This article provides step by step instructions on how to use the Flight Risk Management Google Sheet Template.

Overview of Steps

1.    Enter settings – Define 2 axes levels. Define 9 box names, descriptions

2.    Enter employee data

3.    View/Interact with the 9-box grid dashboard 

Detailed Steps

Step 1: Enter settings

The settings sheet is where you can customize the 9 boxes and the levels for 

This is customizable according to your organizational needs.

The text that can be customized are:

1. Define 3 levels for each axes - 

Default are Low, Moderate and High for Y axis and probabilities of 0-50%, 51%-75% and 76%-100% for x axis.

2. Define names for each of the 9 boxes

3. Define Descriptions for each of the 9 boxes. 

Step 2: Enter Employee Data

In the 'Employee Data' sheet, enter list of all employees and their basic attributes.

Employee ID is a required field. It can be numeric or alpha numeric. 

Grade, Location, Department, Business Unit and Manager fields are also available to filter by, in the Dashboard which we will see later.

Further to the right, you have the fields for Probability of an employee leaving (X Axis) and Impact of leaving (Y Axis). They will have drop down list validation based on values you chose in the Settings.  

You can also enter any text for feedback or recommendations in the 'Feedback' column.

Step 3: View 9 Box Grid for Flight Risk Management

Once all the data is entered, the flight risk assessment matrix automatically populated in the dashboard sheet.

This has two sheets (which are print-friendly)

The first page has the 9 box grid visual with the counts and % of employees in each of the 9 Boxes, where the "Critical flight risk" employees can be easily identified.

This view gives an easy understanding of your work-force' spread based on the probability of their leaving and the subsequent impact.

The following visual shows the % of employees in each box and this is easier to see the composition of employees in your organization. 

The second page allows us to visually see employees in each box of the 9 box grid to identify the flight-risk employees and take preventive measures.

Up to 10 employees can be displayed in each box. 

If you need more column width to display larger names, you can expand the column width. 

If you need to view employees under only one of the grids, use the drop-down option to the far right of the dashboard.

The 9-box grid visuals are also dynamic based on filters you apply. Department, Business Unit, Location, Grade and Manager are five filters available by default. 

You can also print or export to PDF the 9 Box grid visuals.

The template is set up to support up to 1000 employees.