Ops in Real Life vol. 7

In the seventh edition of Kendall Solves It, we confront another operational issue. Of all the practical matters to consider, sometimes offboarding is forgotten.

This month, instead of taking to Reddit, we tackle a direct question received. and it is quite apropos.

Community Question: How do you properly offboard a client?

Kendall's Insightful Analysis and Steps Before diving into that loaded question, I will address the elephant in the room: offboarding may vary based on the reason for the termination of contract. For the purposes of this edition, we treat the reason as a planned expiration, amicable non-renewal or termination of convenience. This edition will not address how to devise a process for offboarding a breached contract.

• Maintain the professionalism you held when the contract commenced

• Be as strategic in offboarding processes as in onboarding

• Keep the door open for future alignment and opportunity

• Ensure you provide value during the transition

• Stick to the scope

• Do not provide proprietary processes and framework

• Do not overextend yourself or your team

Everything comes to an end for one reason or another, so when we onboard clients, even long-term clients, we should always have in mind that the contract will not last "forever." Budgets change, needs evolve, businesses close, mergers and acquisitions occur, etc. Stay prepared for streamlined transitions.

We recently decided not to renew a contract we have had for a few years, so we are in the final stages of offboarding a client. Does any of this resonate with you? Let us know.

Community-driven solutions are so important to us. My team is committed to addressing real-world problems that impact business operations.

For tailored solutions, consider scheduling an introductory call. We are happy to develop processes and systems for your business.

Cheers,

K.T. Braxton, MBA