Offboarding Template for Research Data and Knowledge Transfer

This resource provides a structured offboarding template to support the transfer of research data and project-related knowledge when researchers leave a project or institution.

While offboarding is often handled as an administrative process, key elements such as data, code, documentation, and contextual knowledge are frequently overlooked. This template addresses this gap by offering a practical and adaptable framework for research data management (RDM).

It consists of a data overview and a guided checklist for handover conversations, covering data, code and analysis workflows, documentation, access and permissions, and implicit knowledge.

The template can be adapted to different research contexts and highlights the importance of continuous data management throughout the project lifecycle.