4DX Process
Full Step-By-Step Example
Employee Engagement & Resource Center
RIO/WIG #1
Full Step-By-Step Example
Employee Engagement & Resource Center
RIO/WIG #1
Flexibility / Scheduling in time for 4DX
When the Employee Engagement & Resource Center team started the 4DX process, we held a separate 20-30 minute meeting on each step. For example, we spent about 20-30 minutes for each of the 10 steps in Discipline 1, spending about 3-5 hours on selecting our RIO/WIG. Other teams may need more or less time, depending on the size and scope of their work.
When we held our 4DX process meetings, we only talked about 4DX and kept other work out of the mix. In fact, sometimes we were so involved in the process, we would keep working on 4DX and move to the next step. We tried to dedicate different weeks to the different disciplines. This allowed us to build more excitement and engrain it into our work culture more than doing it all at the same time.
Other teams may want to dedicate 1-3 days to the 4DX process instead of spreading it out. While the 4DX process is structured with distinct steps to help you better achieve your goals, there is flexibility on how and when you build it into your work team.
Employee Engagement & Resource Center - RIO/WIG #1: Resources Example
Organizational Alignment / Assessment
We selected Rio Strategic Goal 3:
Increase engagement & involvement by improving equity, inclusion, and belonging across diverse employee and student populations
Since Employee Engagement & Resource Center works directly with employees and not students, it would be more difficult to see the direct connection between the work we do with the employees to student goal attainment (Strategic Goal 1) or industry-aligned micro-credentials (Strategic Goal 2).
While the Employee Engagement & Resource Center does support the employees who support the students, Strategic Goal 3 seemed like a more direct link. We felt our efforts could increase engagement and involvement by improving equity, inclusion, and belonging across diverse employee and student populations.
Expansive List of Possible Goals
We created over 40 potential ideas, knowing that some were not achievable, some were too small, and some were too lofty.
At this point, we did not criticize, limit, or filter any ideas out.
Sample ideas from original list:
Make it easier to enroll in the PED Fitness Courses
Increase awareness of 8 dimensions of Wellness
Make a difference in the lives of Rio Salado College employees
Increase employee engagement/connection for Rio Salado College employees that are working remotely
Increase awareness of the resources our department offers to Rio Salado College employees
Organize the List of Possible Goals
We tried to reorganize them and categorize them to our departments core focus areas. This helped us see common themes and stronger areas of interest.
Employee Engagement & Resource Center
Categories ideas from original list into our 7 core focus areas:
Wellness - Make it easier to enroll in the PED Fitness Courses
Wellness - Increase awareness of 8 dimensions of Wellness
Culture - Building - Make a difference in the lives of Rio Salado College employees
Culture - Building - Increase employee engagement/connection for Rio Salado College employees that are working remotely
Training & Development - Increase awareness of the resources our department offers to Rio Salado College employees
Analyze your team's readiness
CJ focuses on ADA cases and supporting Rio employees
Christin focuses on training & development and wellness
Keelie focuses on clear communication and checklists
We all had a strong interest in making things clearer and easier for employees, no matter what our focus.
We knew we wanted a place to house this information and a website seemed like a logical step. We reached out to Information Services through a HelpDesk ticket to get a location set-up for the website.
Testing out the potential goals
Q: Is there a clear finish line?
Q: Does this align to the vision/mission/values/strategic goals?
Q: Can it be measured easily without having to invent a whole system?
Q: Is this a realistic and achievable goal?
Q: Does your team have more than 80% ownership over the area?
Q: Is this a team game or only a leaders game?
Q: Is this goal worthy of your efforts?
Filter out ideas
The testing process (Step 5) helped us narrow down RIOs/WIGs that had No's
Analyze common themes &
continue to narrow down ideas
Seeing the common themes allowed us to really analyze the strongest areas of focus more clearly.
Look for common themes from original goal list
Build more resources
Do more with wellness
Have clear communication with employees
Answer all aspects of the questions: Who, What, Where, When, Why, How
Be helpful
Make things easier for people
Build excitement & pride around Rio Salado College
Formatting the RIO/WIG
Created a list of all potential verbs
Focused on what the X and Y truly was in this scenario
Ensured that the focus was on the WHAT, not on the HOW
Making Adjustments
In the testing process (Discipline 1, Step 5), we identified that awareness was not as measurable without developing a survey process and in 4DX, you do not want developing something to hold you back from starting.
Therefore, we adjusted our focus from awareness to availability of resources. This helped us align even more with Rio's Strategic Plan 3.
Try different combinations
We tested out the wording with different combinations to deliver the overall message we want to achieve.
We tried words such as Provide, Deliver, Support, Give, Create.
Create the usable formatted RIO/WIG
Increase availability
of Employee Engagement & Resource Center
support resources
for all Rio Salado College employees
by January 2021
We chose to hide our X and Y in our RIO/WIG Statement and summarize it through "increasing availability":
X = resources that are predominately only available for new employees
Y = resources that would be available to all Rio Salado College employees
Please note: Completing the website was not our RIO/WIG, our RIO/WIG was accessibility of resources.
For a project, in 4DX, you do not want your ultimate goal to be 100% completion; instead, you want your goal to be the outcomes that you get from when you reach 100% completion (i.e. accessibility of resources).
Employee Engagement & Resource Center - RIO/WIG #1: Resources Example
Brainstorm and Create an Expansive List of Potential Lead Measures
Knowing that our department supports employees throughout the duration of their career, we focused on times when our support would make the greatest difference to employees.
We decided some potential lead measures (how to achieve our RIO/WIG) for our team could be:
Develop Employee Engagement & Resource Center Website
Move new employee Canvas information to Website
Create Supervisor Checklists
Outline a Performance Evaluation Guide
Create onboarding checklist
Create offboarding checklist
Organize and Categorize the List
We categorized potentially lead measure ideas into 3 types:
Onboarding resources: checklists, website section
Ongoing resources: website, performance eval. guide
Offboarding resources: checklist, website section
Test your Ideas
We ensured the lead measures were measurable
The lead measures can move the scoreboard by being:
Predictive
Influenceable
Worthy of measuring & doing
Rank and Filter Out Ideas
Lead Measure #1 priorities: When supervisors feel supported and have the resources they need to do their jobs, their employees can feel more supported. Supervisor resources were important.
Lead Measure #2 priorities: We prioritized the website because it could house all the resources we created.
Lead Measure #3 priorities: We prioritized a survey on the website because it could collect real-time data on areas of need for Rio employees.
Format the Lead Measures
We did not want to sacrifice quality for quantity. It was important to ensure we knew the focus and strived for both consistency and quality with all the work we did.
Create your formatted lead measures
Lead Measure 1: Construct and share resources to help supervisors better serve their employees and employees feel supported
Lead Measure 2: Develop 5 clear and organized website pages per week for the Employee Engagement & Resource Center website
Lead Measure 3: Collect feedback on areas needing improvement from Rio Employees to help simplify and advance processes
Employee Engagement & Resource Center - RIO/WIG #1: Resources Example
The scoreboards are the fun part of 4DX. They allow your team to track your progress in your own unique way and help determine if your team is winning or losing at achieving your goal in the game.
We had one main scoreboard in Google Sheets (showing both our WIG/RIO and 3 lead measures) that allowed you to click into each of the 3 different lead measure scoreboards (how we want to achieve our goal).
Main Scoreboard
Lead Measure #1 Scoreboard
Lead Measure #3 Scoreboard
WIG/RIO Scoreboard
4DX @ Rio - EERC: More details about our scoreboard (outside of the step-by-step details on this page)
Define what you are measuring
# of pages created: content, design, accessibility
Note: When thinking about measurement, think about how it would be displayed on your scoreboard. We could measure these 3 elements (content, design, and accessibility) on a stacked bar chart that completion of each element.
Q: How clear do these areas influence lead measures?
A: Our lead measure was to create 5 pages per week (quantity), but we wanted to ensure that quality was recognized and that each page had the content, design, and accessibility to meet the needs of Rio employees
Q: How clear do these areas influence lag measures?
A: Our lag measure/RIO/WIG was to increase accessibility of our resources for all Rio Salado College employees. We knew we needed to develop resources in order to make them more accessible for our employees.
Determine how you will measure it and how often
Decided to track the team's overall performance instead of individual performance of each team member
Commit to updating the scoreboards weekly
In our employee-facing role, our daily workload is constantly shifting based on new priorities and goals. Therefore, it makes more sense for us to update our scoreboards once per week so that we have data to contribute regularly.
Decided to use graphs and charts to track our lead measures, such as:
Stacked bar graphs
Pie charts
Pictographs
Harry Potter!
Tracking numbers and sharing your results does not have to be boring. Instead, find something fun that works for your team.
The possibilities for different scoreboard designs is an exciting.
Our Resources board is Harry Potter-themed and our Wellness board is exercise-themed.
Start with the basic structure of the scoreboard
On the left, include your text:
Discipline 1: Your RIO/WIG
Discipline 2: Each of your lead measures
On the right, include your graphics/charts/tracking mechanisms
For the EERC WIG/RIO #1 scoreboard, brainstorming included:
Theme: using Harry Potter to bring the fun to measuring
4 Scoreboards: Main RIO/WIG scoreboard and 3 Lead Measure Scoreboards, all with distinct Harry Potter themes
Main Scoreboard: Quidditch goal posts, the golden snitch, and a reminder to focus on Quantity (Consistency)& Quality, tying in how 4DX is like a game and you can win by achieving your goals, similar to a Quidditch game.
Lead Measure #1: The Marauder's Map in Harry Potter can show you all the people in a space as their footsteps appear on the map. We tied this in to as we develop pages, more helpful information will appear on the map (or in our case, the website)
Lead Measure #2: Hedwig and Fawkes the Phoenix for a pictograph representing employees (Hedwig the owl) and supervisors (Fawkes the Phoenix). As we continue to make resources, we will track whether these resources are designed to help employees and supervisors with the owls and phoenixes.
Lead Measure #3: The Room of Requirement, tying in how when people submit a question, we deliver an answer, similar to how the Room of Requirement meets the needs of people who ask for it.
Chart and graph styles that could incorporate into these themes
Relevant and recognizable quotes from the series that tie the concept to the scoreboard
Test the Scoreboard
To ensure your scoreboard worked for our team and
shared the information we needed to share,
We asked ourselves the Guiding Questions:
Q: Is the scoreboard compelling?
A: Yes; the theme is based on the beloved Harry Potter novel and film series that we enjoy and the themes help translate the main concepts even further on our 4DX scoreboard, such as the Room of Requirement and delivering to those who ask.
Q: Does it clearly show where are we now?
A: Yes; the scoreboards were designed in a way that allows those looking at it to see where the team currently is in multiple dimensions. For example, the stratified bar graphs not only tracks the number of pages that are complete (consistency or quality), it tracks how many have the correct content, a great design, and are accessible (quality).
Q: Does it clearly show where we want to be?
A: Yes; the lead measures are clearly displayed at the top of each board to show what the goal is. The graph types were selected to best display where the team was and wanted to be for each of the lead measures.
Q: Is it simple? Can we tell at a glance if the team is winning or losing the game?
A: Yes; the graphs used clearly show the progress vs. the goal.
Q: Is it visible? Can the team see it easily and often?
A: Yes; since these are digital scoreboards, they are being stored and updated in a Google Sheet that each member of the team can view and edit as necessary. This makes it more of a team game.
Q: Can you update it easily, often, & regularly?
A: Yes; each member is able to access the Google Sheet housing the data to update it easily, often, and regularly.
Q: Does the scoreboard represent a unique expression of the team?
A: Yes; the team chose the scoreboard theme based on their mutual interest in the Harry Potter series.
Adjust and Make any Necessary Corrections to the Scoreboard
Find ways to make it clearer and easier to understand
Ensure that all necessary aspects are being measured
Ensure RIO/WIG & Lead measures are displayed
Ask for Feedback from Others
The EERC team showed the scoreboards to employees outside of the team. Through doing this, we adjusted the font and readability, making it even clearer and easier to understand to those who view the board.
The team also ensured that they were measuring the aspects of their lead measures that would move the scoreboards most effectively. This was important because:
4DX is about seeing the progress on the scoreboard clearly, quickly, and easily
Personalize the Scoreboard
Consider customizing your board to a theme
Find something that excites the team
The team already chose Harry Potter as a theme. Once the theme was chosen, they were able to customize it further based on their goals and different personalities:
Christin is a Gryffindor while Cj and Keelie are Slytherins, so the scoreboard reflects both houses' color motifs
The team found quotes from the series that reflected their goals on their scoreboards:
"If you have to ask, you will never know. If you know, you need only ask." This is in reference to knowing what you need from the team and filling out a survey to ask.
"Fascinating creatures, phoenixes. They carry immensely heavy loads..." This is in reference to resources created for supervisors, as supervisors also carry heavy workloads.
The team also chose imagery from Harry Potter that corresponds to their lead measures:
Harry Potter's glasses and scar as a representation of the survey feedback they receive vs. what they complete from the feedback. The bridge of the glasses represents the team's connection to the feedback, and the lightning bolt scar represents the actions taken to completion.
The Quidditch goal posts represent the three lead measures for the team's WIG and shows the "game on" approach
The Room of Requirement represents the employees of Rio Salado College seeking what they want and receiving it in one convenient place.
Quidditch goal posts, the golden snitch, and a reminder to focus on Quantity (Consistency)& Quality
Tying in how 4DX is like a game and you can win by achieving your goals, similar to a Quidditch game.
The Marauder's Map in Harry Potter can show you all the people in a space as their footsteps appear on the map.
We tied this in to as we develop pages, more helpful information will appear on the map (or in our case, the website)
The Room of Requirement is a special room that appears in the Harry Potter series to those who ask for it. The room will change based on the needs of the person asking.
We tied this into how when people submit a question, we will deliver an answer/solution/resource to help, similar to how the Room of Requirement helps meet the needs of the people who ask for it.
Hedwig and Fawkes the Phoenix for a pictograph representing employees (Hedwig the owl) and supervisors (Fawkes the Phoenix).
As we continue to make resources, we will track whether these resources are designed to help employees and supervisors with the owls and phoenixes.