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Guide to conducting exit Interviews - Dean Amory

According to the NLH Knowledge Management Specialist Library, Exit Interviews are traditionally "conducted with employees leaving an organisation. The purpose of the interview is to provide feedback on why employees are leaving, what they liked or didn’t like about their employment and what areas of the organisation they feel need improvement. Exit interviews are one of the most widely used methods of gathering employee feedback, along with employee satisfaction surveys.

According to the NLH Knowledge Management Specialist Library, Exit Interviews are traditionally "conducted with employees leaving an organisation. The purpose of the interview is to provide feedback on why employees are leaving, what they liked or didn’t like about their employment and what areas of the organisation they feel need improvement. Exit interviews are one of the most widely used methods of gathering employee feedback, along with employee satisfaction surveys.

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Exit<br />

<strong>Interviews</strong><br />

Questions – examples – interview guide<br />

Compiled by <strong>Dean</strong> <strong>Amory</strong>


Exit <strong>Interviews</strong><br />

According <strong>to</strong> the NLH Knowledge Management Specialist Library, Exit <strong>Interviews</strong> are traditionally<br />

"conducted with employees leaving an organisation. The purpose of the interview is <strong>to</strong> provide<br />

feedback on why employees are leaving, what they liked or didn’t like about their employment and<br />

what areas of the organisation they feel need improvement. Exit interviews are one of the most widely<br />

used methods of gathering employee feedback, along with employee satisfaction surveys.<br />

More recently, the concept of <strong>exit</strong> interviewing has been revisited and<br />

expanded as a knowledge management <strong>to</strong>ol, as a way of capturing<br />

knowledge from leavers. Rather than simply capturing human<br />

resources information, the interview also aims <strong>to</strong> capture knowledge<br />

about what it takes <strong>to</strong> do the job."<br />

In the most straightforward terms however, an <strong>exit</strong> interview is simply<br />

a means of determining the reasons why a departing employee has<br />

decided <strong>to</strong> leave an organization. In fact, it appears that many<br />

organizations take this definition literally... in a 1992 survey conducted<br />

by Human Resource Executive Magazine, 96% of HR managers agree<br />

that they conduct <strong>exit</strong> interviews with employees who are leaving<br />

voluntarily.<br />

However, in most cases, the information collected is not put <strong>to</strong> any useful purpose. In fact, the same<br />

study showed that just 4% of companies <strong>conducting</strong> <strong>exit</strong> interviews conduct them in a structured and<br />

systematic way. This situation does not appear <strong>to</strong> be much different than in 1975 and again in 1981<br />

when several thorough reviews of <strong>exit</strong> survey practices indicated that the information gathered from<br />

<strong>exit</strong> interviews is rarely used.<br />

It appears, then, that many organizations are failing <strong>to</strong> recognize the value of a systematic approach <strong>to</strong><br />

collecting information from <strong>exit</strong>ing employees, including:<br />

1. Gathering and collating the data in a structured manner<br />

2. Aggregating the results for the organization as a whole<br />

3. Analysing the findings <strong>to</strong> identify consistent trends, patterns and themes<br />

4. Using the results <strong>to</strong> determine and implement strategies <strong>to</strong> increase retention and reduce<br />

turnover.<br />

The traditional method of having the employee’s supervisor or a company HR representative conduct<br />

an in-person interview on an employee’s final day is fraught with difficulties and problems, including<br />

being time-consuming, difficult <strong>to</strong> tabulate, not necessarily executed consistently and both less reliable<br />

and valid than using surveys <strong>to</strong> collect the data.


Exit interviews aims and outcomes<br />

The purpose of an <strong>exit</strong> interview is <strong>to</strong> get the departing employee <strong>to</strong> divulge why she is leaving and<br />

how she feels about her experience with the company. Ostensibly, this provides data that senior<br />

leadership will use <strong>to</strong> improve things. (Alexandra Levit – Blind Spots)<br />

The knowledge of the departing employee commonly has immense value, and the recovery of it is<br />

often overlooked al<strong>to</strong>gether by the organization, until the employee has departed, or more likely been<br />

hurried out of the door holding the contents of their desk in a cardboard box.<br />

When any employee resigns, or a decision is<br />

made for a person <strong>to</strong> leave for any reason,<br />

always ask: Should we spend some time<br />

thinking about how <strong>to</strong> enable some sort of<br />

knowledge transfer? In other words, if we<br />

place a value on the knowledge that the<br />

departing employee holds, isn't it worth<br />

thinking about how <strong>to</strong> enable this knowledge<br />

<strong>to</strong> be passed <strong>to</strong> the appropriate people<br />

remaining in the organization?<br />

Instead of course all <strong>to</strong>o often, senior<br />

management's response <strong>to</strong> all the headscratching<br />

after a vital person has left, is <strong>to</strong><br />

rationalise the loss of information (and vital<br />

personal contacts often) with the old cliché,<br />

"No-one is indispensable". The adage might<br />

ultimately be true, but that's not really the point. The fact is that most people who leave do actually<br />

possess useful (often critical) knowledge and experience. Moreover most departing employees are<br />

delighted <strong>to</strong> share this knowledge, <strong>to</strong> help a successor, or <strong>to</strong> brief a management team, if only the<br />

organization would simply ask them politely <strong>to</strong> do so (assuming their <strong>exit</strong> is handled decently of<br />

course, which the <strong>exit</strong> interview helps <strong>to</strong> enable).<br />

Exit interview aims and outcomes:<br />

They provide an opportunity <strong>to</strong> 'make peace' with disgruntled employees, who might otherwise<br />

leave with vengeful intentions.<br />

Exit interviews are seen by existing employees as a sign of positive culture. They are regarded<br />

as caring and compassionate - a sign that the organisation is big enough <strong>to</strong> expose itself <strong>to</strong><br />

criticism.<br />

Exit interviews accelerate participating managers' understanding and experience of managing<br />

people and organizations. Hearing and handling feedback is a powerful development process.<br />

Exit interviews help <strong>to</strong> support an organization's proper HR practices. They are seen as positive<br />

and necessary for quality and effective people-management by most professional institutes and<br />

accrediting bodies concerned with quality management of people, organizations and service.<br />

The results and analysis of <strong>exit</strong> interviews provide relevant and useful data directly in<strong>to</strong><br />

training needs analysis and training planning processes.


Exit interviews provide valuable information as <strong>to</strong> how <strong>to</strong> improve recruitment and induction<br />

of new employees.<br />

Exit interviews provide direct indications as <strong>to</strong> how <strong>to</strong> improve staff retention.<br />

Sometimes an <strong>exit</strong> interview provides the chance <strong>to</strong> retain a valuable employee who would<br />

otherwise have left (organizations often accept resignations far <strong>to</strong>o readily without discussion<br />

or testing the firmness of feeling - the <strong>exit</strong> interview provides a final safety net)<br />

A significant proportion of employee leavers will be people that the organization is actually<br />

very sorry <strong>to</strong> leave (despite the post-rationalisation and sour grapes reactions of many senior<br />

executives <strong>to</strong> the departure of their best people). The <strong>exit</strong> interview therefore provides an<br />

excellent source of comment and opportunity relating <strong>to</strong> management succession planning.<br />

Good people leave often because they are denied opportunity <strong>to</strong> grow and advance. Wherever<br />

this is happening organizations need <strong>to</strong> know about it and respond accordingly.<br />

Every organization has at any point in time several good people on the verge of leaving<br />

because they are not given the opportunity <strong>to</strong> grow and develop, at the same time, ironically,<br />

that most of the management and executives are overworked and stretched, some <strong>to</strong> the point of<br />

leaving <strong>to</strong>o. Doesn't it therefore make good sense <strong>to</strong> raise the importance of marrying these two<br />

situations <strong>to</strong> provide advantage both ways - ie., facilitate greater delegation of responsibility <strong>to</strong><br />

those who want it? Exit interviews are an excellent catalyst for identifying specific mistakes<br />

and improvement opportunities in this vital area of management development and succession.<br />

Exit interviews, and a properly organised, positive <strong>exit</strong> process also greatly improve the<br />

chances of successfully obtaining and transferring useful knowledge, contacts, insights, tips<br />

and experience, from the departing employee <strong>to</strong> all those needing <strong>to</strong> know it, especially<br />

successors and replacements. Most leavers are happy <strong>to</strong> help if you have the courage and<br />

decency <strong>to</strong> ask and provide a suitable method for the knowledge transfer, be it a briefing<br />

meeting, a one-<strong>to</strong>-one meeting between the replacement and the leaver, or during the <strong>exit</strong><br />

interview itself.<br />

Exit interviews are best conducted face-<strong>to</strong>-face because this enables better communication,<br />

understanding, interpretation etc., and it provides far better opportunity <strong>to</strong> probe and get <strong>to</strong> the root of<br />

sensitive or reluctant feelings. However, postal or electronic questionnaires are better than nothing, if<br />

face-<strong>to</strong>-face <strong>exit</strong> interviews are not possible for whatever reason (although I remain <strong>to</strong> be convinced<br />

that there is never a proper excuse for not sitting down for 30 minutes with any departing<br />

employee.....)<br />

In some cases perhaps a particularly shy employee may prefer <strong>to</strong> give their feedback in a questionnaire<br />

form, in which case this is fine, but where possible, face-<strong>to</strong>-face is best.<br />

Actions resulting from <strong>exit</strong> interview feedback analysis, in any size or type of organization, fall in<strong>to</strong><br />

two categories:<br />

Remedial and preventative, for example improving health and safety issues, stress,<br />

harassment, discrimination., etc.<br />

Strategic improvement opportunities, for example improved induction, management or<br />

supervisory training, empowerment or team building initiatives, process improvement, wastage<br />

and efficiencies improvements, cus<strong>to</strong>mer service initiatives, etc.


So You Quit Your Job.<br />

Now They Demand an Exit Interview. What Do You Say?<br />

You just quit your job. In your final two weeks you’ll tie up loose ends, help train your replacement,<br />

clean out your desk and say your good-byes. There’s also a good chance you’ll be asked <strong>to</strong> attend one<br />

final meeting before you hit the road: the <strong>exit</strong> interview.<br />

Before leaving most firms, the Human Resources department will ask you <strong>to</strong> meet with them <strong>to</strong> discuss<br />

your reasons for quitting, among other things. “The purpose of an <strong>exit</strong> interview is <strong>to</strong> get the departing<br />

employee <strong>to</strong> divulge why she is leaving and how she feels about her experience with the company,”<br />

says Alexandra Levit, the author of Blind Spots: The 10 Business Myths You Can’t Afford <strong>to</strong> Believe<br />

on Your New Path <strong>to</strong> Success. “Ostensibly, this provides data that senior leadership will use <strong>to</strong><br />

improve things.”<br />

Departing employees might use this opportunity <strong>to</strong> be completely honest with their<br />

employers—dishing out constructive criticism, berating or praising colleagues, airing grievances, or<br />

applauding the corporation for its do-gooding ways. Others, however, might be less candid. And it<br />

turns out there are pros and cons <strong>to</strong> both approaches. Three experts weigh in.<br />

“I do think employees should be completely honest in the <strong>exit</strong> interview,” says Jay Canchola, an HR<br />

business partner for Raytheon. “Without the perspective of the departing employee, the opportunity for<br />

the workplace <strong>to</strong> improve is decreased.” By bringing certain issues <strong>to</strong> light, you could be helping out<br />

your colleagues who will have <strong>to</strong> deal with those problems long after you’re gone.


Levit offers alternative thoughts. “When it comes <strong>to</strong> <strong>exit</strong> interviews, the general rule is, if you don’t<br />

have anything nice <strong>to</strong> say, lie.” Stick <strong>to</strong> official business as much as possible, and if you must provide<br />

criticism, proceed with tact and caution, she says. “While it may be tempting <strong>to</strong> use the meeting <strong>to</strong> spill<br />

your guts about the company’s difficult personalities and insufferable policies, don’t give in.” Once<br />

you’ve made the decision <strong>to</strong> leave, unloading your grievances won’t do you a drop of good, and the<br />

risk of offending people is <strong>to</strong>o great.<br />

Andy Teach, a corporate veteran and author of<br />

From Graduation <strong>to</strong> Corporation: The Practical<br />

<strong>Guide</strong> <strong>to</strong> Climbing the Corporate Ladder One<br />

Rung at a Time, falls somewhere in between. “I<br />

think it’s important <strong>to</strong> be honest but don’t be <strong>to</strong>o<br />

honest,” he warns. You want the HR department<br />

<strong>to</strong> know the positives and negatives of your<br />

experiences with the hope that they will listen <strong>to</strong><br />

you and take action when necessary. However, if<br />

you’re <strong>to</strong>o honest and you are overly critical of an<br />

important executive or of the company itself, you<br />

could hurt your reputation within that company<br />

and could jeopardize your chances of getting a<br />

reference from them. “This is unfortunate but I’m<br />

sure that it happens. I think there are ways <strong>to</strong> be honest and get across your point if you preface your<br />

negative comments with positive ones about your experience with the company,” he says.<br />

If you do disclose your thoughts and feelings, Canchola says you should steer clear of any profanity,<br />

racial or gender slurs, blasting individuals, departments or the company as a whole, “and never state an<br />

opinion as fact.”<br />

Teach says you shouldn’t be out for revenge, as there are<br />

diplomatic ways <strong>to</strong> criticize people. If you come across as<br />

being vengeful or out <strong>to</strong> get someone, HR will not listen <strong>to</strong><br />

you, and your criticisms can backfire. If you just state the<br />

facts and even preface it by saying something like, “I don’t<br />

want <strong>to</strong> get anyone in trouble, but I did want <strong>to</strong> make you<br />

aware of a particular situation in my department,” you can<br />

make more headway with the HR employee.<br />

So instead of bad-mouthing colleagues and criticizing the<br />

employer, Canchola suggests you discuss your work<br />

relationship with your managers, talk about your career development, “and be as positive as you can,”<br />

Levit adds. Talk about how much you learned at the organization and why your tenure benefited both<br />

you and the company, she says.


Knowledge transfer questions<br />

Start thinking about using these questions when the employee and the organization knows that the<br />

employee will be leaving. Don't leave these questions until the <strong>exit</strong> interview.<br />

What would you consider <strong>to</strong> be your foremost knowledge assets?<br />

Would you be happy <strong>to</strong> take part in a briefing meeting with managers, replacements, successor,<br />

and/or colleagues so that we can benefit further from your knowledge, experience and<br />

introductions <strong>to</strong> your contacts prior <strong>to</strong> your departure?<br />

I realize that you'll not be happy with the situation surrounding your departure, however we<br />

would really appreciate it if you could help us <strong>to</strong> understand some of the important things<br />

you've been working on - how might we agree for this knowledge <strong>to</strong> be transferred?<br />

What can we do <strong>to</strong> enable you <strong>to</strong> pass on as much of your knowledge as possible <strong>to</strong> your<br />

replacement or successor prior <strong>to</strong> your departure?<br />

How and when would you prefer <strong>to</strong> pass on your knowledge <strong>to</strong> your successor?<br />

Could you introduce (name of successor) <strong>to</strong> your key contacts before you go?<br />

How can we gather and make better use of the knowledge of employees?


Exit interview questions<br />

In terms of managing the interview, listen rather than talk. Give the interviewee time and space <strong>to</strong><br />

answer. Coax and reassure where appropriate, rather than pressurise. Interpret, reflect and understand<br />

(you can understand someone without necessarily agreeing). Keep calm, resist the urge <strong>to</strong> defend or<br />

argue - your aim is <strong>to</strong> elicit views, feedback, answers, not <strong>to</strong> lecture or admonish.<br />

In face-<strong>to</strong>-face interviews particularly,<br />

use the word 'why' if you want <strong>to</strong> probe,<br />

especially if the first answer is vague or<br />

superficial.<br />

Questions beginning with 'what' and<br />

'how' are better for getting people <strong>to</strong><br />

think and and convey <strong>to</strong> you properly and<br />

honestly about their views.<br />

Ask open 'what/how/why' questions, not 'closed' yes/no questions, unless you require specific<br />

confirmation about a point.<br />

'When' and 'where' are also more specific qualifying questions, unless of course they are used in a<br />

general context rather than specific time or geographic sense.<br />

'Who' should be used with care <strong>to</strong> avoid witch-hunts or defama<strong>to</strong>ry risks (moreover many <strong>exit</strong><br />

interviewees will be uncomfortable if asked <strong>to</strong> name people or allocate personal blame - <strong>exit</strong><br />

interviews are not about 'blame', the allocation of which is not constructive and should be avoided for<br />

anything other than very serious complaints or accusations, which must then be suitably referred as<br />

follow-up would be beyond the normal <strong>exit</strong> interview remit.<br />

Tips and lessons learnt<br />

Invest enough time <strong>to</strong> research problem areas of the program/work and achievements of the<br />

leaving person so you can shape knowledge capture questions <strong>to</strong> best reflect the person's<br />

perspective.<br />

Avoid asking personal questions that may make the interviewee feel intimidated. '<br />

Where you do the interview is critical. Experience shows that interviewees answer questions<br />

most comprehensively when the environment chosen for the interview is cozy and comfortable.<br />

Offer comforting drinks/snacks etc.<br />

Make sure knowledge capture queries reflect not only the person's work focused experiences,<br />

best practices, challenges and lessons learned, but also about organizational culture. e.g. What<br />

organizational culture did the leaving person appreciate and what improvement areas does<br />

he/she observe.<br />

It helps <strong>to</strong> keep knowledge capture interview questions short and clear as much as possible.


Examples of <strong>exit</strong> interview<br />

What is your primary reason for leaving?<br />

Did anything trigger your decision <strong>to</strong> leave?<br />

What was most satisfying about your job?<br />

What was least satisfying about your job?<br />

What would you change about your job?<br />

Did your job duties turn out <strong>to</strong> be as you expected?<br />

Did you receive enough training <strong>to</strong> do your job effectively?<br />

Did you receive adequate support <strong>to</strong> do your job?<br />

Did you receive sufficient feedback about your performance between merit reviews?<br />

Were you satisfied with this company's merit review process?<br />

Did this company help you <strong>to</strong> fulfill your career goals?<br />

Do you have any tips <strong>to</strong> help us find your replacement?<br />

What would you improve <strong>to</strong> make our workplace better?<br />

Were you happy with your pay, benefits and other incentives?<br />

What was the quality of the supervision you received?<br />

What could your immediate supervisor do <strong>to</strong> improve his or her management style?<br />

Based on your experience with us, what do you think it takes <strong>to</strong> succeed at this company?<br />

1<br />

Did any company policies or procedures (or any other obstacles) make your job more difficult?<br />

Would you consider working again for this company in the future?<br />

Would you recommend working for this company <strong>to</strong> your family and friends?<br />

How do you generally feel about this company?<br />

What did you like most about this company?<br />

What did you like least about this company?<br />

What does your new company offer that this company doesn't?<br />

Can this company do anything <strong>to</strong> encourage you <strong>to</strong> stay?<br />

Before deciding <strong>to</strong> leave, did you investigate a transfer within the company?<br />

Did anyone in this company discriminate against you, harass you or cause hostile working<br />

conditions?<br />

Any other comments?


Tell me about how you've come <strong>to</strong> decide <strong>to</strong> leave?<br />

What is your main reason for leaving?<br />

What are the other reasons for your leaving?<br />

Why is this important, or so significant for you?<br />

Within the (particular reason <strong>to</strong> leave) what was it that concerned you particularly?<br />

2<br />

What could have been done early on <strong>to</strong> prevent the situation developing/provide a basis for you<br />

<strong>to</strong> stay with us?<br />

How would you have preferred the situation(s) <strong>to</strong> have been handled?<br />

What opportunities can you see might have existed for the situation/problems <strong>to</strong> have been<br />

averted/dealt with satisfac<strong>to</strong>rily?<br />

What can you say about the processes and procedures or systems that have contributed <strong>to</strong> the<br />

problem(s)/your decision <strong>to</strong> leave?<br />

What specific suggestions would you have for how the organization could manage this<br />

situation/these issues better in future?<br />

How do you feel about the organization?<br />

What has been good/enjoyable/satisfying for you in your time with us?<br />

What has been frustrating/difficult/upsetting <strong>to</strong> you in your time with us?<br />

What could you have done better or more for us had we given you the opportunity?<br />

What extra responsibility would you have welcomed that you were not given?<br />

How could the organization have enabled you <strong>to</strong> make fuller use of your capabilities and<br />

potential?<br />

What training would you have liked or needed that you did not get, and what effect would this<br />

have had?<br />

How well do think your training and development needs were assessed and met?<br />

What training and development that you had did you find most helpful and enjoyable?<br />

What can you say about communications within the organization/your department?<br />

What improvements do you think can be made <strong>to</strong> cus<strong>to</strong>mer service and relations?<br />

How would you describe the culture or 'feel' of the organization?<br />

What could you say about communications and relations between departments, and how these<br />

could be improved?<br />

Were you developed/inducted adequately for your role(s)?<br />

What improvement could be made <strong>to</strong> the way that you were inducted/prepared for your role(s)?


(For recent recruits of less than a year or so:) What did you think about the way we recruited<br />

you? How did the reality alter from your expectations when you first joined us? How could we<br />

have improved your own recruitment? How could your induction training have been improved?<br />

How could you have been helped <strong>to</strong> better know/understand/work with other departments<br />

necessary for the organization <strong>to</strong> perform more effectively?<br />

What can you say about the way your performance was measured, and the feedback <strong>to</strong> you of<br />

your performance results?<br />

How well do you think the appraisal system worked for you?<br />

What would you say about how you were motivated, and how that could have been improved?<br />

What suggestion would you make <strong>to</strong> improve working conditions, hours, shifts, amenities, etc?<br />

What would you say about equipment and machinery that needs replacing or upgrading, or<br />

which isn't fully/properly used for any reason?<br />

What can you say about the way you were managed?... On a day <strong>to</strong> day basis?....... And on a<br />

month <strong>to</strong> month basis?<br />

How would you have changed the expectations/objectives/aims (or absence of) that were<br />

placed on you? ...... And why?<br />

What, if any, ridiculous examples of policy, rules, instructions, can you highlight?<br />

What examples of ridiculous waste (material or effort), pointless reports, meetings,<br />

bureaucracy, etc., could you point <strong>to</strong>?<br />

How could the organization reduce stress levels among employees where stress is an issue?<br />

How could the organization enabled you <strong>to</strong> have made better use of your time?<br />

What things did the organization or management do <strong>to</strong> make your job more<br />

difficult/frustrating/non-productive?<br />

How can the organization gather and make better use of the views and experience of its people?<br />

Aside from the reason(s) you are leaving, how strongly were you attracted <strong>to</strong> committing <strong>to</strong> a<br />

long and developing career with us?<br />

What can the organization do <strong>to</strong> retain its best people (and not lose any more like you)?<br />

Have you anything <strong>to</strong> say about your treatment from a discrimination or harassment<br />

perspective?<br />

Would you consider working again for us if the situation were right?


Are you happy <strong>to</strong> say where you are going (if you have decided)?<br />

What particularly is it about them that makes you want <strong>to</strong> join them?<br />

What, importantly, are they offering that we are not?<br />

(If appropriate:) Could you be persuaded <strong>to</strong> renegotiate/stay/discuss the possibility of staying?<br />

Can we be of any particular help <strong>to</strong> you in this move/deciding what <strong>to</strong> do next (we can't<br />

promise anything obviously)?<br />

1. What is your main reason for leaving?<br />

2. What’s been good about working here?<br />

3. What’s been difficult about working here?<br />

4. How effective and supportive has your line manager been?<br />

5. What’s communication like within your team and the wider Direc<strong>to</strong>rate?<br />

6. What kind of learning opportunities have you had?<br />

7. What hasn’t been addressed by the Direc<strong>to</strong>rate that should have been?<br />

8. If you could change one thing about the Direc<strong>to</strong>rate, what would it be?<br />

9. Would you recommend SCS as a good place <strong>to</strong> work?<br />

I agree that the above notes represent a fair and accurate record of the <strong>exit</strong> interview<br />

discussion.<br />

I do not agree that the above notes represent a fair and accurate record of the <strong>exit</strong> interview<br />

discussion. I have these additional comments:<br />

3


What are you going <strong>to</strong> do?<br />

4<br />

Asian Development Bank<br />

6 ADB Avenue, Mandaluyong City<br />

1550 Metro Manila, Philippines<br />

Tel +63 2 632 4444<br />

Fax +63 2 636 2444<br />

knowledge@adb.org<br />

www.adb.org/knowledgesolutions<br />

What Next<br />

If employment, who will be your new employer?<br />

If employment, what sort of job and at what level?<br />

If employment, what attracted you <strong>to</strong> your new job?<br />

If employment, how will your new job differ from your current one?<br />

About the Unit<br />

Do you feel the description of your job in the engagement process was accurate?<br />

Were the purpose and expected results of your position clear throughout your work in the unit?<br />

Could your qualifications, experience, and skills have been used <strong>to</strong> better advantage?<br />

Do you feel you received appropriate support <strong>to</strong> enable you <strong>to</strong> do your job?<br />

Was the training you received in the unit adequate <strong>to</strong> enable you <strong>to</strong> accomplish your job?<br />

Are there further training opportunities you think the unit should be offering?<br />

What did you see as your promotion and career prospects in the unit?<br />

How might those prospects have been improved?<br />

How was your working environment generally?<br />

Can you list the three most important things that should be done <strong>to</strong> make the unit more<br />

effective in terms of influencing decisions in the organization?


The following questions can be used in face-<strong>to</strong>-face <strong>exit</strong> interviews <strong>to</strong> complement or deepen, on a<br />

case-bycase basis, the responses made <strong>to</strong> the <strong>exit</strong> interview questionnaire.<br />

General<br />

What was satisfying during your time in the unit? What was frustrating?<br />

What could you have done better or more?<br />

What extra responsibility would you have welcomed?<br />

Induction<br />

Were you inducted adequately for your role(s)?<br />

What improvement could be made <strong>to</strong> the way you were inducted for your role(s)?<br />

Training and Development<br />

How well do think your training and development needs were assessed and met?<br />

What training and development did you find helpful and enjoyable?<br />

What training and development would you have liked or needed that you did not receive and<br />

what effect would that have had?<br />

Performance Evaluation<br />

What can you say about the way your performance was measured and the feedback on your<br />

performance results?<br />

How well do you think the performance and development plan worked for you?<br />

How would you have changed the expectations (or absence of) that were placed on you? And<br />

why?<br />

Communications<br />

What can you say about communications in the unit? How could these be improved?<br />

What could you say about communications between the unit and other departments and<br />

offices? How could these be improved?<br />

Working Conditions<br />

How would you describe the culture of the unit?<br />

What suggestion would you make <strong>to</strong> improve working conditions?<br />

What examples of inefficiencies in business processes and procedures in the unit could you<br />

point <strong>to</strong>?<br />

How could the unit reduce stress levels among employees where stress is an issue?<br />

Management<br />

What can you say about the way you were managed? On a day-<strong>to</strong>-day basis? On a month-<strong>to</strong>month<br />

basis?<br />

What things did the unit and its management do <strong>to</strong> make your job more difficult?<br />

What would you say about how you were motivated and how could that have been improved?<br />

How could the unit have enabled you <strong>to</strong> have made better use of your time?


Early retirement interview guide<br />

Overview<br />

Thank you for agreeing <strong>to</strong> participate in this “<strong>exit</strong> interview” project. Many people prefer <strong>to</strong> know in<br />

advance what <strong>to</strong>pics will be covered and the specific questions that will be asked. This “pre-interview<br />

copy” of the <strong>exit</strong> interview guide has been prepared with that aim in mind.<br />

I invite you <strong>to</strong> review the document in advance of our meeting. You might want <strong>to</strong> simply familiarize<br />

yourself with the <strong>to</strong>pics and questions, <strong>to</strong> get comfortable with the terri<strong>to</strong>ry we’ll cover. If you like,<br />

you might make notes <strong>to</strong> assist you in recalling certain events or <strong>to</strong> remember some points you want <strong>to</strong><br />

include. However, please know that I don’t expect you <strong>to</strong> prepare anything for our meeting. Just being<br />

familiar with the questions, and showing up for the appointment, is fine. The document is organized<br />

in<strong>to</strong> the following areas.<br />

Fac<strong>to</strong>rs making the organization attractive: items cover your initial experience here, any changes in<br />

perception, times when you felt exceptionally involved, and what you value and will miss most.<br />

Exceptional cus<strong>to</strong>mer service: a core value for the organization. Questions explore times when it has<br />

provided exceptional cus<strong>to</strong>mer service, and how that can be made the norm.<br />

Managing change: another critical area for the organization. Questions seek your recollections and<br />

insights about the organization’s “greatest hits” in managing change.<br />

Your own contributions: what you believe your greatest value has been <strong>to</strong> the organization; your<br />

“legacy.”<br />

Disappointments and missed opportunities: a look at times when the organization underperformed<br />

or didn’t take advantage of an opportunity, or a chronic aspect that needs <strong>to</strong> be addressed. This is<br />

something of a contrast <strong>to</strong> the rest of the interview questions, which focus on s<strong>to</strong>ries of “highest and<br />

best moments.” Even in those instances, however, there are questions about how <strong>to</strong> make those<br />

moments more frequent (which can include addressing constraints and barriers).<br />

Three wishes or suggestions for the organization: an opportunity <strong>to</strong> build on the “disappointments<br />

and missed opportunities,” as well as on your recollections of high points.<br />

-------------------------------------------------------------<br />

Ground Rule for the Interview: As you already know, the chief ground rule for the interview is<br />

confidentiality and privacy. I will probably do quite a lot of note-taking, but my report will only<br />

summarize what you and others tell me, without saying “who said what.” (Of course, you are free <strong>to</strong><br />

discuss the interview with whomever you please.)<br />

Thanks again for participating. I am looking forward <strong>to</strong> our conversation!<br />

Ed Jacobson


Fac<strong>to</strong>rs Making The<br />

Organization Attractive<br />

Exceptional Cus<strong>to</strong>mer<br />

Service<br />

Interview <strong>Guide</strong><br />

Think back <strong>to</strong> when you first joined the organization.<br />

How long had you been employed by _______________?<br />

What attracted you <strong>to</strong> the organization?<br />

What were your initial impressions when you joined?<br />

How have these impressions changed since then?<br />

Tell me about a time when you felt most excited, most engaged<br />

or involved in your work –with your colleagues, the cus<strong>to</strong>mers, a<br />

specific project, it could be anything during those years: a time<br />

when you felt, “this is really good!” “I wish it could always be<br />

like this!” or sentiments such as that.<br />

What was the situation?<br />

What made it exciting?<br />

Who was involved that made it significant?<br />

What do you value most about the organization? Why?<br />

What do you think that you will miss most, when you leave?<br />

As you well know, the vision includes a focus on cus<strong>to</strong>mer<br />

service (include quote, as appropriate).<br />

Think of a time, in your __ years here, when you witnessed truly<br />

exceptional cus<strong>to</strong>mer service. Perhaps a time that you recall<br />

whenever you read or hear that phrase, “exceptional cus<strong>to</strong>mer<br />

service.” It might be an occasion when you were directly<br />

involved, or when you observed a colleague.<br />

What was the situation?<br />

Who was involved?<br />

What <strong>to</strong>ok place? What about it earns the phrase,<br />

“exceptional cus<strong>to</strong>mer service?”<br />

Have you seen that type of event often here, or is it truly<br />

exceptional?<br />

What is one suggestion that would make it more frequent?


Managing Change During your __ years here, you have certainly witnessed many<br />

changes and transitions here. (Give examples of actual changes<br />

past, present and/or pending.)<br />

Think of a change – it could be any of these, or any other – that<br />

you believe was especially well handled.<br />

What was the specific change?<br />

What about it was well handled?<br />

Who was involved?<br />

What did they do that was especially helpful?<br />

What was your role or participation in this change?<br />

What about the organization contributed <strong>to</strong> the change’s<br />

success?<br />

How can we apply this experience <strong>to</strong> other organizational<br />

changes, now and in<strong>to</strong> the future?<br />

Your Own Contributions What do you feel that you have contributed <strong>to</strong> the organization<br />

during your years here?<br />

Perhaps it is a specific and concrete “thing,” such as a process, a<br />

procedure, a written document. It may be an attitude or a way of<br />

relating <strong>to</strong> colleagues or cus<strong>to</strong>mers, that others may have<br />

“caught,” as one catches a contagious “bug.” It might be<br />

something else.<br />

What is it that you think you leave as a legacy or a “footprint”<br />

as you plan <strong>to</strong> leave here?


Disappointments,<br />

Missed Opportunities<br />

Nothing is perfect, and nothing (and no one) works as we might<br />

wish all the time: whether it is an appliance, a computer, a<br />

relationship, an organization, a job, a person, ourselves.<br />

Thinking back <strong>to</strong> your years here, is there a major disappointment<br />

or a missed opportunity that you would like <strong>to</strong> bring up? A time<br />

when the organization under-performed, when it didn’t take<br />

advantage of an opportunity, or when it quite simply “blew it?”<br />

Alternatively, it could be an area where the organization doesn’t<br />

quite “get it,” and that might be keeping the organization from<br />

being all it could be.<br />

What is that disappointing event or missed opportunity?<br />

What happened?<br />

What didn’t happen?<br />

What was the result?<br />

How can we learn from that event or situation?<br />

Three Wishes What three suggestions do you have for enhancing the<br />

organization’s effectiveness? These could be in areas that are<br />

obvious <strong>to</strong> many people but that, for some reason, it doesn’t<br />

change. Or they could be something that only a few ever talk<br />

about. Or something subtle that you have noted, and for which<br />

this is a good opportunity <strong>to</strong> raise it for consideration.<br />

What are those three suggestions?<br />

How would each one help the organization in its work?<br />

IMAGE OF THE ORGANIZATION’S FUTURE<br />

Imagine that you left here this evening, and didn’t return here for a visit until the year 2025. You’ve<br />

heard or read nothing about us in the intervening time. When you return, you see that a major<br />

transformation has occurred, and the organization has become everything you hoped it could be!<br />

Aspects that were excellent are still that way, if not better. Areas that needed attention have been<br />

strengthened. This is now truly a world-class organization which provides exceptional cus<strong>to</strong>mer<br />

service.<br />

What do you see? What does the organization look like? What is new and different? What is the<br />

same? What do you see in terms of people (your former colleagues; cus<strong>to</strong>mers others), systems, ways<br />

of working?<br />

What has been preserved (i.e., not been lost)?<br />

How did this come about?


Sources:<br />

http://www.businessballs.com/<strong>exit</strong>interviews.htm<br />

http://www.forbes.com/sites/jacquelynsmith/2012/07/31/you-quit-your-job-now-they-demand-an-<strong>exit</strong>interview-what-do-you-say/<br />

http://www.insightlink.com/<strong>exit</strong>_interviews_employee_turnover.html<br />

http://www.estates.qmul.ac.uk/businessservices/documents/35513.pdf<br />

http://www.ks<strong>to</strong>olkit.org/Exit+<strong>Interviews</strong><br />

http://jobsearchtech.about.com/cs/interviewtips/a/<strong>exit</strong>_interview_2.htm<br />

http://www.adb.org/sites/default/files/pub/2008/<strong>conducting</strong>-<strong>exit</strong>-interviews.pdf<br />

http://appreciativeinquiry.case.edu/uploads/Ed%20Jacobson-<br />

%20EARLY%20RETIREMENT%20INTERVIEW%20GUIDE.doc

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