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🧑‍💼 HR & People Ops

Free Retention Risk Assessment Template

Spot employees likely to leave early: score growth, manager support, workload and pay fairness, then get an AI risk report with suggested retention actions.

6 risk drivers
~8 min
AI risk report
Live Preview

Quick answer

Retention data read after the resignation letter is too late — score growth, manager, workload and fairness drivers into an individual risk level with stay actions; it opens the conversation, it does not label anyone.

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About this template

Attrition is expensive to fix and cheap to prevent. This assessment asks the questions that actually predict leaving — growth paths, manager support, workload, pay fairness, belonging — and turns each response into an AI risk report that names the drivers and suggests concrete retention actions for the manager.

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Template at a Glance

TemplateRetention Risk Assessment
CategoryHR & People Ops
FormatScored assessment with personalized AI PDF report
Time to completeAbout 8 minutes per response
What you getA personalized AI report (printable PDF) for every response, plus the raw answers
Best forHR business partners · People managers · Leadership
CostFree to copy and customize on FormLM
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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

Predictive driver set

Questions built around the drivers that actually predict turnover.

2

Individual risk scoring

Each response set produces a clear risk level and its top drivers.

3

Action suggestions

The AI report proposes retention steps the manager can take now.

4

Quarterly reuse

Run it on a rhythm and watch individual and team risk move.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it free and assign it to your teams.

2

Employees answer

Eight minutes, honest answers, structured for scoring.

3

Get the risk report

Each response yields a risk level with named drivers.

4

Act early

Managers work the suggested steps before resignations land.

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Who Is This For

Pick your role — see how it fits your workflow.

1

HR business partners

Bring data, not anecdotes, to retention conversations.

2

People managers

See which of your reports is drifting and why.

3

Leadership

Address turnover risk before it hits the headcount plan.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. How likely are you to look for a new role in the next 12 months? (scale)
  2. Do you see a growth path for yourself here? (1–5)
  3. Does your manager support your work? (1–5)
  4. Is your current workload sustainable? (1–5)
  5. Do you feel your pay is fair for the role? (1–5)
  6. What would make you stay? (open)
  7. What might eventually push you to leave? (open)
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Frequently Asked Questions

What is a retention risk assessment?
A short questionnaire that scores the drivers behind turnover — growth, manager support, workload, fairness, belonging — and produces an individual risk level with actions.
Is this a survey or an assessment?
Both: employees answer once and each response is scored into a risk report; aggregated trends can guide quarterly reviews.
Is it free to use?
Yes. Copy it into your FormLM workspace and adjust drivers or scale to your context.
Does it tell me who will quit?
No tool can predict that reliably. It ranks risk levels and shows which drivers to fix — a starting point for stay conversations, never a label.
What does the AI report include?
A risk level, the top drivers behind it and suggested retention actions for the manager, printable as a PDF.
Why use FormLM instead of a static form?
Because risk only matters with an action attached: every response generates a scored report with next steps, not a row in a spreadsheet.
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Methods & terminology behind this template

eNPS Likert scale Retention risk assessment guide Employee engagement guide

Catch flight risks before the resignation letter

Run a scored retention check with an AI action report — free to start.