Offboarding & access revocation: SOP template
Purpose: offboard cleanly so knowledge isn't lost and access is closed quickly (a top security risk). Scope: any employee or contractor exit.
- 1
Confirm the last working day and notify the team
- 2
Plan knowledge transfer: document what they own and hand it over
- 3
Collect company assets (laptop, devices, keys/cards)
- 4
Revoke access to all accounts and tools on the last day [checklist your apps]
Do this the same day — lingering access is the biggest offboarding risk.
- 5
Transfer ownership of files, accounts, and customer relationships
- 6
Run a short exit interview and record what you learned
Make this SOP yours in minutes
Start with this template, then record the real workflow with the Dyzo Owl Chrome extension — every click becomes a step with a screenshot. Share it with a link; readers never need an account.