Immediate Actions Upon Notice

□ Document resignation/termination details
□ Confirm last day of work
□ Notify HR department immediately
□ Inform direct manager and team
□ Begin succession planning
□ Review contractual obligations
□ Check notice period requirements
□ Plan coverage for responsibilities
□ Schedule transition meetings
□ Update project timelines
□ Communicate with stakeholders
□ Begin recruitment process if replacing

Transition Planning

□ Map out all current responsibilities
□ Identify critical ongoing projects
□ Create detailed transition plan
□ Assign temporary coverage
□ Document all processes and procedures
□ Transfer knowledge to team members
□ Update client/vendor contacts
□ Reassign direct reports (if applicable)
□ Move recurring meetings
□ Transfer budget responsibilities
□ Document decision-making authority
□ Create continuity plan

Administrative Tasks

□ Process resignation in HRIS
□ Calculate final compensation
□ Stop future pay periods
□ Process benefit terminations
□ Submit paperwork to payroll
□ Update organizational charts
□ Remove from employee directory
□ Cancel scheduled reviews
□ Update succession plans
□ Notify facilities management
□ Cancel training registrations
□ Update emergency contact lists

Access & Security Management

□ Create IT offboarding ticket
□ Set email auto-responder
□ Schedule email deactivation
□ Forward emails to manager
□ Revoke network access
□ Disable remote access
□ Remove from security groups
□ Change locks if necessary
□ Update alarm codes
□ Remove from authorized lists
□ Revoke parking access
□ Update visitor management system

Asset Recovery

□ Create inventory of company property
□ Schedule equipment return
□ Collect electronic devices
□ Retrieve security badges
□ Return office keys
□ Collect company documents
□ Retrieve software/licenses
□ Return library materials
□ Collect tools/equipment
□ Get expense receipts
□ Clear personal belongings
□ Document returned items

Financial Reconciliation

□ Review final expenses
□ Process outstanding reimbursements
□ Calculate PTO payout
□ Determine severance eligibility
□ Close purchase accounts
□ Cancel subscriptions
□ Transfer budget authority
□ Audit expense reports
□ Collect outstanding debts
□ Process final commissions
□ Update financial records
□ Remove signature authority

Knowledge Documentation

□ Document current project status
□ Create process documentation
□ Record system passwords
□ List key contacts
□ Document recurring tasks
□ Note important dates/deadlines
□ Record vendor information
□ Document customer preferences
□ Create troubleshooting guides
□ Note lessons learned
□ Archive project files
□ Transfer intellectual property

Team Communication

□ Announce departure to team
□ Explain transition plan
□ Introduce interim coverage
□ Address team concerns
□ Maintain morale
□ Celebrate contributions
□ Plan farewell gathering
□ Collect team feedback
□ Share contact information
□ Express gratitude
□ Maintain professionalism
□ Support team through change

Client/Vendor Management

□ Notify key clients
□ Introduce new contacts
□ Transfer relationships smoothly
□ Update vendor contacts
□ Reassign account management
□ Communicate continuity plan
□ Address concerns promptly
□ Maintain service quality
□ Document special requirements
□ Transfer historical knowledge
□ Ensure seamless transition
□ Follow up post-transition

Exit Procedures

□ Conduct exit interview
□ Document feedback received
□ Process final paperwork
□ Verify all items returned
□ Complete separation agreement
□ Provide reference letter (if applicable)
□ Explain post-employment obligations
□ Share alumni network info
□ Maintain positive relationship
□ Document lessons learned
□ Update procedures based on feedback
□ Archive employee records

Benefits Administration

□ Explain benefit termination dates
□ Process COBRA enrollment
□ Transfer life insurance
□ Handle 401(k) options
□ Address FSA/HSA accounts
□ Cancel parking/transit benefits
□ End wellness programs
□ Stop employee discounts
□ Provide benefits summary
□ Answer benefits questions
□ Document elections made
□ Confirm understanding

Post-Offboarding Activities

□ Monitor email forwards
□ Address lingering issues
□ Process reference requests
□ Handle unemployment claims
□ Track non-compete compliance
□ Manage alumni relations
□ Conduct team retrospective
□ Implement process improvements
□ Update documentation
□ Share best practices
□ Measure offboarding effectiveness
□ Plan for future needs