Ground rules
- Hold it as a conversation of about 30 to 45 minutes, in a private place, with nothing on the agenda except this.
- Say why you are doing it: you want the employee to stay and to find out what would help.
- Do not use it as a performance review, and do not use it as a step to a warning or a promotion decision.
- Listen more than you talk. Take brief notes and do not defend or explain.
- Only promise what you can deliver. Say what you will do and by when.
Core questions
- What do you look forward to when you come to work?
- What are you learning here, and what do you want to learn next?
- What would make you want to leave this company?
- If you were offered a similar role elsewhere, what would make it attractive?
- What do you think about your work, your workload and your hours?
- How do you like to be recognised for good work?
- What could I, as your manager, do more of, or less of, to help you?
- Is there a part of your role that does not use your strengths?
- What would you change about this team if it were up to you?
- What is one thing that, if we fixed it, would make you more likely to stay?
Follow-up prompts
- Can you give me an example?
- How long has that been a concern?
- What would a good outcome look like for you?
- Who else could help with this?
- How did that affect your work?
Record sheet
| Theme | What the employee said | Risk (Low / Medium / High) | Action and owner | By when |
|---|---|---|---|---|
| Growth and learning | ||||
| Workload and hours | ||||
| Manager and team | ||||
| Pay and benefits | ||||
| Recognition | ||||
| Location and flexibility |
Afterwards
Treat what the employee shares as confidential unless it involves safety or conduct, which you should explain at the start.
- Thank the employee and send a short note of what you heard and what you will do.
- Share the pattern with HR without names if the employee asked for confidence.
- Follow up within [number] weeks on each action, and tell the employee what happened.
- Repeat once a year for key roles and people you most want to keep, and look for patterns across the answers.
A starting point, not legal advice. Check the final wording against your contracts and the rules of your state, and have a qualified professional review it before you issue it.