This offboarding handover template addresses the critical challenge of knowledge transfer when employees leave your organization. Unlike general offboarding checklists, it creates a system for documenting crucial operational details including ongoing projects, important contacts, and pending tasks. You can quickly identify knowledge gaps and make sure critical information doesn’t leave with departing employees.
Research shows that getting insights through methods like exit interviews can prevent almost 77% of turnover-related disruptions in organizations. For instance, if an employee resigns with two weeks’ notice, this template helps capture their specialized knowledge, ensuring financial operations continue without interruption.