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4DX Monthly Review Template

4DX 60 min Monthly Team and team leader (4-12 people)

The 4DX monthly review is the mid-altitude check between the weekly WIG session and the quarterly review. It steps back far enough to see the trend without losing the discipline of the cadence. The goal is to catch drift early, while there is still a month or two left to course-correct before the quarter closes.

When to use it

Run it once a month during an active WIG cycle, in addition to the weekly cadence. It is most valuable mid-quarter, when a string of weekly sessions has produced a trend worth reading but there is still time to adjust the approach and recover the goal.

Who attends

The team executing the WIG plus its leader, four to twelve people. The same people who run the weekly cadence should attend, since they hold the context to judge whether the month moved the goal and whether the process is holding up.

How to run it

Open with the lag measure trend across the month so the team sees trajectory, not just a single week. Examine lead measure consistency, because a strong month of weekly targets should predict a healthy lag, and a gap between them is a signal. Check the health of the cadence and scoreboard themselves, then decide any adjustments and recommit to the rhythm. The point is a small course-correction now rather than a painful surprise at quarter end.

Facilitator tips

  • Read the trend across weeks, not just the latest number.
  • Compare lead measure consistency against the lag result.
  • Audit the cadence and scoreboard themselves, not only the metrics.
  • Make adjustments small and specific, then recommit to the rhythm.

Common mistakes

  • Turning the monthly review into a second, longer status meeting.
  • Reacting to one weak week instead of reading the trend.
  • Ignoring whether the cadence and scoreboard are actually healthy.
  • Spotting drift but never adjusting before the quarter ends.

Catch drift before it costs you the quarter. Run it in OrgTP and keep WIG trends, lead measures, and cadence health visible month to month.

Agenda

60 minutes total · 4 sections

  1. WIG trajectory check 15 min
    Look at the lag measure trend across the month and judge whether the WIG is on pace to hit its from-to-by target.
  2. Lead measure consistency 15 min
    Assess how reliably the team hit weekly lead measure targets and where consistency slipped.
  3. Cadence and scoreboard health 15 min
    Review whether the weekly WIG session held every week and whether the scoreboard stayed current and compelling.
  4. Adjust and recommit 15 min
    Decide any adjustments to lead measures, targets, or process and recommit to the cadence for the month ahead.

Run this meeting live in OrgTP

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