Tools & Templates

Retention Solutions Catalog

Use this catalog to explore and understand common retention solutions and their ideal uses.

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis, including calculating the cost of turnover.

Retention Plan Presentation Template

Use this template to present the organization’s retention plan to stakeholders.

Turnover Tracking Tool

Use this tool to record and track turnover data over time.

Cost of Turnover Tool

Use this tool to calculate the cost of turnover.

Standard SWOT Analysis Template

Use this template to identify and classify important factors affecting your ability to deliver on outcomes.

Career Path Planning Workbook

Use this workbook to document key information and create a visual map of the career pathing framework.

Organizational Design Change Action Plan Workbook

Use this workbook to record detailed information for the organizational design change action plan.

Implementation Roadmap Leadership Approval Presentation Template

Use this template to gain approval for the organizational design implementation roadmap and communicate key information to senior leaders.

Implement Organizational Design Roadmap Workbook

Use this workbook to document information for the organizational design implementation roadmap.
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