BlueLeaf Mobile Success with Social Goal Management Presented By WorkSimple - The Social Goal Management Company

1. A Simple Story
About Goals
BlueLeaf Mobile Succeeds with Social Goal Management

2. Meet
BlueLeaf
Mobile

4. BlueLeaf Mobile Snapshot
Launched 2007
310 Employees across 5 Offices
#3 on 10 Hottest Companies in Seattle We believe our mobile
Inc. 500 Fastest Growing Companies
“ technology will be leveraged
by every company in every
Featured in:
business.
- Clive Knight CEO ”
The New York Times, WSJ, 60 Minutes
Forbes, Wired, CIO.com, TechCrunch

5. Let’s meet a few
BlueLeafers

6. Meet
Adrian

7. 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
7

8. This is what Adrian does Knowledge
Base
Roadmap
Updated
Late!
9
On Track
active goals Updated Product Product
Overview Datasheet
Deploy
Complete Stalled!
Online
Community
Stalled!
Case
Studies
Late!
Usage
Reports Sales Product
Training
Complete
Complete
Demo
Scripts
At Risk!
8

9. Adrian learns
what his team is
doing through…

10. Team Meetings Conference Calls Email
10

11. But…

12. Adrian is a little
in the dark…

13. Adrian Doesn’t Understand:
• The direction of the company
• The direction of other departments
• How his work is connected
Product
• How he can help ?
Sales
?
Finance
?
Support
?
HR
?
13

14. He feels
like many
BlueLeafers…

15. 15

16. Meet
Jane

17. 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
17

18. This is what Jane does
5 Customer
Case Studies Datasheets
Late! Complete
12
active goals
Landing
Pages
Complete
3 Press
Hire 3
Marketing
Managers
Releases
Late!
Stalled!
Brand
Update Analyst
Late! Deck
Outbound Late!
Campaigns
Website7
On Track Complete
Customer Facing
Roadmap Sales Kick Off
Late! Materials
Complete
3
Newsletters
At Risk!

19. Jane also has
5 direct reports

20. Across 3 offices
JP Nick
Social Media Guru
Campaign Manager
Seattle
Seattle
Sasha Alonzo
Marketing Manager PR
San Francisco Boston
Bethany
Marketing Manager
San Francisco
20
20

21. And like you,
they are doing a lot

22. Here’s what they are working on
22

23. Keeping track of
these goals …

24. Is a full-time job for Jane
24

25. And she also
has to update…

26. Leadership Her Team Other Departments
26

27. And to do this
she does a lot of…

28. Meetings Conference Calls
What do we want
to cover in our
next meeting?
Let’s get started. Does
Jane have her coffee?
Reply All Emails
28

29. And like
many BlueLeafers…

30. She’s still a little
in the dark...

31. On what other teams are working toward
Product
?
Sales
?
Finance
?
Support
?
HR
?
31

32. Jane is no longer strategic, and she’s
• Overwhelmed with requests
• Burdened by reports
• And quickly becoming a
bottleneck
32

33. Meet
Clive

34. 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
34

35. Clive tracks…

36. 7 Core Teams

37. Here is the work Clive is tracking
7
TEAMS
Sales
7 Goals
Operations
10 Goals Marketing
12 Goals
63 CORE TEAM GOALS
Product Support
11 Goals 8 Goals
HR
8 Goals
Finance
7 Goals
37

38. To reach the company
goals…

39. He depends on every
employee…

40. …hitting their goals.

41. And that’s a lot of goals…
41

42. To track updates…

43. Clive does a lot of…
Leadership Meetings Team Meetings Email
43

44. And to give
BlueLeafers company
updates…
44

45. Clive does the usual…
Town Halls Meetings Company-Wide
Email
45

46. But…
46

47. There’s a lot of
people left out of the
loop
47

48. Umm. That pushed out!
SERIOUSLY!?! A
status meeting every You don’t know what
morning? 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.

49. BlueLeaf’s
Communication…

50. Is not working.

51. And for the first time…

52. They might miss
their numbers.

53. So…

54. To get a sense of how
things are going…

55. Clive begins discussions
with the workforce.

56. 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.
56

57. 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.
57

58. Clive continues
discussions with the
Workforce

59. 59

60. 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
60

61. “Hmm…”

62. “What if there were a
way….”

63. …
“…to communicate goals
and progress across the
company?”
63

64. …And What if…
“…every employee could
see what we are working
toward?”
64

65. …And What If…
“…we gave Feedback and
Recognition based on
Results and goal
progress?”
65

66. BlueLeaf decided to…

67. Implement
Social Goals

68. And now…

69. BlueLeaf’s Goals Shared with the rest of the Company
People Create, Track, BlueLeafers see goal
and Share Goals updates as it happens
69

70. People can ‘Follow’ Goals, People, or Teams
Now every employee can ‘Follow’ the Goals, People,
or Teams that they depend on.
70

71. 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,
71

72. 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!.
72

73. Status Updates are Automated & Simple
People schedule Weekly Reports at the team or
individual level.
73

74. Recognition happens across Blueleaf
BlueLeafer’s receive comments and recognition
from Coworkers, People Managers, and
Leadership

75. Results-Based Feedback & Goal Reviews
Performance Feedback is based on actual goal
results and success.

76. BlueLeaf’s
Results

77. Blue Leaf By The Numbers
91%
Of Goals are
83%
Of Goals are
22%
Of Goals are
Employee Created Public Are Late
56%
Of Goals have
38
Average Number of
8.4
Active Goals Per
Dependencies Days Per Goal Employee

78. And now…
Adrian
Understands the impact of his work
Jane
Has time to be strategic
Clive
Can can communicate company direction
78

79. And where are they
today

80. 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
80

81. 81

82. The End.

83. Presented by:
The Social Goal Management Company
Start Sharing Goals for Free: getworksimple.com

84. Adrian Today
Adrian is now a manager
He has 4 direct reports
He just earned his 2nd Degree
Blackbelt
84

85. Jane Today
Jane was promoted to CMO
Earned a Webby Award
She speaks on building Results-Cultures
And also summited Everest!
85

86. Clive Today
Clive made his numbers
#3 in Top Technology Innovators
He’s getting ready for an IPO
86