Worksheet · Soft Skills · Working With a Mentor

Offboarding checklist and reference request

From the lesson Offboarding a Mentor

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1List the work that needs a handover.

2Draft your final report outline.

3Write your reference request and complete the offboarding checklist.

Worked example to compare with: A reference request

  • Message: "Thank you for three great months. I learned how to run a monthly report and how to write for your customers. Could you write a short recommendation about my work? Here are three results I achieved, in case they help."
  • Include: the three results with numbers.
  • Follow up: thank them when it is posted.
  • Result to look for: a recommendation that names specific results.

Check yourself

  • I can explain "Offboarding a Mentor" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Back to the lesson

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