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The Retention Risk Checklist

Ruth Martey

The Retention Risk Checklist

A practical checklist helping leaders identify early signs that people may be disengaging, losing trust or considering leaving.

15 warning signs & 5 actions Delivered by email Printable digital download
Free in exchange for your email address

The checklist arrives in your inbox, together with occasional practical retention insights. Unsubscribe at any time.

What's included

The Retention Risk Checklist is a short, structured way to look at your team or organisation before problems turn into resignations. It's designed to help you spot the early signs, reflect honestly on what's driving them and take a simple first action without a large commitment.

  • 15 organisational warning signs.
  • Manager reflection questions.
  • Team-level risk check.
  • Five immediate actions.
  • Invitation to the paid Retention Health Check Toolkit.

Who it's for

  • Managers and team leaders.
  • HR and people professionals.
  • Small organisations beginning to examine retention.
  • Prospective clients not yet ready to purchase a service.

What it helps you do

  • Get a quick indication of where retention risks may exist.
  • Build greater awareness of warning signs requiring attention.
  • Take a simple first action 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 15 warning signs

Use the team-level risk check and reflection questions to review your team honestly.

Take your five immediate actions

Start with the five immediate actions: a simple first step, without a large commitment.

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 Risk 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.

View the Retention Health Check Toolkit