Retention Intelligence Audit - Sample Deliverable
Expectations Gap Scorecard
1 of 5 diagnostic deliverables. Scores where promises and reality diverge - and quantifies the revenue exposure in dollars.
Illustrative sample - companies, names, and data are fictionalReality vs. Expectations
Align
Where unspoken misalignment quietly turns engaged people into flight risks. When expectations and reality drift and no one names it, good people disengage quietly - and then suddenly leave.
Deliverable: Expectations Gap Scorecard
This scorecard shows where promises and reality diverge - and prioritizes which gaps to fix first.
Scorecard Summary
Three numbers that tell leadership how wide the gap is between what employees were promised and what they're actually experiencing - and what it's costing.
Highest Risk Gap
Employees were told growth was possible but have no visible pathway. First action: architect individual growth plans for all 18.
Strongest Area
What leaders communicated during hiring matches the actual day-to-day experience. Protect and reinforce during all onboarding conversations.
Revenue at Risk
Based on 18 employees assessed, cost-of-exit benchmarks, and current gap scores.
Retention Risk Bands
The benchmark for reading every score on this card. 7.0 is the healthy threshold - below it, the gap between what was promised and what's real starts generating retention risk.
Expectations and reality are aligned. No intervention needed - protect what's working.
Gap forming. Not yet driving departures but creating conditions for disengagement. Address within 30 days.
Significant misalignment. This is where silent churn lives. Employees aren't complaining - they're mentally exiting. Address within 2 weeks.
Gap Scores by Dimension
Scores each dimension from 1-10 based on how closely reality matches what employees were told during hiring. The benchmark line at 7.0 marks the healthy threshold.
Revenue Impact - Before and After
Shows leadership the financial exposure from current gaps and the estimated reduction once the two highest-risk dimensions are addressed.
Current Exposure
Two dimensions are driving 80% of the risk. Employees scoring below the 7.0 benchmark on two or more dimensions generate the majority of the exposure.
Methodology: Cost-of-exit benchmarks applied to gap severity scores. Employees in "Act Now" bands weighted by departure probability based on score distance from 7.0 threshold.
After Fixing Top 2 Gaps
Resolving Role Clarity and Growth and Advancement gaps reduces revenue exposure by approximately 68%. Remaining risk is moderate and manageable within normal operations.
Priority Actions for Leadership
Four actions ranked by gap severity - each with a defined owner and timeline so leadership can act immediately, not wait for the next quarterly review.
Build individual growth pathway plans for all 18. Train managers on career conversations. No one should wonder whether there's a future here.
Owner: Leadership + Managers 路 Timeline: 14 days
Rebuild role expectations documents. Schedule manager 1:1s within 5 days to realign scope and success metrics for every flagged employee.
Owner: Managers 路 Timeline: 5 days
Create onboarding tech checklist. Assign pre-start provisioning SOP to IT lead so Day 1 readiness is a system default, not a scramble.
Owner: IT Lead + Manager 路 Timeline: 30 days
Capacity audit with 3 team leads. Redistribution plan before end of month. Ensure workload matches what was communicated during hiring.
Owner: Leadership + Team Leads 路 Timeline: 30 days
What This Scorecard Revealed
Riverside Advisory Group's leadership believed retention was strong because nobody was complaining. The scorecard revealed that 11 of 18 employees rated Growth and Advancement below the 7.0 healthy threshold - meaning they were told growth was possible but couldn't see any evidence of it. That's not a culture problem. That's a missing system. The fix isn't a town hall - it's visible, documented growth pathways that leadership owns and managers execute.
by fixing the top
two gaps
Ready to See Your Numbers
Find the Gap That's Costing You the Most
The Audit scores your company across all 5 touchpoints, identifies your highest-risk gap, and quantifies what it's costing in dollars, productivity, and team stability. Every deliverable is built from your data - not a template.
Book the Audit$1,447 路 Deliverables-based guarantee
Not sure yet? Get Your Reality Check ($27) and score yourself first.
