Trial lock

This Research is for Members Only

Not a member? Unlock a free sample of our research now!

Already a member?

Sign in now

Hr Infrastructure icon

Develop an Offboarding Plan to Manage Risk and Transition Employees Effectively

Plan ahead to promote positive departure experiences and minimize the impact of involuntary turnover.

Unlock a Free Sample

View Storyboard

Solution Set Storyboard Thumbnail

Your Challenge

  • Employee exits, whether voluntary or involuntary, are an inevitable part of conducting business.
  • Few organizations have done enough to adequately prepare for the inevitability of short-notice departures.

Our Advice

Critical Insight

  • The average departure notice time is two weeks or less, often not enough time to offboard effectively. As a result, most organizations don’t enable the passing of required knowledge from one employee to another before a departure. If you don’t plan to capture critical knowledge prior to the departure notice being given, you risk knowledge loss in an age when knowledge is often an organization’s competitive differentiator.
  • A well defined offboarding process will help mitigate the risks associated with involuntary turnover, as well as protecting organizational knowledge from loss and corporate brand from negative employee departures.
  • Positive departure experiences will develop brand ambassadors, encourage referrals, and promote positive word of mouth, often increasing the potential for future rehiring. 

Impact and Result

  • Create an offboarding plan to manage departures effectively while protecting your corporate brand, retaining organizational knowledge, and preventing exposure to risk.
  • A positive offboarding experience will promote your employer brand and increase the likelihood of referrals, high quality applicants, and rehiring.
  • McLean & Company has identified key issues in the offboarding process, and we highlight the necessary considerations pre-, during, and post- employee departure. 

Research & Tools

2. Develop a plan for the departure stage of offboarding

Create offboarding tools to ensure consistency and minimize risk.

3. Create a post-departure offboarding plan

Establish strategies to build morale after an employee departure and continuously improve the offboarding plan.

Guided Implementations

This guided implementation is a four call advisory process.

Guided Implementation #1 - Pre-departure phase

Call #1 - Review project rationale and discuss current offboarding policies and procedures.

Guided Implementation #2 - Departure phase

Call #1 - Review communication plan and departing document draft.
Call #2 - Discuss how to follow up on and revise the offboarding checklist.

Guided Implementation #3 - Post-departure phase

Call #1 - Discuss the auditing process to ensure efficiency and efficacy.

Onsite Workshop

Discuss This Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Develop an Offboarding Plan

The Purpose

  • Create and document policies to ensure consistency and minimize risk.
  • Identify termination procedures and discuss termination communication.
  • Create procedures to facilitate the transfer of important information.
  • Develop exit survey and exit interview procedures.
  • Customize tools to ensure smooth departures.

Key Benefits Achieved

  • Develop customized, standardized offboarding policies, procedures, and tools.
  • Mitigate the risks of voluntary departures through standardized knowledge transfer templates.
  • Mitigate the risks associated with involuntary turnover through standard processes and tools.
  • Minimize the negative spillover of the departure to team members.
  • Protect your organizational brand with respectful offboarding.
  • Leverage alumni as brand ambassadors. 




Assess your need for a formal offboarding program.


Develop a list of your organization’s required policies and identify the necessary tasks.

  • Defined offboarding-related policies, with documented policy and process owners and timelines

Develop a communication plan to address voluntary departures.

  • Customized offboarding communication plan

Customize the Knowledge Transfer Template for your organization.

  • Customized knowledge transfer process

Customize the Exit Interview Template for your organization.

  • Customized Exit Interview Template

Tailor the Employee Departure Checklist Tool to ensure offboarding efficacy.

  • Tailored Employee Departure Checklist

Draft an Exit Summary document to finalize the offboarding details for the departing employee.

  • Customized Exit Summary document

Brainstorm ways to build morale in your team after an employee departure.

  • Documented initiatives to rebuild team morale post-departure