Flight Risk Assessment for Key Talent

Manager template for assessing retention risk in key employees using observable signals, stay-conversation insights, and action planning.

Employee Context and Retention Signals

• Role Criticality
  How critical is this employee's role to business continuity or strategic delivery?
• Retention Signals
  Select observable signals that may indicate increased flight risk.
• Signal Strength
  Overall strength of the retention signals based on evidence and recency.
• Evidence Summary
  Summarize the specific observations, data points, or events supporting the risk assessment.

Stay Conversation Insights

• Stay Conversation Date
  Date of the most recent stay conversation.
• Stated Motivators
  What reasons did the employee give for staying?
• Stated Concerns
  What concerns or frustrations did the employee raise?
• Retention Conditions
  What specific changes would most likely improve the employee's likelihood of staying?

Flight Risk Rating and Rationale

• Flight Risk Level
  Overall likelihood that the employee may leave within the next 6-12 months.
• Risk Rationale
  Explain why this risk level was selected, referencing specific evidence and stay-conversation insights.
• Risk Time Horizon
  When is the risk most likely to materialize if no action is taken?
• Confidence Level
  How confident are you in this assessment based on the available evidence?

Retention Actions and Development Plan

• Retention Actions
  List the specific actions the manager or organization will take to reduce flight risk.
• Development Plan
  Document development actions that support engagement and growth.
• Success Criteria
  How will you know the retention plan is working?