Manifestly: A Checklist App for Teams

Client Offboarding Checklist

Client Information

Client Name

Client Contact Information

Client Account Number

Client Invoicing Number

Date of Last Invoice

Financials

Final Invoice Sent

Final Payment Received

Amounts Owed to Client

Administrative

Contract Termination Notice Sent

Any Outstanding Legal Matters Resolved

Return of Client Property

Return of Client Data

Final Project Deliverable

Final Report Completed

Final Meeting Report Completed

Communication

Contact Notifications Sent

Internal Communications Completed

External Communications Completed

Post-Engagement Survey Sent

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Client Onboarding Checklist

Project Details

Project Scope

Project Timeline

Project Resources

Client Details (Name, Contact Info, etc.)

Project Deliverables

Financials

Billing Structure

Payment Terms

Agreed Upon Budget

Team Members

Client Representative(s)

Consulting Team Members

Other Stakeholders

Communications

Frequency

Methods (Email, Phone, In Person Meetings, etc.)

Project Documentation

Project Plan

Requirements Documents

Status Reports

Meeting Notes

Legal

Contracts

Non-Disclosure Agreements

Statement of Work

Insurance Documentation

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Data Security Checklist

Inventory and Classification of Data -Identify where data is stored -Classify data based on sensitivity

Access Controls -Establish user authentication and authorization protocols -Ensure access is limited to only those with a need to know -Implement two-factor authentication

Data Encryption -Encrypt data at rest -Encrypt data in transit

Data Backup -Establish a regular backup schedule -Ensure backups are tested and stored securely

Monitoring -Monitoring access to data -Logging and auditing of access and activity -Monitoring of external threats

Security Awareness and Training -Provide regular training on data security -Implement policies and procedures related to data security

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Employee Orientation Checklist

Provide employee with explanation of job duties, responsibilities, and expectations

Provide a tour of the office and introduce personnel

Go over important policies regarding safety, attendance, and punctuality

Give a detailed explanation of the company's benefits and compensation packages

Explain the company's mission, values, vision, and goals

Introduce the employee to the company's systems, software, and tools

Provide information about the company's internal communications and collaboration tools

Give an overview of the company's organizational structure and reporting relationships

Explain the company's organizational culture

Explain the company's performance management and feedback process

Introduce the employee to their supervisor, team members, and other key stakeholders

Provide a copy of the employee handbook and other relevant documents

Offer any additional training or information necessary for the employee to succeed in their role

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Employee Termination Checklist

Human Resources

Notify the employee of their termination

Provide a written notice of termination

Collect any company property from the employee

Record the termination date

Update company records

Ensure the employee is paid for any outstanding wages or vacation pay

Review the employee’s benefits and make any necessary changes

Terminate the employee’s access to the company’s systems

Provide information on COBRA continuation of benefits

Review any severance agreement and ensure any applicable payments are made

Legal

Review the applicable laws and regulations related to the termination

Ensure the employee is not the subject of any discrimination or retaliation

Ensure the employee’s rights are protected

Review the employee’s non-compete agreement

Ensure the employee does not have any pending legal claims against the company

IT

Terminate the employee’s access to the company’s systems

Change the passwords on any of the employee’s accounts

Disable any company-issued devices

Delete any sensitive files or data associated with the employee

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Leave of Absence Checklist

General Guidelines

Allow employees to take leave of absence when necessary

Ensure that the employee understands the company’s policies and procedures regarding leave of absence

Ensure that the employee has officially requested and obtained approval for their leave

Provide the employee with a copy of the company’s leave of absence policy

Schedule a meeting with the employee to discuss the details of the leave

Documents & Forms

Complete and submit the employer's leave request form

Provide a physician's note, if required by the employer

Submit proof of medical insurance

Provide a copy of any other relevant documents

Financial Planning

Make arrangements to cover any missed paychecks

Make arrangements to cover any missed benefits

Make arrangements for any other financial obligations

Communication

Notify supervisors and co-workers of the leave of absence

Notify clients and other important contacts of the leave of absence

Schedule a meeting before the leave to discuss work plans and expectations

Schedule a meeting after the leave to discuss any changes to work plans or expectations

Return to Work

Schedule a meeting with the employee to discuss the return to work process

Review and update the employee’s job description, if necessary

Review any changes to company policies or procedures

Provide support and assistance to the employee during their transition back to work

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New Employee

GATHER EMPLOYEE INFORMATION FOR PAYROLL

Name (Full, Legal)

Address (Home)

SSN

Date of Birth

Date of Hire

Salary

Marital Status

Allowances (Deductions)

Direct Deposit (routing number, bank account number, and voided check) OPTIONAL

EXTERNAL SERVICES

Create a GMail account for them

Add to Github Organization

Add to Manifestly

Add to Expensify

Add to Harvest

Share 1Password vault

INTERNAL

Add them as a user on the website

Have them write and post their blog post announcing they joined

Add to Flowdock flows as necessary

Create Gravatar or link email to Gravatar account

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Performance Evaluation Checklist

Quality of Work

Ability to handle complex tasks

Quality of deliverables

Ability to make decisions

Use of best practices

Attention to detail

Leadership

Ability to motivate and inspire

Ability to delegate tasks

Ability to build team spirit

Ability to manage conflicts

Ability to take initiative

Communication

Ability to explain complex tasks

Ability to listen and comprehend

Ability to provide feedback

Ability to write clearly

Ability to present effectively

Professionalism

Ability to meet deadlines

Ability to work independently

Ability to respect others

Ability to maintain confidentiality

Ability to work under pressure

Innovation

Ability to think creatively

Ability to develop new ideas

Ability to use technology effectively

Ability to problem solve

Ability to innovate solutions

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Project Kickoff Checklist

Pre-Kickoff

Finalize project scope

Obtain executive approval

Determine the project budget

Assign project roles and responsibilities

Schedule kick-off meeting

Identify project risks

Kickoff Meeting

Introduce team members

Present project overview

Review project scope

Discuss project timeline

Establish communication protocols

Confirm project milestones

Define project success criteria

Outline project deliverables

Discuss project risks

Set expectations for the project

Post-Kickoff

Document meeting notes

Distribute meeting summary

Follow up on action items

Track project progress

Update project documentation

Monitor project risks

Regularly review project scope

Adjust project timeline accordingly

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Risk Management Checklist

Risk Identification

Identify and document risks and uncertainties that could affect the project

Assign a risk rating to each risk

Conduct a risk assessment to determine the probability of each risk

Identify risk triggers and potential consequences

Create a risk register that documents all the identified risks

Risk Monitoring

Set up a system to monitor and track risks

Monitor changes in the project environment that could affect the project

Identify new risks and update the risk register accordingly

Review risk management plans regularly

Risk Mitigation

Develop strategies to mitigate risks

Identify potential responses to each risk

Prioritize responses based on their potential impact

Implement appropriate risk mitigation plans

Risk Communication

Communicate risks to all stakeholders

Establish procedures for reporting risks

Ensure all stakeholders understand their roles and responsibilities in risk management

Provide training to stakeholders on risk management processes and procedures

Risk Review

Conduct periodic risk reviews

Review and update the risk register as needed

Evaluate the effectiveness of risk management plans

Assess the impact of changes to the project environment on risks

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Free Checklist Templates for Consulting

Client Offboarding Checklist

Client Information

Financials

Administrative

Communication

Client Onboarding Checklist

Project Details

Financials

Team Members

Communications

Project Documentation

Legal

Data Security Checklist

Data Security Checklist

Employee Orientation Checklist

Employee Orientation Checklist

Employee Termination Checklist

Human Resources

Legal

IT

Leave of Absence Checklist

General Guidelines

Documents & Forms

Financial Planning

Communication

Return to Work

New Employee

GATHER EMPLOYEE INFORMATION FOR PAYROLL

EXTERNAL SERVICES

INTERNAL

Performance Evaluation Checklist

Quality of Work

Leadership

Communication

Professionalism

Innovation

Project Kickoff Checklist

Pre-Kickoff

Kickoff Meeting

Post-Kickoff

Risk Management Checklist

Risk Identification

Risk Monitoring

Risk Mitigation

Risk Communication

Risk Review

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