360 Feedback Products and Services

Quilter, a leading British wealth management company, partnered with us to implement 360 feedback in support of their immediate leadership development needs while enabling long-term organisational growth. The approach combined flexible 360 feedback services with a tailored suite of 360 feedback products.

Quilter, a leading British wealth management company, partnered with us to implement 360 feedback in support of their immediate leadership development needs while enabling long-term organisational growth. The approach combined flexible 360 feedback services with a tailored suite of 360 feedback products.

Challenge & Requirements

Keen to introduce 360 feedback across their management population, Quilter was looking for a provider that could offer both expert-led 360 feedback services and robust 360 feedback products.

Their key requirements were:

• A bespoke 360 feedback product developed around their brand, leadership behaviour framework, preferred user journeys, and automated workflows
• The ability to pilot the approach before committing to a wider rollout
• Confidence that both the 360 feedback services and the supporting 360 feedback products would meet high standards of quality, usability, and scalability
• The ability to produce both individual and group-level 360 reports
• Training and coaching support, including the development of internal 360 feedback coaches and the provision of external 360 feedback coaching for senior leaders

Solution: Combining 360 feedback services and products

Step one was to develop a fully branded and customised 360 feedback platform. This included the design and development of the questionnaire, automated workflows and a bespoke suite of reports, all aligned with Quilter’s leadership behaviour framework and user experience expectations.

From there, we delivered an integrated solution combining a range of 360 feedback services and products, as outlined below.

Pilot: Fully managed 360 feedback service

Once the platform was built, we piloted the full process with 12 managers using our fully managed 360 feedback survey service. This allowed the L&D team to concentrate on the bigger picture. Using this pay-as-you-go, no-contract service enabled Quilter to pilot the complete 360 feedback process with no financial risk or long-term commitment.

As part of the managed 360 feedback service, our team took responsibility for the entire end-to-end process, including system configuration, feedback collection, and report production. This enabled Quilter to focus, with our support, on internal communication and stakeholder buy-in, while gaining confidence in both the methodology and the technology.

With the pilot successfully completed, Quilter moved towards a more scalable model by adopting our self-managed 360 feedback product, enabling their internal L&D team to run future programmes independently. This marked a clear transition from externally delivered 360 feedback services to an internally owned, sustainable solution.

Bespoke 360 feedback report products

A key part of Quilter’s requirements was access to a range of feedback reports at both individual and group summary level. While our standard reports are well designed, Quilter had specific requirements around brand alignment, data presentation, and formatting.

The 360 feedback report products we provided included:

• Individual reports – an easily interpreted summary of a person’s feedback
• Group reports – combining multiple sets of individual ratings to identify group and organisational themes
• Comparative reports – individual reports that track a person’s development over time

Other 360 feedback services

We also provided developmental support through a Train the Coach workshop, equipping Quilter’s internal coaches with the skills and confidence required to help participants translate their feedback into practical development actions. For senior leaders involved in the pilot, we also delivered one-to-one 360 feedback coaching services.

Outcome

Following the successful pilot, Quilter transitioned to a fully self-managed approach, using our 360 feedback products to run their programme internally, while retaining access to additional 360 feedback services as required.

This combined model gave Quilter full control over:

• Participation in the 360 feedback process, including who took part and when
• End-to-end system configuration, governance, and oversight
• The quality, allocation, and governance of 360 feedback coaching

We continue to provide ongoing technical support, platform enhancements, and access to complementary 360 feedback services and products. This ensures Quilter can operate a high-quality, sustainable 360 feedback programme with confidence, consistency, and long-term independence.