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Run: Flight Risk Assessment for Key Talent

Assess retention risk for a key employee using observable signals, stay-conversation notes, and a clear action plan. This template helps managers document wh...

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Employee Context and Retention Signals

Role Criticality (required)

How critical is this employee's role to business continuity or strategic delivery?

Retention Signals (required)

Select observable signals that may indicate increased flight risk.

Signal Strength (required)

Overall strength of the retention signals based on evidence and recency.

Evidence Summary (required)

Summarize the specific observations, data points, or events supporting the risk assessment.

Stay Conversation Insights

Stay Conversation Date (required)

Date of the most recent stay conversation.

Stated Motivators (required)

What reasons did the employee give for staying?

Stated Concerns (required)

What concerns or frustrations did the employee raise?

Retention Conditions (required)

What specific changes would most likely improve the employee's likelihood of staying?

Flight Risk Rating and Rationale

Flight Risk Level (required)

Overall likelihood that the employee may leave within the next 6-12 months.

Risk Rationale (required)

Explain why this risk level was selected, referencing specific evidence and stay-conversation insights.

Risk Time Horizon (required)

When is the risk most likely to materialize if no action is taken?

Confidence Level (required)

How confident are you in this assessment based on the available evidence?

Retention Actions and Development Plan

Retention Actions (required)

List the specific actions the manager or organization will take to reduce flight risk.

Development Plan (required)

Document development actions that support engagement and growth.

Success Criteria (required)

How will you know the retention plan is working?

Get your results

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