Cross-Functional · Checklist · Intermediate · Saves 30+ hours
Termination Process Checklist
A checklist for handling terminations professionally.
What's included
- Decision documentation
- Legal considerations
- Conversation preparation
- Communication plan
- Systems access
- Knowledge transfer
- Final documentation
Best used when
- Performance terminations
- Layoffs/restructuring
- Voluntary departures
- Sensitive exits
Why this is Gold
Terminations done poorly create risk. This checklist ensures professional, legal offboarding.
The template
The Template
TERMINATION PROCESS
Termination Checklist
TERMINATION CHECKLIST
EMPLOYEE: _______________
LAST DAY: _______________
TYPE: ☐ Voluntary ☐ Involuntary ☐ Layoff
PRE-CONVERSATION:
☐ HR consulted
☐ Legal reviewed (if needed)
☐ Documentation complete
☐ Severance calculated
☐ Talking points prepared
☐ Private meeting scheduled
CONVERSATION:
☐ Direct, compassionate delivery
☐ Decision final (no negotiation)
☐ Severance explained
☐ Benefits explained
☐ Last day confirmed
☐ Next steps clear
SAME DAY:
☐ System access disabled
☐ Email forwarded/deactivated
☐ Building access revoked
☐ Equipment return planned
☐ Team notified appropriately
FOLLOW-UP:
☐ Final paycheck processed
☐ COBRA/benefits info sent
☐ Exit interview (if applicable)
☐ References discussion
☐ Non-compete reminder (if applicable)
Communication Templates
| Audience | Message | Timing |
|---|---|---|
| Team | Role eliminated/departed | Same day |
| Company | Brief announcement | Same day |
| External | Limited, professional | As needed |
| Customers | Transition plan | As needed |
Quick Reference: Which Resource for Which Challenge
| Challenge | Recommended Resources |
|---|---|
| "Hiring process is inconsistent" | #463, #466 |
| "Job descriptions are weak" | #464 |
| "Interview quality varies" | #465, #466 |
| "Compensation decisions" | #469 |
| "New hires aren't ramping" | #470, #471 |
| "Performance management issues" | #472, #473 |
Every resource built to the Human Standard. Every resource designed to build teams that win.
Frequently asked questions
What is the Termination Process Checklist?
A checklist for handling terminations professionally.
Who is the Termination Process Checklist for?
It is built for Cross-Functionals and their teams working on Hiring. The AI coach adapts it to your company, stage, and goals.
How long does the Termination Process Checklist take to use?
It saves roughly 30+ hours versus building from scratch. Our AI coach can tailor the checklist to your situation in minutes, then hand you a step-by-step plan.
Is the Termination Process Checklist free?
Yes. You can read the full checklist and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Termination Process Checklist?
The coach teaches you the framework, asks a few questions about your business, tailors the checklist to you, and gives you measurable next steps to execute.