4DX Goal Setting Sheet

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Discover the Real Potential to Your Growth

No more misaligned priorities. No more chasing five goals that all compete with each other.

This 4DX Goal Setting Sheet is designed to help your agency cut through the noise and focus on what actually moves the needle.

With a simple, fillable format, this one-page tool guides you through defining your Wildly Important Goal (WIG), identifying the lagging measure that tracks success, and—most importantly—clarifying the leading measures your team can actually influence on a daily and weekly basis.

Inspired by the framework introduced in The 4 Disciplines of Execution, this sheet brings structure and accountability to your goal-setting process without overcomplicating it. It’s built to be used, not overthought.

Whether you’re leading a small team or managing multiple departments, this tool helps ensure everyone is aligned around one clear objective—and understands exactly how their actions contribute to achieving it.

Download the template, fill it out, and start turning intention into execution because progress doesn’t come from more goals—it comes from the right ones, executed well.

Building a successful business takes grit, a focus on your value, and sometimes a *loving* kick in the pants.

Needing an ally as you achieve your long-term goals?

I’d be happy to help.