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Published on 2026-05-17

Manager checklist: colleague departure

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Collect every note in one place—tidy up if you need to, then wrap up with a keepsake PDF when you are ready.

As a line manager, a direct report’s last week mixes HR milestones, team mood, and small nudges so the card does not stay empty on the final day. This checklist keeps one simple thread: announcements on the right channels, clear deadlines, and a light skim before handover.

Before the internal note

Confirm with HR the last day in office, approved channels, and whether there is a party. Open the guestbook as a draft—you can still tweak title and brief without losing the link.

Day zero: a crisp announcement

On Slack or Teams, a short post with the link, the deadline, and a contact for questions is enough. Skip the wall of text—people contribute when the next step is obvious.

Farewell card without chasing signatures

Remote teammates sign too—one link, light nudges, everything in one place before the party.

Create the card in 2 min

Keepsake PDF · no account to post · one link for the whole team

A simple 7–10 business-day cadence

Day 0: announce + link. Day +2: nudge quiet contributors. Day +4: team-wide reminder with a count of notes. Day +7 or +10: close, skim, export PDF for the person leaving.

Light moderation

You are not a copy editor, but you should flag off-color or overly personal lines: DM the author, suggest a rewrite, or hide the entry if the tool allows it.

Screen share or handoff

If you will present messages in a meeting, test fullscreen ahead of time. Otherwise email the PDF with a short manager cover note.

Pillar resource

For card structure (tone, pitfalls, examples), use the colleague farewell card guide. The 2026 farewell party checklist helps if you are also running the event.

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