A Simple Story About Goals
BlueLeaf Mobile Succeeds with Social Goal Management
Meet BlueLeaf Mobile
BlueLeaf Mobile Snapshot Launched 2007 310 Employees across 5 Offices #3 on 10 Hottest Companies in Seattle Inc. 500 Fastest Growing Companies Featured in: The New York Times, WSJ, 60 Minutes Forbes, Wired, CIO.com, TechCrunch
“
We believe our mobile technology will be leveraged by every company in every business. - Clive Knight ‒ CEO
”
Let’s meet a few BlueLeafers
Meet Adrian
He’s an Idea Guy Adrian Brown
Role: Product Management Branch: San Francisco, CA
In the Past
Product Management at DotCloud Product Team at Shine Systems
What people say
“He’s Rainman... That sums it all up!” “That guy Rocks! At everything!”
He’s also good at: Martial Arts
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This is what Adrian does
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active goals
Updated Product Overview Complete
Knowledge Base Updated On Track
Product Datasheet Stalled!
Case Studies Late! Usage Reports Complete Demo Scripts At Risk!
Roadmap Late!
Deploy Online Community Stalled!
Sales Product Training Complete
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Adrian learns what his team is doing through‌
Team Meetings
Conference Calls
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But‌
Adrian is a little in the dark‌
Adrian Doesn’t Understand: • • • •
The direction of the company The direction of other departments How his work is connected How he can help
Product Sales
Support
?
?
Finance ?
HR
?
?
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He feels like many BlueLeafers‌
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Meet Jane
She Loves to Build Things! Jane Tanaka Role: VP of Marketing Staff: 5 Direct Reports Branch: Seattle
In the Past
Branding Award 2009 Launched the BlueLeaf Brand
What people say
“Her team, does a lot for us!” “Jane is nonstop, always working” “My favorite executive”
She’s also good at: Mountaineering
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This is what Jane does
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5 Customer Case Studies Late! Landing Pages Complete
active goals Brand Update Late!
3 Press Releases Stalled!
Outbound Campaigns On Track Customer Facing Roadmap Late! 3 Newsletters At Risk!
Datasheets Complete Hire 3 Marketing Managers Late!
Analyst Deck Late!
Website7 Complete
Sales Kick O Materials Complete
Jane also has 5 direct reports
Across 3 oďŹƒces JP
Nick
Social Media Guru Seattle
Campaign Manager Seattle
Sasha
Marketing Manager San Francisco
Alonzo PR Boston
Bethany
Marketing Manager San Francisco
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And like you, they are doing a lot
Here’s what they are working on
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Keeping track of these goals ‌
Is a full-time job for Jane
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And she also has to update‌
Leadership
Her Team
Other Departments
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And to do this she does a lot of‌
Meetings What do we want to cover in our next meeting?
Conference Calls
Let’s get started. Does Jane have her coee?
Reply All Emails
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And like many BlueLeafers‌
She’s still a little in the dark...
On what other teams are working toward
Product Sales
Support
?
?
Finance ?
HR
?
?
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Jane is no longer strategic, and she’s
• Overwhelmed with requests • Burdened by reports • And quickly becoming a bottleneck
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Meet Clive
He’s a people person Clive Knight
Role: CEO Staff: 7 Direct Reports Branch: Seattle
In the Past CTO of BlipMobile VP of Products Innovation Award
What people say
“He has an open door, he has no door” “He’s a regular guy with a fancy title!”
He’s also good at: Cooking
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Clive tracks‌
7 Core Teams
Here is the work Clive is tracking
7
Sales 7 Goals
Operations 10 Goals
TEAMS 63 CORE TEAM GOALS
Product 11 Goals
Finance 7 Goals
Marketing 12 Goals
Support 8 Goals
HR 8 Goals
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To reach the company goals‌
He depends on every employee‌
…hitting their goals.
And that’s a lot of goals…
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To track updates‌
Clive does a lot of‌
Leadership Meetings
Team Meetings
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And to give BlueLeafers company updates‌ 44
Clive does the usual‌ Town Halls
Meetings
Company-Wide Email
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But‌
46
There’s a lot of people left out of the loop 47
Umm. That pushed out! SERIOUSLY!?! A status meeting every morning?
You don’t know what Marketing Does? Nick, Really?
There’s a Sales Meeting? Wait… This month?
Why didn’t you tell me you needed it today? I don’t even know what my team does! No Jane, I didn’t get an update or an email.
BlueLeaf’s Communication…
Is not working.
And for the first time‌
They might miss their numbers.
So…
To get a sense of how things are going‌
Clive begins discussions with the workforce.
He speaks to Adrian and learns:
• Adrian doesn’t understand the company direction. • Adrian doesn’t understand how critical his work is. • Adrian doesn’t understand what other departments or coworkers do.
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Clive has discussions with People Managers
He starts with Jane and learns: • Her team doesn’t understand company direction. • Her team doesn’t understand what other departments do. • Many of them spend too much time on updates and status reports. • They want to be strategic but many are overwhelmed.
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Clive continues discussions with the Workforce
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This is a company-wide issue Change starts with him: • BlueLeaf’s communication methods are not working • Employees need to understand what other departments are working toward. • BlueLeafers need to understand their work impact
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“Hmm…”
“What if there were a way….”
…
“…to communicate goals and progress across the company?”
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…And What if…
“…every employee could see what we are working toward?”
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…And What If…
“…we gave Feedback and Recognition based on Results and goal progress?”
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BlueLeaf decided to‌
Implement Social Goals
And now…
BlueLeaf’s Goals Shared with the rest of the Company People Create, Track, and Share Goals
BlueLeafers see goal updates as it happens
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People can ‘Follow’ Goals, People, or Teams Now every employee can ‘Follow’ the Goals, People, or Teams that they depend on.
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The Goal Activity Feed updates all workers Personalized Goal Updates, Alerts, Messages for everyone Alonzo and I were just talking about some new suggested goals for the launch,
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Goal Progress is Published People update their progress on team goals with a mouse click. Clive, wanted to talk to you. about an idea. Great updates and progress, Let’s hear it!.
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Status Updates are Automated & Simple People schedule Weekly Reports at the team or individual level.
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Recognition happens across Blueleaf BlueLeafer’s receive comments and recognition from Coworkers, People Managers, and Leadership
Results-Based Feedback & Goal Reviews Performance Feedback is based on actual goal results and success.
BlueLeaf’s Results
Blue Leaf By The Numbers
91%
83%
22%
56%
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8.4
Of Goals are Employee Created
Of Goals have Dependencies
Of Goals are Public
Average Number of Days Per Goal
Of Goals are Are Late
Active Goals Per Employee
And now‌ Adrian
Understands the impact of his work
Jane
Has time to be strategic
Clive
Can can communicate company direction
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And where are they today
BlueLeaf Crushed Their Numbers • • • •
Became #24 on “The Best company to work for” Retention and engagement is at an all time high #1 Hottest Companies to Watch in Mobile BlueLeaf Mobile Culture was highlighted for: – Communication – Openness – Transparency – Innovation
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The End.
Presented by:
The Social Goal Management Company
Start Sharing Goals for Free: getworksimple.com
Adrian Today
Adrian is now a manager He has 4 direct reports He just earned his 2nd Degree Blackbelt
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Jane Today
Jane was promoted to CMO Earned a Webby Award She speaks on building Results-Cultures And also summited Everest!
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Clive Today
Clive made his numbers #3 in Top Technology Innovators He’s getting ready for an IPO
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