There's more to designing a personal dashboard for employees, brand ambassadors or customers than you might think. These 5 simple questions will leave to the right outcome, better gamification design and ultimately a better more actionable dashboard. Whether you're targeting the CEO or the new graduate, creating simple, accurate and relevant dashboards can drive greater engagement, productivity and performance as people see what needs to be done and how they are performing.

1. Track performance with
Personal Dashboards
The big five design decisions

2. Toby Beresford
CEO
Rise.global
I’ve seen over
8,000 dashboards
created on our
platform

3. Get better at
what you do

4. What is a personal dashboard?
Actionable Analytics

5. Purpose of a personal dashboard?
Trigger timely
behaviour change

6. Who is the dashboard for?
Me

7. Who designs my dashboard?
I do
e.g. Geckoboard
My coach/manager does
e.g. Rise
A 3rd Party
e.g. Google Analytics

8. Who pays?
Me
e.g. Geckoboard
My manager
e.g. Rise
A Sponsor / Advertiser
e.g. Google Analytics

9. Big 5 dashboard design decisions
1. Why are we creating it?
2. What are the rewards?
3. How will it be scored?
4. Who do we compare with?
5. Where will we see it?

10. #1 – Why are we creating it?
Q: Is the dashboard for
measurement or
scorekeeping?

11. Understand your role
Managers
measure
Players and
Coaches keep
score

12. Measurement v Scorekeeping
Measurement
Catches people doing it wrong
Externally imposed
Presented after the fact
Forces competition
Maximises excuses
Discourages ownership
Enforces manager goals
Scorekeeping
Reinforces good habits
Chosen by individual
Feedback during journey
Allows competition
Maximises celebration
Stimulates ownership
Enables player goals
Adapted from Scorekeeping for Success, © Chuck Coonradt

13. Example
Measurement Scorekeeping

14. #2 – What are the rewards?
Q: Am I hoping for
extrinsic or
intrinsic reward?

15. Drive - the surprising truth about what
motivates us
“if-then rewards usually do more harm
than good. By neglecting the
ingredients of genuine motivation—
autonomy, mastery, and purpose—
they limit what each of us can
achieve.”
Daniel Pink
Bestselling author of Drive

16. Extrinsic: Win an ipad
• Massive short term increase in all metrics
• Encouraged ‘compers’
• Increased at work cheating
• No engagement post campaign

17. Intrinsic: Nike Plus
• Personalised activity tracking
• Friend comparison
• Self directed training
programs
• Infinite engagement

18. #3 – How will it be scored?
Q: What scores do I
create and show?

19. Multiple or Single Score?

20. What is the scoring system?
• What scores can I get? Is the raw data
digitally accessible?
• Can weighting be agreed? Politics!
• What scores do I hide / show?
– Raw scores or derived indicators?
– Activity data or Response data?

21. When designing a dashboard…
Poor
Unrelated activities
Un-actionable stats
No goals
Raw numbers
Better
Related activities
Triggers data enquiry
Manual goals
Derived indicators
Great
Balanced single score
Triggers action
Automated goals
KPIs

22. Poor Dashboard

23. Better Dashboard

24. Great Dashboards

25. nest

26. Twitter Counter Clearly Named
Sets and meets
expectations
Distribution medium
Email is appropriate
for a digital user.
Derived Indicator
Key indicator is calculated
for me.
Automated target
Predictive analytics
Automated target
Predictive analytics

27. Rise Social Selling Club Visual Identity
Gives a tone of voice and
original narrative
Identified
Photos make it personal.
Single Score
Multiple KPIs balanced
into a simple score.
Relative positioning
Benchmark against peers
creates an automated target
KPIs
Derived ratios track
results vs activity

28. #4 – Who do we compare with?
Q: What is the
leaderboard?

29. Social proof and peer comparison
• Who competes with who?
• Who collaborates with who?
• Where do you focus?
– Self v Self
– Individuals v Individuals
– Teams v Teams

30. e.g. Tray processing rate / scanner

31. e.g. Tray processing rate / shift

32. Gurus leaderboard
www.rise.global/gurus

33. #5 – Where do we see it?
Q: How do we distribute
the dashboard?

34. Email
e.g. Twitter Counter
Tweet
e.g. Rise
Report
e.g. HDI
Magazine
e.g. Campaign
Big Screen
e.g. Geckoboard
So many media options…
Email Tweet Report Magazine Big Screen
Not to mention distribution via app, poster, watch, web and word of mouth….

35. Continuous or Discrete?

36. Worst
board
ever?
Out of date
Last release was 4 months
ago.
Period unclear
Is this all time / this week?
Two ways to win
Is this a leaderboard of
brews or of liters (sic)?
Poor Old Vladimir
Can he ever win?
Distribution medium
Scrappy paper makes it
feel unimportant

37. Rise Tweets

38. Strava alerts

39. When in doubt…
Announce

40. Big 5 dashboard design decisions
1. Why are we creating it?
2. What are the rewards?
3. How will it be scored?
4. Who do we compare with?
5. Where will we see it?

41. OPPORTUNITIES
Where can you find opportunities inside and outside your
organisation to introduce personal dashboards?

42. Stuck in a
rut

43. Low
Adoption

44. New System

45. Information
Overload

46. Misinformation

47. Fog

48. Summary
• Personal dashboards provide actionable
analytics that trigger timely behaviour
change.
• Use them to clear the fog, drive adoption,
and bring simplicity to your end users

49. Going Deeper
• Read
– Drive, Daniel Pink
– Scorekeeping for Success, Chuck Conradt
– Rise blog – blog.rise.global
• Join
– Rise Online Influencer board
– bit.ly/riseinfluencer