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RETENTION RISK AUDIT15 Questions - 15 Minutes - Printable Version
Company / Fund
Executive being assessed (role)
Approximate total compensation
Date
August 5, 2026
Q1 • INDIVIDUAL
When was your most important executive's last formal compensation review?
Within the last 12 months
12–18 months ago
More than 18 months ago or never since hire
Q2 • INDIVIDUAL
In the last 60 days, who typically initiates substantive conversations — you or the executive?
The executive initiates as often as I do
Roughly equal
Primarily me — they respond but rarely initiate
Q3 • INDIVIDUAL
In your last 3 significant conversations, did this executive describe challenges using 'we' or 'they'?
Consistently 'we' and 'our'
Mixed
Predominantly 'they' and 'the company'
Q4 • INDIVIDUAL
When did this executive last bring you an unsolved problem — before they had a solution?
Within the last 30 days
30–90 days ago
I cannot remember, or it has never happened
Q5 • INDIVIDUAL
How many months ago did this executive join?
0–12 months
13–24 months (highest-risk window)
Back
Next
How long have you been in your current role?
25-36 months
37+ months
Q6 · TEAM
In the last 90 days, did any new idea emerge from a leadership team meeting that was not brought in by you?
Yes — the team frequently generates ideas
Occasionally
Rarely or never
Q7 · TEAM
How often do your executives proactively contact each other — not you — about non-urgent strategic matters?
Weekly or more
Monthly
Rarely or never
Q8 · TEAM
In the last 30 days, how many unscheduled requests did you send to each leadership team member?
0–5 (predictable cadence)
6–15
More than 15 (always available expectation)
Q9 · CULTURAL
Did any recent board package or operating partner update contain information that genuinely surprised you?
Yes — I regularly learn new things
Sometimes
No — every update confirms what I already believed
Q10 · CULTURAL
When executives describe performance privately, is it consistent with formal reports?
Very consistent
Mostly consistent with small differences
Noticeable gap between private and public framing
Q11 · CULTURAL
When was the last time urgency displaced a strategic initiative your team proposed?
Rarely — the team protects strategic time
Occasionally
Frequently — everything becomes urgent
Q12 · CULTURAL
Has any executive shared a concern with you before they had data to support it?
Back
Next
Yes - recently, and I encouraged it
Yes, but a while ago
No - concerns arrive with analysis or not at all
Q13 - CAREER
When did you last have an explicit conversation with key executives about their professional future — within and beyond this deal?
Within the last 3 months
3-12 months ago
Never, or I cannot remember
Q14 - CAREER
Can your key executive describe their next career chapter — and do you know what they said?
Yes — we have discussed it specifically
They have mentioned it vaguely
I do not know their thinking
Q15 - CAREER
Does your key executive have visible internal career progression available to them?
Clear, explicit, and discussed recently
Somewhat visible but not explicit
Not clear — I have not made this visible
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