Offboarding Process
A clear, supportive transition process to protect continuity, security, and organizational knowledge.
Offboarding ensures that all documents, access, responsibilities, and knowledge are transferred properly before a teammate completes their service. This protects our programs, partners, and team operations.
Access Removal Checklist
All access must be removed on or before the teammate’s final day.
- Remove Google Drive access
- Remove WordPress dashboard access
- Remove Asana team/project access
- Remove Mailchimp access
- Remove Figma access
- Remove Hootsuite access
- Remove Google My Business access
- Remove Meta Business Suite access
- Remove Team email access
Completed by: ____________________________
Date: ____________________________
File & Knowledge Transfer
All files and knowledge must be transferred to the correct Team Drive.
- Move all personal files to the correct Team Drive
- Transfer ownership of documents
- Upload all partner notes
- Upload all photos and stories
- Upload all drafts and templates
- Update Asana tasks with final comments
- Reassign open tasks to the correct teammate
Completed by: ____________________________
Date: ____________________________
Program Continuity Checklist
Ensure no work is left incomplete or undocumented.
- Submit final weekly or monthly report
- Document pending partnerships
- Document pending tasks
- Upload any missing attendance or data
- Update contact lists
- Add recommendations for the next teammate
Completed by: ____________________________
Date: ____________________________
Exit Communication Checklist
A final conversation to close out the volunteer or staff experience.
- Complete exit reflection form
- Final meeting with Team Lead
- Final meeting with Hiring Team
- Final meeting with Director
- Send thank‑you message
- Update team roster
- Update dashboard access list
Exit Interview Date: ____________________________
Volunteer/Staff Signature: _______________________
Lead Signature: ____________________________
Director Signature: ____________________________
Reflection Paper (Optional)
Volunteers may submit a short reflection summarizing their experience, lessons learned, and recommendations. This counts toward 5% of their total hours.
Submitted: Yes/No
Date: ____________________________
Final Confirmation
All offboarding steps have been completed.
Team Lead Signature: __________________________
Date: ____________________________
Director Signature: _____________________________
