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Retention and restructuring

Retention and Stay Interview Action Kit

$69 Go to price and purchase

Identify the employees you most want to retain and rank your priorities using factors you set. Hold stay interviews while there is time to act, then turn what you hear into commitments with an owner and a date.

FormatKit
Contents6 PDF guides, 1 Word document, 1 Excel workbook
UseInstant download

Try the free Retention Savings Calculator to see what a lower turnover rate could mean for your business. It shows departures avoided, the cost of each, and annual savings using your own numbers.

$69

  • One-time purchase. Editable files.
  • Your download link appears on the confirmation screen and in your receipt. No account needed.
  • Request a full refund within 30 days with one email.
  • Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.

Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.

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Ready to put your tool to work?

Add a one hour Setup Session, $149

Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.

See the Setup Session →

Where to start

Start with the Workbook’s Flight-Risk Scorer.

The scorer ranks the employees you most want to retain, helping you decide who to interview first.

DecisionKeep good people
IndustryCross-industry
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference note behind this tool: Retention and stay interviews

Fit

Is this the right fit for your work?

A good fit

  • You want to retain valued employees and understand what matters to them.
  • You want editable Word and Excel files that stay with your organization.
  • You or a manager will run the process and want a clear sequence to follow.

When to consider another option

  • For advice about one person's specific circumstances, consult qualified counsel.
  • For help running the process, explore our advisory services.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
PDF · readStay Interview Templates and Scripts
Excel · useRetention and Stay Interview Workbook: a flight-risk scorer that ranks employees by who to talk to first, a stay interview tracker, a retention action log, and definitions.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readRetention and Stay Interview Field Guide: why retaining a good employee is better than replacing them, how to conduct a stay interview that encourages candid answers, and when a phone call matters.
Word · editStay Interview Templates and Scripts: a prep checklist, the interview script and worksheet, a retention action plan, a thirty-day follow-up, and an optional question bank.

How to use it

Your first 15 minutes

Begin with the Retention and Stay Interview Field Guide, then follow the five steps through the stay interviews and the commitments you make.

  1. The Field Guide explains the value of retention, walks through how to conduct a stay interview, and identifies when a conversation calls for more than a plan. Read it before starting the interviews.

  2. Open the Workbook’s Flight-Risk Scorer and list the employees you most want to retain. The scorer ranks them by retention priority so you can decide who to speak with first.

  3. Guide each stay interview with the script and worksheet in the Templates. Ask questions, listen more than you talk, and agree on commitments you can deliver. Turn the answers into a plan.

  4. Complete the retention action plan with one to three specific actions. Record them in the Workbook’s Retention Action Log with an owner and a date, then follow up and re-score.

  5. Follow through on the commitments you made, check back on the dates you set, and re-score people as circumstances change. The follow-through is what makes the conversation count.

Retention and Stay Interview Action Kit Start Here guide showing every included file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.

Are these the real screenshots?

Yes. The first image shows the file set, and the second and third show actual pages from the current download.

Can I use the files in my business?

Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.

What if I need help applying it?

For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.

How do I get the files?

Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.

What do I need to open them?

You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.

What if it is not right for us?

Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.

Is this legal advice?

No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.

Who may use the files?

One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.

Extend the system

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