Offboarding is not the end of value creation. Done well, it protects reputation, improves repeatability, and increases referral potential.

When to run this template

Run after final deliverable acceptance and before closing project records.

Offboarding template

1) Delivery closure

  • Confirm all contracted deliverables are complete.
  • Confirm final asset transfer is done.
  • Confirm client has access to all final materials.

2) Outcome summary

  • Document what was delivered.
  • Document measurable outcomes where available.
  • Document open recommendations for next phase.

3) Billing closure

  • Confirm final invoice is issued and tracked.
  • Confirm payment status.
  • Confirm no unresolved scope-change items.

4) Testimonial request

Use this simple request structure:

“Thanks again for working together. If you found this project valuable, would you be open to a short testimonial on your experience and results? A few sentences on the problem, process, and outcome would be perfect.”

5) Referral and expansion prompt

  • Ask if they know another team with similar needs.
  • Offer next-step engagement options only if clearly relevant.

6) Internal process review

  • Record one thing that worked well.
  • Record one process issue to improve before the next project.

Use this with