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Exit Interview Questions + Offboarding Checklist

Get a ready-to-use offboarding checklist built around your actual systems and a fair, useful exit interview script, so nothing gets missed when someone leaves.

What you get: A Markdown offboarding kit you can paste into a doc: a timeline-based checklist (before the last day, on the last day, after departure) with an owner for each step and every system you listed, plus an access-revocation table, an asset-return table, a knowledge-handover template, a 15–20 question exi Price: $29 flat. Time: usually ready in minutes. Done by AI; you review it, with one free change.

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Real example

This is an actual result our AI made in a test run, from sample details. Yours is made from your details.

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Offboarding Kit: Senior Project Manager

This kit covers the voluntary departure of a Senior Project Manager at a 28-person hybrid B2B software consultancy (Denver office, about half the team remote). This person runs 4 client accounts and holds admin rights in Jira and HubSpot. Work through Section 1 in order and use Sections 2–3 as sign-off tables. Send Section 4 to the departing PM on day one of their notice. Your ops lead can use Section 5 (live interview) or Section 6 (async survey), or both.

Assumptions:

  • Departure is a voluntary resignation with a two-week notice period. Rehire eligibility suggests this, but the type wasn't stated. If it's involuntary, compress Phases 1–3 into one day and cut access at or just before notification.
  • IT/Admin tasks are handled by your ops lead or whoever administers Google Workspace. With 28 people, there's likely no dedicated IT team.
  • Google Workspace is your main identity provider. Some tools may use "Sign in with Google," so suspending the Google account can lock those tools too. Check before cut-off.
  • The PM may be in-office or remote. Both return methods are included.
  • The "new PM" is an existing or incoming person who will take over the two clients needing a warm intro. The other two accounts go to someone your Manager decides.
  • The YubiKey is used as a 2FA key for company accounts. Which accounts it's registered to is unknown.

1. Offboarding Timeline Checklist

As soon as departure is confirmed (Day 1 of notice)

  • Confirm the last working day and notice terms in writing [HR]
  • Agree on the internal announcement wording with the employee, then announce to the team in Slack or at a team meeting [Manager]
  • Decide who takes over each of the 4 client accounts, and name the new PM for the two warm-handoff clients [Manager]
  • Agree on what and when each client is told. Draft client notification wording [Manager]
  • Send the Knowledge Handover Template (Section 4) with a due date of 3 working days before the last day [Manager]
  • Schedule the exit interview with the ops lead for the last 2–3 days of notice. Offer the async survey as an alternative [HR]
  • List every system and asset for this person using Sections 2 and 3 [IT/Admin]
  • ⚠️ Confirm at least one other person already has admin rights in Jira, HubSpot, Google Workspace (if applicable), 1Password, and the LinkedIn company page. Grant them now if not [IT/Admin]
  • Notify Finance of the departure date for final pay, expenses, and Amex reconciliation [HR]

During the notice period / final week

  • Hold the warm handoff intro calls for the two named clients, with both the departing PM and the new PM present [Manager] [Employee]
  • Send handoff emails or intros for the other two clients and copy the new owner [Employee]
  • Walk the successor through each active Jira project: boards, open epics, sprint status, and blockers [Employee]
  • Review the completed Handover Template with the employee and fill any gaps [Manager]
  • Transfer ownership of key Google Drive files, Confluence pages, and Loom videos that clients or the team depend on [Employee]
  • Reassign HubSpot deals, contacts, tickets, and tasks owned by the PM to the new account owners [Employee] [Manager]
  • Reassign or recreate recurring client meetings they own in Google Calendar and Zoom so the invites don't break [Employee]
  • Move ownership of any automations or integrations running under their account to a shared or admin account (see "Commonly forgotten") [IT/Admin]
  • Remove them from approval chains: Harvest timesheet approvals, expense approvals, Jira workflow approvers, and client sign-off routes [Manager]
  • Submit and approve final Harvest timesheets for all client projects [Employee] [Manager]
  • Submit all outstanding Amex expense receipts [Employee]
  • ⚠️ Downgrade admin rights in Jira and HubSpot to standard user 1–2 days before the last day, once transfers are done [IT/Admin]
  • Conduct the exit interview [HR (ops lead)]
  • Arrange equipment return. Send a prepaid shipping kit if remote [IT/Admin]

Last day

  • Collect the MacBook Pro, monitor, YubiKey, and key fob, or confirm the courier pickup is booked [IT/Admin]
  • Collect the company Amex card [Finance]
  • Final check-in conversation: thank them, confirm the handover is complete, and share how to reach the company for post-employment questions [Manager]
  • Confirm final pay, any accrued PTO handling, and benefits information is provided per your policy and local requirements [HR]
  • ⚠️ At end of day (agreed time): suspend the Google Workspace account, deactivate Slack, and remove 1Password access. Do this all in one sitting [IT/Admin]
  • ⚠️ Cancel or close the Amex card and deactivate the office key fob [Finance] [IT/Admin]
  • Remove them from the LinkedIn company page admin role [IT/Admin]

After departure (days 1–30)

  • Set an auto-reply on their mailbox that names the new contact, and forward or delegate mail to the Manager for an agreed period [IT/Admin]
  • Transfer remaining Drive files and calendar data to the Manager or successor before deleting the user [IT/Admin]
  • Decide on mailbox and data retention: how long to keep, and who can access it. Check with a legal professional if you have retention obligations under client contracts [HR]
  • ⚠️ Rotate every shared credential in the 1Password vaults they could access, starting with client systems and admin accounts [IT/Admin]
  • Remove the YubiKey from every account it was registered to, and reset it before reissuing if that's your practice [IT/Admin]
  • Reassign or cancel paid seats: Google Workspace, Slack, Jira/Confluence, HubSpot, Zoom, Harvest, Loom, 1Password [Finance] [IT/Admin]
  • Reconcile the final Amex statement [Finance]
  • Update the website team page, org chart, email signatures referencing them, and vend

Questions

How does the exit interview questions + offboarding checklist work?

You answer a few questions, pay $29, and an AI worker does the job. The result appears on your private page, usually within minutes.

Can I get changes?

Yes. Every job includes one free change request: tell the donkey what to fix and it redoes the job with your notes.

Is it really done by AI?

Yes, fully. No human writes it. AI can make mistakes, so please review the result before you rely on it.

What happens to my information?

It is used only to do your job, is never used to train AI models, and is deleted after 30 days.

What if it fails?

Failed jobs are retried once, then refunded automatically.

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