Description:
Establish a structured off-boarding process to ensure smooth transitions, protect company knowledge, and maintain a positive employer brand.

Duration: 6-10 weeks

Major Activities:

  • Define off-boarding steps for different exit scenarios (resignation, termination, retirement)
  • Develop an exit interview process to capture employee feedback
  • Standardize knowledge transfer protocols
  • Ensure compliance with asset return and access revocation procedures
  • Maintain alumni engagement strategies for potential rehires
  • Analyze off-boarding data for retention strategy improvements

Deliverables:

  • Off-boarding process checklist
  • Exit interview questionnaire and reporting template
  • Knowledge transfer documentation guide
  • IT access and asset return policy
  • Alumni engagement strategy

Project Tips:
DO:

  • Handle off-boarding professionally to maintain a positive reputation.
  • Use exit interviews to improve employee retention strategies.
  • Ensure security measures are in place for IT and data access.

DON’T:

  • Rush the off-boarding process without proper documentation.
  • Treat all off-boarding cases the same—customize for different exit types.
  • Ignore the value of maintaining relationships with alumni employees.