March 11, 2016
Growth  |  4 min read

How to Hire the Perfect Dream Manager for Your Small Business

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Hal Halladay

One of the core values we share at Infusionsoft is that we believe in people and their dreams. We encourage our employees to think big about their work and to envision a future that inspires them. We value equally the dreams of our employees in their personal lives and believe that work should provide a path to achieve those dreams. We know that employees that are engaged and connected to Infusionsoft and its values are the keys to our success. We want every Infusionsite to be the best version of themselves. 

A dream came true at Infusionsoft when we hired a Dream Manager. You may be thinking, a “what manager?’”

A Dream Manager is a full-time employee at Infusionsoft who is a personal coach to each employee to help them envision their dreams, plan for their dreams, and hold them accountable so they effectively progress toward realizing their dreams. Inspired by the book by Matthew Kelly, Dream Manager, Infusionsoft started thinking about creating its own Dream Manager program a in early 2011. And in 2012, our company made the commitment to make it a critical part of our culture and progression path of employees.

The experience of hiring a Dream Manager was challenging:

  1. We didn’t know anyone who had ever been a Dream Manager. No candidate we met in the process had ever done the job before.
  2. On the other hand, everyone who heard about the Dream Manager position wanted in and thought it was their “dream job.”
  3. There was no precedence for the position—no criteria established, qualifications defined, salary benchmarks, performance metrics, etc.

But as we do, we faced this challenge with optimism and collaborated on a job description. Before long we were interviewing candidates. We interviewed life coaches, HR professionals, organizational behavior experts, and a number of other people who seemed like they would fulfill the requirements. The anticipation to see this bold idea come to fruition was high. However, the reality soon confronted us. While we had numerous candidates, none satisfied our dream for a Dream Manager.

The lack of a market of dream managers and our lack of clarity left us without a candidate that felt like the right fit. So we iterated. As a culture development team, we revisited and revised the job description. We went back to square-one and asked ourselves what really is critical for a successful Dream Manager at Infusionsoft. We brainstormed about qualities, skills, characteristics, and experience that were required.

Our finalized list of priorities for the position of Dream Manager follows:

  • Loving people from their point of view and where they are in their journey
  • Building a trusting open relationship with all temperament styles
  • Creating an environment where people want to openly share their dreams
  • Understanding personal change models and motivation styles
  • Passion for Infusionsoft and the small business owners we serve
  • Encouraging, affirming, and fully supportive of dreams without an agenda
  • Have read the Dream Manager book by Matthew Kelly
  • Servant leadership as a guiding philosophy
  • A proven track record doing all of the above in a “for profit” environment

Our second iteration yielded better candidates. We invited a handful of our best-qualified candidates to provide a two-hour dream session for a group of 10 Infusionsoft employees. 

Each candidate added their own personal creativity and before long our challenge of not having enough qualified candidates transformed into having to make the difficult decision between two amazing individuals. But it happened—we hired a Dream Manager.

Think for a moment how unlikely it must have seemed when the idea to hire a Dream Manager was suggested a few years back.Would a growing software company really spend the resources for this? How could it? What is the ROI? It was indeed a dream. The experience itself reminds us all of the power of dreaming and more importantly, the exhilaration and empowerment derived by accomplishing a dream.  

Harness Your Inner Genius: How to Dream Big and Grow Your Business - Download Now

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