Professional Services
Retention and Attrition Management for Professional Services
Who leaves, when, why — and which of them mattered.
What this looks like in professional services
The parts of retention and attrition management that are specific to this sector, rather than general.
Knowledge Retention
What walks out with a manager.
What this coversHide
Knowledge Retention
What walks out with a manager.
What this coversHide- Client file documentation standards
- Working paper discipline
- Handover requirements
- Knowledge-transfer checklist at exit
- Mentoring and shadowing
- Internal knowledge sessions
- Templates and precedents library
Attrition and Retention
Post-qualification exits are the expensive ones.
What this coversHide
Attrition and Retention
Post-qualification exits are the expensive ones.
What this coversHide- Attrition by level and practice
- Post-qualification attrition
- Partner-wise turnover
- Exit reasons
- Stay interviews
- Workload-related retention issues
- Progression-related retention issues
- Critical-person backup
- Alumni relationships
The general method — what retention and attrition management covers, the questions it answers and what an engagement produces — is the same whatever the sector, and is set out on the employee retention and attrition management page. What is above is the part that differs for professional services.
Other HR topics for professional services
Where to start
Most engagements begin with a review of how this runs in your business today, then a written process and the sequence to implement it.
See all HR topics for professional services, or another industry.