| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
1 | TEMPLATE! DON'T USE THIS TAB / ONLY FOR DUPLICATING | |||||||
2 | AREA | TASK | LEAD | SUPPORT | DEADLINE | LINKS | NOTES | |
3 | ||||||||
4 | PLANNING | Agree exit buddy from team | Team | |||||
5 | Setup Exit planning shared folder | Buddy | Exiting worker | |||||
6 | —Add template exit docs, and create exit tasks tab (in here!) | Buddy | ||||||
7 | Fix leaving date, share with team | Buddy | Exiting worker | |||||
8 | Assess capacity: do we need to recruit? | Buddy (w. Team) | ||||||
9 | Organise exit planning meeting | Buddy | ||||||
10 | Share Exit planning doc | Buddy | Template link | < template, copy before use | ||||
11 | Draft exit plan for review by team (& partners if appropriate) | Exiting worker | ||||||
12 | Discuss exit support needs (loose ends? adhoc 121s? leaving do? etc.) | Buddy & Exiting worker | ||||||
13 | Explore future working scenarios, e.g. Associate | Buddy & Exiting worker | Exiting worker & team input | |||||
14 | ||||||||
15 | HR | Organise exit interview | Buddy | Template link | < template, copy before use | |||
16 | Carry out exit interview | Buddy | Template link | < template, copy before use | ||||
17 | Prepare exit interview notes for team (with consent) | Buddy | Exiting worker | |||||
18 | Organise a leaving do | Buddy | Team | |||||
19 | Organise a present and a card | Buddy | Team | |||||
20 | ||||||||
21 | COMMS | Inform team | Buddy / Exiting worker | |||||
22 | Inform project & working partners, funders, etc | Exiting worker | Team | |||||
23 | Flag to team which key contacts they suggest doing handover comms with | Exiting worker | ||||||
24 | ||||||||
25 | WORK | Handover planning, with support/input from team | Exiting worker | |||||
26 | Handover time with successor for any areas of work | Exiting worker | ||||||
27 | [Add as appropriate] | Exiting worker / ... | ||||||
28 | ||||||||
29 | LEGAL etc. | Check holiday leave and final pay | Relevant worker | |||||
30 | Remove from any legal / governance roles (e.g. Companies House) | Relevant worker | ||||||
31 | Remove from payroll & send P45 (if PAYE) | Relevant worker | ||||||
32 | Remove bank access | Relevant worker | ||||||
33 | Remove accounts software access | Relevant worker | ||||||
34 | ||||||||
35 | TECH | Return any organisational stuff/equipment (if appropriate) | Exiting worker | |||||
36 | Close Google Workspace account | Relevant worker | ||||||
37 | - Agree email access grace period | Relevant worker | ||||||
38 | - Setup email 'out of office' responder | Relevant worker | Exiting worker | |||||
39 | - Transfer ownership of Google Drive files and folders | Relevant worker | ||||||
40 | - After grace period, change p/w | Relevant worker | ||||||
41 | - Remove subscription | Relevant worker | ||||||
42 | - Remove from chat spaces | Relevant worker | ||||||
43 | - Remove from calendars | Relevant worker | ||||||
44 | - Update Groups to remove leaver email (team@) | Relevant worker | ||||||
45 | Remove / update bio on website (as appropriate) | Relevant worker | ||||||
46 | ||||||||
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51 |