What is the Retention Planning and Performance Org Chart Workshop?
A 75–90 minute working session to map team members across performance, retention risk, and role coverage so leaders can spot talent gaps, protect critical roles, and plan the right next steps.
What problem does this solve?
High performers at risk of leaving
No clear view of who is critical to delivery
Limited backup coverage for key roles
Performance and retention discussions based on opinion instead of shared criteria
How to use
Set scoring criteria for performance, retention risk, and backup coverage (10m)
Map employees onto the org chart with agreed ratings (15m)
Review each role and capture key context (20m)
Identify the top retention and performance hotspots (15m)
Create action plans for support, retention, and coverage (20m)
Assign owners and review dates (10m)
Common pitfalls
Scoring people with no shared criteria, spending too long debating one role, confusing performance with retention risk, and leaving the session without owners or next steps.
Ways to avoid mistakes
Agree on simple rating definitions before scoring, keep discussions tied to evidence, focus on the most business-critical roles, and assign one clear owner to every action.
Miro Features You Can Use
Sticky Notes for employee roles and notes, Shapes or Org Chart tools for reporting structure, Colors to show performance and retention risk, Tags to flag critical roles or backup gaps, Comments for discussion notes, Voting to rank the biggest hotspots, Timer to keep the workshop moving.
FAQs
Q: Who can benefit from this template?
A: Founders, leadership teams, people managers, HR leads, and startup teams that need clearer visibility into retention risk, performance, and succession coverage.
Q: Does it work for virtual and in-person sessions?
A: Yes. Teams can run it directly in Miro, or use the board in a room and update it together during the session.
Q: What do I leave with?
A: A retention and performance org chart, a ranked view of key talent risks, defined actions for support and retention, and a clearer plan for role coverage.
