Tools & Templates

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

Use this tool to calculate the cost of turnover.

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

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

Use this workbook to record information in preparation for organizational design implementation.

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

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

Use this template to help the organizational design implementation team navigate conversations with people leaders about the design changes.

Use this template to help people leaders navigate conversations with employees about the organizational design.

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

How We Deliver

Retention Plan Presentation Template Use this template to present the organization’s retention plan to stakeholders.
Cost of Turnover Tool Use this tool to calculate the cost of turnover.
Career Path Planning Workbook Use this workbook to document key information and create a visual map of the career pathing framework.
Turnover Tracking Tool Use this tool to record and track turnover data over time.
Prepare to Implement Organizational Design Workbook Use this workbook to record information in preparation for organizational design implementation.
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.
Implement Organizational Design People Leader FAQ Template Use this template to help the organizational design implementation team navigate conversations with people leaders about the design changes.
Implement Organizational Design Employee FAQ Template Use this template to help people leaders navigate conversations with employees about the organizational design.
Organizational Design Change Action Plan Workbook Use this workbook to record detailed information for the organizational design change action plan.