Employee Retention Risk Template | Brian Heger

Employee retention continues to be a top concern for many organizations. This one-page template provides a way for managers to assess the retention risk of their employees on 13 retention risk indicators known as ‘pre-quitting behaviors.’ The questions are based on an article by JR Keller, Timothy Gardner, and Brad Winn published in The People + Strategy Journal and are part of a Cues of Turnover Scale (CoTS). A few indicator statements relative to the assessed employee include: 1) Their productivity has decreased more than usual. 2) They have acted less like a team player than usual. 3) They have expressed dissatisfaction with their current job more frequently than usual. I have integrated their 13-statements into this editable template by listing the statement in the left column. 1) Managers can then use the first row of empty columns to enter the names of employees to be assessed. 2) Managers can then respond to each risk statement by putting a checkmark in the box if they believe the employee has shown the behavior over the last 2 to 3 months. Clicking the box will automatically insert a check mark. Upon completion, the visual will show where the most significant risk exists (i.e., more check marks indicate high risk). The insights can inform actions for mitigating employee retention risk in the most critical areas.