As a registered charity, [Charity name] is committed to managing exits from roles, activities, partnerships, projects, and services in a fair, responsible, and transparent manner.
This Exit Policy sets out the principles and procedures for managing planned and unplanned exits in a way that protects beneficiaries, individuals, assets, and the Charity’s reputation, while ensuring continuity and accountability.
The Trustees recognise that well-managed exits are an essential part of good governance, risk management, and organisational sustainability.
Purpose of the Policy
1.1 The purpose of this Policy is to:
1.2 This Policy supports responsible decision-making and orderly transitions.
Scope of the Policy
2.1 This Policy applies to exits involving:
2.2 It applies to:
Definition of an Exit
3.1 For the purposes of this Policy, an exit refers to:
The cessation of an individual’s role, a contractual relationship, a partnership, or a Charity activity or service.
3.2 An exit may be voluntary or involuntary and temporary or permanent.
Principles of Exit Management
4.1 Exit management within the Charity will be guided by the following principles:
4.2 All exits must be handled in the best interests of the Charity and its beneficiaries.
Governance and Authority
5.1 The Board of Trustees has overall responsibility for exit governance.
5.2 Authority to manage exits may be delegated, but accountability remains with the Trustees.
5.3 Significant or high-risk exits require Trustee oversight or approval.
Trustee Exit
6.1 Trustees may exit their role by:
6.2 On exit, Trustees must:
Employee Exit
7.1 Employee exits will be managed in accordance with:
7.2 Employee exits may include:
7.3 Exit processes will be fair, lawful, and documented.
Volunteer Exit
8.1 Volunteers may exit their role:
8.2 Volunteer exits will be handled respectfully and proportionately.
8.3 Safeguarding or conduct concerns may require immediate exit.
Member Exit (Where Applicable)
9.1 Members may exit through:
9.2 Any disciplinary or termination action must be fair and documented.
Exit from Projects, Services, or Activities
10.1 The Charity may exit a project or service where:
10.2 Exit planning will consider:
Exit from Partnerships and Contracts
11.1 Partnership or contractual exits must:
11.2 Exit decisions will consider:
Handover and Knowledge Transfer
12.1 Where practicable, exits will include:
12.2 This supports continuity and reduces operational risk.
Assets, Access, and Information
13.1 On exit, individuals must:
13.2 Access rights will be revoked promptly to protect information security.
Confidentiality and Data Protection
14.1 Confidentiality obligations continue after exit.
14.2 Personal data will be handled in accordance with data protection legislation and the Charity’s Records Retention Policy.
Safeguarding and Risk Considerations
15.1 Where an exit involves safeguarding or serious risk:
15.2 Safeguarding responsibilities take precedence over other considerations.
Communication and Reputation Management
16.1 Exit-related communications will be:
16.2 Public or external communications must protect confidentiality and reputation.
Documentation and Record Keeping
17.1 Exit decisions and processes will be:
Monitoring and Review
18.1 Exit processes may be reviewed to:
18.2 This Policy will be reviewed:
Conclusion
By adhering to this Exit Policy, [Charity name] ensures that exits are managed fairly, responsibly, and transparently, minimising risk, protecting beneficiaries and assets, and supporting effective governance and organisational sustainability.
Signed: ………………………………………
Chair of the Board of Trustees
Date: ………………………………………
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Naail & Co provides these policy templates solely as guidelines or standard templates to assist charities in developing their own policies in accordance with Charity Commission England & Wales compliance. These templates are not intended to serve as legal or professional advice, and Naail & Co cannot be held responsible or liable for any outcomes arising from their use. It is essential that each registered charity carefully tailors and customizes these policies to reflect its specific needs, structure, and legal obligations. We strongly recommend that charities seek independent legal or professional advice to ensure compliance with all relevant laws and regulations.
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