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offboarding checklist for consultant

Personal Tasks

Return all company equipment (laptop, phone, etc.)

Return all access cards and keys

Update personal contact information and emergency contacts in HR system

Complete and submit any outstanding personal expense reports

Return any company credit cards and settle outstanding personal expenses

Knowledge Management

Document key learnings and insights from project

Update personal project documentation and files

Provide feedback to team and management on personal project experience

Exit Interview

Schedule and participate in exit interview with HR

Provide feedback on personal experience with the organization

Offer suggestions for improvement and areas of opportunity

Thank colleagues and mentors for support during tenure

Finalize Compensation and Benefits

Ensure all final payments are processed correctly

Review final pay stub and benefits information

Cancel any recurring payments or subscriptions linked to personal accounts

Update personal contact information for tax and benefits purposes

Professional Development

Update LinkedIn profile and other professional networking platforms

Connect with colleagues and clients on LinkedIn for future networking opportunities

Seek out references or recommendations from supervisors or clients

Plan for future career development and growth opportunities

Stay Connected

Feedback and Reflection

Reflect on overall experience and key learnings from the organization

Provide feedback on personal strengths and areas for improvement for the organization

Offer suggestions for future consultants and ways to enhance the consulting experience

Stay open to potential future opportunities with the organization

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