a simple story about goals (social goals )
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BlueLeaf Mobile Success with Social Goal Management Presented By WorkSimple - The Social Goal Management CompanyTRANSCRIPT
A Simple Story About Goals BlueLeaf Mobile Succeeds with Social Goal Management
Meet BlueLeaf Mobile
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
BlueLeaf Mobile Snapshot
“ ”
Let’s meet a few BlueLeafers
Meet Adrian
He’s an Idea Guy
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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
This is what Adrian does
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9 active goals Updated Product
Overview Complete
Roadmap
Late!
Deploy Online
Community Stalled!
Case Studies
Late!
Sales Product Training
Complete
Knowledge Base
Updated On Track
Demo Scripts At Risk!
Product Datasheet
Stalled!
Usage Reports
Complete
Adrian learns what his team is doing through…
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Team Meetings
Conference Calls Email
But…
Adrian is a little in the dark…
Adrian Doesn’t Understand:
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• The direction of the company
• The direction of other departments
• How his work is connected
• How he can help Sales
?
Product ?
Finance ?
HR ?
Support ?
He feels like many BlueLeafers…
15
Meet Jane
She Loves to Build Things!
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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
Customer Facing Roadmap
Late!
5 Customer Case Studies
Late!
Sales Kick Off Materials Complete
Outbound Campaigns
On Track
3 Newsletters
At Risk!
3 Press Releases Stalled!
Datasheets Complete
Analyst Deck Late!
Landing Pages
Complete
Brand Update
Late!
Hire 3 Marketing Managers
Late!
Website7 Complete
12 active goals
This is what Jane does
Jane also has 5 direct reports
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Across 3 offices
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JP Social Media Guru Seattle
Nick Campaign Manager Seattle
Sasha Marketing Manager San Francisco
Alonzo PR Boston
Bethany Marketing Manager San Francisco
And like you, they are doing a lot
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Here’s what they are working on
Keeping track of these goals …
Is a full-time job for Jane
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And she also has to update…
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Leadership Her Team Other Departments
And to do this she does a lot of…
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Meetings Conference Calls
What do we want to cover in our next meeting?
Reply All Emails
Let’s get started. Does Jane have her coffee?
And like many BlueLeafers…
She’s still a little in the dark...
On what other teams are working toward
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Sales ?
Product ?
Finance ?
HR ?
Support ?
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
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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
Clive tracks…
7 Core Teams
Here is the work Clive is tracking
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TEAMS 63 CORE TEAM GOALS
Operations 10 Goals Marketing
12 Goals
Product 11 Goals
Sales 7 Goals
HR 8 Goals
Support 8 Goals
Finance 7 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…
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Leadership Meetings Team Meetings Email
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And to give BlueLeafers company updates…
Clive does the usual…
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Town Halls Meetings Company-Wide Email
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But…
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There’s a lot of people left out of the loop
SERIOUSLY!?! A status meeting every morning?
There’s a Sales Meeting? Wait… This month?
No Jane, I didn’t get an update or an email.
I don’t even know what my team does!
Why didn’t you tell me you needed it today?
Umm. That pushed out!
You don’t know what Marketing Does? Nick, Really?
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:
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• 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.
Clive has discussions with People Managers
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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.
Clive continues discussions with the Workforce
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This is a company-wide issue
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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
“Hmm…”
“What if there were a way….”
…
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“…to communicate goals and progress across the company?”
…And What if…
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“…every employee could see what we are working toward?”
…And What If…
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“…we gave Feedback and Recognition based on Results and goal progress?”
BlueLeaf decided to…
Implement Social Goals
And now…
BlueLeaf’s Goals Shared with the rest of the Company
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People Create, Track, and Share Goals
BlueLeafers see goal updates as it happens
People can ‘Follow’ Goals, People, or Teams
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Now every employee can ‘Follow’ the Goals, People, or Teams that they depend on.
The Goal Activity Feed updates all workers
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Personalized Goal Updates, Alerts, Messages for everyone
Alonzo and I were just talking about some new suggested goals for the launch,
Goal Progress is Published
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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!.
Status Updates are Automated & Simple
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People schedule Weekly Reports at the team or individual level.
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% Of Goals are
Employee Created
22% Of Goals are
Are Late
83% Of Goals are
Public
56% Of Goals have Dependencies
8.4 Active Goals Per
Employee
38 Average Number of
Days Per Goal
And now…
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Jane Has time to be strategic
Clive Can can communicate company direction
Adrian Understands the impact of his work
And where are they today
BlueLeaf Crushed Their Numbers
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• 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
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Adrian is now a manager He has 4 direct reports
He just earned his 2nd Degree Blackbelt
Jane Today
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Jane was promoted to CMO Earned a Webby Award
She speaks on building Results-Cultures And also summited Everest!
Clive Today
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Clive made his numbers #3 in Top Technology Innovators
He’s getting ready for an IPO