Rise launches Success Tracking University

We’d all like to be more successful.

Whether that’s at work or in our personal lives – seeking success is a natural human instinct.

I’d like to be a successful businessman, a successful blogger, a successful parent, and even a successful tennis player (albeit in a smaller pond than the one Novak Djokovic plays in).

While actually achieving success isn’t the be all and end all – striving for it is part of the journey, part of the “race of life”.  Settling for the status quo shouldn’t be an option when there’s always scope for small improvements.

“We look for 1% improvements, everywhere” – Dave Brailsford, British Cycling Coach

At Rise we take tracking your success seriously. We’d like you to be more successful, we want you to flourish. By providing the tracking tools you need to be successful, we help you achieve your goals.

It’s our mission to help you and your organisation flourish through the spread of trustworthy, transparent, success tracking.

As part of that, today we’re launching the Success Tracking University.  It’s our new online training and education web site teaching you how to be more successful using the principles of success tracking – whether that’s for yourself or your team, there’s lots to learn.

Over the next few years we’ll be offering the success tracking courses and learning events your need (mostly for free) to help you improve your success tracking skills.

You can sign up as a new student and take one of the courses – I’d give you a discount but it would be like buying you a drink at a free bar, it’s all free!

Here’s to your greater success!


ps. if you’re interested in producing a course at Success Tracking University – for example in in your area of specialism – e.g. success tracking for sales professionals, success tracking for crossfit organisers then please do get in touch.

Design your smart helmet dashboards with success tracking in mind

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AR headsets like DAQRI‘s above are clearly going to be very useful in lots of environments.

One of the customary use cases for AR headsets is to bring dashboards to users inside the headset.

This is great, however it is important for dashboard designers to design the experience with the three different types of dashboards in mind:

  • Operational dashboards — focused on raw metrics to monitor what’s happening now (as in a car or plane dashboard)
  • Tactical dashboards — focused on summary metrics to analyse and comparing performance over time
  • Strategic dashboards — monitoring execution of overall goals

It is these first two that are so easily muddled up.

This is because tactical dashboards are often left to the end of the design process and as a result are very poorly designed. Typically you end up with a screen full of unrelated charts and numbers which the user is expected to make sense of.

It would be great if the tactical dashboard design team for a smart helmets took on board the key principles of success tracking (which is personal dashboard design 2.0) rather than ape tired old traditional tactical dashboard design.

By doing so, they will associate Smart Helmets with the growing trend of motivation 3.0 (autonomy, mastery & purpose) as defined by Daniel Pink and so drive self-optimisation and self-management behaviours.

Here are the key differences:

Traditional Tactical Dashboard Design

  • Mandatory — all users must have the dashboard as designed by managers / experience designers
  • Multi-score— users are forced to choose between multiple scores which are not prioritised
  • Real Time — users are expected to behave like robots — always on, always adapting, leading to butterfly-like attention spans.

It is wrong to believe that real time is better when it comes to tactical dashboard design. Human beings need fixed metrics and results to be able to analyse properly. Imagine trying to have a meeting to decide tactics and next steps related to performance results only to have the numbers you are discussing keep changing while you do it!

Success Tracking Dashboard Design

  • Opt-in — users control what dashboards they use and what data they share
  • Single score — designers weight different metrics and combine into a single score, so simplifying the user (player) experience and allowing easy benchmarking
  • Storified — metric changes are wrapped up into fixed time periods and presented as human accessible stories (“personal best this week”, “hey you passed Phil last week on the leaderboard”) etc.
  • Positive — instinctively we want to increase numbers, so track the stuff we want more of
  • No rewards — it should go without saying but any additional incentives or prizes will break the motivational model. (incentives turn things into work)

AR headsets are an exciting development — let’s hope the dashboards inside them keep up with modern best practice too.

This article originally appeared as a medium post.

Success Tracking for Health

The healthcare gamification market which covers brands like FitBit, Strava and Weightwatchers is set to grow to $3.7bn by 2022 according to  Meticulous Research Pvt.

This is being driven by the growing use of smartphones across the world and the increasing digitisation in all sectors, including our health.

The typical Success Tracking use cases in healthcare include:

  • Fitness management – getting fitter by tracking your activity
  • Medication management – tracking your compliance taking your prescribed medicines (particularly applicable in pediatric and geriatric care).
  • Disease management – improving health for chronic conditions by tracking key positive symptoms (e.g. lower blood pressure, lower resting heart rate) and readings (e.g. glycogen)

Of these, fitness management is by far and away the category leader right now despite issues with the clinical accuracy of the devices themselves (Fitness trackers are largely inaccurate when counting calories, Stanford researchers say) it is clear that they are continuing to improve.

Each fitness device provides a dashboard for the end-user to track their success in becoming fitter. This regular feedback is essential to a good success tracking program (what is success tracking?) – also essential is the fact that the user opts in and that there are no prizes to be won.

These dashboards however, are fixed by the device vendor, it is difficult to innovate around them and create your own program. This innovation is a particularly need within clinical settings where multiple tracking devices and plans may be being applied simultaneously for specific conditions.

For instance, in weight management, you might ask patients to track their steps on a pedometer, record their weight and keep a food diary.  Bringing all three sources of data together in a single program is a headache.

That’s where Rise comes in.

At the PRISM series healthcare innovation event, hosted by One Nucleus, last week Rise was there to demonstrate how to create your own healthcare success tracking program on the Rise.global platform.

One of the examples we showed of Rise in action was a CrossFit leaderboard. Crossfit is a modern form of multi disciplinary fitness.

A CrossFit score pulls together results across multiple disciplines (each CrossFit organiser chooses different disciplines to test their “box” of players) and combines into a single score.

The complexity of a Crossfit scoring algorithm and multiple player categories is fully supported using Rise.

Screenshot 2017-06-19 13.01.34
The recent Liege Throwdown CrossFit leaderboard on Rise

When you combine this with Rise’s advanced privacy features that allow patients to control their own data, to choose whether to appear on the leaderboard as identified, anonymous or not to appear at all, you have a powerful tool.

Rise provides a tool for clinicians, therapists and coaches to create a score card for their patients to opt into and track their personal journey to better health.

We’re looking forward to seeing more healthcare programs on Rise.global.

New: Join the conversation feature for every Rise board

We’ve added a small new feature to every Rise board – it’s called “Join the conversation“.

join conversation.png

Any Rise Board manager can now add a social platform section to the About page explaining how and where to join the online conversation about the board.

The conversation channel could be something as simple as a Twitter hashtag to use when discussing the board, a what’s app group invite URL or a dedicated Facebook Group.

One of the perennial issues with any new network like Rise is deciding what parts of the overall experience happen on our site (platform features) and what happens elsewhere (application features).

This feature represents a clear step in the application direction. While Rise lets you build a social graph around success tracking, we won’t be offering further community features for your 4C discussions (cheering, celebrating, commiserating and calibrating) – we’ll leave that to the dedicated social  apps that do that better.

In this update, we’ve provided integration initially for Twitter hashtags, Facebook groups and raw URLs which we show on your board’s about page. Over time we’ll surface the choice of social platform and channel elsewhere in the audience and player experience.

If there’s another social platform you’d like to see deeper support for then let us know.


What is a Rise Board?

A Rise “Board” is the atomic unit of Rise.global.

You can “follow” a board, “join” a board to become a player on it and you can of course create and manage your own board.

But what is a board really?

The term “board” originates as a way of combining the facets of:

  • a leaderboard (a list of players ranked by score)
  • a scoreboard (a place to see the score)
  • a dashboard (a place to see your current stats)

A Rise Board is a combination of all of these but at its core it is a shared way of calculating, keeping and sharing the score.

On each board everyone is scored in the same way. Each board can only have one Score Algorithm – the scoring rules applied to make a score for each player.

We cannot do otherwise, you cannot meaningfully compare two players who are scored using different rules.

So, if the score algorithm is fixed, what is flexible?

  • a Rise Board can have multiple inputs – called Data Sources. For example, a Rise Board could collect data from Twitter, Facebook and Salesforce, and combine the results into one score for each player.
  • a Rise Board can have multiple outputs – called Output Channels. Rise results can be distributed across Twitter, Email, or embedded on a Web page.
  • a Rise Board can have multiple Players. As long as all the players are being scored in the same way, they can all appear on the same Rise Board.
  • you can store results for different time periods on the same board (e.g. weekly and month releases)
  • a Rise board can be subdivided into different leagues and divisions (so generating multiple leaderboards)

When you log in to Rise you’ll see the term “Board” everywhere – a list of boards in the public gallery, your list of boards that you are playing in and a list of boards you are managing. That’s because boards are what the Rise user interface lets you manage.

It’s also how Rise is priced – per board. Not per player or per manager, per board.

What is a Rise Board image

Each board on Rise is logically separate from any other board.  Inside each board we have:

  • the list of players on that board (whether included or excluded)
  • current data entries for those players
  • all “releases” of the board (calculated scores for a specific period)
  • the board settings that determine how the board is released and viewed

So now when you are asked the question “what is a Rise Board” hopefully you have the answer – a shared way of calculating, keeping and sharing the score.



What is Success Tracking?

Success Tracking is a “Fitbit for work” approach for individuals and teams to self-optimise.

Our insight is that regular feedback alone can motivate behaviour change, especially when it’s something you care about. “Your score is 68% and you’re ranked 12th among your peers” – that’s meaningful and spurs change.

The benefit of a success tracking program is that when individuals and teams review past performance and optimise future behaviour as a result, both they and the organisation they work for continuously improve.


The success tracking approach is consists of the following key principles:

Player Opt-in

Since the only person you can change is yourself, a success tracking program achieves true ownership by asking players to opt-in, or at the very least gives them the ability to opt-out!

Positive Scorekeeping

We only count what we want more of. This allows us to recognise great performance and show players how to win.

Data Storytelling

Data + Stories = Emotional Resonance.  A simple story like: “You’re up 3 places this week” is instantly engaging, far more than looking at a dry list of just numbers.

Single Consolidated Score

A single score simply communicates whether performance has been good or bad and allows instant comparison with others. Metric weighting allows tracking of multiple behaviours.

Regular Feedback Loop

Sending results directly to the player on a regular basis, e.g. a weekly score that lands in their inbox, creates a call to action week in, week out.

Intrinsic Reward

By tracking success and self-optimising, a player can get better at the activity they themselves want to excel at.  Adding incentives only distorts the motivation of the players: it encourages gaming for the sake of a prize.

Business Benefits

If business objectives are woven into the metrics being tracked, then players, who achieve success themselves, will also be delivering against organisation goals.

How to provide success tracking tools to your team

If you’re interested in how success tracking can work for you and your organisation, then please contact us and request the “7 steps to deliver success tracking in your team or organisation”.

Selling B2B? Why you need a social selling success tracking program.

Social Selling, the use of social media like Twitter, Facebook and LinkedIn by sales professionals, is a great buzz phrase. But does it really work?

IBM seems to think so – their social selling pilot in 2012 saw a 400% increase in sales on top of massive increases in reach. LinkedIn agree, their research in 2016 found that sales people who share content are 45% more likely to exceed quota.

Many other professional services firms have since followed suit – often by buying LinkedIn Sales Navigator licences for staff (e.g. Ernst & Young).

Certainly “social selling” is now  dominated  by LinkedIn with its 200 million strong professional user base, and now backed by Microsoft, it is set to maintain its dominance.

However social selling can and will happen on other tools and sites:

  • Quora questions and answers can deliver very targeted leads
  • Twitter provides a fast moving environment for breaking news
  • TED talks can strengthen existing thought leadership positions
  • Presentation decks on Slideshare can keep presenting for you long after the original talk
  • Blog posts can provide the space to make an argument effectively.
  • Sector focused Facebook groups can be lively and engaging
  • Whatsapp groups can trigger rapid responses among business people.

New sites can pop up too, like Gartner’s new cloudadvice.com platform that offers a forum for experts while tools like Blab.im can pop up and go away in just a few months.

For some businesses, they may also run their own online social platforms – whether multi-stakeholder such as the business2community.com blogging community or a corporate focused one such as CapGemini’s Expert Connect.

Then of course there are geographically localised sites that may offer more profitable prospecting in specific countries, such as Xing in Germany, Viadeo in France or Weibo in China.

The lesson is that when it comes to B2B social selling there is unlikely to ever be a single site that covers all your needs for all your sales focused staff.

Analyse that!

This then presents a problem when it comes to analysing what works. Whether from a management point of view, asking “is our licence money well spent?”, or from an indvidual point of view, “where should I invest my time?” – having so many different options brings a struggle to create a cohesive strategy.

One way to decide, is to use a data driven approach: look at the results of activity and link them back to success. Do more of what seems to work and less of what doesn’t.

Many platforms offer their own analytics which do go some way to providing the necessary feedback loop. They offer  scores based on your activity – whether specific metrics, e.g. number of tweet impressions or a more sophisticated, composite index such as Klout or LinkedIn’s Social Selling Index. These are what are termed native analytics tools as provided by the platform.

However, most native analytics tools are biased towards usage rather than value.

Take LinkedIn’s SSI for example. One LinkedIn trainer, Andy Foote, who looked in detail at how the score algorithm is calculated said:

“Frankly, it looks like a checklist for how to become an aggressive LinkedIn pest.”

It’s true. Every analytics package always has designer bias built in. In LinkedIn’s case it makes complete sense that the metrics should prioritise getting people to use LinkedIn over other priorities. Even something as simple as the order in which analytics are shown reflects the preference of the designer, yet the viewer will instinctively treat the first metric as more important – it’s simply the way we’re wired.

How can I bias the analytics towards business value for us, not the platform?

One way to do this is to create your own social selling score and composite metrics instead. You can then order and weight metrics according to your contextual priorities, not those of the underlying communications platform.

Creating a meaningful social score for your staff need not be difficult or expensive: using a spreadsheet you can import raw usage data from any of your sales navigator staff from Linkedin, you can download data from twitter analytics too. Combine it all together and you can create a social selling composite report for each sales rep that reflects your priorities as a business (and your experience of what works in your sector). Then email out the score to each rep and you can get them engaged and motivated to focus on the right social selling behaviours.

Of course if that sounds like too much work to do each week, then you can of course use Rise to take away much of the heavy lifting. Rise will pull in the data automatically where possible, process it and calculate a score. Rise will then share the results to each sales rep via email or in a personal online dashboard.

If you’d like to try Rise out (for free) then we recommend a simple RiseFuse implementation. This app uses Klout scores as a proxy for more detailed metrics. It means you can be up and running in half an hour. Or if you’d like to take your time then contact us and we’d be happy to walk you through what’s possible.

Investing in Sales Navigator licences? Put some budget into success tracking too.

I think the key takeaway for me is that if you are spending in the thousands to give your staff sales navigator licences then you should spend in the hundreds to make sure that investment is giving you value (management reporting) and personal feedback so that your staff  can optimise their behaviour to give them value (personal reporting).