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.