The Importance of Offboarding

There is no shortage on the concept of employee onboarding. While there are many perspectives, a successful onboarding process is one that makes someone feel welcomed, valued, and prepared for their new role. It’s more than just paperwork and training. It's about fostering a sense of belonging and providing the tools and support needed to succeed. In a recent search on LinkedIn, I found there was almost 700 groups devoted to the concept.

However, as the workforce ages – companies, financial advisors, trust lawyers, and employees themselves need to create a more formal “Offboarding” program. While retirement parties, thank you luncheons, and financial transition workshops are examples of common programs offered, they lack the necessary details to prepare the older worker to know how life will be lived post-career. Let’s explore ways to change that.

Time Identity Transition Planning

As I have noted before, if someone is working 48 hours a week and sleeping 7 hours a night, that is 40% of their awake time today. If they head into retirement with no plans for working, that time will need to be filled. An offboarding process could look like:

• Assisting in reframing their relationship with time beyond work-centered scheduling.
• Guide them in creating a new "time identity" that isn't defined by professional deadlines.
• Work with them to develop meaningful personal metrics for time well spent vs. traditional productivity metrics

Through this planning you help move them from "I need to maximize every hour." to "I want to invest time in what matters most!"

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David Buck is the author of the book The Time-Optimized Life, owner of Kairos (Time) Management Solutions, LLC. Learn how to apply the concepts of proactively planning and using your time. Take the Time Management Analysis (TMA), the Retirement Time Analysis (RTA), or all the other free resources offered to help bring more quality time into your life.