The document outlines an agenda for a national summer conference in 2015 in San Jose, California. It discusses using a 4DX planning process to set goals and measures. Participants worked in groups to design WIGs (wildly important goals), identify key battles to achieve the WIGs, and develop lead and lag measures to track progress. They input goals, commitments, and data into a shared tracker to maintain accountability over time.

1. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
4DX
Are you doing the best that you can do
or the best that can be done?

2. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
WHAT IS 4DX?
Why are we using it?

3. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A

4. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
LET’S GET WIG-GY
• What is a WIG?
• Design your WIG (20 Minutes)
– Making max possible impact, what are
your Re goals for each program?
– Total the Re goals.

5. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
GETTIN’ WIG-GY
• Break down goals by month.
• Develop goals for Meetings/Apps,
Ra, and Ma.
• Input into tracker. (15 Mins).

6. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
Monthly
Goals
Ra, Ma, Re Goals by
Program
WIG

7. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
END DAY 1
💃💃💃💃💃💃

8. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
SIT IN YOUR LCS

9. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
4DX PLANNING CONTINUED
Are you doing the best that you can do
or the best that can be done?

10. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
Man on the
Moon
Navigation Propulsion Life Support
PICK YOUR BATTLES
• Battles are the key achievements
needed to win the war (WIG).
War
Battles

11. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
PICK YOUR BATTLES
• What 10 battles, if won, will help
your LC achieve the WIG? (15
Mins).
– Be sure your battles are contributing to
your WIG.
• Condense into 5 battles. (10 Mins).
• Condense into the top 3 battles you
need to win. (5 Mins).

12. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
BREAKING DOWN YOUR WIG
• oGCDP
– Apps to Raise = 30%
– Raise to Match = 60%
• oGIP
– Apps to Raise = 30%
– Raise to Match = 40%
• iGIP
– Meetings to Raise = 30%
– Raise to Match = 60%

13. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
BREAK DOWN YOUR WIG
BY MONTH

14. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
BREAK DOWN YOUR
OTHER METRICS
💃💃💃💃💃💃

15. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
LEAD MEASURES
• Measures that show how likely you
are to achieve your WIG.
• Must be predictive.
• Must contribute directly to goals.

16. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
EXAMPLES
• Lag measure
– # of oGCDP raises
• Lead measures
– % of EPs contacted within 48 hours of
applying
• Lead measures should measure
tangible results.

17. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
EXAMPLES
• Lag measure
– # of oGCDP matches
• Lead measure
– # of interviews by EP

18. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
LEAD MEASURES
• Develop three lead measures for
each battle (40 Mins)

19. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
CADENCE OF
ACCOUNTABILITY
• How are we going to keep ourselves
accountable?
• Input monthly goals into the tracker. (5
Mins).
• Input first week commitments. (5
Mins).
– Are your commitments addressing the
lead measures?
– Reevaluate weekly.

20. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
USE THE TRACKER
• Weekly commitments.
• Monthly goals.
• Tracking of data – monthly, by
program, overall.

21. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
NEXT STEPS
• Weekly Meetings
• General Member role
• Keeping numbers up-to-date
• Talent planning

22. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
FLIPCHARTS

23. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
BIT.LY/SNCD4

24. S U M M E R N A T I O N A L C O N F E R E N C E 2 0 1 5 | S A N J O S E , C A L I F O R N I A
CLEAN UP