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    Employee Experience & Organizational Health· CASE STUDY

    Falling retention in sales ahead of the annual target

    More advisers resigned than expected. The trigger was a new target system.

    Organisation
    Financial services provider, 3,200 employees
    Format
    Clarity Scan
    Duration
    4 weeks
    Conversations
    460
    1. 01

      Challenge

    2. 02

      Insight

    3. 03

      Action

    4. 04

      Impact

    01

    Challenge

    Resignations piled up in branch sales just before an ambitious annual target was due. HR suspected workload, sales suspected competitor offers.

    02

    Insight

    460 conversations showed that the new target system rewarded product sales over client relationships. Many advisers saw this as a contradiction of how they understood their role.

    03

    Action

    A customer-satisfaction metric was added to the target system, and regional leaders reset how targets were communicated.

    04

    Impact

    Resignations halved in the following quarter. The annual target was met.

    0 %
    resignations next quarter
    0
    conversations held
    0
    weeks duration
    For the first time we knew what was behind the numbers.
    Head of Sales

    This case was delivered as a Clarity Scan. About the format

    Anonymised example. 

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