Workforce Planning - Tools & Templates

The Role of People Leaders Worksheet

Use this worksheet to explore the current landscape of the role of people leaders in your organization and reflect on insights to shape a future-ready people leader role.

Stay Conversation Guide

Use this guide to conduct stay conversations with employees that help anticipate and address signs of potential turnover.

Flight Risk Assessment Tool for Managers

Use this tool to equip managers to conduct effective and consistent flight risk assessments of key talent.

Cost of Turnover Tool

Use this tool to calculate the cost of turnover.

Retention Plan Presentation Template

Use this template to present the organization’s retention plan to stakeholders.

Turnover Tracking Tool

Use this tool to record and track turnover data over time.

Retention Plan Workbook

Use this tool to document the components of the talent retention analysis, including calculating the cost of turnover.

Retention Solutions Catalog

Use this catalog to explore and understand common retention solutions and their ideal uses.

Critical Role Identifier

Use the Critical Role Identifier alongside the Guide to Identifying Critical Roles to assist with critical role selection and comparison.

Capacity Calculator Tool

Use the Capacity Calculator Tool alongside the HR Guide to Support Capacity Planning to assist with team capacity calculations.
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