File sectionSelected leadership work

The record includes the assumption I accepted and later corrected.

2,900

Employees at the insurer

December 2025; employer scale

58

People-function colleagues

Five direct reports; October 2026

CAD 12.6m

Delegated function expense

2026 annual remit; not premium volume

Case 01

Removing the personal shortcut in a claims reward pilot

In 2021 a reward pilot covered 420 claims employees at Vaurenne Assurance. An individual file-closure speed measure was intended to recognise timely service. Claims colleagues pointed out that a straightforward file and one requiring further investigation could produce very different completion times. Supervisors could explain the difference informally, but the pay calculation made that explanation secondary. I wanted the employment arrangement to reflect the judgement the business said it valued.

The claims director, Marc Delvienne, supported reviewing the measure but did not want the change interpreted as permission to ignore delays. Finance questioned whether a more considered assessment would become inconsistent between managers. Both objections mattered. I worked with the claims and reward teams to distinguish operating service measures from the evidence used in an individual reward decision. We removed personal closure speed from the pilot formula, retained service monitoring and required a documented supervisory assessment informed by technical quality review.

We accepted CAD 680,000 of transition protection and supervisor support. The protection avoided making employees absorb an abrupt pay consequence while the arrangement changed. It was not a continuing entitlement to a particular reward. Supervisors received time to explain the revised basis and record questions that could not be answered locally. Technical decisions remained with claims specialists; the people function did not start scoring coverage judgements.

The immediate outcome was a changed reward arrangement for the defined pilot population, not proof of better claims outcomes across the insurer. We continued to examine how managers used discretion and whether employees understood the decision. The cost and additional supervisory effort were real. I would not describe the earlier measure as the sole cause of every undesirable behaviour, or the revised process as a permanent solution. My responsibility was to make the employment incentive more consistent with the work expected and to preserve a route for questioning it.

Case 02

Paying for recovery without leaving the same work behind

After an exceptional property-claims workload in 2023, 186 employees were included in a recovery arrangement. The first proposal encouraged managers to release people for time away as incoming volumes eased. Operating leaders explained that the remaining files still required experienced attention. Without cover, an employee could return to a larger personal queue or transfer the burden to a colleague who had worked through the same period. I supported replacing a general invitation with a funded operating arrangement.

We brought in 32 relief colleagues and allocated CAD 910,000 of temporary expenditure for cover, supervision and planned recovery time. Claims leadership specified what the relief group could handle and which decisions required permanent technical colleagues. The people team worked on the employment arrangements and manager guidance. We did not present the programme as treatment or use individual health disclosures to demonstrate its value. Those matters belonged in confidential professional channels.

Finance asked whether the response should wait until the residual queue was smaller. I argued that waiting could leave the intended support indefinitely dependent on conditions that the same employees were expected to improve. We agreed a defined period and reviewed the allocation of work, rather than assuming every team needed identical cover. The arrangement required managers to plan the handover, identify unresolved files and explain who would retain responsibility while an employee was away.

The recorded result was that funded relief and planned recovery time became available to the 186-person population under a specific arrangement. It did not establish that every person experienced the period in the same way, or that the expenditure alone changed retention, health or customer outcomes. Some work still required the original technical team. I regard the decision as a more honest employment commitment because it accounted for the continuing work, while recognising that additional staffing was only one part of the response.

Case 03

Keeping the service roles that the digital model still required

The 2024 service redesign assumed that improved document handling would remove 94 roles. I initially accepted the broad direction because the demonstrated processing step was substantially quicker. Before employment decisions were finalised, however, the operating review separated that step from the work around it: explaining a request, following an exception and helping a customer whose documents did not resolve the question. The original staffing assumption had treated several different tasks as if they would disappear together.

Technology leaders were concerned that reopening the workforce model would make a useful project appear unsuccessful. Finance had included the proposed reduction in the plan. I supported recognising the technology’s actual contribution while correcting the employment assumption. The revised account identified 61 continuing roles, 21 redeployments and 12 agreed departures within the original 94-person population. Qualified advisers supported the individual arrangements; the public case does not assert a standard legal process or disclose personal circumstances.

We accepted CAD 1.35 million of additional transition cost and delayed the staffing change by four months. That expenditure was not described as a technology saving. It covered the employment consequences of retaining and moving people while the operating design became clearer. We also required the project report to distinguish faster document handling from the capacity needed for the remaining service work. I was accountable for revising a people assumption I had been too willing to accept at the outset.

The outcome was a smaller and better specified employment change. It did not show that every continuing role would remain unchanged indefinitely, or that the digital investment had failed. The company gained a clearer basis for further review without forcing the observed work into an earlier number. I would ask for that task-level explanation sooner in a future proposal. A staffing estimate should be an argument capable of revision, especially before it becomes a consequential statement to employees.

Case 04

Preserving language capability during service consolidation

In 2016 a consolidation proposal involved 138 employees across two service teams. The initial structure assumed that a receiving team could absorb the full range of enquiries after a short transfer period. Discussions with supervisors showed that the plan understated the bilingual capability needed for particular customer conversations. The issue was not simply translating a document. It concerned understanding the question, explaining the next step and knowing when a specialist needed to become involved.

The operating sponsor wanted a single reporting structure on the announced date. I supported the direction but challenged the assumption that all capability would move at once. We agreed 92 transfers, retained 31 employees in a dedicated support arrangement and completed 15 agreed departures. The 138-person reconciliation kept the organisational decision separate from any later change to the support group. We spent CAD 740,000 on additional transition staffing and supervision rather than recording the original timetable as achieved in full.

Some central managers considered the retained team evidence that the consolidation had been diluted. I asked them to identify which customer work the new structure could already perform and which work still depended on the existing colleagues. The answer supported a staged arrangement. We documented the retained responsibilities and the route for referrals, so that the team did not become an informal destination for every difficult case. Local managers and qualified advisers handled individual employment matters through the appropriate channels.

The result was a functioning transfer with an explicit continuing dependency. I did not claim that the retained capability alone improved satisfaction or prevented complaints. Nor did the 31-person arrangement represent a promise that the structure would never change. It made the cost and responsibility visible at the point of decision. The lesson for my later work was to ask whether an apparent duplication is genuinely redundant or is carrying knowledge that the receiving organisation has not yet learned to use.

Case 05

Correcting an attendance comparison I had helped introduce

In 2008 I supported a simplified attendance measure within a reward review. It gave managers a consistent-looking number and reduced the administrative explanation needed in the first version of the report. Employees then challenged 73 records. The review showed that the measure had not adequately distinguished different approved working arrangements. I had treated the uniformity of the output as evidence that the comparison underneath was sound.

We paused the disputed uses, examined the underlying records with the relevant managers and corrected 28. The remaining 45 were explained after review. Those categories describe the administrative outcome of the 73 disputes; they are not a finding about the legitimacy of an employee’s health circumstances. We allocated CAD 84,000 to corrective administration and supervisor support. Qualified employment colleagues advised on the individual matters, and confidential details were not carried into the general management report.

The reward team worried that a pause would undermine confidence in a process that had taken considerable effort to establish. I took responsibility for explaining why correction was necessary. Confidence should not depend on maintaining a comparison after its weakness has been identified. We changed the guidance so managers had to understand the relevant working arrangement before using the measure in a judgement. An employee could ask for the underlying record to be checked without first having to argue against a numerical conclusion.

The immediate result was a corrected set of records and a more careful basis for subsequent use. I cannot claim that the episode eliminated inconsistent management decisions. It changed my own approach: I became less willing to accept a clean report without asking what differences had been removed to produce it. The case remains in my record because I was part of the original mistake. It explains a later habit of questioning apparently simple employee comparisons before they acquire a financial consequence.

In the words of others

Endorsements

Samuel asked us to explain the work behind the staffing assumption before turning it into an employment decision. He was prepared to revise the cost, and equally careful not to claim an operating result that the evidence did not establish.
Claire VaudrisseFictional CEO, Vaurenne Assurance; executive colleague since 2020
He kept the reward discussion connected to the decisions our claims colleagues actually make. Technical authority stayed with the claims team, while the people arrangement became more coherent and easier to explain.
Marc DelvienneFictional claims director, Vaurenne Assurance; reward-pilot partner