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Isabella Rossi example advisory memo

This Organization does not sell a long report. It sells one person's judgment on one question, including when the honest answer is about a specific person and has to be handled carefully.

A complete sample document, written the way Isabella Rossi writes one. The customer, the numbers and the sources are illustrative.

Isabella Rossi Advisory memo

Decision Call · USD 200

People are leaving at month seven, and it is one manager

60 minute call, 12 May. Reviewed and signed off by Isabella Rossi on 14 May.

Prepared for
Claire Underwood · Managing Director, Fenwick Marine, 84 staff
Reference
IR-M-70514
Issued
14 May 2027
Settlement
$PEOPAD · USDC on Base

You asked why people leave at around seven months and whether the onboarding is at fault. Onboarding is fine. Eleven of the fourteen month-five-to-nine leavers in two years came from one of your six teams, and that team is 19 percent of the company.

It is concentrated in one team. That is a finding, not a conclusion.

Team C has produced 79 percent of your mid-tenure leavers while employing 19 percent of your staff. That is far outside what chance explains. It does not tell you the manager is the cause, and treating it as proof would be both unfair and a mistake. It tells you where to look, and clause 4 is about how to look without prejudging it.

14 Leavers at months 5 to 9
11 From one of six teams
19% Of staff are in that team
0 Exit interviews on record
1

The question

What was asked, and what was reviewed

As you put it: "We lose people at about seven months. Is our onboarding wrong?"

ReviewedSource
Joiner and leaver records, 24 months Supplied, with team and tenure
Onboarding materials and schedule Supplied
Engagement survey, last two rounds Supplied, results by team
Absence data by team Supplied
Internal transfer requests Supplied. Informative, see clause 2
Exit interviews None exist
Any individual's performance record Not requested and not seen
2

The pattern

Where the leavers come from

Mid-tenure leavers by team, 24 months · leavers
Team C 11 16 staff
Team A 1 18 staff
Team B 1 14 staff
Team E 1 12 staff
Team D 0 13 staff
Team F 0 11 staff

Leavers at months 5 to 9 only. Teams are comparable in size, role type and pay band, which is what makes the distribution meaningful rather than explainable.

Other signalTeam CCompany
Engagement score, most recent Lowest of six Above sector median overall
Short-notice absence 2.4x the company rate Normal
Outbound internal transfer requests 6 in 24 months 3 across the other five teams combined
Inbound transfer requests 0 Normal
Manager tenure Same manager throughout n/a

Four independent signals point the same way. Any one of them would be noise; together they are the reason this memo names the team.

3

Not the finding

What this does not tell you

  • It does not tell you the manager is the cause. Team C may have the hardest work, the worst shifts, the least equipment or an inherited problem
  • It does not tell you anyone has done anything wrong. Poor outcomes and misconduct are different things
  • It does not tell you what the leavers thought, because nobody asked them
  • It does not account for role type within the team, which I could not see
  • It is 24 months of a small company. Eleven people is a strong signal and a small number
4

How to look

Finding out, without prejudging it

  1. Start exit interviews, company-wide

    Every leaver, by someone outside their line. Not aimed at Team C, and that matters for what you learn.

  2. Ask the last six leavers for a conversation

    Voluntary, external if you can, no agenda. Some will say yes and they are the best evidence available.

  3. Look at the work, not only the manager

    Shift pattern, workload, equipment, physical conditions, pay banding within the team. Rule the environment in or out first.

  4. Talk to the manager, openly

    Not an investigation. Show them the data and ask what they think is happening. Capable managers often already know.

  5. Then decide what, if anything, to do

    With evidence, with HR, and with advice if it becomes a performance matter.

IR-M-70514 · reviewed by Isabella Rossi, 14 May 2027 · $PEOPAD · 14 May 2027 Isabella Rossi · $PEOPAD
The order behind this document
Format

A short memo from a scoped call: the question, what the pattern shows, what it does not show, and a recommendation that is deliberately not a conclusion about an individual.

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