Excellence Offboarding Model

Management Framework

Employee offboarding is a critical process that every manager will face at some point in their career.

Offboarding
9 steps to excellence in employee offboarding - best practices guide.

Explained

Think of OffEM like a relay race where the baton is the knowledge and responsibilities of the departing employee. Each step in the process ensures that this baton is passed smoothly to the next person, preventing it from dropping and ensuring the team continues to run efficiently. Here’s a brief overview:

  1. Don’t Take It Personally: View departures as growth opportunities.
  2. Set the Terms: Lay out the logistics clearly.
  3. Notify Your Leaders: Keep upper management informed with a plan.
  4. Communicate Changes to the Team: Ensure transparency and support.
  5. Ensure a Smooth Knowledge Transfer: Like passing the baton in a relay race, make sure nothing drops.
  6. Conduct a Meaningful Exit Interview: Use this as a learning tool.
  7. Do a Team Farewell: Celebrate contributions.
  8. Strategise for the Future: Adapt the role to meet evolving team needs.
  9. Keep Contact: Maintain a network of alumni.

Quick tip

Immediately following a resignation, schedule a “transition kickoff meeting” with the departing employee. This sets the tone for a structured, positive offboarding process and ensures both parties are aligned from the start. It’s a simple step that frames the entire OffEM process, ensuring clarity, respect, and productivity from day one.

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