Strategic Retention

Assessment &

Executive Briefing

An executive-grade assessment to pinpoint where retention fails - and what to fix first.

Executive Insight. Operational Reality.

This assessment is not theoretical. It is grounded in how retention actually fails on the floor - during onboarding, training supervisor behavior, and handoffs between teams.

Built for Leaders who need clarity, not another HR program.

Employee turnover is not random.

It’s the predictable outcome of systems that were never designed to retain.

The Strategic Retention Assessment & Executive Briefing is a paid advisory engagement designed to uncover:

  • Where your organization is most vulnerable to loss

  • Why it’s happening

  • What to fix first

  • The business impact if nothing changes

This engagement replaces guesswork with with structured support.

How the Engagement Works

Executive Intake & Working Session

A structured working session to understand:

  • Strategic goals and business constraints

  • Current retention concerns

  • Known pressure points

  • What has already been tried

  • Where leadership believes the problems originate

Retention System Review

A structured review of:

  • Onboarding and training

  • Manager capability and enablement

  • Communication practices

  • Feedback systems

  • Accountability structures

Stakeholder Interviews

Targeted interviews with leaders and key personnel to uncover:

  • Misalignment between intention and execution

  • Differences in perception across levels

  • Process failures and communication breakdowns

  • Manager behaviors impacting retention

  • Cultural friction points

  • Decision bottlenecks and unspoken friction

Executive Briefing & Recommendations

A clear, executive-level readout including:

  • Root cause (not symptoms)

  • Priority areas for focus

  • Risks if nothing changes

  • Where leadership intervention will have the highest ROI

  • Priority guidance on what to address first

BOOK A 20-MINUTE INTRO CONVERSATION

Who is this for?

This engagement is designed for leadership teams who:

  • Are experiencing early turnover and don’t want to keep reliving the same hiring failures

  • Are scaling, restructuring, or changing and feel retention is becoming a risk - not just a problem

  • Have invested in operations, leadership, or culture - but still see people disengage or leave

  • Sense misalignment between intent and execution

  • Know something in the system is off, but can’t clearly see where or why

This is particularly valuable for leadership teams who want:

  • Clarity instead of assumptions

  • Insight instead of programs

  • Direction instead of guesswork

This is not for organizations that:

  • Want tactical HR support or recruiting services

  • Are only interested in surface-level engagement initiatives

  • Are unwilling to examine leadership behaviors, systems, and decisions honestly

  • Expect a “plug-and-play” retention program

If that’s your situation, this is not just a diagnostic.

It’s a reset.

Investment

The Strategic Retention Assessment is a paid advisory engagement.

Engagements typically begin at $5,000+, depending on organizational complexity.

Payment is required prior to the engagement beginning.

Suitable for leadership teams who take retention seriously as a business system, not just a people initiative.

What happens next?

Book a short initial session to confirm fit and scope.

You’ll be walked through:

  • Scope confirmation

  • Scheduling

  • Engagement confirmation & payment

  • Next steps

This engagement is delivered remotely unless otherwise agreed in writing.