How to Conduct an Exit Interview
1. Schedule the Meeting Properly
Timing: Schedule the termination or exit meeting for a Thursday whenever possible. This helps ensure there is enough time during the week to complete any remaining administrative steps.
Platform: Conduct the meeting over a Slack Huddle (video) so the conversation remains professional, private, and easy to manage.
Goal: ensure the meeting is organized, private, and conducted in a professional setting.
2. Start with a Warm Welcome
Begin the call with a respectful and friendly tone so the technician feels comfortable.
You can:
- Thank them for taking the time to meet with you.
- Acknowledge the time they spent working with the company.
- Explain that the purpose of the call is to learn about their experience.
Goal: create a comfortable environment where they feel open to sharing their thoughts.
3. Explain the Purpose of the Call
Briefly explain why the exit interview is being conducted.
You can mention that:
- The conversation should take about 10–15 minutes.
- Their opinion is valuable and helps the company improve processes and team experience.
Goal: set clear expectations for the conversation.
4. Ask the Questions Using the Exit Interview Form
Let the technician know you will be asking a few questions using a form so their responses can be documented.
Example transition:
“I’m going to ask you a few questions and I’ll be using a form to guide the conversation so we can document your experience with the company.”
Then proceed with the questions using the following form:
https://api.leadconnectorhq.com/widget/form/znG2vme4dxHoVc0OmfOi?keywords=exit
Goal: collect structured feedback about their experience with the company.
5. Listen Carefully and Take Notes
While the technician answers:
- Listen without interrupting.
- Record the responses in the form.
- Ask brief follow-up questions if clarification is needed.
Examples:
- “Could you tell me a little more about that?”
- “What do you think could have helped improve that situation?”
Goal: gather useful insights that can improve operations, training, and employee experience.
6. Coordinate the Return of Company Belongings
Before ending the call, coordinate the return of company property.
During the interview, instruct them to bring all company belongings, including:
- Their uniform
- Cleaning tools
- Any other issued items
Ask them when they will be coming to the office to return these items.
Goal: ensure all company property is returned and administrative processes are properly closed.
7. Close the Conversation Positively
End the interview respectfully and professionally.
You can:
- Thank them for their time.
- Acknowledge the work they contributed while they were part of the team.
- Wish them success in their next opportunity.