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GoalQuest® Achieving Your Goals

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Research shows that the three drivers of lasting behavior change are...

Emotional Commitment

“Human behavior stems from two

sources, knowledge and emotion”

- Plato

Goal Setting

“People who set goals are much more likely

to achieve”

- Dr. Edwin Locke

Focus

“My success is that I have focused in on

a few things”- Bill Gates

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What is GoalQuest?

• BI’s patented* goal-setting system based on– extensive psychological research

– proven goal setting principles

– pay-for-growth performance design

– proprietary program database & guidelines

* GoalQuest is the only incentive design that has ever been awarded a US patent

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Unique Design Elements

• Participants select a personal goal • All-or-nothing goal achievement• Personal baseline-related goals• Audience segmentation• Focused behavior

– Short program duration– Focused program target

• Frequent program communications

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FAs Ranked by YTD % of Goal

0.00%

200.00%

400.00%

600.00%

800.00%

1000.00%

1200.00%

1 27 53 79 105 131 157 183 209 235 261 287 313 339 365 391

SAMPLE Audience Segmentation

28 FAs/Prtnshps with run rates

thru July of 200% or higher 34

FAs/Prtnshps with run rates of 130-199%

71 FAs/Prtnshps with run rates of 98-129%

69 FAs/Prtnshps with run rates

of 80-98%

132 FAs/Prtnshps with run rates

of 50-80%

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Sample Rules Matrix

No AwardBaseline

Productivity

Baseline+ 10%

20 AwardperQs

Baseline+ 20%

60 AwardperQs

Baseline+ 30%

120 AwardperQs

A participant’s baseline is their personal run rate

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Rewards

• The GoalQuest rules structure may be used with any of 3 types of rewards:

AwardperQs patentedPoints accumulation

systemTiered Merchandise

Selections Travel Awards

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GoalQuest as a Product

• Complete end-to-end product:– Program-specific website– Built-in communications plan– Progress reporting for authorized managers

GoalQuest login page GoalQuest flash communication

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Program Financials

• Setup, website hosting, communications and reporting are provided at BI’s expense– Standard GoalQuest website reports

• Program sponsor pays for awards earned by participants who achieve their goal

• The GoalQuest database allows us to estimate results during planning and measure them precisely after the program

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Included and Billable Items

• Included items:– Program design– Website setup– Website hosting– Award brochures (if AwardperQs are the media)– Standard communications– Project management

• Items billed to the sponsor:– AwardperQs earned by participants– Actual postage for mailing the brochures if used– Any custom reports or communications

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Implementation Steps

• Design phase– Initial discovery conversation to determine

• Audience, measurement metric, management participation• Revenue and gross margin • Baseline (run rate) data files

– Review design model(s) and estimates• Alter and re-model as needed

• 12 working days prior to launch we need• Approval of the rules document for the website• The company or program logo for the website• Participant load file with baselines and hierarchy

• 1-2 days prior to launch • BI website testing• Walk-thru website

• Launch day• Announcement emails sent, goal selection begins

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Communications Calendar

Month 1 Month 2 Month 3 Month 4

Announcement Kit Mailed to participants

Welcome Email & Select Your Goal Reminder Email from GoalQuest

Email 2 “Select Your Goal” Qmericals during the Goal Selection Phase (flash)

“Progress to Goal” Reports Emailed to Participants

Email GoalQuest Qmercial (flash)

Final GoalQuest Email Sent Announcing if Goal was Achieved

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Participants Like the GoalQuest Format

My first impression of the new GoalQuest was WOW what an awesome contest!   The parameters to win also seemed very achievable.  I remember telling my sales manager Doug Cook “They may as well ship my TV now.”  The email updates were very nice in keeping me focused and on track of my personal goal of baseline plus 12%.   I was very excited when I finished at 128% of my goal.   I have not yet selected from the large catalog of goodies but will be doing it to soon with my family. This was a great contest, please do it again!

Mike Mankvitz – GoalQuest Participant 2009

– GoalQuest Participant 2009

Team and all those involved withimplementing our most recent GoalQuest promo:  'Swing for the Fences'.  I want to both congratulate you and thank you for the new, exciting And motivating promotion!  As a sales rep for the past 10 years, 4 of which with Home Depot, I am primarily motivated by financial rewards and the large bonus checksthat come along with that, however this recent promotion added an exciting twist.  The GoalQuest website was a great way to reach each and every sales rep and hit them with a personalized goal that got them fired up.  For me and my wife it was the chance to get a new flat screen TV to replace our monster taking up our living room.   

The opportunity did something for me, as I got off to a great start and finished 147% of my goal, well above the required 110%.  I send this email as a thank you for a new and different form of motivation as well as for the new flat screen TV my wife and I will be enjoying!  I hope to see other unique promotions such as this implemented in the future.  J. Thomas GoalQuest Participant 2009

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GoalQuest Database Statistics - General

Goal Level 1 Goal Level 2 Goal Level 3

Selected Goals 32.0% 25.8% 42.2%

Achieved Goals 37.0% 39.6% 41.4%

Total Program Participants 845,670

% of Direct Channel (employees) Selecting a Goal 98.1%

% of Indirect Channel (non-employees) Selecting a Goal 85.5%

% of Participants Performance Exceeding Baseline 56.3%

These statistics are drawn from 630 completed GoalQuest programs as of July 11, 2012.

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GoalQuest® Achieving Your Goals