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Organizational Retirement Preparation Guide

Curate resources to effectively manage retirements before, during, and after they happen.

With the increasing number of retirees, organizations are finding it difficult to navigate the retirement process leading to an increase in skills gaps, impacting organizational effectiveness and goal attainment.

Executive Summary

Critical Insight

  • Changing workforce age demographics have placed the spotlight on HR as an integral partner in navigating the retirement process by providing effective knowledge transfer and succession planning.
  • When organizations partner with HR in creating a standardized retirement approach, it facilitates a smooth transition for the retiring employee and the organization.

Impact & Result

  • Forecast workforce needs and prepare employees for retirement.
  • Prepare the employee for exit and ensure a smooth transition of work and knowledge transfer.
  • Successfully offboarding and continuing relationships with retired employees.

Research & Tools

1. Pre-retirement

Focus on forecasting workforce needs and preparing employees for retirement.

2. Peri-retirement

Prepare for the employee exit and ensure a smooth of transfer knowledge, skills, and responsibilities.

3. Post-retirement

Assess various offboarding options, gain feedback from retiring employees, and maintain relationships with alumni.

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