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Develop an Offboarding Plan to Manage Risk and Transition Employees Effectively

Plan ahead to promote positive departure experiences and minimize the impact of employee offboarding.

  • The average employee departure announcement does not allow 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.

Executive Summary

Critical Insight

  • A well-defined offboarding process will help mitigate the risks associated with involuntary turnover, as well as protect organizational knowledge from loss and the corporate brand from negative employee departures.

Impact & Result

  • Create an offboarding checklist 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 opportunities.

Research & Tools

1. Plan for offboarding

Establish offboarding processes and coordinate with key stakeholders.

2. Communicate offboarding

Develop communication guidelines, and plan for offboarding meetings and knowledge transfer.

3. Plan for post-departure

Build morale after an employee departure and maintain alumni relationships.

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