Workboard vnext Preview. April 2015

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Branden Snow
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1 Workboard vnext Preview April 2015

2 Agenda Introduc<ons What s Coming Next Week 90 Day Roadmap Par<ng Thoughts and Shots Hi, I m Victoria! Customer Success Join the conversation and share the excitement on Twitter! #GoWorkboard

Give feedback, drive accountability I m Deidre Thanks for being a part of the

3 We want Workboard to be how you Achieve Set and achieve goals, track progress Manage Do Lead Elevate priorities and align efforts Track, share and do work that matters Give feedback, drive accountability I m Deidre Thanks for being a part of the Workboard community! Connect Let you and your work flow Enable Help the organization drive alignment

Workstreams 5 Manager View 6 IntegraGons 7 Checklist on iphone

4 vnext Week 1 Smarter Search 2 Visual Spiffs 3 Goals Rate performance Close goals See goals on workstream 4 Permissions on Workstreams 5 Manager View 6 IntegraGons 7 Checklist on iphone Hi, Im Gaurav, Workboard Search is going to sing!! #GoWorkboard

5 Smarter Search

ADD MEMBERS ADD MY MANAGER Emma Smith Manager Manager Other Teams: Evaluation, Finance Mary White Co Manager Reports to me direclty Other teams: Development, QA, HR, Finance Most recent feedback:

7 ADD MEMBERS ADD MY MANAGER Emma Smith Manager Manager Other Teams: Evaluation, Finance Mary White Co Manager Reports to me direclty Other teams: Development, QA, HR, Finance Most recent feedback: Give a Badge Most recent feedback: Give a Badge THANK YOU! Thank You! Mar 12 Thanks for your help with the SOW draft! Hole In One! Feb 23 That was awesome how you handled the View All View All rude dude! RETIRED TEAMS Old Team 1 Lauren Smythe Co-manager Set Org Role Other Teams: Other Teams: Joint Ventures, My Team Joan Baez PR Coordinator Member Report to me directly Other Teams: Evaluation, Finance Most recent feedback: Give a Badge Most recent feedback: Give a Badge Gifted! Mar 5 Awesome! Feb 23 Hey Lauren, thanks for clicking around in the Awesome You're the best Joan! View All app! Have a great weekend View All

8 Joan Baez PR Coordinator Joan Mary Lauren Olivia Brett Mary Lauren Load Completed Active High Priority 14 of 55 Done as planned 23 of 113 Average days late 3 days Workload Badges Reports 1on1s Key Accomplishments Bulk Edit Filter My Sort Priority Rating Workstream Due Date Status Type a new action item and hit enter to save it! Finalizing release content to be used on press release as well as the new page on the Move this over to line up with the end of Type new action item roughly 256 px 5 1 Sales Today Revamp the subscribe form to remove steps UX/UI Today Put Free Trial CTA in upper right and replace image with the homepage image on the products page 2 1 UX/UI Today Set up in-product analytics to assess behaviors in first 2, 5, and 7 days 5 Data Analysis Today Publish EOD metrics on drip vs no drip on trial downloaders Marketing Today Launch drip for all new downloads 5 1 2/4 Dev Today

9 Joan Baez PR Coordinator Joan Mary Lauren Olivia Brett Mary Lauren Load Completed Active High Priority 14 of 55 Done as planned 23 of 113 Average days late 3 days Workload Badges Reports 1on1s Key Accomplishments New Badge Badge Date Type Message Action Item or Report Excellent 12:03pm Excellent Great job on your keynote with UK! You killed it You re really growing as a professional salesperson I m so proud It s incredi- keynote with UK ble how much your numbers have improved lately It s really 3:50pm Magician Thanks for diffusing that tense customer situation You ve got the magic touch None Feb 10 Hole in One Incredible Job, Anna! You re nailing it Great presentation None THANK YOU! Feb 10 Thank You Thanks for looking over all my work! I really appreciate the help None Feb 5 Mentor Thanks for all your insight today over lunch I look forward to meeting again soon to discuss your Q2 strategy None Excellent Feb 8 Excellent You re so talented, Cassie Always such a pleasure to watch you work I always learn so much Report: Feb 2-Feb 7 7:40pm Off Course I think we got a bit derailed on National QBD ad campaign Lets regroup and discuss National QBD ad campaign, for print, web and radio Talk to Michael

10 Joan Baez PR Coordinator Average completion time Done as planned Average days late 0 Joan Mary Lauren Olivia Brett Mary Lauren 14 days 23 0 Load Completed Workload Badges Reports 1on1s Key Accomplishments Period of Mar 2 - Mar 9, 2015 Narrative This week goodwe made great progress on the budget proposals, press release with Jerry, and demo scripts I m optimistic about finishing them next week Our speed felt like: NEEDS HELP ON Smooth sailing except may need some IT help this week on the video recordings ATTACHMENTS press release draftdoc Done Due Date Rating Changed from CAMPAIGN Analysis report Mar 14 Mar 6 A Submit budget proposal Mar 6 G TRAINING Record video for sales launch Mar 12 LAUNCH Review the press release with all upline execs under Jerry, with edits Mar 13 A Author draft of new demo scripts Mar 13 A Mar 6 Doing Due Date Rating Changed from CAMPAIGN Month-end stats review Mar 14 Mar 6 A Submit budget proposal Mar 6 G TRAINING Record video for sales launch Mar 12 LAUNCH Review the press release with all upline execs under Jerry, with edits Mar 13 A Author draft of new demo scripts Mar 13 A Mar 6

11 Team Goals Elite Production Team GOALS MY WORK Release our two best games ever this quarter! Awesome progress on this! Print Goals Really happy with the results so far Apr 30, days left Brett 1d ago 3 Add Search for a team or team member Sal SVP WORK STREAMS What would you like to include in your printout? 70% Include summary as a cover page Last updated Mar 23 5 metrics 9 workstreams Victor VP Include goals and metrics TEAM REPORTS Functions Covered by Test Automation 600 TARGET: DA Feature Complete 73% Cancel TARGET: 100% Print Production Team 500 HELP % Brett Business Director of BD Mary Manager Tech director 200 SETTINGS Nov Dec Jan Feb Mar Apr Olivia Office Office Manager Owen Ops Director of Ops Last data update: 3/20/15 Add metric data Last data update: 3/20/15 Add metric data EgoBlow Feature Complete 62 % 62% TARGET: 100% Beta Quality Max Unresolved Issues 66 TARGET: Art Smith Director of Art See Downline Goal Summary 0 Nov Dec Jan Feb Mar Apr Last data update: 2/30/15 Add metric data Last data update: 03/23/15 Add metric data Workstreams

12 Production Team Goals Set by Firstname Lastname Increase our revenue on new game sales by 30% Apr 30, days left We re tracking to plan, this is great! Olivia 1hr ago 63% Last updated Mar 25 5 metrics 9 workstreams Droves of new blog readers for our launch! Apr 30, days left Please make sure all data has been entered for this goal! Victor 4hr ago 33% Last updated Feb 27 3 metrics 4 workstreams Release our two best games ever this quarter! Apr 30, days left Awesome progress on this! Really happy with the results so far 70% Last updated Mar 23 5 metrics 9 workstreams Grow pipeline to 6x our quarter target Apr 30, days left I m blown away by these results! Go team! Olivia 3d ago 92% Last updated Mar 14 5 metrics 9 workstreams

13 Release our two best games ever this quarter! Apr 30, days left Functions Covered by Test Automation 530 DA Feature Complete 73% TARGET: 600 TARGET: 100% % Nov Dec Jan Feb Mar Apr Last data update: 3/20/15 Last data update: 3/20/15 EgoBlow Feature Complete 62% TARGET: 100% Beta Quality Max Unresolved Issues 66 TARGET: % Nov Dec Jan Feb Mar Apr Last data update: 2/30/15 Last data update: 03/23/15 See execution status, comments and related goals online

14 Back Production Team Goals Closed Goals for Production Team Jun 30 Print Goals Increase our revenue on new game sales by 30% We did awesome team! Very proud of what we were able to accomplish Closed Jul 23 What would you like to include 6 other in reviews your printout? Include summary as a cover page Droves of new blog readers for our launch! Closed Jun 14 Include goals and metrics Include comments and details It did not go as expected, we really suffered from the delay on the development side We will have to learn to synch up better on dates next time around No other reviews Grow pipeline to 6x our quarter target Double what we did last quarter! Closed Jun 14 Cancel Print We were able to accomplish about 80% of this goal In other words we grew by about 6k users! 2 other reviews Mar 30 Increase our revenue on new game sales by 30% Closed Jul 23 We did awesome team! Very proud of what we were able to accomplish 6 other reviews Droves of new blog readers for our launch! Closed Jun 14 It did not go as expected, we really suffered from the delay on the development side We will have to learn to synch up better on dates next time around 3 other reviews Jan 30 Grow pipeline to 6x our quarter target Double what we did last quarter! Closed Jun 14 We were able to accomplish about 80% of this goal In other words we grew by about 6k users! 2 other reviews

15 Closed Goals for Production Team Jun 30 Increase our revenue on new game sales by 30% Closed Jul 23 We did awesome team! Very proud of what we were able to accomplish 6 other reviews Droves of new blog readers for our launch! Closed Jun 14 It did not go as expected, we really suffered from the delay on the development side We will have to learn to synch up better on dates next time around No other reviews Mar 30 Grow pipeline to 6x our quarter target Double what we did last quarter! Closed Jun 14 We were able to accomplish about 80% of this goal In other words we grew by about 6k users! 2 other reviews Increase our revenue on new game sales by 30% Closed Jul 23 We did awesome team! Very proud of what we were able to accomplish 6 other reviews Droves of new blog readers for our launch! Closed Jun 14 It did not go as expected, we really suffered from the delay on the development side We will have to learn to synch up better on dates next time around 3 other reviews Jan 30 Grow pipeline to 6x our quarter target Double what we did last quarter! Closed Jun 14 We were able to accomplish about 80% of this goal In other words we grew by about 6k users! 2 other reviews

16 Closed Goals for Production Team Jun 30 Increase our revenue on new game sales by 30% Closed Jul 23 We did awesome team! Very proud of what we were able to accomplish 6 other reviews Functions Covered by Test Automation 530 TARGET: 600 Beta Quality Max Unresolved Issues 66 TARGET: 50 EgoBlow Feature Complete 62% TARGET: 100% % Nov Dec Jan Feb Mar Apr May Jun Jul Aug 0 Nov Dec Jan Feb Mar Apr Details Reviews 2 Brett Business It did not go as expected, we really suffered from the delay on the development side We will have to learn to synch up better on dates next time around Mary Manager We were able to accomplish about 80% of this goal In other words we grew by about 6k users!

team members can see and contribute to this workstream; to

17 Workstream Access People with access to this workstream: Ernie Erlang Robert Ruby Jenny Java Penny Perl The selected team members can see and contribute to this workstream; to remove someone's access, unselect them and press Save Cancel Save

18 C Integrate Workboard into Your Work Flow We ll host weekly calls featuring a different app and Q&A stargng next week! #GoWorkboard

90 Day Horizon Next 45 Days Peer and team goal ra<ngs Link

Performance analy<cs Badges on mobile, badge on no<fica<ons

and org structure Team calendar Interac<ve dashboards and

metrics on mobile Deeper integra<ons I m Rocio, Lead Designer

19 90 Day Horizon Next 45 Days Peer and team goal ra<ngs Link goals and enhance wizard Replicate ac<on items 1on1s Performance analy<cs Badges on mobile, badge on no<fica<ons Following 45 Days Organiza<on management Manage permissions and org structure Team calendar Interac<ve dashboards and analy<cs Individual goals and key accomplishments Goals and metrics on mobile Deeper integra<ons I m Rocio, Lead Workboard We re refining calendar and I m excited about new analytics! #GoWorkboard

20 C Badge by Phone (and from a nogficagon) #GoWorkboard

21 C Goals on Mobile #GoWorkboard

Joan Baez PR Coordinator Workload Badges Reports 1on1s Key Accomplishments Load Completed Active High Priority 14 of 55 Done as planned 23 of 113 Average days late 3 days Joan Mary Lauren Praj Olivia

22 Joan Baez PR Coordinator Workload Badges Reports 1on1s Key Accomplishments Load Completed Active High Priority 14 of 55 Done as planned 23 of 113 Average days late 3 days Joan Mary Lauren Praj Olivia Brett Mary John JD Bulk Edit Filter My Sort Priority Rating Workstream Due Date Status Type a new action item and hit enter to save it! Finalizing release content to be used on press release as well as the new page on the Move this over to line up with the end of Type new action item roughly 256 px 5 1 Sales Today Revamp the subscribe form to remove steps UX/UI Today Put Free Trial CTA in upper right and replace image with the homepage image on the products page 2 1 UX/UI Today Set up in-product analytics to assess behaviors in first 2, 5, and 7 days 5 Data Analysis Today Publish EOD metrics on drip vs no drip on trial downloaders Marketing Today Launch drip for all new downloads 5 1 2/4 Dev Today

Joan Baez PR Coordinator Workload Badges Reports 1on1s Key Accomplishments New Badge Positive 15 Joan Olivia Neutral Negative 10 Mary Brett 5 John 0 Badges earned last 4 weeks Badges given last 4

23 Joan Baez PR Coordinator Workload Badges Reports 1on1s Key Accomplishments New Badge Positive 15 Joan Olivia Neutral Negative 10 Mary Brett 5 John 0 Badges earned last 4 weeks Badges given last 4 weeks Badge Date Type Message Action Item or Report Excellent 12:03pm Excellent Great job on your keynote with UK! You killed it You re really growing as a professional salesperson I m so proud It s incredi- keynote with UK ble how much your numbers have improved lately It s really 3:50pm Magician Thanks for diffusing that tense customer situation You ve got the magic touch None Feb 10 Hole in One Incredible Job, Anna! You re nailing it Great presentation None THANK YOU! Feb 10 Thank You Thanks for looking over all my work! I really appreciate the help None Feb 5 Mentor Thanks for all your insight today over lunch I look forward to meeting again soon to discuss your Q2 strategy None Excellent Feb 8 Excellent You re so talented, Cassie Always such a pleasure to watch you work I always learn so much Report: Feb 2-Feb 7 7:40pm Off Course I think we got a bit derailed on National QBD ad campaign Lets regroup and discuss National QBD ad campaign, for print, web and radio Talk to Michael

24 Joan Baez PR Coordinator Workload Badges Reports 1on1s Key Accomplishments At the last 1on1: Alignment Performance Engagement LAST Mar 20 CURRENT Mar 27 Takeaways Takeaways Discuss where we are on marketing spending for Q1 Discussed website updates for new product release Q2 type here and press enter Discussion Items Discussion Items Save Launch drip for all new downloads Mar 10 Set up in-product analytics to assess behaviors in first 2, 5, and 7 days Mar 10 Revamp the subscribe form to remove steps Mar 12 Put Free Trial CTA in upper right and replace image with the homepage image on the products page Mar 12 Put Free Trial CTA in upper right Apr 27 Press Relase content for Opus 20 Apr 27 Run A/B test on 30 day vs 60 day trial on prod page Apr 27 Launch drip for all new downloads Apr 27 Run A/B test on 30 day vs 60 day trial on prod page Apr 27 Month-end stats review Apr 31 Increase our revenue on new game sales by 30% Submit budget proposal Apr 31 Droves of new blog readers for our launch! Launch drip for all new downloads Apr 31 Review the press release with all upline execs under Jerry Apr 31

25 Cancel Create Goal Next State your goal Add metrics Align efforts What is your goal or objective? Type your goal here A goal is meant to be inspiring; it should also be specific, measurable and trackable Extend to all my teams? Yes No If not extended to all teams, this goal applies just to [teamname] This goal runs from: MM/DD/YYYY To: MM/DD/YYYY Who can view this goal? My manager My direct and dotted line reports Internal collaborators External collaborators Anyone Anyone upline

26 Cancel Create Goal Add Metric Next State your goal Add metrics Align efforts Name your metric, KPI or key result: Type your metric name here Metrics help you measure and chart progress to goal achievement You can have several metrics per goal to get a complete picture What is your target? Enter target value here As Units What is your starting value? Enter starting value here Counting Up How do you want to chart progress? Measuring Weekly Where will the metrics come from? Person Workstream Mary Manager Tech director Who can view this metric? My manager My direct and dotted line reports Anyone upline Internal collaborators External collaborators Anyone

27 What do you think? Questions? 3 other ways to share your feedback or get help Chat, set up a call or deidre@workboardcom or victoria@workboardcom

28 How do you Workboard? Creating apps for you is what inspires us! Tweet or send us a selfie with Workboard in the pic and we ll send you a Workboard mug or T- shirt! #GoWorkboard or Victoria@workboardcom

29 Thank you! We appreciate you and your ideas for Workboard #GoWorkboard 3 ways to share your feedback or get help: Chat Set up a call us: deidre@workboardcom or victoria@workboardcom

Using Technology to Improve Jury Service 39

Using Technology to Improve Jury Service Hon. Stuart Rabner, Chief Justice, Supreme Court of New Jersey Millions of people are summoned for jury service each year nationwide. The New Jersey Judiciary has