CONTACT
About Contact
Invest - Growth Infrastructure Dashboard - The Retention Studio

Growth and Development

Invest

If they can't see a path with you, they'll build one without you. This dashboard shows leadership which team members have a documented growth pathway - and which ones are silently looking for one somewhere else.

Deliverable: Growth Infrastructure Dashboard

Growth Infrastructure Dashboard Riverside Advisory Group - Client Services Team - 7 Members - Q1 2025
Connect
Align
Place
Invest
Amplify

Growth System at a Glance

Four numbers that tell leadership how much of the team has a visible, documented growth path โ€” and how many are below the engagement threshold that predicts flight risk.

3
Team members with
no documented pathway
4
Team members with
active growth plans
2
Engagement scores
below 7.0 threshold
57%
Pathway coverage
across team

Pathway Coverage

Shows leadership how many team members have a visible, documented growth plan - and scores each person's engagement against the 7.0 healthy threshold.

7.0+
7.0 and above
On Track
Low flight risk
5โ€“6
5.0 to 6.9
Watch โ€” pathway review needed
Elevated flight risk
<5
Below 5.0
Act Now โ€” active intervention
Active flight risk
57%
coverage
Pathway documented (4)
No pathway (3)
Team Engagement Scores vs. 7.0 Benchmark
Composite of 5 dimensions averaged across last 3 check-ins: clarity of growth path ยท manager investment in development ยท visibility of next-role criteria ยท access to skill-building ยท sense that contribution is recognized.
Team Member
Score
Band
Sarah M.
Account Manager
8.6
On Track
Priya N.
Business Analyst
8.2
On Track
Marcus T.
Client Coordinator
7.4
On Track
Derek A.
Project Coordinator
6.1
Watch
Elena V.
Project Coordinator
6.5
Watch
James R.
Operations Lead
3.8
Act Now
Monica T.
Client Success Manager ยท Drill-down below โ†“
3.4
Act Now

Individual Growth Plan - Monica T.

When the dashboard flags a team member in the Act Now band, this is what the system produces: a 90-day growth pathway with a defined target role, skills gap tracker, and phased milestones that the manager owns and leadership can see.

Current Role
Client Success Manager
Target Role (12 Mo)
Senior CS Manager
Engagement Score
3.4 / 10 - Act Now
Retention Risk
High - No Pathway

Skills Gap - Current vs. Target Role

Maps the distance between where Monica is today and what the Senior CS Manager role requires.

Client Communication
85% Strength
Strategic Planning
70% In Progress
Team Leadership
55% Developing
Data and Reporting
30% Priority Gap

90-Day Growth Pathway

Three phases that move Monica from uncertain about her future to demonstrating Senior CS capability - each with specific, measurable milestones the manager owns.

Days 1-30: Foundation
Clarify path and close immediate gaps
  • Career conversation with Rachel - document target role criteria
  • Identify 2 stretch assignments in current role
  • Complete advanced platform certification
  • Shadow senior team lead on enterprise account
Days 31-60: Build
Lead a visible initiative independently
  • Own onboarding redesign for one client segment
  • Present findings to leadership - 15 min
  • Begin cross-functional project with Marketing
  • Midpoint growth conversation with Rachel
Days 61-90: Elevate
Demonstrate Senior CS capability
  • Lead team standup for 4 consecutive weeks
  • Mentor one junior team member formally
  • 90-day review: promotion readiness scored
  • Updated growth plan for next 90 days
34%
higher retention rate among employees who have access to growth and development opportunities โ€” and lack of career development has been the #1 reason employees quit for 10+ consecutive years.
ClearCompany Employee Development Statistics, updated 2023 ยท Work Institute Retention Report, 2023

What This Dashboard Revealed

Riverside Advisory Group had 3 of 7 team members with no documented growth pathway โ€” and two of those three were already in the Act Now band. Without visible infrastructure, the intent to invest in people and the experience of being invested in are two different things.

94%
of employees say they'd
stay longer at a company
that invests in their growth
ClearCompany / Work Institute, 2023
Growth Planning Career Pathway Skills Gap Analysis Manager Enablement Retention Infrastructure The Retention Studio LLC - Sample work product - Illustrative data only

Your deliverables are built for your company, your people, and your tools.
theretentionstudiollc.com - Plantation, FL