Quarterly Summit – AD Instruments preparation
Presentation max 10 minutes including Q&A
1. What is your team’s WIG(s) and why was it selected? (30secs)
2. What are the Lead Measures? (1min)
3. Demonstrate the Team’s results by using the scoreboard as a
reference. (1min)
4. Process adherence (Team Status Report – 1min)
5. What has changed for you as a leader since following the 4
Disciplines? (1mins)
6. Pitch new WIGs & Leads (if required) (3mins)
7. What are you looking forward to across the next 6 months
with your team? (1min)
INSERT TEAM NAME
1&2: INSERT WIGS and LEADS (text)
Eg:
WIG1: Increase sales from USD 0 to USD 2.5M by 30/06/14
Lead1: Achieve 213 Planned revenue generating sales
calls by 30/06/14
Lead2: Achieve greater than 20 pre-planned revenue
generating sales calls per sales person per month through
to 30/06/14
INSERT TEAM NAME
3a: INSERT Photo of scoreboard
(your physical scoreboard that is on the wall)
INSERT TEAM NAME
3b: INSERT images of scoreboard from PDF’s printed from
my4dx.com see example on next page
Detailed instructions to obtain these
scoreboards:
1.
Login to my4dx
2.
From your WIG Session select
“Print” (above Leads)
3.
Then select “Goal History”
4. Select the “Options” Button
5.
From the Check box options the
appear, only “Show Future
Projection” is to be checked
6.
Print as PDF and then copy and
paste into your PowerPoint
INSERT TEAM NAME
INSERT TEAM NAME
INSERT TEAM NAME
INSERT TEAM NAME
4. Process adherence – insert summary from Team Status
report - see example on next page (Team Status Report – 1min)
Detailed instructions to obtain report information:
1.
Login to my4dx
2.
Select “Reports” > “Team Status” Report
3.
Then use the “check boxes” to select the team you wish to report on, including team members.
4.
Then Select the predefined range of last 3 months
5.
Then push the “Refresh Report” Button
6.
Copy an image of the report to your PowerPoint, on a PC use the print screen function; on a mac,
use command+ctrl+shift+4 to select an area, then command+v to paste into your document.
INSERT TEAM NAME
4. Process adherence (Team Status Report – 1min)
INSERT TEAM NAME
5. What has changed for you as a leader since following
the 4 Disciplines? (1min)
INSERT TEAM NAME
6. Pitch new WIGs & Leads (if required) (3min)
INSERT TEAM NAME
7. What are you looking forward to across the next 6
months with your team? (1min)