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

Want to see how Clear Review can help you?

If you want to see all the benefits of Clear Review, sign up for a free trial.

I want a free trial!

Read similar case studies

Profile image of Sara Draper from Gerald Eve

Gerald Eve moves from appraisal to coaching

Sarah Draper, HR Director of Gerald Eve discusses how the business transitioned away from annual appraisals to a mentoring and feedback culture with increased…

Read their story
Adobestock 181494935

Chartered Institute of Marketing: From painful paper process to a coaching model

Director of People Sarah Lee-Boone explains how making a shift to a feedback and coaching model, supported by Clear Review, became a key part in the recent…

Read their story
Sarrc Photo

SARRC employees give standing ovation for the end of annual appraisals and cut down HR admin

Larry Hillwig, Chief HR & Administrative Officer at SARRC, unpacks their efforts to better align their performance model with their internal culture.

Read their story