Template
Team roster and attrition template
Track who's on the team, where each new person is on their glide path, and when and why people leave. Attrition, leave reasons and hiring plans calculate themselves.
Works in Excel and Google Sheets. All data inside is invented.
What’s inside
- Roster. Everyone who has ever been on the team. Status, glide-path stage and “falling behind” flags work themselves out from the dates you enter.
- Leavers. Last day, voluntary or not, reason, and an offboarding checklist. Add a leaver here and their roster row updates by itself.
- Conversation log. Every 1:1, recap, feedback and warning, with follow-up dates. The roster flags newcomers who haven’t had a weekly 1:1.
- Attrition. Monthly attrition with charts, why and when people leave, whether your starting risk rating predicts who leaves, and how many extra people to add to the next training class.
- Glide path. The five onboarding stages and the milestone deadlines behind the flags. Change the days to fit your team.
It comes filled with invented people, so you can see how it behaves before you add your own.
Using it
Download it and open it in Excel. For Google Sheets, upload it to Drive and open it from there. The Start here tab explains the rest.
The starting risk rating it uses is explained in the risk rating guide.
Where this comes from
Want this fitted to your team? Get in touch.