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The Retention Audit Checklist
The Retention Audit Checklist
12 questions every HR leader should be asking before they lose their next great employee. The same questions Ruth asks when she begins working with any organisation.
The checklist arrives in your inbox, and is available to download straight away. Unsubscribe at any time.
What's included
Built from years spent inside the NHS tackling one of its toughest workforce challenges: keeping great people. The checklist is grouped into three areas, so you can see at a glance where your organisation is strong and where the honest answer is "we don't know".
- Know your numbers: turnover rate, true cost of replacement, why people leave and which teams lose most.
- Culture and management: manager capability, psychological safety, recognition and whether top performers feel valued.
- Growth and the future: progression paths, AI readiness, whether exit interviews change anything.
- A closing question that tends to focus minds: if your three best people resigned tomorrow, would you know why?
- An invitation to a free 30-minute discovery call to talk through your answers.
Who it's for
- HR directors and people leaders.
- Managers and team leaders responsible for retention.
- Organisations that suspect they have a retention problem but cannot yet name it.
- Prospective clients not yet ready to purchase a service.
What it helps you do
- Get an honest read on where your organisation actually stands.
- See which of the twelve questions you cannot answer, which is usually where to start.
- Decide where to focus first, without a large commitment.
How it works
Request the checklist
Enter your first name and email address in either form on this page.
It arrives in your inbox
The checklist is delivered by email as a printable digital download.
Work through the 12 questions
Answer honestly across the three areas: your numbers, your culture and management, and your plans for the future.
Talk through your answers
Book a free 30-minute discovery call to get a clear read on where to focus first. No pitch, just clarity.
The free checklist is licensed for personal internal use only. It must not be resold or redistributed.
Toolkits are practical management resources. They are not legal, HR-compliance or employment-law advice.
Get the free checklist
Enter your first name and email address, and the Retention Audit Checklist will arrive in your inbox.
Ready to go deeper than a checklist?
The Retention Health Check Toolkit builds on the checklist with diagnostic questions, scoring tools and action-planning templates to identify priority retention risks.