Team Offboarding Template
Transitioning a team member out of your business is not always easy but it doesn’t have to be stressful with this team offboarding template. It has everything you need to transition a team member from your business to new adventures.
$14.00
Letting a team member go is never an easy decision- whether it be for the team member or the CEO and it can be hard to focus, think straight, or be thorough when a team member leaves. There is already an added layer of stress and worry and offboarding shouldn’t be added to that.
This Team Offboarding Template will provide you with everything you need to transition a team member out of your business, keep it secure, acquire feedback, communicate effectively, and tie up all loose ends before they move onto their new adventure.
Included in this ClickUp template are:
- A comprehensive template tutorial
- Detailed task descriptions
- Task status changes and updates
- More ways to upgrade your team offboarding experience
You'll also get customized support to help you tackle any problem that comes your way.
In as little as five minutes you can download this template and within 30 minutes have a completely put-together team offboarding template that will provide everything you need for a smooth transition.
My ClickUp templates are designed for a variety of business types and clients. I have made sure to include everything that you can think of- and they best suit the following niches.
- Coaches (fitness, business, mindset, finance, etc)
- Online Business Managers (OBMs)
- Agencies (Social Media, Operations, etc)
- Course Creators
- Bookkeepers
- Virtual Assistants
- Consultants
- Entrepreneurs
& so many more!
If you’re letting go or planning on letting go of a team member soon, this is the template you want to do it with.
Some Love from our customers
The Reviews
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THE FAQS
Your questions, answered.
Running a business is complex, but getting the support you need shouldn’t be. Below, you’ll find answers to the most common questions I get about working together, my process, and how I can help streamline your systems.
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How do I know what service is best for my business?
My services are tailored to fit your business but they are also staggered based on the stage of business you are in. If you’re just starting out then I offer templates, consultations and strategy sessions to help assess what systems should be in place and how to get them there. If you are a bit more established then a process build is the best fit for a singular build. If you are an established business making six or multiple six figures and you need ongoing support then my Online Business Management is best for you.
Do I really need systems in my business?
I’ll answer that question with a question - do you want to grow your business? If the answer is no then (spoiler alert) my answer is still yes, you need systems in your business but I want to really hone in on the fact that systems are going to put you in place to scale your business. You will also want systems in place before you do that or you might not be able to scale successfully. Even if your business is just starting out you should have basic systems and processes. They don’t have to cost a fortune- you can check out my Business Essentials Templates for starters.
What if I don’t have the time to learn a new software?
While I have specific software recommendations based on your needs we can always work within the systems or software you already have. I do encourage an open mind when it comes to software- depending on the complexity- it might save you a lot of time and money to switch over and go through the painstaking process of learning a new software.
Am I locked in for a certain term with your services?
For the consultation, strategy sessions and process builds those are one time or package services based on your needs. The only service that is ongoing is my Online Business Management service and I do a three month trial to gauge fit, we can then discuss extending. However, if the arrangement isn’t working for both parties we can terminate the agreement. Life is too short to work with people that aren’t a good fit.
What should I have in place before bringing you into my business?
An idea! The main thing that you need is to have an idea of what you would like to accomplish- the rest we will figure out together. It’s my job to craft a plan to help you reach your goals and execute on that plan. It’s okay if you don’t know where to start, have a million ideas or feel overwhelmed- that’s exactly what I help with when you bring me into your business (in any service capacity).
