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turnover checklist

1. Pre-Turnover Preparation

Notify HR and relevant department heads about the impending turnover.

Schedule an exit interview with the departing employee.

Identify and document the departing employee's current projects and responsibilities.

Assign a point of contact for ongoing projects after the employee's departure.

2. Knowledge Transfer

Create a knowledge transfer plan outlining key information and processes.

Schedule knowledge transfer sessions with team members.

Document critical system access and credentials.

Ensure documentation of ongoing tasks and projects is up to date.

3. Equipment and Assets

Compile a list of all company equipment assigned to the employee.

Schedule a time for the employee to return all company devices (laptop, phone, etc.).

Verify the condition of returned equipment and document any issues.

Reassign or prepare the returned equipment for future use.

4. Access Management

Review and revoke system access rights and permissions for the departing employee.

Change passwords for shared accounts where the employee had access.

Update any security protocols or systems impacted by the turnover.

5. Final Documentation

Complete necessary paperwork for the employee's departure.

Ensure all outstanding tasks and projects are clearly documented.

Confirm that the employee has completed any required exit surveys or forms.

Collect feedback from the employee during the exit interview for future improvements.

6. Post-Turnover Follow-Up

Schedule a debrief with the remaining team to discuss the transition.

Monitor the progress of ongoing projects to ensure a smooth transition.

Assess the knowledge transfer effectiveness and identify any gaps.

Review the turnover process for potential improvements for future departures.

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