📆 Effective date

This is needed for clarity for the team member the old and new manager, but also for vacation approval etc.

Make sure the People team is informed so they can update Humaans!

Talk between ex- and new manager

Some topics you can consider are (put together by Jace Proctor):

Describe a typical 1:1 with this person: x of “work stuff” versus “life stuff” versus “goofing off” in your 1:1s?
How would you improve 1:1s with this person if you could wave a magic wand?

What role did this person typically play on the team?
Did they step into any leadership work, like running rituals or being a team lead?
What kind of glue work do they typically do, if any?
Who did they typically really get along with or work well with?
Conversely, did they have a challenging time working with anyone?

Walk me through the bullet points of their last review.
How did they react to the review?
When you calibrated their rating, how did that conversation w/ upper management go?
- Especially interested in whether there was a lot of pushback, followups, etc.
What, if anything, did you commit to working on or actively coaching them on coming out of their performance review?
- Did you produce anything to assist in this effort?
If the employee does not meet expectations on anything, what was the plan going forward?
- What specifics did we need to see?
- What was the plan to get them there?
- How has that effort gone so far?