Career & Retention Conversations
A practical template for conversations that help employees grow, and help you understand when they're at risk of leaving.
The best retention conversations often start as career conversations.
Use this template to prepare before you walk into the room.
What's at stake
Every career or retention conversation should answer three questions:
If you leave without understanding all three, the conversation isn't finished.
Before you walk into the room
If the conversation is about growth...
If the conversation is about retention...
Check yourself
During the conversation
Open with facts
Start with curiosity. The first half of the conversation is usually the same. You're understanding the employee's experience, what's motivating them, and what's getting in the way. Where the conversation goes next depends on what you hear.
Ask
Before you finish
Confirm:
After the conversation
Document
Prep checklist
Don't let your notes become another task.
Continue exploring
Performance & Calibration Conversations
A practical template for fair, consistent performance conversations.
Coaching Managers Through Difficult Conversations
A practical template for preparing managers for difficult conversations without replacing them.
Employee Exit Conversations
A practical template for respectful, well-managed exit conversations.
