With members coming and going, our platforms and applications remain cluttered with inactive members. We are unsure of who is still a member and who has left. This outline is to ensure a smooth transition for both the offboarding member and the people team when members decide to leave.
DRI: @winniezhang-23
@roma-s-kaul
DRI please review the eduflow for more clarification
Director/Manager Tasks
[x] Director/Manager inform PEA of who is leaving
[x] Update the PEA via private message about their current assigned task and if the member has offered an explanation to their decision to leave.
People Experience Associate Tasks (PEA)
Day 0:
[x] Reach out to member to confirm of the member's decision to leave (view sample message on eduflow). In message include they should set up a meeting with you the next following day.
[x] Member sets meeting with DRI
Day 1-2:
During the meeting, please discuss the following questions:
[ ] Document this in meeting repo under the offboarding folder, but if they would not like their name to be mentioned, please respect their wishes
[ ] Ask the general questions
[ ] Ask the specific questions
[ ] Closing statement
[ ] Any previously assigned work must be completed before the member is officially offboarded
[ ] Once they completed their assigned tasks and completed meeting with DRI, please start removing them from the following work space
[ ] Slack
[ ] GitHub
[ ] Google Calendar
[ ] Airtable
[ ] And any other platforms: Hubspot and etc.
Day 2:
[ ] Inform director/manager and update the situation
With members coming and going, our platforms and applications remain cluttered with inactive members. We are unsure of who is still a member and who has left. This outline is to ensure a smooth transition for both the offboarding member and the people team when members decide to leave.
DRI: @winniezhang-23 @roma-s-kaul
Director/Manager Tasks
People Experience Associate Tasks (PEA)
Day 0:
Day 1-2:
During the meeting, please discuss the following questions:
[ ] Document this in meeting repo under the offboarding folder, but if they would not like their name to be mentioned, please respect their wishes
[ ] Ask the general questions
[ ] Ask the specific questions
[ ] Closing statement
[ ] Any previously assigned work must be completed before the member is officially offboarded
Day 2: