THREE PHASE OFFBOARDING PLAN

PROCESS MONITOR / MENTOR	PHASE 1: PREPARATION	PHASE 2: DEPARTURE	PHASE 3: POST-DEPARTURE
Submit resignation letter	Sign separation agreement	Join alumni network
EMPLOYEE	Knowledge sharing	Provide updated contact information
Exit interviews
Equipment return
Notify key departments and personnel	Delegation of tasks / assignments	Make use of exit interview information
MANAGER	Send offboarding list to exiting employee	Succession planning	Boomerang planning
or OFFICE	Submit exit survey	Exit interview	Identify opportunities for development
ADMINISTRATOR	Review terms of agreement	Ensure compliance	Encourage referrals
Update organizational chart	Collect access cards and keys	Stay in communication
Leverage technology	Provide reference letter
Analyze trends
Submit job termination request	Complete process documents	Maintain alumni network
HUMAN	Organize farewell lunch or dinner	Ensure compliance	Make use of exit interview information
RESOURCES	Notify HR	Final compensation	Boomerang planning
Vacation status	Encourage referrals
Review retirement and cobra benefits	Analyze trends
Provide development opportunities
Confirm separation date
Collect travel or credit cards
Notify colleagues about exit
Revoke applications	Process improvement suggestions
TECHNOLOGY	Revoke email access
Revoke VPN
Leverage technology
Ensure compliance
Remove individual from company website
Leverage technology
Knowledge sharing and shadowing	Process improvement suggestions
DESIGNATED	Maintain relationship
COWORKERS /
PEER RESOURCE
OTHER
if applicable

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