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Wesleyan Customer Story

How Wesleyan changed their performance management approach to be principle-led

With Kristy Rowlett, Head of People Development

Company info

Wesleyan Assurance Society has been helping people secure their financial futures for over 175 years.

  • Industry

    Financial Services

  • Headquarters

    Birmingham, West Midlands

  • Company Size

    1,001-5000 employees

Wes­leyan are experts in all things finan­cial ser­vices and have cre­at­ed tai­lored finan­cial advice for key work­er and pro­fes­sion­al groups such as GPs, hos­pi­tal doc­tors, den­tists, teach­ers and lawyers. We caught up with Kristy Rowlett, Head of Peo­ple Devel­op­ment, to find why they decid­ed to change to a more prin­ci­ple-led approach to per­for­mance man­age­ment, the chal­lenges they faced, what they aimed to achieve and the results so far on their jour­ney with Clear Review.

  • Focus every­one on tak­ing account­abil­i­ty for deliv­er­ing our new strategy
  • Embed a new set of organ­i­sa­tion­al behav­iours and dri­ve our desired culture
  • Include well-being into per­for­mance conversations
  • Bet­ter per­for­mance con­ver­sa­tions that are less for­mu­la­ic and more engaging
  • Improve our report­ing capa­bil­i­ty, both for man­agers and our regulator
We want­ed to move our per­for­mance man­age­ment strat­e­gy away from being over­ly pre­scrip­tive, to a more prin­ci­ples-led approach, and an approach that’s aligned to the mod­ern work­place. Clear Review has been the ide­al plat­form to help us do that. It has tak­en away all the obsta­cles usu­al­ly asso­ci­at­ed with per­for­mance man­age­ment and sur­passed our expec­ta­tions when we launched it. It’s so sim­ple to nav­i­gate, both col­leagues and lead­ers have total­ly embraced it.
  • Clear objec­tive-set­ting and mon­i­tor­ing across the organ­i­sa­tion, aligned to new strategy
  • Reg­u­lar feed­back, relat­ed to new behaviours
  • More reg­u­lar and con­ver­sa­tion-rich check-ins, that include well-being along­side per­for­mance and per­son­al development 
  • Real time and vis­i­ble report­ing capa­bil­i­ty for managers

The results that Wes­leyan has seen since imple­ment­ing Clear Review has been incred­i­ble. With­in a short space of time, the adop­tion of the new sys­tem has been high, with more peo­ple set­ting clear and well-aligned objec­tives. Clear Review has also helped sup­port their goal of cre­at­ing a cul­ture of reg­u­lar feedback. 

  • Adop­tion has been quick and pos­i­tive, col­leagues and lead­ers love the sim­plic­i­ty and clar­i­ty that the plat­form provides
  • 98% adop­tion of objec­tive-set­ting, all aligned to strate­gic deliverables
  • Aver­age of 60% col­leagues receiv­ing feed­back with­in the last 4 weeks
  • Over 300 well-being objec­tives set, focus­ing on main­tain­ing men­tal & phys­i­cal health, giv­ing back and improv­ing work-life balance
Kristy Rowlett

Head of People Development, Wesleyan

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