Tool 2 of 5

Staff Retention & Cross-Training Checklist

Your staff is your most valuable asset. A funding disruption should not automatically trigger a staffing crisis. This checklist helps you proactively build a more resilient and flexible team.

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Retention Strategies

Review each strategy with your leadership team and mark the current status.

1We have a clear and transparent communication plan for sharing organizational health updates with staff.
2We invest in professional development and certification opportunities for staff, even during tight budget cycles.
3Our compensation and benefits are benchmarked against similar organizations in our region.
4We conduct regular "stay interviews" to understand what keeps our top performers engaged.
5We offer non-monetary benefits like flexible work schedules or additional paid time off to boost morale.
Cross-Training Strategies

Identify whether backup capacity and flexible staffing practices are already in place.

1We have mapped the core competencies required for each program.
2We have identified at least one backup person for every critical organizational function (e.g., grant reporting, payroll).
3We have a formal plan to train staff in adjacent program areas.
4Staff are encouraged to shadow colleagues in different roles.
5Job descriptions are written to include flexibility and a percentage of time dedicated to supporting other initiatives.
Our Top 3 Priorities for This Year

Based on the checklist above, identify the top three new strategies your team will implement this year.

Snapshot

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Cross-Training Items
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Priorities
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