Free Manager Termination Checklist

Terminating a manager is a sensitive and legally significant process that requires careful planning and adherence to established protocols.

Legal Compliance:

• Ensure compliance with local employment laws and regulations regarding termination procedures.

• Consult with legal counsel to review the termination decision and documentation.

• Prepare all necessary documentation, including termination letters and any required legal notices.

Review of Employment Agreement:

• Thoroughly review the manager's employment agreement to ensure compliance with contractual terms.

• Identify any clauses related to termination notice periods, severance, or other relevant provisions.

• Document the rationale for the termination in alignment with contractual terms.

Communication Plan:

• Develop a clear and concise communication plan for informing the manager about the termination.

• Schedule a private meeting to communicate the decision in a professional and compassionate manner.

• Clearly articulate the reasons for the termination while maintaining sensitivity and respect.

Handover and Transition:

• Establish a transition plan for the outgoing manager to hand over responsibilities.

• Outline expectations for the manager during the notice period, if applicable.

• Facilitate a smooth transition of ongoing projects and provide support to the team during the change.

Return of Company Property:

• Coordinate the return of any company property, including electronic devices, access cards, and keys.

• Ensure the manager's access to organizational systems is deactivated promptly.

• Document the return of company assets to maintain an accurate inventory.

Final Compensation and Benefits:

• Calculate and process the manager's final compensation, including salary, unused vacation, and any applicable bonuses.

• Provide information about the continuation of benefits or the termination of benefits, as per company policy.

• Communicate details regarding the final paycheck and the timeline for payment.

Exit Interview:

• Schedule an exit interview to gather feedback from the departing manager.

• Use the exit interview as an opportunity to identify areas for improvement within the organization.

• Maintain a professional and respectful atmosphere during the discussion.

Confidentiality Agreements:

• Remind the manager of any confidentiality agreements or non-disclosure clauses in their employment contract.

• Reinforce the importance of maintaining confidentiality regarding company information after termination.

• Address any questions or concerns the manager may have about post-employment obligations.

Communication to Team and Stakeholders:

• Develop a communication plan for informing the team and relevant stakeholders about the manager's departure.

• Coordinate the communication with Human Resources, Public Relations, or other relevant departments.

• Ensure a consistent and clear message is conveyed to avoid speculation and confusion.

Employee Support Services:

• Provide information about available support services, such as counseling or career transition assistance.

• Encourage the departing manager to utilize any employee assistance programs offered by the organization.

• Demonstrate empathy and understanding during the termination process.

Documentation and Record-Keeping:

• Maintain thorough documentation of the termination process, including meeting notes, termination letters, and any relevant emails.

• Update personnel records to reflect the termination and the reasons behind it.

• Store all documentation in compliance with data protection and privacy regulations.

Legal Consultation Post-Termination:

• Consult with legal counsel post-termination to ensure ongoing compliance with legal requirements.

• Address any potential legal challenges or inquiries related to the termination.

• Be prepared to respond to reference requests in a manner consistent with company policy.

Checklist Templates @ Template.net