Employee Retention Toolkit

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Manage Employee Retention: apart from a continuous stream of strategy enhancements and brand new trading strategies, the team is also working on a number of framework related items.

More Uses of the Employee Retention Toolkit:

  • Confirm your organization acts as a liaison with Finance, Human Resources, Data Science and IT teams/vendors on projects aimed at improving Workforce Management, Employee Retention and satisfaction and reporting Capabilities on Workforce Management.

  • Evaluate Employee Retention: development of a credo based organization culture that emphasizes quality, Continuous Improvement, key Employee Retention and development, and high performance.

  • Pilot Employee Retention: implement and drive Process Improvements in quality, performance, Employee Retention, Cost Control strategies and capital needs.

  • Be certain that your operation acts as a liaison with Finance, Human Resources, Data Science and IT teams/vendors on projects aimed at improving Workforce Management, Employee Retention and satisfaction and reporting capabilities on Workforce Management.

  • Develop strategies and tactics for improving operation efficiencies while improving Service Levels, Employee Retention and operational costs.

  • Manage Employee Retention, turnover and recruitment processes for the delivery center.

  • Reinforce employee oriented organization culture that emphasizes quality, Continuous Improvement, teamwork, collaboration, camaraderie, recognition, key Employee Retention and development, and high performance.

  • Confirm your organization coms employee relations team is to ensure your organizations treatment of employees is fair, respectful, and consistent with your framework of your corE Business values and objectives.

  • Be certain that your strategy develops a high performing team by increasing the high potential employee mix, ensuring solid Succession Planning, and maintaining long term organizational strategic designs.

  • Drive, influence and implement human resource strategies that support the growth of thE Business while ensuring Employee Engagement and management effectiveness.

  • Drive positive employee relations and deliver sustainable results through being a positive team member.

  • Confirm your business provides leadership, guidance and coaching to all direct reports to maintain an engaged and productive workforce, partnering with Human Resources on employee relations issues.

  • Ensure your enterprise complies; designs industrial hygiene surveys to assess areas of potential exposure and uses industrial hygiene equipment to monitor atmosphere, noise, and other potential employee hazards.

  • Support your organizations online digital presence by maintaining and reviewing your organizations website and administering the online client and employee review process.

  • Ensure your project creates an environment of employee ownership in the practice by providing timely communication of practice organization information, engaging employees in Problem Solving and Process Improvement, and providing leadership support and resources.

  • Develop, implement, and improve upon Employee Engagement activities and Rewards And Recognition programs.

  • Control Employee Retention: development plan, conducting a six month evaluation, and provides on going employee appraisals for new employees.

  • Warrant that your organization employs a proactive approach in the optimization of safe outcomes by monitoring and improving your organization workflow, using peer to peer accountability, and identifying solutions via collaboration.

  • Establish that your organization serves as a resource for organization supervisors and employees with regard to performance and policy matters/ employee relations.

  • Ensure you orchestrate; understand and follow employee standards of conduct and ethics.

  • Ensure you consider; lead leadership assessment in your organization, identifying key employee strengths and development needs in order to recognize, select, retain and develop key talent.

  • Systematize Employee Retention: an internal data investigator conducts complex and routine research and analytics involving employee or vendor misconduct across all lines of business.

  • Coordinate with the inspection Department during the primary inspection phase to ensure the plan is followed and during delivery to ensure paperwork accountability.

  • Confirm your venture provides strategic consultation with customers and leadership, taking into consideration employee communications, Media Relations and Marketing Communications.

  • Supervise Employee Retention: implement extensive training programs and tools supportive of enhancing Organization Effectiveness and Employee Development.

  • Manage a team to execute Change Management plans, interface with customers, and support overall operations of the non employee screening program.

  • Secure that your project recommends new approaches to Policies and Procedures to effect continual improvements in efficiency of department and services performed.

  • Confirm your organization ensures that location is properly staffed by matching employee skills and equipment with production demands.

  • Provide high touch employee service that meets expected Service Levels and business performance goals.

  • Confirm you build and maintain employee schedules, for multiple languages, in alignment with forecasted contacts and ensure accurate adherence to department metrics.

  • Confirm your planning ensures that the corporate records Retention Policies are compliant.

  • Formulate Employee Retention: confident in applying methodology, tools and processes to ensure successful customer adoption.


Save time, empower your teams and effectively upgrade your processes with access to this practical Employee Retention Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Employee Retention related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Employee Retention specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Employee Retention Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Employee Retention improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you feel that more should be done in the Employee Retention area?

  2. What causes extra work or rework?

  3. What relevant entities could be measured?

  4. Who is involved with workflow mapping?

  5. Where is Employee Retention data gathered?

  6. How do you control the overall costs of your work processes?

  7. What disadvantage does this cause for the user?

  8. Are Employee Retention changes recognized early enough to be approved through the regular process?

  9. What information should you gather?

  10. What are you verifying?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Employee Retention book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Employee Retention self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Employee Retention Self-Assessment and Scorecard you will develop a clear picture of which Employee Retention areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Employee Retention Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Employee Retention projects with the 62 implementation resources:

  • 62 step-by-step Employee Retention Project Management Form Templates covering over 1500 Employee Retention project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Employee Retention project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Employee Retention Project Team have enough people to execute the Employee Retention project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Employee Retention project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Employee Retention Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Employee Retention Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Employee Retention project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Employee Retention project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Employee Retention project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Employee Retention project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Employee Retention project with this in-depth Employee Retention Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Employee Retention projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Employee Retention and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Employee Retention investments work better.

This Employee Retention All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.