Culture of Engagement

1. ENGAGEMENTCULTURE
F O S T E R I N G E N G A G E M E N T T H R O U G H T E C H N O L O G Y

2. Our cloud-based virtual data room solution helps
companies worldwide close more deals, faster.
We deliver the most intuitive data room available for
Investment Bankers, Corporate Development, Private
Equity, Law Firms and other Specialists.
JR
HARRELL
H I M Y N A M E I S
I ’ M A U S E R E XP E R I E N C E D E S I G N D I R E C T O R
AT M E R R I L L
D A T A R O O M P R O V I D E R
01.27.19

3. Is a cornerstone of how we work together to build
the very best, award winning products for our
Customers around the world.
DESIGN
PRACTICE
W E H A V E A R O B U S T
C O N S I S T I N G O F M U LT I P L E D E S I G N E R S W H O A R E
D I S T R I B U T E D A C R O S S M U LT I P L E C I T I E S & M U LT I P L E T I M E Z O N E S
R E M O T E C O L L A B O R A T I O N

4. ACTIVE
ENGAGEMENT
A S T R O N G C U L T U R E O F
IS PARAMOUNT

5. TO THE
NEXT LEVEL?
H O W D O W E E L E V A T E I T
CHALLENGE SET FORTH BY LEADERSHIP

6. A TIME-BOXED
TWO-WEEK
STUDY
TO E X P E R I M E N T W I T H S O M E O F T H E L AT E S T
E N G A G E M E N T C U LT U R E T H I N K I N G & T E C H N O L O G Y
I was able to complete the study with
limited time and a budget of $10.
Don’t fret yet.
S E T O U T T O C O N D U C T A
*Accordingly, not exhaustive. Deserves
further research with more stakeholders.

7. CONTROL
GROUP
S T U D Y P A R A M E T E R S
-Product Designers only in study
-Designers are distributed
-Expediency in time-box
-Control level of effort
-Control costs
The Universe is all of time and space and its contents.
It includes planets, moons, minor planets, stars,
galaxies, the contents of intergalactic space, and all
matter and energy. The size of the entire Universe is
unknown. The earliest scientific models of the
Universe were developed by ancient Greek and Indian
philosophers and were geocentric, placing the Earth
at the center of the

8. ASSUMPTIONS
S T U D Y P A R A M E T E R S
- Culture is malleable
- Engagement can be measured
- Everyone is busy with day jobs
The Universe is all of time and space and its contents.
It includes planets, moons, minor planets, stars,
galaxies, the contents of intergalactic space, and all
matter and energy. The size of the entire Universe is
unknown. The earliest scientific models of the
Universe were developed by ancient Greek and Indian
philosophers and were geocentric, placing the Earth
at the center of the

9. DESIRED
OUTCOMES
S T U D Y P A R A M E T E R S
- Create a Culture of Engagement Framework
- “Automate” Culture of Engagement
- Identify what to Measure
- Identify the data hooks
- Define Engagement
The Universe is all of time and space and its contents.
It includes planets, moons, minor planets, stars,
galaxies, the contents of intergalactic space, and all
matter and energy. The size of the entire Universe is
unknown. The earliest scientific models of the
Universe were developed by ancient Greek and Indian
philosophers and were geocentric, placing the Earth
at the center of the

10. - Interacting with one another in positive, constructive & meaningful ways
- Have the ability to be present, focused, and energized at work
- Emotional commitment to organization and its goals
- Employees who care that go above & beyond
- Has a sense of purpose in their work
- Employee Satisfaction
- Retention
DEFINE
ENGAGEMENT
T I M E T O
H OW W I L L P E O P L E I N T E R A C T W I T H & T R E AT E A C H O T H E R ?
W H AT W I L L B E T H E E V I D E N C E T H AT I T I S H A P P E N I N G ?
*for the purposes of this study only. not exhaustive. deserves further
collaboration.

11. SIMPLY
IRRESISTIBLE
ORGANIZATION
C U L T U R E O F
E N G A G E M E N T
F R A M E W O R K
C R E D I T : D E L O I T T E U N I V E R S I T Y P R E S S
Meaningful
Work
Hands-On
Management
Positive Work
Environment
Growth
Opportunity
Trust In
Leadership
Autonomy
Transparent
Goals
Flexible Training Mission & Purpose
Select to fit Coaching Humanistic
Talent
Mobility
People
Investment
Empowered
Teams
Management
Development
Recognition
Self-Directed
Learning
Transparent &
Honest
Time for Reflection
Performance
Management
Inclusive & Diverse
Learning
Culture
Inspirational
Focus on Simplicity

12. SIMPLY
IRRESISTIBLE
ORGANIZATION
C R E D I T : D E L O I T T E U N I V E R S I T Y P R E S S
Meaningful
Work
Hands-On
Management
Positive Work
Environment
Growth
Opportunity
Trust In
Leadership
Autonomy
Transparent
Goals
Flexible Training Mission & Purpose
Select to fit Coaching Humanistic
Talent
Mobility
People
Investment
Empowered
Teams
Management
Development
Recognition
Self-Directed
Learning
Transparent &
Honest
Time for Reflection
Performance
Management
Inclusive & Diverse
Learning
Culture
Inspirational
Focus on Simplicity
C U L T U R E O F
E N G A G E M E N T
F R A M E W O R K

13. many:many
1:1
many:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E

14. many:many
1:1
many:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
L E A D E R S H I P C O M M U N I T Y
P E E R

15. many:many
1:1
many:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
O R G A N I Z A T I O N : L E A D E R S H I P T E A M : T E A M
M A N A G E R : D I R E C T

16. many:many
1:1
many:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
O R G A N I Z A T I O N : H R T E A M S : T E A M S
P E E R : P E E R

17. DESIRED
OUTCOMES
S T U D Y P A R A M E T E R S
- Create a Culture of Engagement Framework
- “Automate” Culture of Engagement
- Identify what to Measure
- Identify the data hooks
- Define Engagement
The Universe is all of time and space and its contents.
It includes planets, moons, minor planets, stars,
galaxies, the contents of intergalactic space, and all
matter and energy. The size of the entire Universe is
unknown. The earliest scientific models of the
Universe were developed by ancient Greek and Indian
philosophers and were geocentric, placing the Earth
at the center of the

18. 1:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
P E E R : P E E R

19. D I R E C T
Messaging
I N C L U S I V E
Design
R E M O T E
Ready
A N A LY T I C S
Dashboards
WHERE WORK
HAPPENS
1 : 1
S L A C K I S A C O L L A B O R AT I O N H U B F O R
WO R K . B R I N G S C O M M U N I CAT I O N T O G E T H E R .

21. O U R S
Multiples higher than
either comparison
C O M PA R I S O N
Pinterest is 6%. Apps are 40%.
R E S P O N S E
Majority (wide margin):
more engaged
S U R V E Y
Do you feel more engaged
or less engaged with co-
workers?
E N G A G E M E N T
When a user posts on slack

22. C H A N N E L
Compare # of members to # of posts
I N D I V I D U A L
from:@user
B O T S
Can automate
Engagement work
S U R V E Y
Could ask qualitative
questions regarding
Engagement
A N A LY T I C S
Engagement informative

23. 1:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
M A N A G E R : D I R E C T S

24. 1 : 1
Purpose-Built
C O - C R E A T E
1:1’s
L I G H T W E I G H T
Time
A N A LY T I C S
Dashboards
NEW BREED
SaaS
1 : 1
L I T E R A L LY CA L L E D E M P L OY E E E N G A G E M E N T
P L AT F O R M S . B A C K E D B Y S C I E N C E .

25. 1 : 1
Purpose-Built
C O - C R E A T E
1:1’s
L I G H T W E I G H T
Time
A N A LY T I C S
Dashboards
NEW BREED
SaaS
1 : 1
L I T E R A L LY CA L L E D E M P L OY E E E N G A G E M E N T
P L AT F O R M S . B A C K E D B Y S C I E N C E .

26. 1-on-1s meeting agenda software allows managers to
turn employee feedback into action. While reviewing
an employee’s 15Five, managers can quickly add
responses to the upcoming 1-on-1 agenda, making
their face-time more effective and focused on
solutions.
1:1’s THAT
ARE BUILT BY 2
C O - C R E A T I O N
B A C K E D B Y P O S I T I V E O R G A N I Z AT I O N A L R E S E A R C H .
YO U D O N ’ T H AV E T O B E A N E XP E R T T O G E T E XP E R T
R E S U LT S .
S U R F A C E W H A T M A T T E R S M O S T

27. Coach employees through their most pressing
challenges and improve performance in real-time, by
easily creating action items based on what you
discuss during each one on one meeting. Turn
employee feedback sessions into initiatives that
promote a positive organizational culture.
TURN BLOCKERS
INTO OPPORTUNITIES
C R E A T I V E C O A C H I N G
C O - C R E AT E A C T I O N I T E M S T H AT A C T U A L LY G E T
A C T I O N E D U P I N A M E A N I N G F U L , I M PA C T F U L M A N N E R
C R E A T E A S I N G L E S O U R C E O F T R U T H

28. What you ask can spark employee innovation or alert
management to potential workplace problems. The
15Five Question Bank is loaded with dozens of
categorized feedback questions, so that managers
can impact key areas like employee performance,
culture and engagement.
RELEVANT, HIGH
IMPACT INTERACTION
I N I T I A T I V E B A S E D W E E K L Y C H E C K - I N S
F O C U S I N O N T O P - D OW N O R B O T T O M S U P T O P I C S
T H AT M OV E T H E N E E D L E A N D G E T YO U F R O M H E R E T O
T H E R E
1 5 F I V E A U T O - R O T A T E S Q U E S T I O N S

32. With only a 15 minute weekly time investment,
measurable analytics and other benefits, participants
in the initial study responded favorably. Other
leaders across other teams are interested in
participating in a study also.
NEXT
STEPS
I T W A S F R E E
1 5 F I V E WA S G I V E N T H E N O D F O R F U R T H E R S T U DY
W I T H M O R E PA R T I C I PA N T S
B A S E D O N I N I T I A L S T U D Y

33. many:many
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
T E A M S : T E A M S

34. Built to mimic the way people naturally think about,
share, and find information.
ENGAGEMENT
& EXPERTISE
C O M M U N I T Y B A S E D Q & A
D E S I G N E R S E N G A G E B Y A S K I N G O T H E R S A N D B Y
T E A C H I N G O T H E R S I N A C O L L A B O R AT I V E M A N N E R
S T A C K O V E R F L O W F O R T E A M S

35. Stack Overflow for teams is a private, secure area for
your team that creates a ‘virtuous cycle’ of
Engagement.
HOOK
MODEL
F R A M E W O R K B E H I N D O V E R F L O W
E N G A G E M E N T I S F O S T E R E D B Y A P R OV E N
‘ G A M I F I CAT I O N ’ A P P R O A C H
E N G A G E M E N T R E I N F O R C E M E N T

36. R E D A C T E D R E D A C T E D

39. Bi-directional integration with slack so you don’t
have to go to ‘yet another place.’
NEXT
STEPS
C O S T : $ 1 0
OV E R F L OW WA S G I V E N T H E N O D F O R F U R T H E R S T U DY
W I T H M O R E PA R T I C I PA N T S
B A S E D O N I N I T I A L S T U D Y

40. many:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
L E A D E R S H I P O R H R

42. DESIRED
OUTCOMES
S T U D Y P A R A M E T E R S
- Create a Culture of Engagement Framework
- “Automate” Culture of Engagement
- Identify what to Measure
- Identify the data hooks
- Define Engagement
The Universe is all of time and space and its contents.
It includes planets, moons, minor planets, stars,
galaxies, the contents of intergalactic space, and all
matter and energy. The size of the entire Universe is
unknown. The earliest scientific models of the
Universe were developed by ancient Greek and Indian
philosophers and were geocentric, placing the Earth
at the center of the

43. many:many
1:1
many:1
ATOMIC DESIGN CULTURE
3 R E L A T I O N A L L A Y E R S
S U M I S E Q U A L TO T H E W H O L E
C U L T U R E A M P S T A C K O V E R F L O W
S L A C K & 1 5 F I V E
E D U C A T I O N

44. Culture, Engagement, Trust,
Education & Growth are top of
mind.
T E A M
“

45. CULTURE OF
ENGAGEMENT
Q & A