Continuity.
WHAT TO SECURE
Access to all systems Files and documents Work in progress Customer contact, if they held relationships
THE RELATIONSHIP POINT
If one person holds customer relationships, their departure takes them.
Ensure others are known to customers.
WHAT TO DOCUMENT BEFORE THEY GO
How they did their work What is in progress Anything only they know
WHEN TO ASK FOR THIS
While the relationship is still good.
Not after notice is given.
WHAT TO REMOVE
Every account Every access Every key Third-party services they were connected to
WHAT TO CHANGE
Shared credentials Anything they could access
WHAT TO TELL CUSTOMERS
If they were customer-facing, who they now deal with.
Promptly, so nobody is confused.
WHAT TO REVIEW AFTERWARDS
Whether the business depended too heavily on that person.
WHAT TO DO ABOUT IT
Document, and cross-train.
