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.

Onsite Workshop

A poorly defined offboarding plan present several dangers:

  • A decrease in team morale and performance.
  • Negatively impacted internal and external client relationships.
  • Damaged intellectual and physical property.
  • Lack of knowledge transfer.
  • Increase in organizational costs.
  • Damaged employer brand.

A well-defined offboarding plan will help:

  • Mitigate the risks associated with involuntary turnover.
  • Protect organizational knowledge and corporate brand.
  • Minimize the negative spillover of the departure to team members.
  • Promote brand ambassadors.

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. 

Activities: Outputs:
1.1 Assess your need for a formal offboarding program.
1.2 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
1.3 Develop a communication plan to address voluntary departures.
  • Customized offboarding communication plan
1.4 Customize the Knowledge Transfer Template for your organization.
  • Customized knowledge transfer process
1.5 Customize the Exit Interview Template for your organization.
  • Customized Exit Interview Template
1.6 Tailor the Employee Departure Checklist Tool to ensure offboarding efficacy.
  • Tailored Employee Departure Checklist
1.7 Draft an Exit Summary document to finalize the offboarding details for the departing employee.
  • Customized Exit Summary document
1.8 Brainstorm ways to build morale in your team after an employee departure.
  • Documented initiatives to rebuild team morale post-departure

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