Retirement Guide Workbook

Author(s): Damian Sycz, Ruffa Delfin, Ramsha Munshi, Casey Langley, LynnAnn Brewer

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Use this tool to capture information in one place as you work through the organizational retirement preparation guide. This tool will allow you to track retiree information including:

  • Retirement date
  • Successors
  • Knowledge transfer plans
  • Phased offboarding requirements
  • Related Content