Dream Dividend

What Is a Dream Manager? Role, Process, and Results Explained

Published · Updated · By , Certified Dream Manager · 9 min

A Dream Manager is a trained practitioner who meets one on one with employees to help them name their personal dreams, turn a few of them into written plans, and stay accountable to those plans. The role comes from Matthew Kelly's 2007 book The Dream Manager. It is not therapy, performance management, or career coaching.

That is the short version. The rest of this piece covers what the role looks like in practice, where it came from, what the process is, what the evidence does and does not show, what it costs, and when it is the wrong tool. I am a Certified Dream Manager, so I have a point of view, but I will tell you where the limits are.

What does a Dream Manager actually do?

A Dream Manager holds regular private conversations with an employee about the life that person wants, then helps them build a plan to get there. The dreams are personal: buying a first home, paying off a debt, learning Spanish, taking a parent on a trip, getting healthy enough to coach a kid's team. Work goals can show up, but they are one category out of twelve.

Three things separate the role from everything else a company already offers:

Where did the Dream Manager role come from?

The role comes from The Dream Manager, a business parable by Matthew Kelly published in 2007. The publisher describes it as a story about a company "grappling with real problems of high turnover and low morale" whose managers discover that what moves people is often the fulfillment of personal dreams, not a bigger paycheck or title.

The company in the book is fictional. It is a janitorial firm with 400 percent annual turnover. A 2008 trade article in Contracting Profits reports that it was based on a real one: Jancoa, a building service contractor in Cincinnati run by Tony and Mary Miller.

Today the methodology is taught by Floyd Consulting, which holds the Dream Manager trademarks and certifies practitioners. Its site describes the certification as a two-day training taught by a Floyd coach, followed by 12 months of group coaching, and says more than 400 leaders have gone through it.

How does the Dream Manager process work, step by step?

The process moves from a wide list of dreams to a short written plan, then repeats. These are the steps as I have described them on The Dream Dividend:

  1. Write the list. The first exercise is often to brainstorm 100 dreams, big and small. The length is deliberate. It pushes a person back into parts of life they stopped thinking about.
  2. Walk the 12 areas. Dreams are sorted across twelve areas of life so the list is not all career and money. The twelve are physical, emotional, intellectual, spiritual, psychological, material, professional, financial, creative, adventure, legacy, and character. Matthew Kelly calls them dream categories. I call them the 12 Rooms.
  3. Pick a few and set horizons. The employee chooses a handful of dreams and places them on three horizons. In DreamCompass those are milestones for the next 90 days, goals for the next 6 to 18 months, and a longer vision of 3 to 5 years.
  4. Build a 90-day plan. A vague dream like financial freedom becomes a specific, trackable step, such as paying off one named debt in six months.
  5. Meet on a rhythm. The Dream Manager and the employee meet regularly to celebrate small wins, work through obstacles, and reset the plan. In the program I run, that is one hour per participant per month for 12 months, with quarterly reviews and annual re-planning.

The step people skip is the last one. A kickoff session feels great and changes nothing by itself. I wrote about the habit that carries a dream between sessions in The Weekly Check-In, and the motivation mechanics behind small wins are in the episode The Dopamine Ladder. For the full framework at the organization level, start with The Dream Manager Framework.

What results can a company realistically expect?

The realistic answer is lower voluntary turnover and stronger engagement among the people who take part, with no guaranteed number. Here is what is documented and what is not.

The math you can do in advance is break-even. Gallup's same article says replacing an employee costs one-half to two times their annual salary. For a $60,000 employee that is $30,000 to $120,000. A 20-person pilot at $3,000 per participant costs $60,000 for the year, so it pays for itself if it prevents between one and two departures at that salary. That is arithmetic, not a promise.

What to measure during a pilot: voluntary turnover among participants against your own baseline, the share of invited employees who opt in, session attendance, and the number of 90-day milestones completed. Judge it after the full 12-month term, not after the kickoff.

What does a Dream Manager cost?

There are two ways to pay for the role, and they cost different things.

OptionWhat you payWhat you give up
Outside certified practitionerIn my program at Trinity One Consulting, $250 per hour, one hour per participant per month, for 12 months. That is $3,000 per participant per year, including DreamCompass access and manager enablement.Cash. A 200-person company piloting at 10 percent is 20 participants, or $60,000 for the year.
Internal leader you certifyThe certification fee set by Floyd Consulting, plus that person's time: at one hour per participant per month, 20 participants is 20 hours of sessions a month before any preparation.Capacity, and some candor. People tend to say less to someone inside their own reporting line.

Most organizations start with a pilot covering 5 to 10 percent of headcount instead of a company-wide launch. It keeps the first-year commitment small enough to measure before you scale.

How do you decide whether your company needs a Dream Manager?

Use these criteria. If you cannot say yes to most of them, wait.

Trinity One Consulting installs the program inside organizations. The details are on the Dream Manager Program page.

When is a Dream Manager the wrong choice?

What mistakes do companies make with a Dream Manager?

  1. Handing the role to each employee's direct supervisor with no training and no separation from performance reviews.
  2. Launching company-wide instead of piloting with volunteers and letting demand grow from what early participants say.
  3. Running a kickoff and stopping. Dreams die in the weeks between sessions, not at the launch.
  4. Keeping notes in scattered places. After I was certified, I tried to run sessions from notes in three different places and a spreadsheet. The work was changing people and the system around it was getting in the way. That is why we built DreamCompass.
  5. Tracking nothing. Without a baseline and a few simple measures, the program becomes a line item that gets cut in the first tight budget.

Why did I become a Certified Dream Manager?

I spent most of my career on the systems side of business, and I kept watching well-run projects stall because the people inside them had checked out. On the episode Purpose Beats Perks I said it this way: "I became a certified Dream Manager because the Dream Manager methodology is the most practical framework I've ever seen for solving the purpose problem at the individual level."

That is the Human + Machine Equation in one sentence. Systems and AI optimize operations. Dream management develops the people who run them. A company needs both, and the broader case sits in our guide to employee engagement strategies.

Frequently asked questions about Dream Managers

Is a Dream Manager the same as a life coach or a therapist?

No. A therapist treats mental health conditions, and a general life coach works on whatever the client brings. A Dream Manager follows one structured methodology, sponsored by the employer, that moves an employee from a written list of dreams to a plan with milestones. If someone needs clinical help, the right move is a referral, not a dream session.

Does a Dream Manager need to be certified?

Anyone can ask an employee about their dreams, but the title Certified Dream Manager comes only from Floyd Consulting, which holds the trademarks and runs the certification. Its training is a two-day course followed by 12 months of group coaching. Certification matters most when you are paying an outside practitioner to run the program.

How often does a Dream Manager meet with employees?

In the program Kevin Patrick runs through Trinity One Consulting, each participant gets one hour a month for 12 months, with quarterly reviews and annual re-planning. In Trinity One Consulting 1-on-1 coaching for individuals, sessions run every two weeks or monthly. The rhythm matters more than the length of any one session.

How much does a Dream Manager program cost?

Trinity One Consulting prices its program at $250 per hour, one hour per participant per month, over a 12-month term. That is $3,000 per participant per year, including DreamCompass access and manager enablement. Most organizations begin with a pilot covering 5 to 10 percent of headcount.

Do employees have to share their dreams with their boss?

No. Participation should be voluntary, and what is said in a session should stay between the participant and the Dream Manager. In DreamCompass, employees own their dreams and managers see only anonymized engagement data. A program that feeds dreams into performance reviews stops getting honest answers.

Sources

  1. Hachette Book Group, The Dream Manager by Matthew Kelly (2007).
  2. Contracting Profits / CleanLink, The Dream Manager: The New Book On Reducing Turnover (March 2008).
  3. Floyd Consulting, The Dream Manager Program and certification.
  4. Gallup, State of the Global Workplace: 2026 Report.
  5. Gallup, State of the Global Workplace: United States country-level data.
  6. Gallup, This Fixable Problem Costs U.S. Businesses $1 Trillion (March 2019).

The Dream Manager and The Dream Manager Program are trademarks of Floyd Consulting. Pricing shown is Trinity One Consulting's published pricing as of the updated date above.

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Kevin Patrick

Veteran operating system practitioner, Fractional COO, and Certified Dream Manager. Founder of Trinity One Consulting. 30+ years helping organizations unlock the potential of their people and technology. Host of The Dream Dividend podcast.