Offboarding departing team members - hackforla/tdm-calculator GitHub Wiki
When a team member notifies you of their departure (via Slack or otherwise), thank them publicly in the #tdm-calculator channel for their contributions, so the rest of the team is informed and can also say goodbye.
Direct message them to confirm:
Their expected final day of involvement
If they are available for any knowledge transfer or documentation wrap-up
Go to the relevant offboarding issue for the role, assign it to yourself, move it into the In Progress column, and follow its Action Items (instructions below). The offboarding issues are currently:
Post in #admin Slack channel :
Request that the departing team member be removed from the TDM 1Password vault
Include their Slack handle and email address
Confirm the member is removed from the specific Slack channel, but you can leave them in the main TDM channel:
Main Channel #tdm-calculator Slack channel - leave them in there, for general announcements, like when we launch.
practice area specific channels:
#tdm-calculator-dev
#tdm-calculator-pms
#tdm-calculator-research
#tdm-calculator-design
#tdm-calculator-tdm-ui-prs
Sign in to the [email protected]
Go to Google Calendar and remove the person from recurring invites for:
All TDM project meetings
TDM: All Team meetings
Any other meetings which are relevant to their role
Go to Shared drives > TDM Calculator folder
Click “Manage members”
Locate and remove the person from the shared drive
Sign in to the [email protected]
Log into figma from that email
Go to the TDM Figma folder
Click on down arrow next to the name of the team in the main window, and click "view members"
Locate their email in the list and click the dropdown next to it
Select “Remove”
In the TDM-Calculator Team Roster sheet, update their row:
Change Status to Inactive
Clear or note the date of departure
Update notes if they transitioned knowledge to someone else
Reassign any GitHub issues they were working on (see roster for link).
Check for PRs in progress; close or reassign as needed
Mention their departure in issue comments for context
Ask the team member if they can:
Write a short handoff note or checklist for their current responsibilities
Update documentation in the TDM Wiki or relevant project files
Spend a few minutes in a final meeting or Slack thread to hand off tasks
Send a direct message:
Thank them again for their time and contributions
Let them know they're welcome to return anytime or stay in touch via Hack for LA
Let them know they can unsubscribe from any issues they don't want notifications from by going to the issue and clicking unsubscribe
Let them know if they continue to receive emails or other notifications, that they don't want, to reach out in the #admin Slack channel
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