Build an offboarding checklist for access, equipment, knowledge handover, and farewell.
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See how to installReview the instructions the agent will receive before you install.
Use this once the leaving date is confirmed by HR.
Ask for the last working day, the manager, the systems and tools the person uses, equipment they hold, work in progress, and whether the leaving is public yet. Leave the reason for leaving out of the checklist. Ask HR which steps they own, such as final pay, benefits, and documents.
Put an owner, a date, and a status on every line. Flag anything with no owner.
Never comment on the reason for leaving, pay, notice, or legal terms; send those to HR. Do not remove access, message staff, or change an HR record yourself; each owner does their item.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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