Offboarding checklist and next steps: {{first_name}}

Hi {{first_name}},

As part of the offboarding process, I'd like to schedule a short exit interview. This is an opportunity to share your experience at [[company]], including what worked well and what could be improved. Your feedback is confidential and goes toward improving the team.

Details: Date: [[date]] Time: [[time]] Duration: 30 minutes Format: [[video call / in-person]] With: [[interviewer name and role]]

Let me know if this time works or if you'd prefer an alternative.

[[Your name]], [[your role]]

Hi {{first_name}},

With your last day on [[date]], I want to make sure the handover is smooth for everyone. Here's what I'd like to get transferred before then:

[[Project or responsibility 1]]: hand off to [[name]] by [[date]]

[[Project or responsibility 2]]: hand off to [[name]] by [[date]]

[[Documentation or access items]]: saved to [[shared location]] by [[date]]

Can we block 30 minutes on [[date]] to walk through anything that needs context beyond what's in the docs?

[[Your name]]

Hi {{first_name}},

I wanted to send a separate note before your last day. The logistics email covers the practical side, but this one is personal.

Your work on [[specific project or contribution]] made a real difference for [[team or company]], and the way you approached [[specific quality or habit, e.g., "cross-team collaboration" or "mentoring new hires"]] set a standard that the team will carry forward.

I'm glad we got to work together and I'm rooting for what comes next.

[[Your name]]