📆 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):

1:1s

• Describe a typical 1:1 with this person.
• Do you struggle to fill time?
• Do they typically come prepared? What does that look like for them?
• Do they reschedule a lot? Do you reschedule a lot?
• Do they seem enthusiastic and interested in 1:1s, or are they showing up and checking a box?
• What’s the balance 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?

Team dynamics

• 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?

Last performance review