Virtual Handover
Move project files from private folders to shared drives before you lose access. Identify admin logins for tools that aren't on your single sign-on system. Transfer ownership of every recurring calendar invite.
The DM you didn't expect.
Two weeks to find everything they know.
The realization that the 'How-To' is in their private drive.
A clean handoff is better than a perfect one.
Your employee just resigned. You have two weeks to find everything they know before the context walks out the door. We built a structured way to handle the disruption.
Move project files from private folders to shared drives before you lose access. Identify admin logins for tools that aren't on your single sign-on system. Transfer ownership of every recurring calendar invite.
Log serial numbers for laptops and monitors. Recover office keys, security badges, and corporate credit cards. Confirm the specific shipping plan for all remote equipment.
Approve final expense reports and outstanding PTO. Send warm introduction emails to key vendors and clients. Brief the successor on the "Known Gaps" list—the things we didn't have time to fix.
This checklist is for the person directly accountable for what happens after an employee leaves. If you are the manager who will have to answer for a slipped deadline or a broken system next month, this structure is for you. We focus on the things that are hardest to reconstruct later—the tribal knowledge and hidden dependencies that usually disappear on the last day.
Stop the bleeding. List physical gear, orphaned passwords for niche tools, and those private Google Drive links you currently can't see.
Tell the clients. Introduce the new point of contact. Cancel the recurring meetings that no longer need to happen to save your future calendar.
Submit the last expense reports. Review the tribal knowledge they captured. Acknowledge what we didn't have time to document.
Badge return. Laptop recovery. Account deactivation. A clean handoff is better than a perfect one. Ensure a clear break.
We choose clarity over speed. Missing something and acknowledging it is better than false confidence. This is not an HR compliance tool or a HIPAA-regulated system. It won't catch every single task, and it does not replace your judgment. It is simply structure for a chaotic moment.
Start Your TransitionThis is designed for managers of knowledge-dense roles—Ops, RevOps, Marketing, and Account Management—where the 'how' is often as important as the 'what.'
Documentation often describes 'what' to do, but not 'why' or 'who' to call when it breaks. Our process surfaces the context that usually lives only in an employee's head.
The system focuses on high-risk areas first. Even if you only have 48 hours, capturing three critical facts is better than capturing nothing at all.
Need help navigating an employee departure? Contact the team at MyEmployeeIsLeaving.com for calm, human support during the two-week notice period.
See illustrative samples of how we capture critical tribal knowledge during employee departures. Real-world reports for Ops, CS, and RevOps roles.
Simple, one-time pricing for employee offboarding. Capture critical tribal knowledge during the two-week notice period without a subscription.
Capture critical tribal knowledge before your employee leaves. MyEmployeeIsLeaving helps managers secure project context and 'the why' during the 2-week notice.
Learn why we build for the 2-week notice period. Our mission is reducing operational regret through structured knowledge extraction, not perfect documentation.
Stop the brain drain during a 2-week notice. Learn how our structured system captures critical tribal knowledge and reduces operational regret before they leave.