Checklist: Offboarding
Objectives
An off-boarding process must ensure three things:
- Your employee feels good.
- The departure causes minimal disruption.
- The termination process must be well-wrapped to make sure the company policy and procedures are all conformed.
Project Offboarding
- Last day confirmation with client by email
- Resource replacement
- Project handoff completed
- Source code backup
Company Offboarding
Exit Interviews and Final Communications
- Exit interview with lead/manager
- Gather feedback
- Invite to join alumni activities on discords/event
- Exit talk with HR/Ops
- Remind about important points in the Contractor Agreement
- Last day & final paycheck informed
- Offboarding email - Remind on survival terms in Contractor Agreement
- Thank you & farewell letter to personal email
- Farewell message posted (Optional)
- Update DF resource planning file
- Update LinkedIn + endorse Dwarves
Account and Access Management
- Remove email account
- Remove Git account
- Remove 1password account
- Remove Basecamp account
- Remove access to other work channels
- Remove database access
- Update Fortress profile
- Update Discord Role → Alumni + Remove Discord Access from work-related channels
Equipment and Resources
- Office card / work device (laptop, phone) if applicable
- Any other company-owned equipment
- Remind member to delete source code from their machine
Post-Departure
- Follow up on any outstanding items or handover tasks
- Conduct a brief team meeting to address any gaps left by the departure
- Update relevant documentation and contact lists
Handover Transfer
- Conduct handover transfer sessions with team members
- Document any unique scripts or tools created by the employee
- Capture information about ongoing experiments or research
Note: This aims for a smooth, positive offboarding that maintains good relations with the departing employee while protecting company interests. The checklist can be adapted to the specific role and company technology/processes.