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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

Email

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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

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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

Email

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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

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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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A Simple Story About Goals  

How Social Goals & Goal Management Works Presented by WorkSimple - The Social Goal Management Social Goals, Teams, Employee Feedback, Soci...