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View full libraryOur 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.
If you are conducting employee exit interviews, the toolkit brings together practical HR templates covering preparation, questions, feedback, recording and follow-up.
| 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 |
| Send the departing employee a copy of the exit interview questions. | 1-2 weeks before the exit interview | HR Manager |
| Welcome the departing employee and thank them for their time. | Day of the exit interview | HR Manager |
| Ask the departing employee the questions on the list. | Day of the exit interview | HR Manager |
| Listen carefully to the departing employee's answers and ask follow-up questions to get more information. | Day of the exit interview | HR Manager |
| Take notes during the interview. | Day of the exit interview | HR Manager |
| Review the notes from the interview. | 1-2 weeks after the exit interview | HR Manager |
| Identify any areas for improvement. | 1-2 weeks after the exit interview | HR Manager |
| Develop a plan to address any areas for improvement. | 1-2 weeks after the exit interview | HR Manager |
| Share the plan with the departing employee. | 1-2 weeks after the exit interview | HR Manager |
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.
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.
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.
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.
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.
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.
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.
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.
"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."
Whether you employ 5 people or 50, hrdocbox gives you the structure, documents and expertise needed to manage employees professionally and legally.
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