I'm trying to implement retention reports as in

Does anyone have a template or sample they could share? We're a very small organization and will be starting from scratch so a reference point will save us a lot of bumbling ; )

Looks like Lee Butler would like one, too: This Retention topic is off to a great 

Thanks in advance!

dorian.w's picture

I've got an excel file that I've used for a template, and if you send me a PM, I can get it to you via email.  Unless anyone knows a way to post it here?


gb4873's picture

<p>Hi Dorian,</p>
<p>I am interested in the template as I am&nbsp;just kicking off regular retention planning due to major targeting of our business for our talent ast year.</p>
<p>Gary Bennett</p>

dorian.w's picture

I've had a couple of requests for the template I've been using, and I've attached it here for anyone to use.


sstogd's picture

Thanks so much for posting your template!  I'm trying to get this started with my new team, and had gone through my old succession planning and retention files without finding a tool that wasn't overly complicated.

To make this a little more useful for succession planning, I'm adding a column for "dificulty to replace."   A row of M's or H's would prompt me to start considering my bench with respect to that person's position.