Designed to support dignity, continuity, and clarity when services wind down or shift.

Offboarding & Transition Plans (Top-Level Notion Page)

This page guides how to conclude service responsibly, whether planned or unplanned. It includes graceful exits, tier changes, emergency exits, and family transitions.

Page Structure:

📄 Offboarding & Transition Plans

│

├── 1. Offboarding Triggers

├── 2. Transition Types & Flow

├── 3. Exit Checklist

├── 4. Transition Summary Template

├── 5. Farewell Letter (Optional)

├── 6. Referral Handoff Guide

├── 7. Legacy Archive Snapshot (Optional)

Off boarding Triggers

Services may conclude for any of the following reasons:

• Client moves into 24/7 care or facility
• Client passes away
• Family chooses to pause or end services
• Tier mismatch becomes permanent
• You (provider) initiate exit due to scope, risk, or safety