Designing Personal Dashboards - your big 5 design decisions

Track performance with Personal Dashboards

The big five design decisions

Toby BeresfordCEO Rise.global

I’ve seen over 8,000 dashboards created on our platform

Get better at what you

do

What is a personal dashboard?

Actionable Analytics

Purpose of a personal dashboard?

Trigger timely behaviour change

Who is the dashboard for?

Me

Who designs my dashboard?

I do

e.g. Geckoboard

My coach/manager does

e.g. Rise

A 3rd Party

e.g. Google Analytics

Who pays?

Me

e.g. Geckoboard

My manager

e.g. Rise

A Sponsor / Advertiser

e.g. Google Analytics

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?

#1 – Why are we creating it?

Q: Is the dashboard for measurement or scorekeeping?

Understand your role

Managers measure

Players and Coaches keep

score

Measurement v Scorekeeping

Measurement

Catches people doing it wrong

Externally imposedPresented after the fact

Forces competitionMaximises excuses

Discourages ownershipEnforces manager goals

Scorekeeping

Reinforces good habitsChosen by individual

Feedback during journeyAllows competition

Maximises celebrationStimulates ownershipEnables player goals

Adapted from Scorekeeping for Success, © Chuck Coonradt

Example

Measurement Scorekeeping

#2 – What are the rewards?

Q: Am I hoping for extrinsic or

intrinsic reward?

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

Extrinsic: Win an ipad

• Massive short term increase in all metrics

• Encouraged ‘compers’• Increased at work cheating• No engagement post campaign

#FAIL

Intrinsic: Nike Plus

• Personalised activity tracking

• Friend comparison• Self directed training

programs• Infinite engagement

#WIN

#3 – How will it be scored?

Q: What scores do I create and show?

Multiple or Single Score?

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?

When designing a dashboard…

PoorUnrelated activities

Un-actionable stats

No goals

Raw numbers

Better

Related activities

Triggers data enquiry

Manual goals

Derived indicators

GreatBalanced single score

Triggers action

Automated goals

KPIs

Poor Dashboard

Better Dashboard

Great Dashboards

nest

Twitter Counter Clearly NamedSets and meets expectations

Distribution mediumEmail is appropriatefor a digital user.

Derived IndicatorKey indicator is calculatedfor me.

Automated targetPredictive analytics

Automated targetPredictive analytics

Rise Social Selling Club Visual IdentityGives a tone of voice andoriginal narrative

IdentifiedPhotos make it personal.

Single ScoreMultiple KPIs balancedinto a simple score.

Relative positioningBenchmark against peerscreates an automated target

KPIsDerived ratios track results vs activity

#4 – Who do we compare with?

Q: What is the leaderboard?

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

e.g. Tray processing rate / scanner

#FAIL

e.g. Tray processing rate / shift

#WIN

Gurus leaderboard

www.rise.global/gurus

#5 – Where do we see it?

Q: How do we distribute the dashboard?

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….

Continuous or Discrete?

Worst board ever?

Out of dateLast release was 4 monthsago.

Period unclearIs this all time / this week?

Two ways to winIs this a leaderboard of brews or of liters (sic)?

Poor Old VladimirCan he ever win?

Distribution mediumScrappy paper makes it feel unimportant

#FAIL

Rise Tweets

#W

IN

Strava alerts

#W

IN

When in doubt…

Announce

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?

OPPORTUNITIES

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

Stuck in a rut

LowAdoption

New System

Information Overload

Misinformation

Fog

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

Going Deeper

• Read– Drive, Daniel Pink– Scorekeeping for Success, Chuck Conradt– Rise blog – blog.rise.global

• Join– Rise Online Influencer board– bit.ly/riseinfluencer