Lontra HR · Working template
Retention signal review worksheet
Turn an observation into a bounded enquiry and an owned response using the evidence available.
Use this worksheet with a fictional example first, then adapt it to your organization’s process. Keep personal or confidential information in your authorized systems.
- Use authorized work records and the detail needed for the enquiry.
- State observations separately from interpretations.
- Keep counts, coverage gaps and alternative explanations beside the finding.
- Assign the response to someone able to deliver it and explain the next update.
Click a cell to edit it locally. Print or save as PDF to keep your completed copy. Changes are not sent to a server.
| Observation and period | Definition and coverage check | Alternative explanation | Next evidence check and owner | Decision and follow-up |
|---|---|---|---|---|
| [Change in an agreed turnover measure] | [Departure categories, counts, population and comparison period] | [Seasonal contracts, transfers or other workforce change] | [Authorized report check; responsible analyst] | [Finding, open question and review date] |
| [Repeated work-experience theme] | [Distinct accounts, invitation method and missing groups] | [Changed channel or one shared incident] | [Ask about a recent event and a contrasting example; listening owner] | [Local action, wider check or reason to defer] |
| [Reported barrier to development] | [Request, available opportunities and decision route] | [Unclear criteria or an unavailable opportunity] | [Discuss the request and criteria; development owner] | [Accepted action and update date] |
| [Blank row for an observed work condition] | [What can be verified and what is missing] | [A plausible alternative] | [Smallest useful check and accountable role] | [Action, limit and date to revisit] |
Prepared by Lontra HR Editorial · 10 November 2026 · Editorial review copy. Filled examples, where present, are fictional and demonstrate the method.