ptc-catalog

Off-boarding Checklist

Download this PTC (Markdown)

Target

Incorporating checklists in the off-boarding process for a team member.

User Story

As a project leader, I want to have a off-boarding checklist so that I can ensure that there is no loss of knowledge, work or equipment when a team member exits the team.

Card

Stage Description
0 No off-boarding checklist exists.
1 Team has investigated off-boarding checklists in use by similar contemporary projects in organization or across organizations of similar nature, and documented findings.
2 Team has adopted use of a checklist and executed successful pilot runs within team and with members departing team.
3 Team has documented checklist policy and achieved buy-in by all members.
4 Checklist in place for all future exiters, and process is revised according to policy and needs.

Comments

This is similar to onboarding checklists: https://github.com/bssw-psip/ptc-catalog/issues/4

Acknowledgement

This Project Tracking Card originated from the PSIP PTC Catalog. The development of the PSIP PTC Catalog was supported by the Exascale Computing Project (17-SC-20-SC), a collaborative effort of the U.S. Department of Energy Office of Science and the National Nuclear Security Administration.