Performance plans and reviews Expectations set once, then kept live all year — so a review is a conversation about evidence, not a scramble for documents.
Plan templates by role, level and division Objectives with measures, weightings and due dates Evidence attached against each objective as work happens Mid-cycle check-ins and end-of-cycle reviews in one record Automated review reminders for leader and team member Full history retained year on yearCoaching records Every one-on-one captured in the same place as the plan, so coaching compounds instead of disappearing.
One-on-one notes with agreed actions and owners Actions carried forward until closed Private leader notes separated from shared notes Coaching cadence visibility for the leader's leader Searchable conversation history per personCorporate strategy and delivery The organisational plan connected to the people delivering it, so progress is visible without a status meeting.
Strategy, objective and action hierarchy Owners, milestones and status against each action Traffic-light progress rolled up by division Line of sight from a corporate objective to an individual plan Quarterly delivery reporting packSuccession and talent Who is ready, who is nearly ready, and where the key-person risk sits.
Readiness scale for each leader (now, 12 months, 24 months) Team talent grid across capability and contribution Key-person risk flags Succession watch list with short narrative against each name Development actions linked back to the person's planStaff profiling Unlimited access to the profiling tools your leaders already trust, held against the person's record.
Myers-Briggs (MBTI) style type indicator Hogan-style personality and derailer view DiSC behavioural profile StrengthsFinder-style strengths ranking Enneagram profile Emotional intelligence (EQ-i) profile Unlimited re-profiling as people move rolesPulse surveys and culture Short, frequent surveys that show culture and morale moving — not an annual autopsy.
15-question culture and morale pulse Anonymous responses with divisional breakdown Spider-web comparison across divisions Trend view survey over survey Free-text themes summarised for leadersDashboards and reporting One view for the leader, one for the executive, one for the board.
Team dashboard with performance, expectation and the work Divisional performance history graphs Leadership heat map Flags raised where a division is trending down Exportable Word and PDF reporting packsGroup configuration and integration Built around the way your group actually operates, not the other way around.
Separate entity configuration under one group licence Entity-level plan templates and review cycles HRIS and payroll people-feed integration Single sign-on and identity integration Delegated administration per entity Group roll-up reporting with entity drill-downPartnering and assurance A named partner who knows your organisation, plus the paperwork your risk team will ask for.
Named partner and quarterly business review Rollout plan by entity and division Train-the-trainer program for internal leads IT and HR assurance packs Data residency and retention agreed in writing Priority support with agreed response times