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The Offboarding Best Practices Checklist

Written by

Niamh Madden


Offboarding best practices go well beyond turning over laptops and keycards. Here are some of the categories and topics you’ll want to cover to make sure the organization–and the employee–gets the most out of the transition.

offboarding best practices checklistCreate an Experience

When organizations hire employees there is much talk of culture and how we’re more than just coworkers. If you’ve succeeded at building an awesome company culture, keep that going right through offboarding. Today’s former employee is tomorrow’s boomerang, so make sure they are respected, listened to and leave feeling positive if possible. Your former employees are your greatest brand ambassadors – and your worst critics! Give them something great to say.

Gather Data

The core of offboarding strategy should be your exit interview survey. Anonymous, third-party surveys are shown to increase engagement, encourage honesty and lead to better retention down the road. Make sure you’re set to gather meaningful benchmarked data.

Stay Connected

Some employees will leave and that’s just part of running any organization. Smart organizations make sure to stay in touch though. You’ll have an easier time hiring, retaining and meeting team goals if you can stay connected with your corporate alumni network.

Now that you’ve seen a preview make sure you download the entire employee offboarding toolkit to see the full checklist.

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