Dreamforce Success Template
Turning a Week of Notes into a Plan for Success
E V E N T S U M M A RY
•
Dates: October 13-16, 2014
•
75,000+ attendees
– 135,000+ registrants
•
1,400+ sessions
•
350+ ecosystem sponsors
•
Keynotes:
Marc Benioff, Tony Profit, Tony Robbins, Hillary Rodham Clinton, Marc
Andreessen, Al Gore, Jeremy Stoppelman, Hadi Partovi, Klaus Schwab
NOTE ORGANIZER
•
Session Title / Presenter
– Summary
What I learned
Our Company’s
Opportunity
Next Steps
Internal Owner
Dependencies
1.
2.
3.
Tip: Limit the number of next steps for each opportunity to ensure
prioritization and execution.
P H O TO S
•
Share photos of the week, key sessions, events, or other inspiration.
Tip: Double click the photo to add a border under picture styles for
uniformity.
CONNECTIONS
•
Key Connections Made
Name/Title
Company
What we discussed
Any next
steps/actions/introduc
tions
1.
2.
3.
Tip: Remember to reach out over social media to connect and follow
people you met. Be sure to follow up and set up activity/next steps
quickly in order to continue momentum.
WIN, LEARNS, CHANGES
This is Bluewolf’s established
methodology for determining
the value of key investments
and activities.
WIN
•
Would you attend #df15?
•
Why was the event successful? Why?
•
What was pertinent to your organization? To your role?
•
What were some of the best sessions?
•
What did you learn onsite that you could not learn in the office?
•
What were the best connections you had?
Tip: Add both personal and professional wins. A win could be something
meaningful for you in your specific role, as well as something larger that
could impact your team or organization.
LEARNS
•
What did you discover that you did not expect?
•
Good or bad – What information would you pass on to your peers for future
consideration?
•
What do you want to be sure to remember if you plan to return again?
•
Example: I went to the keynote 15 minutes early and did not get in. Show up
1 hour prior.
CHANGES
•
What would you do differently next time to drive more value?
•
Example: Are there sessions you would have attended or events you would
have skipped?
2015 PLANNING
BLUEWOLF’S WAY
S TA RT W I T H B U S I N E S S O U T C O M E S
What business outcomes are you focused on achieving in the coming year?
Acquisition
Expansion
Retention
Cost Reduction
EX: Grow revenue by
10%
Tip: Do not focus across all areas – pick 1-2 that are most important.
S T R AT E G I E S
•
What are the business strategies that will help us achieve those outcomes?
Business Outcome
Strategies
Grow Revenue by 10%
Product Launch March
2015
Increase average
customer contract by
5%
Outcome #2
Strategy #1
Strategy #2
C U S TO M E R M O M E N T S
•
Identify the customer moments that align to your strategies.
Business Outcome
Strategy
Identify the customer
moments
Grow Revenue by
10%
Product Launch
March 2015
Moment #1
Increase average
customer contract by
5%
Moment #1
Moment #2
Moment #2
SOLUTIONS
•
Think about the process and technology solutions that will enable those
moments to succeed, both for customers and employees.
Business Outcome
Strategy
Identify the customer
moments
Identify the Solutions
Grow Revenue
Product Launch March
2015
Moment #1
Solution #1
Moment #2
Solution #2
Increase average
customer contract by
5%
Moment #1
Solution #1
Moment #2
Solution #2
BLUEWOLF CAN HELP
C O N TA C T U S
• www.bluewolf.com
• North America
866.455.WOLF
• EMEA
+44.0.207.643.2749
• APAC
+61.2.8607.8922