Workforce Planning - Tools & Templates

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis.

Retention Solutions Catalog

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

Turnover Tracking Tool

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

Workshop: Develop an Effective Talent Retention Plan

Use this workshop outline to complete a two-day workshop for the Develop an Effective Talent Retention Plan project.

Case Studies: Develop an Effective Talent Retention Plan

Refer to these case studies for examples of implemented talent retention plans.

Stay Interview Guide

Use this guide to help managers conduct conversations with employees to gain insights into their level of engagement, satisfaction with job responsibilities, and intent...

Internal Talent Mobility Playbook

Use this tool to assist in the development of your internal talent mobility program by documenting the output and outcomes of each pivotal activity throughout the process.

Internal Talent Mobility Program Document

Use this template to roll out the ITM program in your organization by communicating the company commitment and all relevant company policies.

Critical Role Identifier

Use this tool to evaluate and classify roles in order to facilitate workforce planning decisions.

Workforce Planning Management Summary

Use this template to help stakeholders understand workforce analyses and important information.
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