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Offboarding next steps


Message Template

Dear {@employeename},

It is with mixed emotions that we acknowledge your resignation from {@companyname}. While we are sad to see you go, we understand and respect your decision to pursue new opportunities. Your contributions to our team have been invaluable, and we want to express our deepest gratitude for your dedication and hard work. Wishing you the very best in your future endeavors, and we hope our paths cross again. As you prepare your transition, please consider the following:

  • Complete outstanding tasks: Finish any pending projects or tasks to the best of your ability before leaving. Document your progress, update any relevant files, and communicate the status of ongoing assignments to your colleagues. This helps maintain continuity and shows your commitment to a seamless handover.
  • Prepare handover documentation: Create comprehensive handover documentation outlining your responsibilities, key projects, and any relevant information that your successor or colleagues may need. Include contact details for important stakeholders, details about ongoing projects, and any specific processes or procedures that will be crucial for the next person in your role.
  • Move any files to shared folders: Be sure to move files to shared folders so team members can access.
  • Connect key contacts: Introduce your replacement and/or teammates to key contacts.

Things to consider:

  • Include any specific offboarding steps, including forms, processes, etc.
  • Include links and best practices for moving/storing files.
  • Add best practices for file saving and sharing within your organization.

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