Employee Retention Risk Template | Brian Heger

Talent Management

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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).

I have integrated their 13 questions into this editable template by listing them 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.
  3. 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. One more thing: managers don’t need templates to identify retention risk. What matters is that they proactively identify and address the retention risks that matter most.