Skip to main content

Offboarding & Knowledge Retention

1. The Goal​

"Leave the campground cleaner than you found it." Whether voluntary or involuntary, offboarding must be secure, respectful, and knowledge-preserving.

2. The Timeline​

T-Minus 2 Weeks (Resignation Received)​

  1. Announce: Agree on a communication plan to the team and clients.
  2. Plan: Manager reviews workload and re-assigns MS PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. tasks.
  3. Knowledge Dump: Employee spends 50% of time creating/updating System 05 AKUsAKU A standardized, independent, and reusable piece of knowledge (concept, procedure, script, etc.) that acts as the fundamental building block of the Content Engine. for their core tasks.

The Last Day​

  1. Exit Interview: Conducted by System 08 Owner.
    • Question: "What would you change if you were CEO?"
    • Question: "Did you have the tools to do your job?"
  2. Hardware: Collect laptop/keycards (or send shipping label).
  3. Access: IT System 06 executes the "Kill Switch" (Revoke M365 access) at 5:00 PM.

Post-Exit​

  1. Redirect: Email forwarded to Manager.
  2. Payroll: Final check + unused PTO payout processed by System 07.
  3. Alumni: Add to "Alumni Network" (optional).

3. Knowledge Retention Strategy​

Before they leave, the employee must record Loom videos walking through their daily workflows.

  • Prompt: "Show me how you do [Task X] from start to finish."
  • Storage: These videos are tagged #Offboarding in the Content EngineContent Engine System 5 of the operational model; the 'Central Nervous System' responsible for transforming raw information into standardized, modular assets for use in courses, marketing, and support..

Related Documents: