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HR Tools

Retention and Restructuring

Planning tools for keeping the people you have and, when there is no other option, reducing headcount carefully and on the record.

All HR toolsFree calculators

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One-time purchaseNo subscription
Instant downloadFiles you keep
Editable filesExcel, Word, PDF
14-day guaranteeMoney back
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3 tools

In this collection

Working the full retention and restructuring picture? The Complete TrueStep HR System › bundles every kit and pack for one price, set well below buying them one at a time.

Retention kit

Retention and Stay Interview Action Kit

A retention system: a 14-page field guide, stay interview scripts and templates, a flight-risk scorer that ranks who to talk to first, and an action log.

from $69View ›
Restructuring kit

RIF and Restructure Planning Kit

Plan a workforce reduction you can stand behind: defensible selection, the four-fifths check, WARN and OWBPA planning, and the manager script.

from $129View ›
Analytics pack

RIF and Restructuring Savings Planner

Size a reduction before you make it: the severance bill, the full one-time cost, the ongoing savings, and the payback period, with every assumption on the surface.

from $89View ›

Other shelves: HR Calculators ›   Analytics Packs ›   Compliance and Audit Kits ›   Employee Relations and Leave ›   Hiring and Onboarding ›   EU and Global Pay Transparency ›

With a practitioner

Start with a read on how the managers lead

Keeping the people you have, and reducing headcount when there is no other option, are both decisions a manager has to carry out. The free assessment reads how that manager actually leads, and a senior HR practitioner can work the harder call with you.

Free assessment

Manager Readiness Assessment

Thirty real situations across the six areas that decide whether a frontline manager succeeds. See how you manage today and where to grow next. A senior read of that result starts with the $99 Results Debrief.

FreeOpen ›
Kit setup

HR Setup Session

One hour on a screen share once you own the kit. We load your real numbers, walk the outputs together and flag the judgment calls the tool cannot make for you. You leave with it set up and running, not just a plan.

$149See the session ›
For your team

Team Session

The same senior read brought to a manager group or a whole department. Team work is scoped to your group, so it starts with a short conversation. The first priced step is a facilitated 90 minute session.

$499See the options ›
Free guide

The 6 red flags to check before you discipline or fire someone

A five-minute screen to run before you act. Free PDF, sent to your inbox. Unsubscribe anytime.

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Every calculator, pack, and kit in one place, organized by the employee lifecycle.

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