Case Study: Chartered Institute of Marketing (CIM) achieves a coaching culture and real-time performance visibility with Clear Review

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

The Chartered Institute of Marketing (CIM), a 150–200 person professional body, found its paper-based performance management unable to support a wider transformation and employee demand for more frequent development conversations. CIM needed a simple, scalable digital framework to replace admin-heavy annual appraisals and selected Clear Review’s performance coaching system to support regular one-to-ones, real-time feedback and goal alignment.

Clear Review delivered a light, conversation-focused platform that enabled quarterly check-ins, continuous feedback and goal tracking; 77% of CIM people have had a quarterly check-in. Clear Review’s reporting created a KPI dashboard used up to Board level to show conversation frequency, feedback sentiment and goal progress, improving manager–employee relationships, visibility and alignment while replacing the previous paper process.

Chartered Institute of Marketing (CIM)

Sarah Lee-Boone

Director of People & Organisational Development