CLEAR Connections® Stay Interview Process



Introducing CLEAR Connections®

CLEAR Connections is a straightforward yet powerful solution that provides a process for leaders to conduct stay interviews with team members in a meaningful and comfortable way, regardless of how long the employee and leader have worked together. CLEAR Connections meetings focus on four important employee preference areas and are discussed in an informally structured meeting.


Elements of The CLEAR Connections® Solution

Step 1: Administer the FirstFit® Stay Survey

The FirstFit® survey asks employees to rate and rank the leadership skills they value most and the components of their career that are most important to them right now.  It also measures an employee’s communication and recognition preferences.  This provides leaders the opportunity to ask team members valuable follow-up questions to help them more effectively manage their teams, take direct action on results, and build a work environment with high employee engagement and retention.

  • 8-minute survey that asks employees their preferences in a leader, career, recognition, etc.
  • Ranks the importance of each employee’s leader competency preferences as well as their career preferences
  • Valuable process for employees changing leader alignment
  • Triggers a 1:1 conversation to review the results in a “Handshake Meeting”
Step 2: Leader Training

Handshake Connection is a blended learning program used to teach leaders how to conduct a structured Handshake meeting effectively.  Tens of thousands of leaders have utilized Handshake Connection to become proficient and comfortable in conducting Handshake meetings with their teams.

The leadership training module consists of the following:

  • Takes approximately 25 minutes to complete the online portion
  • Contains relevant and focused content divided into several learning topics
  • Delivered in short timeframes, allowing learners to complete them quickly
  • Offers progress checks, realistic job simulations, and printable learning points to support application of key skills
Step 3: Handshake Meeting

This is a structured, short 1:1 meeting between a leader and the team member to review FirstFit® Survey results. The leader is guided to ask follow-up questions to best understand how to effectively lead each team member.  At the conclusion, the leader will share what he/she will do to meet each team members’ needs, and the employee will commit to being an active part of the employee engagement and retention effort.

Note: The solution also includes an interactive on-line learning module, Handshake Connection, which trains leaders step-by-step how to conduct a Handshake meeting and provides tips for an effective discussion

Step 4: Online Action Planning

An online action plan allows leaders (and team members) to summarize the outcomes of the Handshake Meeting, develop a plan to continue supporting their relationship, and increase the success of ongoing conversations.

The online action plan is documented and follows the employee to ensure future leaders can effectively build on the conversations and commitments of previous leaders and bond with their team members as quickly as possible. This is especially useful during organizational changes such as restructuring and mergers.  Additionally, completion of the online action plan can be tracked to provide accountability for leaders.

Stay Interviews 101

Want to understand the basics of Stay Interviews? In this video we explain what Stay Interviews are and how they can improve employee engagement and retention.

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