4.6. Offboarding Team Members

While we’d like to believe that everyone on the project team will be able to see the project through to the end, there are times when someone needs to take a step back from their role on the team. There are many reasons for folks to do this, among them family leave, sabbatical, health treatments, increased responsibilities elsewhere in the firm, etc. Offboarding is the formal process of managing a team member’s departure from the project.

What the team chooses to do once someone leaves the team is critical. They may have contacts with some of the vendors working on the project, so you’ll need to make sure they share that information with you and the team. Documenting the results of any sort of exit interview that is held with the Project Manager and the departing team member will be one of your responsibilities. It is also important to make sure that the person taking over the responsibilities of the departing member is fully informed of their new role.

The video below shares some other tips for offboarding, in case this is something that you and your team have to deal with: