Offboarding Toolkit: Graceful Exits for Teams or Individuals

Starting at

$

250

About this service

Summary

I'll create an off boarding experience that feels respectful, complete, and compliant-- whether you're a team saying goodbye to an employee or an individual planning a strategic exit. This includes documentation, transition checklists, and final communication tools designed to protect relationship and knowledge.

FAQs

  • Will this help with legal/compliance issues?

    I'm not a lawyer, but I structure your materials based on best practices. Legal review is always encouraged if needed.

  • Can I use this toolkit for future exits?

    Yes, your offboarding guide and templates are fully editable and reusable.

  • What if I want a visually branded version?

    You can add a Canva upgrade for a modern, polished look. Just let me know during setup. To replace Word with Canva, it's an additional $75 (or $125 if you'd like both formats). Just let me know before we begin.

What's included

  • Exit Checklist & Offboarding Timeline

    A clear step-by-step process for managers and/or employees, covering final tasks, asset return, and knowledge transfer.

  • Final Communication Templates

    Includes customizable exit announcement and knowledge transfer.

  • Offboarding Guide or Toolkit

    A branded or editable document that outlines policies, benefits continuation information, FAQs, and a warm closeout message for smoother transitions.


Duration

2 weeks

Skills and tools

Founder

Human Resources Consultant

Human Resources Manager

Adobe Acrobat

Adobe Acrobat

Canva

Canva

Google Docs

Google Docs

Microsoft Word

Microsoft Word

Pages

Pages

Industries

Human Resources
Cryptocurrency & Blockchain
Cybersecurity