Exit interview preparation plan template

£9.99

UK-specific • Editable • Instant download • 12 months' updates

Our Exit Interview Preparation Plan template facilitates gathering valuable feedback, identifying patterns, and enhancing employee engagement for better retention and growth.

An exit interview preparation plan ensures comprehensive and structured gathering of feedback from departing employees to identify trends, enhance engagement, and drive organisational growth.

Exit interview preparation plan template
2026 Reviewed
Specifications
Access 12 months (includes updates)
Length 1 page • 234 words
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Last review 01/09/2026
Next review 01/03/2027
Delivery Instant download
Formats .doc · .txt · email

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Exit interview preparation plan

Activity Timescale Responsibility
Develop a list of questions to ask the departing employee. 1-2 weeks before the exit interview HR Manager
Schedule the exit interview. 1-2 weeks before the exit interview HR Manager
Notify the departing employee of the date, time, and location of the interview. 1-2 weeks before the exit interview HR Manager
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What is an exit interview preparation plan?

Exit interview preparation plan template preview

An exit interview preparation plan ensures structured feedback collection, identifying patterns, and retaining valuable insights to enhance employee engagement and support organizational growth. It gathers candid feedback, addresses concerns, and contributes to a better work environment and increased employee retention.

HR considerations

UK employment law and best practice

This template is designed to support the process, but the document should be used alongside the relevant HR procedure and applied to the circumstances of the individual case.

  • Employment Rights Act 1996: Provides employees with certain rights, including the right to a statement of reasons for dismissal and the right to request a written statement of employment particulars.

  • Equality Act 2010: Prohibits discrimination in employment on the grounds of protected characteristics such as age, gender, race, disability, religion, and sexual orientation, ensuring fairness and equality in the exit interview process.

  • Data Protection Act 2018 (including GDPR): Sets out regulations for the collection, processing, and storage of personal data, ensuring that employee feedback obtained during exit interviews is handled securely and in compliance with data protection laws.

  • Health and Safety at Work Act 1974: Ensures that employers have a duty of care towards their employees' health and safety, which includes providing a safe and supportive environment during the exit interview process.

  • Employment Equality (Age) Regulations 2006: Prohibits age discrimination, ensuring that departing employees of all ages are treated fairly and respectfully during the exit interview process.

  • Whistleblowing Protection: Various legislation, including the Public Interest Disclosure Act 1998, protects employees who raise concerns about wrongdoing within the organisation, allowing them to provide feedback during exit interviews without fear of retaliation.

  • Trade Union and Labour Relations (Consolidation) Act 1992: Provides legal protections for employees who are members of trade unions, ensuring their rights to be represented during the exit interview process if they choose to involve their union representative.

  • Company policies and contracts: Organisational policies and employment contracts may outline specific processes and obligations related to exit interviews, ensuring consistency and transparency in the implementation of the preparation plan.

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Frequently Asked Questions

Can I use this in my small business?

Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.

Is it compliant with 2026 UK employment law?

Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.

Can I customise it for my organisation?

Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.

Do I get instant access to it?

Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.

What if I need more help, not just this template?

If you're looking for broader support, we also offer toolkits and library bundles that include the Exit interview preparation plan template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.

Why should I use this Exit interview preparation plan template, and not AI to generate it?

AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.

How this content is developed and reviewed

The Exit interview preparation plan template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing exit interview HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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