling resistors or low performers

- preparing for the 1st champion's summit

- Award silver medals- typically for 12 conseq weeks of meeting or exceeding a lead measure

Focus is almost exclusively on Achieving Results and sustaining momentum. Continue review of the TSR and regular status updates to the champion. Continued practice of Champion's Summits is essential.

Consultant will need to be prepared to coach through one particular issue when the need arises: The changing of lead measures (extensive suggestions in Q10 of FAQs.)

1. Has the team performed at or above the Lead Measure for at least 12 weeks?

2. Is the scorekeeping accurate?

3. Has the Lag Measure moved?

4. If yes, has it moved enough?

5. Have you answered the big question: Will the performance of the team remain at or near the current level if I remove it from the scoreboard?

Focus is almost entirely on Achieving Results and sustaining momentum. In addition to TSR review and regular updates to the champion, the continued practice of champion's summits is essential. Also, there should be awarding of Gold medals for the team for WIG achievement.