Offboarding and Exit Process

The checklist everyone skips until the day it is urgent

A structured exit covering handover, access revocation, equipment return, final pay and an exit conversation, so departures are orderly rather than improvised.

Offboarding is the process nobody builds until a departure goes badly. We write the checklist: what gets handed over and to whom, access revoked the same day across every system, equipment returned, final pay and entitlements settled, records retained for the period required, and an exit conversation that produces something useful. It protects the business, and it treats the person leaving decently, which the people staying notice.

What is included

• Handover template covering work, accounts, clients and context
• Same day access revocation across every system, tied to your access matrix
• Equipment return and asset tracking
• Final pay, notice and entitlement checklist
• Exit conversation structure that surfaces real reasons
• Record retention in line with the period you are required to keep

What you receive

• A documented offboarding checklist
• An access revocation runbook
• Handover and exit conversation templates
• An asset return register

Who this is for

Every business with employees, particularly any that has had a messy departure.

What you get

Departures that close cleanly instead of leaving loose ends.