TEAM MEMBER OFFBOARDING PROCEDURE

Standard Operating Procedure (SOP)

Purpose

This Standard Operating Procedure establishes the process for offboarding team members from Team Nick Fundytus in a consistent, professional, and organized manner.

The objective of this procedure is to:

• Protect the interests of the team, clients, and departing team members.

• Ensure continuity of service for clients and referral partners.

• Facilitate the orderly transfer of responsibilities, systems, and assets.

• Maintain compliance with brokerage, licensing, and operational requirements.

• Preserve team knowledge and documentation.

• Uphold the Team Nick Fundytus brand and reputation.

Scope

This procedure applies to all team members, including but not limited to:

• Realtors

• Operations Team Members

• Marketing Team Members

• Finance Team Members

• Contractors, consultants, and other individuals with access to team systems, data, or resources

Guiding Principles

All departures should be managed in accordance with the following principles:

Professionalism

Treat all departing team members with dignity, respect, and professionalism, regardless of the circumstances surrounding their departure.

Accountability

Ensure clear ownership of all transition tasks and responsibilities.

Client First

Protect the client experience by minimizing disruption and maintaining continuity of service.

Security

Safeguard team data, systems, intellectual property, and confidential information.

Documentation

Ensure critical knowledge, procedures, and responsibilities are documented and transferred appropriately.

Continuous Improvement

Use each departure as an opportunity to strengthen team systems, documentation, and operational processes.