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Stage 2 of the Workplace Performance Review

Discovery Briefing

A more detailed briefing ahead of the Discovery meeting. This builds on our Initial Conversation and gives us the material to identify where pressure sits, what is already in place, and what should be in your Options meeting.

Most people complete it in around twenty minutes. You can save partial answers by leaving the tab open. You do not need to know every answer precisely. "Don't know" is a useful answer in its own right.

What happens next. Once submitted, you receive a confirmation email with a copy of your responses and a downloaded PDF. Matthew will review them before the Discovery meeting and bring relevant context to the call.

01Workforce shape

The shape and texture of your team. Numbers can be approximate.

For example: high turnover in one area, recent hiring surge, recent redundancies, planned restructure, a population segment under specific pressure.
02Current pension provision

The biggest single source of value identified in most engagements. Don't worry about precise numbers, ranges and estimates are fine.

For example: NEST, Aviva, Standard Life Master Trust, Royal London GPP. If you have more than one scheme, list them.
Open to anything: low understanding among staff, high charges, poor performance, unclear governance, employee complaints.
03Current benefits provision

What is offered beyond salary and pension. Tick everything that is in place, even if take-up is low.

Which benefits are in place?

Tick all that apply.

Anything not on the list above.
An honest answer, even if it is fewer than you would hope.
Often these are the highest-cost lines with the lowest visibility.
04Communication and engagement

How benefits and pension are communicated. Strong provision with weak communication produces the same result as no provision: an under-engaged team.

How are benefits currently communicated to the team?

Tick all that apply.

Do employees know who to ask for pension or benefits help?

Have you run a benefits or financial wellbeing session?

Survey results, exit interview themes, off-the-cuff comments. Anything that has come up.
05Where pressure is showing up

The diagnostic core. The symptoms here are what we will connect back to underlying cause in the Options meeting.

What have you noticed in the last six to twelve months?

Tick all that apply, then add detail below.

A theme, a person, a team, a recent event. The more specific, the more useful.
06Outcomes and success

What "success" looks like for this engagement. The answers here shape the Options meeting agenda directly.

Which outcomes matter most to you?

Tick all that apply.

An honest, specific answer. This becomes the success measure we work to.

How do you measure success today?

07Discovery meeting logistics

Practical detail for the Discovery meeting itself.

Preferred Discovery format

Names, roles, and a sentence on what each person brings or what they want from the conversation.
A recent event, a specific person, a topic to handle carefully or avoid.
Confidentiality. Information submitted via this form is used only by Aetas in the Workplace to prepare for your Discovery meeting. It is not shared with third parties. Submission does not constitute a commitment by either party to enter into a formal engagement. Aetas Wealth (a trading style of Insight Financial Associates Limited, FCA registration 458421) provides regulated financial advice separately; this form is for scoping purposes only.