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Free PDF planning guide

APP Team Retention Planning Guide

A structured planning guide for APP leaders examining onboarding, role clarity, team integration, and operational support.

For: APP leaders, service-line leaders, and program owners

Open the planning guide (PDF, about 30 KB)

What it helps you do

Move from broad retention concerns to a bounded operational discussion. The guide helps a leadership group review local conditions, select qualitative priorities, assign actions and owners, and establish a practical follow-up cadence.

Five planning domains

  1. Onboarding Structure
  2. Role and Expectation Clarity
  3. Preceptor and Leadership Support
  4. Team Integration and Communication
  5. Growth, Feedback, and Sustainability

How to use the guide

Use it in a leadership working session, review all five domains, choose a small number of priorities, and complete the priority and 30-, 60-, and 90-day worksheets. Adapt actions through your organization’s normal policy and review processes.

Start with the audit—or use the guide directly

The APP Retention Risk Audit helps identify operational areas that may deserve attention. This guide helps organize discussion, ownership, and action planning without repeating the assessment or creating another score.

Open the APP Retention Risk Audit

Need help adapting the framework?

Programs seeking help adapting an operational framework may discuss implementation support.

Explore consulting support