Featured Toolkit
Retention Health Check Toolkit
Retention Health Check Toolkit
A practical toolkit designed to help leaders and HR teams assess the conditions affecting whether employees choose to stay, disengage or leave. It provides diagnostic questions, scoring tools and action-planning templates to identify priority retention risks.
What's included
Everything you need to run a structured retention health check: from the first diagnostic questions to a prioritised 30-day plan.
- Retention assessment questionnaire
- Manager and leadership reflection tool
- Scoring dashboard
- Employee-journey risk map
- Priority matrix
- 30-day action-plan template
- Completed example
- Quick-start user guide
- Editable Word/Google Docs files
- Editable Excel/Google Sheets dashboard
- Printable PDF
Who it's for
- HR and people professionals
- Managers and senior leaders
- Small and medium organisations
- Consultants or facilitators using the tool only within the purchased licence
What it helps you do
- A clearer understanding of retention risks
- Structured leadership discussions
- A repeatable assessment process
- Prioritised action rather than an unstructured list of concerns
- A useful first step before purchasing consultancy
Licence options
Choose the licence that matches how you plan to use the toolkit. Reselling, redistributing or sharing the files beyond your licence is not permitted.
Individual
£29
Use by one purchaser for their own professional work.
Team
£79
Use by a defined internal team or stated number of managers.
Organisational
By quotation
Wider internal use across the purchasing organisation, priced by size and intended usage.
Prices are indicative launch prices. Organisational licences are available by quotation.
How it works
Online checkout is on its way. For now, ordering is simple and personal.
Enquire
Request the toolkit through the contact form and let Ruth know which licence you need.
Confirm licence & payment
You'll receive a reply confirming your licence choice and straightforward payment details.
Files delivered by email
Orders are currently fulfilled personally, with your files sent by email within one working day.
Start using the tools
Open the editable files, follow the quick-start guide and run your first retention health check.
Frequently asked questions
What formats are the files in, and what software do I need?
The toolkit includes editable Word/Google Docs files, an editable Excel/Google Sheets scoring dashboard and a printable PDF. It works with Microsoft Office or free Google Workspace tools; no specialist software is required.
Which licence is right for me?
An individual licence covers use by one purchaser for their own professional work. A team licence covers use by a defined internal team or stated number of managers. For wider internal use across your organisation, an organisational licence is priced by size and intended usage. Request a quotation through the contact form. Sharing an individual licence across a team or organisation is not permitted.
How is the toolkit delivered?
Orders are currently fulfilled personally. Once your licence and payment are confirmed, your files are sent by email within one working day.
Can I get a refund on a digital product?
Because the toolkit is digital content, cancellation and refund terms are set out in the Terms & Conditions, linked in the footer of every page. If you're unsure whether the toolkit fits your situation, please ask before you order. A quick email is always welcome.
Is any support included?
The toolkit includes a quick-start user guide and a completed example that shows how the tools work in practice. If you have a question about using the files, you can email info@ruthmartey.com. Organisations that want deeper, facilitated support can explore the Retention & Culture Diagnostic on the Services page.
How does this relate to the other toolkits?
The Retention Health Check Toolkit is designed as a first step: it helps you identify priority risks before deciding where to act. It sits alongside the stay conversation, manager conversation, onboarding, survey and development toolkits, all available together in the Retention & Leadership Toolkit bundle.
Is this legal or employment-law advice?
No. Toolkits are practical management resources. They are not legal, HR-compliance or employment-law advice.
Prefer the complete collection?
The Retention & Leadership Toolkit brings every toolkit together in one connected collection: diagnosis, conversations, onboarding and action planning.