Retention Intelligence Audit โ Sample Deliverable
Revenue-at-Risk Role Alignment Map
1 of 5 diagnostic deliverables โ scores whether every person is in the right seat, on the right work, with the right manager, and quantifies what each wrong seat is costing.
Illustrative sample โ companies, names, and data are fictionalOngoing Role Fit
Place
Right person, wrong seat. When someone is placed wrong, the cost shows up everywhere โ in their output, their team's energy, and eventually in a resignation that didn't have to happen.
Deliverable: Revenue-at-Risk Role Alignment Map
Who's in the Right Seat
Four numbers that tell leadership whether people are in the right seats โ and what the wrong seats are costing across the team.
No action needed
Structural fix needed
Early drift detected
from wrong seats
Role Fit by Seat
Scores each team member across four dimensions that determine whether they're in the right seat. Revenue exposure estimates what each wrong seat costs.
Dots below 7.0 signal seats that need attention, not people who need to be replaced.
What Wrong Seats Cost You
A wrong seat creates cost in three places simultaneously โ and the total is almost always larger than leadership expects.
Seat Diagnosis โ James R.
When the map flags a wrong seat, the system produces a diagnosis โ what's off, what it's costing, and the structural fix, framed as a placement issue, not a performance failure.
Diagnosis
James was hired to lead operations โ cross-team coordination, process optimization, and workflow management. In practice, he's spending 70% of his time on direct client delivery, which pulls him away from the systems work he was brought in to do.
His Revenue Impact score (3.8) reflects that client-facing work isn't his strength. His Scope Clarity score (3.2) confirms he's unclear on what success looks like in his current configuration. His Team Leverage score (3.5) shows he's absorbing capacity rather than creating it.
Recommended Actions
- 30-minute role exploration conversation with manager within 5 daysOwner: David K. โ Managing Partner
- Map James's strengths against available seat configurations on the teamOwner: David K. + Leadership
- Evaluate lateral move to structured individual contributor track (process/ops)Owner: Leadership โ within 30 days
- Reassign direct client delivery to well-placed team membersOwner: David K. โ within 14 days
- Schedule 60-day follow-up to score seat fit improvementOwner: David K. + Leadership
What This Map Revealed
Riverside Advisory Group's leadership assumed James was underperforming. The map showed something different: he was in the wrong seat. The reframe โ from performance failure to placement problem โ preserved $52K in replacement cost and the institutional knowledge that would have left with him.
is preventable โ most
exits are a systems failure
Retention Report, 2024
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 โ not a template.
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