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

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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…

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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