Offboarding Meeting

Exit Interview

Conduct an exit interview with the departing employee to gather feedback on their experience at the company and identify areas for improvement.

HR Representative

Knowledge Transfer

Ensure a smooth transition of the departing employee's knowledge and responsibilities to other team members.

Manager/Team Lead

Company Property Return

Collect company property, such as laptops and phones.

HR Representative

Offboarding Meeting

Team Operations
Design Meeting
Project Kickoff Meeting
Business Meeting
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The summaries are better than I could write on my own and they pick up on details I would not even have mentioned in my previous notes.
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Eric.ai has improved my working day significantly. It saves me time, money and the stress of keeping everything in order with pen and paper.
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Meeting notes are well written, concise but more informative than any others I've used. The set up is easy and efficient.
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I use Eric.ai in all my calls with clients as a grant writer and it is really helpful to not have to worry about taking notes when clients are talking about technically innovative things.
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The meeting transcriptions are extremely useful offering a really good overview of actions recorded during the meeting.

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Frequently asked questions

How does our Offboarding Meeting Agenda Template help with knowledge transfer?

Our agenda includes dedicated time for knowledge transfer, ensuring the departing employee shares their insights, responsibilities, and project details.

Can the Offboarding Meeting Agenda be adjusted for different roles or levels of employees?

Yes, our template can be customized to fit various employee roles, ensuring that specific aspects of their work or knowledge are smoothly transferred and discussed during their exit.

Can I use this template for remote offboarding meetings?

Yes, the Offboarding Meeting Agenda Template works for both in-person and remote meetings, helping structure discussions and ensuring all key offboarding steps are covered.

Can I add legal and compliance steps to this agenda template?

Yes, you can customize the template to include legal and compliance steps to ensure a smooth and compliant offboarding process.

How can this template improve the overall offboarding experience?

The template helps streamline offboarding by covering key topics, ensuring a structured discussion, collecting feedback, and making the transition smoother for both the company and the employee.