Employee exit to handover
When someone leaves, their work, relationships and knowledge stay with the business.
- Employee
- Manager
- Owner
- Successor
01 · What starts it
This process begins when
- Resignation
- Long leave
- Role change
02 · Step by step
Where this usually breaksWhat should happen
Step 1 of 6 · EmployeeList recurring work
Check· Daily, weekly, monthly
Output: Task list03 · Common breakpoints
Step 2 · List open workOpen promises leave with the person
04 · What to track
Critical tasks with a backup
Handover checklists completed
- lamp could keep a running record of recurring work.
- lamp could collect open items into a handover list.
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