Offboarding for Managers Toolkit
At Cal Poly, we value our people. We want to provide the best experience from start to finish during your time at Cal Poly. Offboarding is the formal process of separation between an employee and an organization through resignation, termination, or retirement. Taking the time for an effective offboarding process is essential to maintain value, optimizing current employees' working experiences, retain organizational knowledge, and reduce future training time.
Offboarding Checklist
An offboarding checklist will help to ensure you've checked all the boxes to best support your team, your customers, and the exiting employee.
Knowledge Transfer Plan
Follow this three-phase Knowledge Transfer Plan to help your department retain critical organizational knowledge in order to maintain operations, employee morale, consumer confidence, and the quality of service provided.
Onboarding and Offboarding Employees
The beginning and the end of an employee's experience are critical to the success not only of the employee, but to the entire team. Learn the basics of effectively onboarding new and reassigned employees, as well as offboarding departing employees. Practical tools will be shared!
On-Demand Courses
The Offboarding Experience
Learn how to keep employees engaged and support them throughout the employee life cycle—from first contact to offboarding.
Facilitating Succession Planning and Knowledge Transfer
Address succession or knowledge transfer blind spots in your organization. It's time to address preserving your intellectual capital while also making it part of your multi-generational workforce strategy.
Building Change Capability for Managers
This course explains the roles and responsibilities of managers in delivering and embedding successful change in a corporate landscape.
eBooks
The links below will take you to the Cal Poly Learning Hub, please log in and you will be redirected to the book. Click "Start" to begin reading.
Knowledge Transfer: The Key to Organizational Resilience and Agility: Talent Management
Explaining what knowledge transfer is and why it is critical to organizations’ resilience and agility, this book details ways to develop and strengthen an organization’s ability to effectively transfer and manage knowledge.